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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$373K -$10.6K -312 -3%
SFI
127
Susquehanna Fundamental Investments
Pennsylvania
$371K +$396K +11,688 New
GS
128
Gagnon Securities
New York
$352K +$3.15K +93 +0.8%
LSERS
129
Louisiana State Employees Retirement System
Louisiana
$346K
IIC
130
Ironwood Investment Counsel
Arizona
$335K +$23.6K +695 +7%
Pacer Advisors
131
Pacer Advisors
Pennsylvania
$335K +$358K +10,556 New
PTC
132
Petrus Trust Company
Texas
$329K +$352K +10,380 New
ETC
133
Exchange Traded Concepts
Oklahoma
$302K +$43K +1,267 +15%
NMERB
134
New Mexico Educational Retirement Board
New Mexico
$285K -$47.5K -1,400 -13%
BAM
135
Blueshift Asset Management
New Jersey
$284K +$303K +8,945 New
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$280K
E
137
Ergoteles
New York
$278K +$297K +8,773 New
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$254K -$14.7K -434 -5%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$251K +$268K +7,905 New
PP
140
Paloma Partners
Connecticut
$249K +$266K +7,843 New
SOADOR
141
State of Alaska Department of Revenue
Alaska
$236K -$11K -325 -4%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$234K -$7.39K -218 -3%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$233K
BCI
144
Brinker Capital Investments
Pennsylvania
$226K +$242K +7,137 New
BBHC
145
Brown Brothers Harriman & Co
New York
$222K
Mitsubishi UFJ Trust & Banking
146
Mitsubishi UFJ Trust & Banking
Japan
$222K
GC
147
Guggenheim Capital
Illinois
$212K +$46.9K +1,383 +26%
FL
148
Fort LP
Maryland
$208K +$15.5K +457 +7%
GAM
149
Gotham Asset Management
New York
$204K +$218K +6,421 New
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$182K

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.