We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
101
Municipal Employees' Retirement System of Michigan
Michigan
$1.12M +$22.3K +410 +2%
GC
102
Gratus Capital
Georgia
$1.09M
LMGAM
103
Liberty Mutual Group Asset Management
Massachusetts
$1.09M +$28.3K +521 +3%
BE
104
Bonness Enterprises
District of Columbia
$1.08M
SG Americas Securities
105
SG Americas Securities
New York
$1.06M +$572K +10,534 +116%
AIP
106
Ameritas Investment Partners
Nebraska
$1.02M +$119K +2,200 +13%
MC
107
Martin & Co
Tennessee
$1.01M +$13.6K +250 +1%
GS
108
GAM Systematic
United Kingdom
$1.01M +$228K +4,194 +29%
ASRS
109
Arizona State Retirement System
Arizona
$1.01M -$5.54K -102 -0.5%
NIPH
110
NN Investment Partners Holdings
Netherlands
$987K -$171K -3,140 -15%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$961K -$210K -3,858 -18%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$953K +$40.7K +750 +4%
JG
113
Jefferies Group
New York
$942K +$951K +17,500 New
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$917K +$10.9K +200 +1%
CCMINC
115
Cardinal Capital Management Inc (North Carolina)
North Carolina
$867K +$13.1K +241 +2%
ARTA
116
A.R.T. Advisors
New York
$833K +$348K +6,400 +70%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$817K +$217 +4 +0%
SI
118
SII Investments
Wisconsin
$816K -$10.9K -200 -1%
WF
119
Welch & Forbes
Massachusetts
$776K
BCM
120
BlueCrest Capital Management
Jersey
$739K +$746K +13,734 New
Nomura Holdings
121
Nomura Holdings
Japan
$724K +$519K +9,555 +244%
Squarepoint
122
Squarepoint
New York
$673K +$679K +12,506 New
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$665K -$94.1K -1,732 -12%
GS
124
Gagnon Securities
New York
$658K +$1.9K +35 +0.3%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$610K -$21.1K -388 -3%

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.