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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
126
Gagnon Securities
New York
$525K +$15.2K +421 +4%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$522K -$12K -332 -3%
RJT
128
Raymond James Trust
Florida
$513K -$51.7K -1,428 -11%
LSERS
129
Louisiana State Employees Retirement System
Louisiana
$498K
KFC
130
Klingenstein Fields & Co
New York
$492K -$132K -3,632 -25%
ETC
131
Exchange Traded Concepts
Oklahoma
$456K +$16.5K +456 +5%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$421K -$208K -5,741 -38%
ACM
133
AlphaCrest Capital Management
New York
$411K -$298K -8,223 -48%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$403K
OC
135
Oppenheimer & Co
New York
$388K -$1.06M -29,358 -78%
BBHC
136
Brown Brothers Harriman & Co
New York
$384K +$50.7K +1,400 +20%
VAM
137
Verity Asset Management
North Carolina
$364K +$289K +7,973 New
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$357K -$7.57K -209 -3%
II
139
Inspire Investing
Idaho
$351K +$278K +7,688 New
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$347K -$50.7K -1,400 -16%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$337K +$267K +7,384 New
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$335K
Squarepoint
143
Squarepoint
New York
$327K -$831K -22,956 -76%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$324K -$29.4K -813 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$324K +$257K +7,106 New
SOADOR
146
State of Alaska Department of Revenue
Alaska
$323K -$12.9K -355 -5%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$320K
WCM
148
Weld Capital Management
New York
$315K +$250K +6,895 New
GC
149
Guggenheim Capital
Illinois
$296K -$6.99K -193 -3%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$291K -$36.1K -997 -14%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.