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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
ExodusPoint Capital Management
New York
$677K +$25.4K +547 +4%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$627K +$8.32K +179 +1%
SOMRS
128
State of Michigan Retirement System
Michigan
$626K +$4.65K +100 +0.8%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$606K -$2.84K -61 -0.5%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$596K +$93 +2 +0%
CC
131
Centiva Capital
New York
$593K +$568K +12,228 New
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$584K +$560K +12,039 New
MSE
133
MUFG Securities EMEA
United Kingdom
$563K +$539K +11,600 New
LCM
134
Laurion Capital Management
New York
$562K +$538K +11,575 New
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$555K -$93 -2 -0%
SFI
136
Susquehanna Fundamental Investments
Pennsylvania
$551K -$354K -7,611 -40%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$546K +$375K +8,057 +253%
GS
138
Gagnon Securities
New York
$522K -$11.4K -245 -2%
MSL
139
Mackay Shields LLC
New York
$517K -$3.49M -75,096 -88%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$514K
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$511K +$4.18K +90 +0.9%
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
$509K -$666K -14,331 -58%
AB
143
Amalgamated Bank
New York
$490K +$46.4K +999 +11%
DF
144
Donoghue Forlines
Massachusetts
$478K -$64.1K -1,378 -12%
Citigroup
145
Citigroup
New York
$464K -$515K -11,067 -54%
HPC
146
HM Payson & Co
Maine
$448K -$93.9K -2,019 -18%
RJT
147
Raymond James Trust
Florida
$439K +$93.2K +2,005 +28%
XK
148
Xact Kapitalforvaltning
Sweden
$429K
Barclays
149
Barclays
United Kingdom
$427K -$2.68M -57,680 -87%
KPW
150
Kore Private Wealth
New York
$427K

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.