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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
126
Municipal Employees' Retirement System of Michigan
Michigan
$1.11M +$260K +5,140 +32%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$1.1M +$82.3K +1,631 +8%
NIPH
128
NN Investment Partners Holdings
Netherlands
$1.09M +$41.1K +815 +4%
GC
129
Gratus Capital
Georgia
$1.09M +$1.05M +20,834 New
SG Americas Securities
130
SG Americas Securities
New York
$1.08M -$107K -2,124 -9%
SG
131
Societe Generale
$1.08M +$1.04M +20,664 New
GC
132
Guggenheim Capital
Illinois
$1.05M -$561K -11,120 -36%
BE
133
Bonness Enterprises
District of Columbia
$1.04M
ZIG
134
Zurich Insurance Group
Switzerland
$1.03M
Legal & General Group
135
Legal & General Group
United Kingdom
$1M +$157K +3,101 +19%
N
136
Nuveen
North Carolina
$987K
ASRS
137
Arizona State Retirement System
Arizona
$986K -$212K -4,200 -18%
MC
138
Martin & Co
Tennessee
$955K -$49.2K -975 -5%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$888K +$223K +4,418 +35%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$862K +$19.9K +394 +2%
AL
141
Airain Ltd
Guernsey
$848K +$821K +16,261 New
HW
142
Hancock Whitney
Mississippi
$835K +$808K +16,000 New
VOYA Investment Management
143
VOYA Investment Management
Georgia
$760K -$573K -11,340 -44%
WF
144
Welch & Forbes
Massachusetts
$753K
SI
145
SII Investments
Wisconsin
$736K +$100K +1,990 +16%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$668K -$35.3K -700 -5%
GS
147
GAM Systematic
United Kingdom
$656K +$174K +3,447 +38%
CCMINC
148
Cardinal Capital Management Inc (North Carolina)
North Carolina
$637K +$40.8K +808 +7%
TC
149
TFS Capital
Pennsylvania
$637K +$279K +5,516 +82%
MAA
150
Mraz Amerine & Associates
California
$618K

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.