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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$685K -$324K -6,600 -30%
BE
127
Bonness Enterprises
District of Columbia
$663K
M&T Bank
128
M&T Bank
New York
$632K -$23.9K -487 -3%
O
129
OppenheimerFunds
New York
$631K +$284K +5,795 +68%
Stifel Financial
130
Stifel Financial
Missouri
$580K +$42.4K +865 +7%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$571K -$1.03K -21 -0.2%
HPC
132
HM Payson & Co
Maine
$570K +$632K +12,895 New
First Manhattan
133
First Manhattan
New York
$552K
CANY
134
Caxton Associates (New York)
New York
$540K +$599K +12,204 New
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$535K +$4.91K +100 +0.8%
DT
136
Diversified Trust
Tennessee
$532K
GFPC
137
Global Financial Private Capital
Florida
$531K +$27.8K +567 +5%
LCM
138
Laurion Capital Management
New York
$511K +$86.3K +1,760 +18%
GS
139
Gagnon Securities
New York
$502K +$1.47K +30 +0.3%
SSA
140
Schonfeld Strategic Advisors
New York
$487K -$781K -15,919 -59%
OSIA
141
O'Shares Investment Advisers
Massachusetts
$477K -$61K -1,244 -10%
GC
142
Gratus Capital
Georgia
$462K -$86.6K -1,765 -14%
AG
143
Aperio Group
California
$450K -$441 -9 -0.1%
JG
144
Jefferies Group
New York
$442K +$50.9K +1,038 +12%
Squarepoint
145
Squarepoint
New York
$433K -$138K -2,822 -22%
WF
146
Welch & Forbes
Massachusetts
$429K
NMERB
147
New Mexico Educational Retirement Board
New Mexico
$407K
AB
148
Amalgamated Bank
New York
$393K +$8.98K +183 +2%
XK
149
Xact Kapitalforvaltning
Sweden
$391K
KPW
150
Kore Private Wealth
New York
$389K

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.