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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
101
Two Sigma Advisers
New York
$618K -$149K -4,400 -18%
CCMINC
102
Cardinal Capital Management Inc (North Carolina)
North Carolina
$608K +$21.2K +626 +3%
NMIMC
103
Northwestern Mutual Investment Management Company
Wisconsin
$593K
Osaic Holdings
104
Osaic Holdings
Arizona
$577K +$403K +11,880 +193%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$570K +$101K +2,970 +20%
BMO
106
Beck Mack & Oliver
New York
$547K -$21.3K -628 -4%
ACM
107
AlphaCrest Capital Management
New York
$546K +$275K +8,100 +89%
DT
108
Diversified Trust
Tennessee
$520K -$90.4K -2,668 -14%
Stifel Financial
109
Stifel Financial
Missouri
$509K +$17.2K +508 +3%
SOMRS
110
State of Michigan Retirement System
Michigan
$504K
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$502K -$339 -10 -0.1%
Deutsche Bank
112
Deutsche Bank
Germany
$493K -$69K -2,034 -12%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$475K +$44.1K +1,301 +10%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$472K -$47.5K -1,400 -9%
KFC
115
Klingenstein Fields & Co
New York
$457K -$146K -4,300 -23%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$450K -$16.5K -486 -3%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$443K +$161K +4,743 +51%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$438K -$28.9K -853 -6%
ASRS
119
Arizona State Retirement System
Arizona
$427K +$114K +3,377 +33%
PAG
120
Private Advisory Group
Washington
$404K +$432K +12,745 New
RJT
121
Raymond James Trust
Florida
$401K +$6.24K +184 +1%
QI
122
QS Investors
New York
$400K +$129K +3,800 +43%
WG
123
Winton Group
United Kingdom
$384K +$411K +12,119 New
Victory Capital Management
124
Victory Capital Management
Texas
$381K -$1.62M -47,679 -80%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$375K +$401K +11,823 New

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.