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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$1.72M +$107K +2,334 +7%
CSC
77
Caldwell Sutter Capital
California
$1.64M
EP
78
Edgestream Partners
New Jersey
$1.63M +$1.55M +33,688 New
Russell Investments Group
79
Russell Investments Group
United Kingdom
$1.62M -$610K -13,289 -28%
CCMINC
80
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.61M +$169K +3,679 +12%
RA
81
Royce & Associates
New York
$1.59M -$651K -14,181 -30%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$1.57M -$117K -2,542 -7%
EGM
83
Engineers Gate Manager
New York
$1.52M -$2.6M -56,623 -64%
NP
84
NorthRock Partners
Minnesota
$1.51M +$251K +5,464 +21%
WCM
85
Wedge Capital Management
North Carolina
$1.51M +$38.1K +830 +3%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$1.4M +$55.1K +1,200 +4%
Franklin Resources
87
Franklin Resources
California
$1.25M +$147K +3,193 +15%
SEI Investments
88
SEI Investments
Pennsylvania
$1.24M -$434K -9,442 -27%
Comerica Bank
89
Comerica Bank
Texas
$1.22M +$459 +10 +0%
HF
90
HRT Financial
New York
$1.19M +$1.13M +24,657 New
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$1.19M
IMRF
92
Illinois Municipal Retirement Fund
Illinois
$1.18M +$67.4K +1,468 +6%
TI
93
Tidal Investments
Wisconsin
$1.14M +$826 +18 +0.1%
NRD
94
Nebula Research & Development
New York
$1.13M +$1.07M +23,352 New
GD
95
Grandfield & Dodd
New York
$1.12M -$328K -7,143 -24%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$1.11M +$20.2K +439 +2%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.09M -$48.2K -1,049 -4%
XT
98
XTX Topco
Cayman Islands
$1.07M +$412K +8,981 +68%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$1.06M +$80.7K +1,758 +9%
GC
100
Guggenheim Capital
Illinois
$1.05M -$25.6K -558 -2%

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.