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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$1.22M -$23.2K -499 -2%
ASRS
102
Arizona State Retirement System
Arizona
$1.2M -$123K -2,636 -10%
MSA
103
Mason Street Advisors
Wisconsin
$1.13M +$8.18K +176 +0.8%
AIP
104
Ameritas Investment Partners
Nebraska
$1.08M +$34.2K +735 +3%
Canada Life
105
Canada Life
Manitoba, Canada
$1.05M +$1.01M +21,782 New
KFC
106
Klingenstein Fields & Co
New York
$1.02M
CCMINC
107
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1M -$17.3K -372 -2%
DCM
108
Dean Capital Management
Kansas
$999K
SIM
109
Spark Investment Management
New York
$980K
CSS
110
Cubist Systematic Strategies
Connecticut
$953K +$684K +14,715 +299%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$909K +$293K +6,303 +51%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$907K +$869K +18,689 New
BMO
113
Beck Mack & Oliver
New York
$891K -$58.1K -1,249 -6%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$868K +$64.3K +1,382 +8%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$848K -$56.1K -1,206 -6%
DT
116
Diversified Trust
Tennessee
$819K +$178K +3,822 +29%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$800K -$449K -9,661 -37%
WCM
118
Weld Capital Management
New York
$776K +$744K +16,001 New
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$743K -$291K -6,258 -29%
BE
120
Bonness Enterprises
District of Columbia
$728K
Pacer Advisors
121
Pacer Advisors
Pennsylvania
$721K -$85.7K -1,844 -11%
HF
122
HRT Financial
New York
$715K +$686K +14,746 New
ZCA
123
Zeke Capital Advisors
Pennsylvania
$703K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$700K -$232 -5 -0%
SG Americas Securities
125
SG Americas Securities
New York
$684K -$137K -2,945 -17%

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.