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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Saturna Capital
Washington
$2.12M -$853K -15,000 -30%
SFPIA
102
Stevens First Principles Investment Advisors
California
$2.11M
PP
103
PDT Partners
New York
$2.1M +$1.97M +34,571 New
DIA
104
Dean Investment Associates
Ohio
$2.07M +$92.4K +1,625 +5%
MIU
105
Man Investments (UK)
United Kingdom
$2.05M +$1.53M +26,924 +392%
WG
106
Winton Group
United Kingdom
$2.04M +$1.91M +33,631 New
Comerica Bank
107
Comerica Bank
Texas
$2M -$183K -3,219 -9%
SFM
108
Systematic Financial Management
New Jersey
$1.98M +$1.86M +32,760 New
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$1.95M -$17.1K -300 -0.9%
Nordea Investment Management
110
Nordea Investment Management
Sweden
$1.88M +$92.9K +1,635 +6%
ASRS
111
Arizona State Retirement System
Arizona
$1.8M -$45.5K -800 -3%
ADMI
112
Albert D. Mason Inc
Massachusetts
$1.75M +$11.4K +200 +0.7%
Federated Hermes
113
Federated Hermes
Pennsylvania
$1.7M -$23.3K -410 -1%
SAS
114
Spectrum Advisory Services
Georgia
$1.63M
PPA
115
Parametric Portfolio Associates
Washington
$1.61M +$119K +2,098 +9%
First Manhattan
116
First Manhattan
New York
$1.6M
SB
117
Suntrust Banks
Georgia
$1.58M -$386K -6,791 -21%
UBS AM
118
UBS AM
Illinois
$1.58M
CCP
119
Clarkston Capital Partners
Michigan
$1.5M -$90.7K -1,595 -6%
PMG
120
ProVise Management Group
Florida
$1.44M -$10.4K -183 -0.8%
MAA
121
Managed Account Advisors
New Jersey
$1.41M +$405K +7,119 +44%
TAM
122
Trillium Asset Management
Massachusetts
$1.39M +$512K +9,012 +64%
ARC
123
Absolute Return Capital
Massachusetts
$1.39M -$2.83M -49,874 -68%
OAC
124
OMERS Administration Corp
Ontario, Canada
$1.39M +$1.3M +22,900 New
ACM
125
Argentus Capital Management
Texas
$1.39M +$10.4K +183 +0.8%

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.