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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$1.68M -$69.4K -1,200 -4%
BMO
102
Beck Mack & Oliver
New York
$1.58M -$17.1K -296 -1%
ZCM
103
Zebra Capital Management
Connecticut
$1.57M -$447K -7,720 -24%
HPC
104
HM Payson & Co
Maine
$1.55M -$48.3K -834 -3%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.54M -$610K -10,538 -31%
SCM
106
Stevens Capital Management
Pennsylvania
$1.53M +$1.35M +23,302 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$1.53M +$600K +10,366 +80%
MSA
108
Mason Street Advisors
Wisconsin
$1.44M -$9.31K -161 -0.7%
First Trust Advisors
109
First Trust Advisors
Illinois
$1.44M -$1.81M -31,319 -59%
First Manhattan
110
First Manhattan
New York
$1.43M
WI
111
WBI Investments
New Jersey
$1.39M -$55.9K -967 -4%
CCMINC
112
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.36M -$30K -518 -2%
BE
113
Bonness Enterprises
District of Columbia
$1.31M
GC
114
Gratus Capital
Georgia
$1.28M -$116 -2 -0%
AG
115
Aperio Group
California
$1.2M +$22.1K +382 +2%
Renaissance Technologies
116
Renaissance Technologies
New York
$1.16M -$3.06M -52,917 -75%
Federated Hermes
117
Federated Hermes
Pennsylvania
$1.14M -$314K -5,429 -24%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.11M -$48.5K -838 -5%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$1.1M +$10.4K +180 +1%
PCAP
120
Pratt Collard Advisory Partners
New York
$1.07M +$945K +16,325 New
SOMRS
121
State of Michigan Retirement System
Michigan
$1.05M -$46.3K -800 -5%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.03M +$686K +11,853 +314%
GH
123
GAM Holding
Switzerland
$941K +$828K +14,305 New
AIP
124
Ameritas Investment Partners
Nebraska
$887K -$318K -5,500 -29%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$886K

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.