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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$878K -$114K -3,135 -14%
Canada Life
102
Canada Life
Manitoba, Canada
$866K -$89.6K -2,474 -12%
Prudential Financial
103
Prudential Financial
New Jersey
$845K +$670K +18,499 New
Stifel Financial
104
Stifel Financial
Missouri
$803K +$55.6K +1,534 +10%
Osaic Holdings
105
Osaic Holdings
Arizona
$792K -$25.6K -707 -4%
Deutsche Bank
106
Deutsche Bank
Germany
$776K +$51.9K +1,433 +9%
Wellington Management Group
107
Wellington Management Group
Massachusetts
$746K -$59.8K -1,651 -9%
BAM
108
Blueshift Asset Management
New Jersey
$731K +$256K +7,062 +79%
SOMRS
109
State of Michigan Retirement System
Michigan
$726K
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$724K +$1.09K +30 +0.2%
WG
111
Winton Group
United Kingdom
$709K +$123K +3,409 +28%
NMIMC
112
Northwestern Mutual Investment Management Company
Wisconsin
$685K -$7.1K -196 -1%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$676K +$35.7K +985 +7%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$673K +$18.8K +519 +4%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$670K -$8.44K -233 -2%
BMO
116
Beck Mack & Oliver
New York
$667K -$96.3K -2,659 -15%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$665K +$21.2K +586 +4%
American Century Companies
118
American Century Companies
Missouri
$636K +$505K +13,932 New
DT
119
Diversified Trust
Tennessee
$595K -$122K -3,374 -21%
ASRS
120
Arizona State Retirement System
Arizona
$590K -$19.5K -538 -4%
QI
121
QS Investors
New York
$575K
AIM
122
Aigen Investment Management
New York
$569K +$398K +10,982 +748%
Allianz Asset Management
123
Allianz Asset Management
Germany
$541K -$344K -9,489 -44%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$533K +$421K +11,619 New
IIC
125
Ironwood Investment Counsel
Arizona
$531K +$39.3K +1,084 +10%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.