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John Wiley & Sons Class A

227 hedge funds and large institutions have $1.62B invested in John Wiley & Sons Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $577K | Put options by funds: $172K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$87.9M)

2% more ownership

Funds ownership: 86.56%88.55% (+2%)

1% more funds holding

Funds holding: 225227 (+2)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
73
Reduced
87
Closed
28
Calls
$577K
Puts
$172K
Net Calls
+$405K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$750K -$59.9K -1,569 -8%
DT
102
Diversified Trust
Tennessee
$744K +$26.9K +703 +4%
KFC
103
Klingenstein Fields & Co
New York
$730K -$70.6K -1,849 -9%
CCMINC
104
Cardinal Capital Management Inc (North Carolina)
North Carolina
$723K -$140K -3,665 -16%
BMO
105
Beck Mack & Oliver
New York
$698K -$11K -288 -2%
Deutsche Bank
106
Deutsche Bank
Germany
$686K -$1.3M -34,066 -66%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$643K -$2.34M -61,202 -79%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$636K -$40.6K -1,062 -6%
SOMRS
109
State of Michigan Retirement System
Michigan
$620K +$141K +3,693 +30%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$618K -$82.9K -2,170 -12%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$612K -$235K -6,145 -28%
Stifel Financial
112
Stifel Financial
Missouri
$605K +$22.5K +590 +4%
PAM
113
Panagora Asset Management
Massachusetts
$594K -$55.2K -1,446 -9%
NMIMC
114
Northwestern Mutual Investment Management Company
Wisconsin
$593K +$382 +10 +0.1%
Wellington Management Group
115
Wellington Management Group
Massachusetts
$586K -$246K -6,442 -30%
BE
116
Bonness Enterprises
District of Columbia
$585K
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$573K -$11K -288 -2%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$572K +$561K +14,677 New
DCM
119
Dean Capital Management
Kansas
$548K -$39.7K -1,040 -7%
MSAM
120
Moloney Securities Asset Management
Missouri
$544K +$533K +13,950 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$533K +$89K +2,331 +21%
SG Americas Securities
122
SG Americas Securities
New York
$490K +$480K +12,566 New
RJT
123
Raymond James Trust
Florida
$487K +$25.4K +665 +6%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$471K +$24.9K +653 +6%
GS
125
Gagnon Securities
New York
$429K +$2.79K +73 +0.7%

WLY Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2020, worth a combined $1.62B — up 5.8% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 28 closed out — a net gain of 3 holders — while 73 added to existing stakes and 87 trimmed.

The largest buyer was VanEck Associates, adding an estimated $47.4M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 227 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2020, up from 225 in Q1 2020.
  • Funds reported $1.62B of John Wiley & Sons Class A stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2020 and 28 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2020 was VanEck Associates, an estimated $47.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.