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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 87.51%86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$1.43M +$1.34M +35,114 New
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$1.42M -$63.8K -1,675 -5%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$1.42M +$1.33M +34,903 New
CSC
79
Caldwell Sutter Capital
California
$1.38M -$212K -5,552 -14%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$1.31M +$40.5K +1,063 +3%
CSS
81
Cubist Systematic Strategies
Connecticut
$1.24M +$1.17M +30,580 New
WCM
82
Wedge Capital Management
North Carolina
$1.24M +$1.16M +30,467 New
CIC
83
Cornercap Investment Counsel
Georgia
$1.23M -$10.3K -271 -0.9%
GD
84
Grandfield & Dodd
New York
$1.23M -$665K -17,449 -37%
CCMINC
85
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.21M +$40.7K +1,068 +4%
Citigroup
86
Citigroup
New York
$1.18M +$74K +1,941 +7%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.14M +$36.3K +952 +4%
ECM
88
ExodusPoint Capital Management
New York
$1.13M +$1.06M +27,842 New
NP
89
NorthRock Partners
Minnesota
$1.05M +$986K +25,886 New
Comerica Bank
90
Comerica Bank
Texas
$1.03M +$241K +6,330 +33%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$1M
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$985K +$87.1K +2,285 +10%
TI
93
Tidal Investments
Wisconsin
$964K -$23.7K -622 -3%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$962K -$103K -2,712 -10%
Barclays
95
Barclays
United Kingdom
$943K -$1.38M -36,146 -61%
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$934K -$54K -1,418 -6%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$921K +$404K +10,591 +88%
GC
98
Guggenheim Capital
Illinois
$912K +$49.4K +1,297 +6%
PTC
99
Petrus Trust Company
Texas
$911K -$115K -3,014 -12%
Franklin Resources
100
Franklin Resources
California
$895K +$124K +3,251 +17%

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.