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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$1.69M
TPSF
77
Texas Permanent School Fund
Texas
$1.68M -$14.4K -251 -0.8%
Truist Financial
78
Truist Financial
North Carolina
$1.62M -$285K -4,966 -14%
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.6M -$1.63M -28,380 -48%
CYG
80
Clean Yield Group
Vermont
$1.51M -$27.8K -485 -2%
AB
81
Amalgamated Bank
New York
$1.5M -$184K -3,218 -10%
HighTower Advisors
82
HighTower Advisors
Illinois
$1.48M -$198K -3,455 -11%
MSAM
83
Moloney Securities Asset Management
Missouri
$1.35M -$45.9K -800 -3%
SG Americas Securities
84
SG Americas Securities
New York
$1.35M +$1.29M +22,524 +687%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$1.27M -$321K -5,599 -19%
AC
86
Arjuna Capital
North Carolina
$1.18M +$203K +3,547 +19%
Canada Life
87
Canada Life
Manitoba, Canada
$1.17M +$222K +3,871 +21%
SO
88
STRS Ohio
Ohio
$1.14M -$22.9K -400 -2%
AIP
89
Ameritas Investment Partners
Nebraska
$1.11M -$30.4K -530 -2%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$1.09M +$22.3K +389 +2%
CCMINC
91
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.07M +$8.03K +140 +0.7%
DTL
92
Dynamic Technology Lab
Singapore
$1.05M +$514K +8,960 +81%
JCIA
93
Jackson Creek Investment Advisors
Colorado
$1.04M +$1.15M +20,011 New
EGM
94
Engineers Gate Manager
New York
$1.02M +$1.12M +19,490 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1M +$139K +2,420 +14%
TC
96
TwinBeech Capital
New York
$987K +$1.08M +18,909 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$987K -$14K -245 -1%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$985K +$570K +9,950 +111%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$953K +$1.05M +18,261 New
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$942K -$142K -2,480 -12%

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.