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John Wiley & Sons Class A

230 hedge funds and large institutions have $2.16B invested in John Wiley & Sons Class A in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 86.78%87.22% (+0.44%)

7% less funds holding

Funds holding: 246230 (-16)

7% less capital invested

Capital invested by funds: $2.32B → $2.16B (-$166M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
230
Holders Change
-16
Holders Change %
-6.5%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
79
Reduced
89
Closed
36
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.51M -$265K -5,040 -15%
AB
77
Amalgamated Bank
New York
$1.47M -$67.5K -1,285 -4%
AF
78
Amalgamated Financial
New York
$1.47M +$1.45M +27,673 New
Tudor Investment Corp
79
Tudor Investment Corp
Connecticut
$1.46M +$1.44M +27,478 New
MSAM
80
Moloney Securities Asset Management
Missouri
$1.45M +$136K +2,598 +11%
Deutsche Bank
81
Deutsche Bank
Germany
$1.42M -$364K -6,940 -21%
Allspring Global Investments
82
Allspring Global Investments
North Carolina
$1.41M -$928K -17,665 -40%
ACM
83
AlphaCrest Capital Management
New York
$1.39M +$382K +7,283 +38%
AC
84
Arjuna Capital
North Carolina
$1.39M +$98.9K +1,884 +8%
Canada Life
85
Canada Life
Manitoba, Canada
$1.37M +$90.3K +1,720 +7%
DCM
86
Dupont Capital Management
Delaware
$1.27M +$546K +10,387 +76%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$1.27M
YCM
88
Yousif Capital Management
Michigan
$1.23M +$30.9K +588 +3%
CS
89
Candriam SCA
Luxembourg
$1.19M
Neuberger Berman Group
90
Neuberger Berman Group
New York
$1.19M +$278K +5,297 +31%
CCMINC
91
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.17M +$65.7K +1,251 +6%
AIP
92
Ameritas Investment Partners
Nebraska
$1.13M -$2.57K -49 -0.2%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.12M +$1.1M +20,912 +9,958%
Comerica Bank
94
Comerica Bank
Texas
$1.11M +$27K +515 +3%
CIC
95
Cornercap Investment Counsel
Georgia
$991K -$34K -647 -3%
OSIA
96
O'Shares Investment Advisers
Massachusetts
$981K +$52.3K +995 +6%
GS
97
Gagnon Securities
New York
$979K +$167K +3,185 +21%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$977K -$439K -8,366 -31%
DTL
99
Dynamic Technology Lab
Singapore
$965K +$955K +18,190 New
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$954K +$76.8K +1,462 +9%

WLY Hedge Fund Activity: Q1 2022 in Review

230 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2022, worth a combined $2.16B — down 7.2% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WLY and 21 opened new positions — a net loss of 15 holders — while 89 trimmed existing stakes and 79 added.

The largest buyer was State Street, adding an estimated $39.5M. The largest seller was Acadian Asset Management, cutting an estimated $10.3M.

  • 230 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2022, down from 246 in Q4 2021.
  • Funds reported $2.16B of John Wiley & Sons Class A stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q1 2022 and 36 closed out, a net change of -15 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2022 was State Street, an estimated $39.5M added.
  • The largest John Wiley & Sons Class A seller in Q1 2022 was Acadian Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.