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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$2.49M -$193K -3,799 -8%
Allianz Asset Management
77
Allianz Asset Management
Germany
$2.46M +$1.71M +33,602 +284%
UCI
78
Uncommon Cents Investing
Wisconsin
$2.41M -$100K -1,970 -4%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$2.29M
First Trust Advisors
80
First Trust Advisors
Illinois
$2.27M -$1.16M -22,852 -35%
SO
81
STRS Ohio
Ohio
$2.25M +$2.11M +41,538 New
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$2.19M +$2.05M +40,310 New
MOACM
83
Mutual of America Capital Management
New York
$2.12M -$77.4K -1,522 -4%
HighTower Advisors
84
HighTower Advisors
Illinois
$2.1M -$733K -14,418 -27%
MC
85
Martin & Co
Tennessee
$2.1M -$95.1K -1,870 -5%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$2.09M -$184K -3,615 -9%
TPSF
87
Texas Permanent School Fund
Texas
$1.76M -$128K -2,509 -7%
NSIM
88
North Star Investment Management
Illinois
$1.75M
VIA
89
Vident Investment Advisory
Georgia
$1.74M +$495K +9,726 +44%
MWNA
90
Marshall Wace North America
New York
$1.73M -$471K -9,259 -22%
Morgan Stanley
91
Morgan Stanley
New York
$1.71M -$515K -10,123 -24%
CYG
92
Clean Yield Group
Vermont
$1.64M -$621K -12,200 -29%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$1.62M +$107K +2,100 +8%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$1.56M +$128K +2,526 +10%
Deutsche Bank
95
Deutsche Bank
Germany
$1.47M +$519K +10,208 +60%
MSAM
96
Moloney Securities Asset Management
Missouri
$1.44M
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.43M +$81.5K +1,603 +6%
Comerica Bank
98
Comerica Bank
Texas
$1.39M -$71.3K -1,402 -5%
UBS Group
99
UBS Group
Switzerland
$1.31M -$37.7K -742 -3%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$1.23M -$39.9K -784 -3%

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.