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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36%87.91% (+0.54%)

4% less funds holding

Funds holding: 246235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Aperio Group
California
$1.2M +$684K +15,337 +129%
Prudential Financial
102
Prudential Financial
New Jersey
$1.18M -$40.5K -907 -3%
ZIG
103
Zurich Insurance Group
Switzerland
$1.16M +$464K +10,400 +65%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$1.15M +$264K +5,924 +29%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$1.13M +$15.2K +341 +1%
MIM
106
MetLife Investment Management
New Jersey
$1.13M -$48.3K -1,083 -4%
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$1.09M -$4.5M -100,789 -80%
Voloridge Investment Management
108
Voloridge Investment Management
Florida
$1.03M +$237K +5,323 +29%
MSA
109
Mason Street Advisors
Wisconsin
$1.01M -$41.2K -923 -4%
AIP
110
Ameritas Investment Partners
Nebraska
$951K -$34.3K -768 -3%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$948K +$962K +21,568 New
FL
112
Fort LP
Maryland
$945K -$603K -13,526 -39%
CCMINC
113
Cardinal Capital Management Inc (North Carolina)
North Carolina
$925K -$57.6K -1,290 -6%
KFC
114
Klingenstein Fields & Co
New York
$923K
Citigroup
115
Citigroup
New York
$907K -$1.01M -22,669 -52%
DCM
116
Dean Capital Management
Kansas
$905K +$80.8K +1,810 +10%
SIM
117
Spark Investment Management
New York
$887K +$901K +20,200 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$884K +$78.3K +1,755 +10%
BMO
119
Beck Mack & Oliver
New York
$862K -$8.92K -200 -1%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$834K -$961K -21,530 -53%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$821K +$15.9K +356 +2%
SG Americas Securities
122
SG Americas Securities
New York
$748K +$286K +6,406 +60%
Squarepoint
123
Squarepoint
New York
$734K -$167K -3,740 -18%
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$734K -$57.6K -1,291 -7%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$726K +$8.74K +196 +1%

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.