We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$1.49M +$407K +9,553 +33%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$1.39M -$82.6K -1,939 -5%
AA
78
ALPS Advisors
Colorado
$1.36M -$9.46K -222 -0.6%
MOACM
79
Mutual of America Capital Management
New York
$1.34M -$35.2K -827 -2%
Canada Life
80
Canada Life
Manitoba, Canada
$1.29M -$66.1K -1,552 -4%
NSIM
81
North Star Investment Management
Illinois
$1.25M
American Century Companies
82
American Century Companies
Missouri
$1.25M -$412K -9,661 -23%
Deutsche Bank
83
Deutsche Bank
Germany
$1.25M +$369K +8,653 +37%
SG Americas Securities
84
SG Americas Securities
New York
$1.23M +$774K +18,163 +135%
Allianz Asset Management
85
Allianz Asset Management
Germany
$1.22M +$79.4K +1,864 +6%
UBS Group
86
UBS Group
Switzerland
$1.21M +$478K +11,211 +56%
MAM
87
Martingale Asset Management
Massachusetts
$1.2M +$17.4K +409 +1%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$1.18M +$642K +15,061 +98%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$20.4K +479 +2%
AB
90
Amalgamated Bank
New York
$1.11M -$73.3K -1,721 -6%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$1.06M +$717K +16,818 +159%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$1.03M -$14M -328,654 -93%
CCMINC
93
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.01M +$25.9K +607 +2%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$1M +$215K +5,050 +24%
Lido Advisors
95
Lido Advisors
California
$994K +$10K +235 +0.9%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$895K +$32.3K +759 +3%
AIP
97
Ameritas Investment Partners
Nebraska
$880K +$15.5K +363 +2%
YCM
98
Yousif Capital Management
Michigan
$843K -$9.8K -230 -1%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$816K +$21.9K +515 +3%
SO
100
STRS Ohio
Ohio
$810K

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.