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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
101
Beck Mack & Oliver
New York
$1.3M -$28.2K -525 -2%
GC
102
Grace Capital
Massachusetts
$1.24M +$385K +7,170 +45%
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$1.23M -$333K -6,198 -21%
Federated Hermes
104
Federated Hermes
Pennsylvania
$1.22M -$32.9K -613 -3%
MSA
105
Mason Street Advisors
Wisconsin
$1.18M +$12.9K +241 +1%
WI
106
WBI Investments
New Jersey
$1.18M +$1.18M +22,072 New
Barclays
107
Barclays
United Kingdom
$1.17M +$179K +3,341 +18%
First Manhattan
108
First Manhattan
New York
$1.16M -$258K -4,800 -18%
CCMINC
109
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.13M +$113K +2,105 +11%
Citigroup
110
Citigroup
New York
$1.13M +$206K +3,843 +22%
BSAM
111
Blue Sky Asset Management
Colorado
$1.13M +$236K +4,398 +26%
BE
112
Bonness Enterprises
District of Columbia
$1.07M
NIPH
113
NN Investment Partners Holdings
Netherlands
$1.05M
GC
114
Gratus Capital
Georgia
$1.04M -$42.9K -800 -4%
AIP
115
Ameritas Investment Partners
Nebraska
$1.02M
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$1.02M +$1.02M +19,011 New
AG
117
Aperio Group
California
$953K +$563K +10,501 +144%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$947K -$22.5K -420 -2%
SOMRS
119
State of Michigan Retirement System
Michigan
$899K -$91.2K -1,700 -9%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$886K -$112K -2,079 -11%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$883K -$67.8K -1,263 -7%
SI
122
SII Investments
Wisconsin
$733K -$67.1K -1,250 -8%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$721K -$204K -3,810 -22%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$691K +$238K +4,433 +52%
CONA
125
Capital One National Association
New York
$674K +$676K +12,594 New

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.