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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
76
Caldwell Sutter Capital
California
$1.38M +$1.44M +34,388 New
NSIM
77
North Star Investment Management
Illinois
$1.3M
MAM
78
Martingale Asset Management
Massachusetts
$1.22M -$178K -4,260 -12%
AB
79
Amalgamated Bank
New York
$1.21M +$22.9K +546 +2%
Allianz Asset Management
80
Allianz Asset Management
Germany
$1.19M -$158K -3,766 -11%
Barclays
81
Barclays
United Kingdom
$1.19M +$628K +14,994 +103%
TPSF
82
Texas Permanent School Fund
Texas
$1.16M -$86.9K -2,076 -7%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$92K +2,198 +8%
SCP
84
Seizert Capital Partners
Michigan
$1.08M -$100K -2,399 -8%
Lido Advisors
85
Lido Advisors
California
$1.02M +$319K +7,613 +43%
CCMINC
86
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.02M +$53.5K +1,277 +5%
AIP
87
Ameritas Investment Partners
Nebraska
$964K +$48.1K +1,149 +5%
Deutsche Bank
88
Deutsche Bank
Germany
$942K +$127K +3,037 +15%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$893K +$49.9K +1,191 +6%
YCM
90
Yousif Capital Management
Michigan
$880K +$251 +6 +0%
Comerica Bank
91
Comerica Bank
Texas
$842K -$14.1K -337 -2%
SO
92
STRS Ohio
Ohio
$837K -$54.4K -1,300 -6%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$832K -$132K -3,150 -13%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$822K -$7.74K -185 -0.9%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$811K +$284K +6,785 +50%
UBS Group
96
UBS Group
Switzerland
$799K -$3.75M -89,669 -82%
DFCM
97
Dark Forest Capital Management
Puerto Rico
$792K +$821K +19,622 +13,440%
COPPSERS
98
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$774K +$95.3K +2,276 +13%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$765K -$45.6K -1,090 -5%
Millennium Management
100
Millennium Management
New York
$750K +$410K +9,791 +110%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.