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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
126
Cornercap Investment Counsel
Georgia
$864K +$150K +2,590 +25%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$859K +$213K +3,681 +39%
Verition Fund Management
128
Verition Fund Management
Connecticut
$847K +$431K +7,457 +137%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$839K -$1.69M -29,158 -70%
CONA
130
Capital One National Association
New York
$829K +$405 +7 +0.1%
GCP
131
GSA Capital Partners
United Kingdom
$811K +$489K +8,457 +218%
AG
132
Algert Global
California
$810K +$713K +12,325 New
GS
133
Gagnon Securities
New York
$799K +$4.92K +85 +0.7%
UCI
134
Uncommon Cents Investing
Wisconsin
$796K +$700K +12,100 New
GC
135
Grace Capital
Massachusetts
$769K -$661K -11,430 -49%
TCM
136
Teza Capital Management
Illinois
$749K +$659K +11,398 New
LMGAM
137
Liberty Mutual Group Asset Management
Massachusetts
$744K -$23.3K -402 -3%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$743K -$34.7K -600 -5%
Holocene Advisors
139
Holocene Advisors
New York
$724K +$637K +11,011 New
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$723K +$636K +11,000 New
Pacer Advisors
141
Pacer Advisors
Pennsylvania
$708K +$285K +4,929 +85%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$691K -$350K -6,056 -37%
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$679K +$142K +2,454 +31%
WF
144
Welch & Forbes
Massachusetts
$671K -$41.9K -725 -7%
DT
145
Diversified Trust
Tennessee
$666K
WPW
146
Winthrop Partners - WNY
New York
$652K +$580K +10,025 New
SGI
147
Summit Global Investments
Utah
$644K +$567K +9,800 New
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$637K +$9.6K +166 +2%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$600K +$6.88K +119 +1%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$593K +$16.3K +281 +3%

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.