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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$893K +$86.5K +2,063 +9%
AL
102
AJO LP
Pennsylvania
$885K +$991K +23,620 New
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$874K +$978K +23,313 New
MSA
104
Mason Street Advisors
Wisconsin
$872K
AIP
105
Ameritas Investment Partners
Nebraska
$840K +$1.3K +31 +0.1%
CCMINC
106
Cardinal Capital Management Inc (North Carolina)
North Carolina
$833K +$64.7K +1,542 +7%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$819K +$375K +8,950 +69%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$804K +$116K +2,763 +15%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$780K +$122K +2,913 +16%
KFC
110
Klingenstein Fields & Co
New York
$771K -$18.9K -450 -2%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$703K -$356K -8,476 -31%
Citigroup
112
Citigroup
New York
$690K +$369K +8,795 +92%
DT
113
Diversified Trust
Tennessee
$689K +$62.9K +1,500 +9%
BMO
114
Beck Mack & Oliver
New York
$681K -$8.39K -200 -1%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$675K +$314K +7,480 +71%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$651K -$5.08K -121 -0.7%
PAM
117
Panagora Asset Management
Massachusetts
$625K -$1.7M -40,456 -71%
NMIMC
118
Northwestern Mutual Investment Management Company
Wisconsin
$569K +$113K +2,695 +22%
DCM
119
Dean Capital Management
Kansas
$566K -$231K -5,500 -27%
EGM
120
Engineers Gate Manager
New York
$565K +$633K +15,083 New
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$562K -$62K -1,479 -9%
BE
122
Bonness Enterprises
District of Columbia
$562K
Stifel Financial
123
Stifel Financial
Missouri
$557K +$282K +6,715 +82%
CC
124
Centiva Capital
New York
$525K +$74.2K +1,770 +14%
SOMRS
125
State of Michigan Retirement System
Michigan
$457K -$29.4K -700 -5%

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.