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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$748K -$154K -3,677 -16%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$700K -$3.68K -88 -0.5%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$674K +$20.8K +496 +3%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$664K
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$619K -$578K -13,815 -47%
ACM
106
Aquatic Capital Management
Illinois
$573K +$599K +14,300 New
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$549K -$631K -15,074 -52%
EMG
108
ETF Managers Group
New Jersey
$546K +$26.7K +637 +5%
SG Americas Securities
109
SG Americas Securities
New York
$541K +$19.8K +474 +4%
AAM
110
Advisors Asset Management
Colorado
$511K +$104K +2,481 +24%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$504K +$1.88K +45 +0.4%
ASRS
112
Arizona State Retirement System
Arizona
$501K +$19.3K +462 +4%
DT
113
Diversified Trust
Tennessee
$499K -$41.9K -1,000 -7%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$465K +$176K +4,200 +57%
PAM
115
Panagora Asset Management
Massachusetts
$462K -$152K -3,627 -24%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$461K +$2.55K +61 +0.5%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$461K +$4.19K +100 +0.9%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$459K +$479K +11,455 New
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$449K +$87.9K +2,100 +23%
SOMRS
120
State of Michigan Retirement System
Michigan
$435K
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$423K -$284K -6,782 -39%
Acadian Asset Management
122
Acadian Asset Management
Massachusetts
$418K
YIH
123
Y-Intercept (HK)
Hong Kong
$412K -$352K -8,416 -45%
RJT
124
Raymond James Trust
Florida
$410K -$30K -717 -7%
Lazard Asset Management
125
Lazard Asset Management
New York
$409K -$295K -7,043 -41%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.