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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Gratus Capital
Georgia
$1.03M -$23.3K -375 -2%
SOMRS
127
State of Michigan Retirement System
Michigan
$1.02M +$18.7K +300 +2%
AIM
128
Assured Investment Management
New York
$1.01M +$170K +2,738 +20%
PCAP
129
Pratt Collard Advisory Partners
New York
$981K -$6.22K -100 -0.6%
LCM
130
Laurion Capital Management
New York
$977K -$621K -9,978 -38%
Pacer Advisors
131
Pacer Advisors
Pennsylvania
$967K +$110K +1,765 +12%
ZIG
132
Zurich Insurance Group
Switzerland
$964K +$989K +15,900 New
MSL
133
Mackay Shields LLC
New York
$947K -$1.78M -28,583 -65%
VIA
134
Vident Investment Advisory
Georgia
$916K +$240K +3,855 +34%
GH
135
GAM Holding
Switzerland
$912K +$705K +11,338 +306%
BE
136
Bonness Enterprises
District of Columbia
$909K
HPC
137
HM Payson & Co
Maine
$907K -$447K -7,185 -32%
CEP
138
Chicago Equity Partners
Illinois
$895K -$111K -1,790 -11%
MAM
139
Meeder Asset Management
Ohio
$886K -$304K -4,886 -25%
FL
140
Fort LP
Maryland
$879K +$789K +12,675 +696%
GCP
141
GSA Capital Partners
United Kingdom
$828K -$623K -10,016 -42%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$785K +$1.74K +28 +0.2%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$782K -$1.62K -26 -0.2%
First Manhattan
144
First Manhattan
New York
$769K -$560K -9,000 -41%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$758K +$24.9K +400 +3%
ARTA
146
A.R.T. Advisors
New York
$745K +$392K +6,307 +105%
Stifel Financial
147
Stifel Financial
Missouri
$736K +$239K +3,846 +46%
HW
148
Hancock Whitney
Mississippi
$714K +$733K +11,786 New
GS
149
Gagnon Securities
New York
$684K -$26.4K -425 -4%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$680K +$5.35K +86 +0.8%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.