John Wiley & Sons Class A
232 hedge funds and large institutions have $2.41B invested in John Wiley & Sons Class A in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 15 closing their positions.
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
3% more capital invested
Capital invested by funds: $2.34B → $2.41B (+$70.5M)
0% more funds holding
Funds holding: 231 → 232 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.27% less ownership
Funds ownership: 84.2% → 82.93% (-1.3%)
11% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$19.4M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10M |
| 3 |
Bank of New York Mellon
New York
|
+$8.71M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.42M |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$13M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$12.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.4M |
| 4 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$7.09M |
| 5 |
VAM
Vontobel Asset Management
New York
|
-$6.61M |
WLY Hedge Fund Activity: Q4 2014 in Review
232 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2014, worth a combined $2.41B — up 3% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WLY positions and 15 closed out — a net gain of 5 holders — while 79 added to existing stakes and 89 trimmed.
The largest buyer was Franklin Resources, adding an estimated $19.4M. The largest seller was Sentinel Asset Management, cutting an estimated $13M.
- 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2014, up from 231 in Q3 2014.
- Funds reported $2.41B of John Wiley & Sons Class A stock for Q4 2014, up 3% quarter-over-quarter.
- 20 funds opened new John Wiley & Sons Class A positions in Q4 2014 and 15 closed out, a net change of +5 holders.
- The largest John Wiley & Sons Class A buyer in Q4 2014 was Franklin Resources, an estimated $19.4M added.
- The largest John Wiley & Sons Class A seller in Q4 2014 was Sentinel Asset Management, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2014.