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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$1.18M -$5.95M -121,407 -82%
Prudential Financial
102
Prudential Financial
New Jersey
$1.17M -$1.35M -27,530 -51%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.17M -$10.2M -207,053 -89%
Victory Capital Management
104
Victory Capital Management
Texas
$1.09M +$1.21M +24,738 New
MSA
105
Mason Street Advisors
Wisconsin
$1.06M +$17.7K +360 +2%
SFM
106
Systematic Financial Management
New Jersey
$1.06M +$64.7K +1,320 +6%
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$1.06M +$1.17M +23,956 New
AIP
108
Ameritas Investment Partners
Nebraska
$990K +$83.4K +1,700 +8%
KFC
109
Klingenstein Fields & Co
New York
$988K -$10.8K -220 -1%
CCMINC
110
Cardinal Capital Management Inc (North Carolina)
North Carolina
$978K +$32.6K +665 +3%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$967K +$12.1K +246 +1%
BMO
112
Beck Mack & Oliver
New York
$896K -$67.9K -1,384 -6%
EBIM
113
Eagle Boston Investment Management
Massachusetts
$869K -$322K -6,567 -25%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$799K +$26.8K +547 +3%
QT
115
Quantbot Technologies
New York
$794K +$882K +17,978 New
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$781K +$127K +2,590 +17%
Arrowstreet Capital
117
Arrowstreet Capital
Massachusetts
$764K +$847K +17,276 New
GH
118
GAM Holding
Switzerland
$749K +$263K +5,360 +46%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$742K +$11.6K +237 +1%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$733K +$154K +3,135 +23%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$718K +$140K +2,855 +21%
SOMRS
122
State of Michigan Retirement System
Michigan
$712K
CYG
123
Clean Yield Group
Vermont
$710K -$720K -14,675 -48%
ZIG
124
Zurich Insurance Group
Switzerland
$703K
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$702K +$150K +3,049 +24%

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.