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John Wiley & Sons Class A

247 hedge funds and large institutions have $2.21B invested in John Wiley & Sons Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 65

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 243247 (+4)

1.23% more ownership

Funds ownership: 82.21%83.43% (+1.2%)

10% less capital invested

Capital invested by funds: $2.46B → $2.21B (-$246M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
119
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Matarin Capital Management
New York
$2.09M +$210K +3,612 +10%
Federated Hermes
102
Federated Hermes
Pennsylvania
$2.07M +$19.2K +330 +0.9%
TA
103
Teachers Advisors
New York
$2.07M +$90.3K +1,555 +4%
CIC
104
Crawford Investment Counsel
Georgia
$2.01M +$232K +4,000 +12%
SAM
105
Silvercrest Asset Management
New York
$1.96M +$473K +8,155 +29%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$1.93M +$117K +2,020 +6%
PPA
107
Parametric Portfolio Associates
Washington
$1.9M -$91.6K -1,577 -4%
DIA
108
Dean Investment Associates
Ohio
$1.87M +$303K +5,210 +18%
PP
109
PDT Partners
New York
$1.85M -$523K -9,000 -21%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.82M +$136K +2,349 +8%
TI
111
Trexquant Investment
Connecticut
$1.55M +$1.65M +28,500 New
RJA
112
Raymond James & Associates
Florida
$1.53M +$1.63M +28,138 New
PRCM
113
Pine River Capital Management
Minnesota
$1.47M +$390K +6,723 +33%
UBS AM
114
UBS AM
Illinois
$1.46M +$134K +2,300 +9%
GC
115
Grace Capital
Massachusetts
$1.45M -$1.67M -28,739 -51%
RCM
116
Rotella Capital Management
Washington
$1.45M +$1.55M +26,700 New
First Manhattan
117
First Manhattan
New York
$1.44M
WBC
118
Westpac Banking Corp
Australia
$1.36M -$151K -2,600 -9%
BCM
119
Buckhead Capital Management
Georgia
$1.33M
GCP
120
GSA Capital Partners
United Kingdom
$1.32M +$29K +500 +2%
SAS
121
Spectrum Advisory Services
Georgia
$1.31M -$157K -2,700 -10%
TAM
122
Trillium Asset Management
Massachusetts
$1.31M +$2.09K +36 +0.1%
BG
123
BlackRock Group
United Kingdom
$1.27M +$150K +2,575 +12%
Tudor Investment Corp
124
Tudor Investment Corp
Connecticut
$1.26M +$932K +16,060 +224%
PP
125
Paloma Partners
Connecticut
$1.2M +$341K +5,868 +36%

WLY Hedge Fund Activity: Q2 2015 in Review

247 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2015, worth a combined $2.21B — down 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLY positions and 22 closed out — a net gain of 5 holders — while 119 added to existing stakes and 65 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, cutting an estimated $91.3M.

  • 247 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2015, up from 243 in Q1 2015.
  • Funds reported $2.21B of John Wiley & Sons Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q2 2015 and 22 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2015 was Champlain Investment Partners, an estimated $27.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2015 was Capital Research Global Investors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2015.