We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Candriam SCA
Luxembourg
$929K +$1.02M +17,803 New
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$904K -$595K -10,372 -37%
OSIA
103
O'Shares Investment Advisers
Massachusetts
$893K +$981K +17,109 New
PAM
104
Panagora Asset Management
Massachusetts
$889K +$115K +2,001 +13%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$872K +$15.8K +276 +2%
HSA
106
Hussman Strategic Advisors
Maryland
$814K +$894K +15,600 New
Nordea Investment Management
107
Nordea Investment Management
Sweden
$782K +$16.9K +294 +2%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$766K -$11.1K -194 -1%
GS
109
Gagnon Securities
New York
$765K +$71.8K +1,253 +9%
DT
110
Diversified Trust
Tennessee
$759K -$261K -4,549 -24%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$755K -$9.86K -172 -1%
American Century Companies
112
American Century Companies
Missouri
$754K +$124K +2,164 +18%
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$751K -$7.22K -126 -0.9%
UBS Group
114
UBS Group
Switzerland
$717K -$573K -9,995 -42%
JF
115
Jump Financial
Illinois
$685K -$1.15M -19,974 -60%
Victory Capital Management
116
Victory Capital Management
Texas
$684K +$473K +8,254 +170%
Two Sigma Advisers
117
Two Sigma Advisers
New York
$668K +$264K +4,600 +56%
BMO
118
Beck Mack & Oliver
New York
$660K -$9.75K -170 -1%
KFA
119
Krane Funds Advisors
New York
$659K -$81.9K -1,429 -10%
EMG
120
ETF Managers Group
New Jersey
$642K +$55.6K +970 +9%
Citigroup
121
Citigroup
New York
$633K -$242K -4,220 -26%
ASRS
122
Arizona State Retirement System
Arizona
$633K -$344 -6 -0%
MWNA
123
Marshall Wace North America
New York
$631K -$7.98M -139,215 -92%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$624K -$378K -6,602 -36%
CSS
125
Cubist Systematic Strategies
Connecticut
$611K +$230K +4,009 +52%

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.