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John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$788K +$121K +2,849 +16%
GCP
102
GSA Capital Partners
United Kingdom
$780K +$857K +20,115 New
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$748K -$1.53K -36 -0.2%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$712K -$31.1K -731 -4%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$673K +$33.8K +793 +5%
HPCM
106
Hunter Perkins Capital Management
Illinois
$646K +$452K +10,599 +174%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$604K -$132K -3,100 -17%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$558K +$613K +14,385 New
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$546K +$112K +2,625 +23%
EMG
110
ETF Managers Group
New Jersey
$536K +$8.78K +206 +2%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$523K +$80.3K +1,885 +16%
AAM
112
Advisors Asset Management
Colorado
$513K +$20.5K +480 +4%
EAM
113
Eschler Asset Management
United Kingdom
$509K +$560K +13,141 New
AC
114
Arjuna Capital
North Carolina
$502K +$131K +3,068 +31%
ASRS
115
Arizona State Retirement System
Arizona
$498K +$14.4K +337 +3%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$497K -$1.12M -26,257 -67%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$490K +$2.51K +59 +0.5%
DT
118
Diversified Trust
Tennessee
$483K
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$473K +$42.6K +1,000 +9%
ECM
120
ExodusPoint Capital Management
New York
$450K +$494K +11,604 New
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$442K -$4.26K -100 -0.9%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$441K -$5.97K -140 -1%
PAM
123
Panagora Asset Management
Massachusetts
$437K -$10.6K -249 -2%
JF
124
Jump Financial
Illinois
$432K +$474K +11,135 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$425K -$250K -5,856 -35%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.