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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
101
Klingenstein Fields & Co
New York
$1.75M -$195K -3,861 -10%
HHC
102
Hutchin Hill Capital
New York
$1.75M +$1.69M +33,500 New
KGI
103
KBI Global Investors
Ireland
$1.72M +$1.66M +32,887 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$1.69M +$3.48K +69 +0.2%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$1.67M -$964K -19,088 -37%
EA
106
Emerald Acquisition
Washington
$1.58M +$1.53M +30,230 New
CIM
107
CenturyLink Investment Management
Colorado
$1.54M +$345K +6,827 +30%
UR
108
USCA RIA
Texas
$1.52M +$1.47M +29,060 New
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$1.51M -$166K -3,290 -10%
Canada Life
110
Canada Life
Manitoba, Canada
$1.48M +$1.18M +23,357 +459%
NI
111
Numeric Investors
Massachusetts
$1.45M
Citigroup
112
Citigroup
New York
$1.45M +$459K +9,088 +49%
LCM
113
Landscape Capital Management
New Jersey
$1.4M +$1.35M +26,752 New
ACI
114
AMP Capital Investors
Australia
$1.39M -$60.6K -1,200 -4%
First Manhattan
115
First Manhattan
New York
$1.38M
AI
116
Analytic Investors
California
$1.36M -$218K -4,326 -14%
IGIM
117
I.G. Investment Management
Manitoba, Canada
$1.35M +$40.6K +804 +3%
BIM
118
Bogle Investment Management
Massachusetts
$1.35M +$1.31M +25,902 New
BMO
119
Beck Mack & Oliver
New York
$1.34M -$66.1K -1,310 -5%
BA
120
BlackRock Advisors
Delaware
$1.3M +$112K +2,225 +10%
ZCM
121
Zebra Capital Management
Connecticut
$1.28M +$97.6K +1,933 +9%
PI
122
Putnam Investments
Massachusetts
$1.28M +$3.08K +61 +0.2%
TAM
123
Trillium Asset Management
Massachusetts
$1.28M +$10.7K +212 +0.9%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.18M +$526K +10,417 +85%
MSA
125
Mason Street Advisors
Wisconsin
$1.15M +$42.8K +848 +4%

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.