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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$1.63M -$78.3K -2,289 -5%
KCM
77
Kendall Capital Management
Maryland
$1.6M +$243K +7,105 +20%
MC
78
Martin & Co
Tennessee
$1.53M +$20.4K +596 +2%
CSC
79
Caldwell Sutter Capital
California
$1.51M
UCI
80
Uncommon Cents Investing
Wisconsin
$1.45M +$685 +20 +0.1%
TPSF
81
Texas Permanent School Fund
Texas
$1.41M +$7.33K +214 +0.6%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$1.4M -$43.5K -1,272 -3%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$1.19M +$1.06M +31,112 New
CIC
84
Cornercap Investment Counsel
Georgia
$1.17M
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$1.15M -$725K -21,178 -41%
CCMINC
86
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.09M +$187K +5,462 +24%
AG
87
Algert Global
California
$1.04M +$44.8K +1,310 +5%
Citigroup
88
Citigroup
New York
$1.03M +$80.4K +2,348 +10%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$1.03M +$48.3K +1,412 +6%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1M -$13.9K -406 -2%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$976K +$219K +6,390 +34%
PTC
92
Petrus Trust Company
Texas
$968K -$774K -22,612 -47%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$938K -$42.4K -1,240 -5%
AI
94
Atom Investors
Texas
$937K +$418K +12,201 +99%
IMRF
95
Illinois Municipal Retirement Fund
Illinois
$930K -$34.3K -1,002 -4%
TI
96
Tidal Investments
Wisconsin
$925K +$599K +17,504 +258%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$837K +$751K +21,956 New
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$836K -$345K -10,084 -32%
GC
99
Guggenheim Capital
Illinois
$805K +$258K +7,550 +56%
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$797K -$13.7K -400 -2%

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.