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John Wiley & Sons Class A
WLY

237 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 235 → 237 (+2)

0.49% less ownership

Funds ownership: 84.17% → 83.68% (-0.49%)

11% less capital invested

Capital invested by funds: $2.04B → $1.82B (-$220M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
90
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
+$35.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$23.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$12.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
-$122M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.5M
4
State Street
State Street
Massachusetts
-$10.7M
5
CIM
Calvert Investment Management
Maryland
-$9.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$1.51M -$50.5K -1,020 -3%
LMGAM
102
Liberty Mutual Group Asset Management
Massachusetts
$1.43M +$535K +10,793 +51%
Comerica Bank
103
Comerica Bank
Texas
$1.42M -$12.3K -249 -0.7%
GC
104
Guggenheim Capital
Illinois
$1.41M +$418K +8,429 +37%
JG
105
Jefferies Group
New York
$1.4M +$1.22M +24,705 +389%
BG
106
BlackRock Group
United Kingdom
$1.39M +$251K +5,069 +20%
DCM
107
Dupont Capital Management
Delaware
$1.33M -$3.32M -67,000 -69%
Federated Hermes
108
Federated Hermes
Pennsylvania
$1.32M -$51.5K -1,040 -3%
ACI
109
Advance Capital I
Michigan
$1.26M +$129K +2,600 +10%
First Manhattan
110
First Manhattan
New York
$1.19M – – –
WBC
111
Westpac Banking Corp
Australia
$1.13M – – –
PRCM
112
Pine River Capital Management
Minnesota
$1.13M – – –
PC
113
Palo Capital
California
$1.1M -$48.5K -979 -4%
BCM
114
Buckhead Capital Management
Georgia
$1.1M – – –
SAS
115
Spectrum Advisory Services
Georgia
$1.09M – – –
TAM
116
Trillium Asset Management
Massachusetts
$1.07M -$21.8K -440 -2%
ASRS
117
Arizona State Retirement System
Arizona
$1.05M +$33.7K +681 +3%
BA
118
BlackRock Advisors
Delaware
$1.04M +$603K +12,181 +111%
GC
119
Grace Capital
Massachusetts
$1.01M -$250K -5,052 -18%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$960K -$605K -12,212 -36%
MSA
121
Mason Street Advisors
Wisconsin
$926K +$12.2K +247 +1%
CIM
122
CenturyLink Investment Management
Colorado
$915K +$96.3K +1,944 +11%
IGIM
123
I.G. Investment Management
Manitoba, Canada
$911K +$2.63K +53 +0.3%
SG Americas Securities
124
SG Americas Securities
New York
$907K +$997K +20,133 New
BE
125
Bonness Enterprises
District of Columbia
$901K – – –
3 4
5
6 7

WLY Hedge Fund Activity: Q4 2015 in Review

237 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2015, worth a combined $1.82B — down 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WLY positions and 22 closed out — a net gain of 3 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $35.5M. The largest seller was Amundi Asset Management US, cutting an estimated $122M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2015, up from 235 in Q3 2015.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2015, down 11% quarter-over-quarter.
  • 25 funds opened new John Wiley & Sons Class A positions in Q4 2015 and 22 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2015 was Clarkston Capital Partners, an estimated $35.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2015 was Amundi Asset Management US, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2015.