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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99%86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$1.07M +$360K +6,658 +55%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$1.03M -$153K -2,838 -14%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$1.03M -$51.2K -947 -5%
Comerica Bank
104
Comerica Bank
Texas
$1.03M -$1.29M -23,893 -55%
SG Americas Securities
105
SG Americas Securities
New York
$1.02M -$432K -7,997 -31%
OSIA
106
O'Shares Investment Advisers
Massachusetts
$1M +$21.5K +398 +2%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$956K +$345K +6,386 +59%
Holocene Advisors
108
Holocene Advisors
New York
$953K +$900K +16,641 New
SOADOR
109
State of Alaska Department of Revenue
Alaska
$949K -$124K -2,295 -12%
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$947K -$82.1K -1,519 -8%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$947K -$9.08K -168 -1%
FL
112
Fort LP
Maryland
$941K +$350K +6,465 +65%
GS
113
Gagnon Securities
New York
$875K +$33.9K +627 +4%
TRCT
114
Tower Research Capital (TRC)
New York
$839K +$671K +12,405 +555%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$834K +$5.35K +99 +0.7%
DT
116
Diversified Trust
Tennessee
$832K
Nordea Investment Management
117
Nordea Investment Management
Sweden
$831K -$6.27K -116 -0.8%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$827K +$3.24K +60 +0.4%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$811K -$27K -500 -3%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$806K +$245K +4,540 +48%
Victory Capital Management
121
Victory Capital Management
Texas
$782K +$30.5K +564 +4%
DCM
122
Dupont Capital Management
Delaware
$778K +$735K +13,587 New
Two Sigma Advisers
123
Two Sigma Advisers
New York
$767K +$32.4K +600 +5%
KFA
124
Krane Funds Advisors
New York
$750K +$25.4K +469 +4%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$729K +$42.2K +780 +7%

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.