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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$596K -$9.86K -172 -1%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$580K -$11.5K -200 -2%
SOMRS
128
State of Michigan Retirement System
Michigan
$569K -$5.73K -100 -0.9%
CI
129
Ceera Investments
Texas
$542K
Neuberger Berman Group
130
Neuberger Berman Group
New York
$540K +$204K +3,555 +49%
RJT
131
Raymond James Trust
Florida
$535K -$12.2K -212 -2%
Prudential Financial
132
Prudential Financial
New Jersey
$534K -$57.2K -998 -9%
KFC
133
Klingenstein Fields & Co
New York
$530K
FL
134
Fort LP
Maryland
$520K +$89.4K +1,560 +19%
Stifel Financial
135
Stifel Financial
Missouri
$518K +$22.3K +389 +4%
Renaissance Technologies
136
Renaissance Technologies
New York
$506K +$556K +9,700 New
IEFM
137
IQ EQ Fund Management
Ireland
$504K +$554K +9,660 New
Balyasny Asset Management
138
Balyasny Asset Management
Illinois
$498K -$408K -7,121 -43%
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$470K
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$461K
Millennium Management
141
Millennium Management
New York
$454K -$330K -5,761 -40%
OC
142
Oppenheimer & Co
New York
$443K
Wellington Management Group
143
Wellington Management Group
Massachusetts
$410K -$181K -3,159 -29%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$383K
NMIMC
145
Northwestern Mutual Investment Management Company
Wisconsin
$375K -$3.5K -61 -0.8%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$375K +$75.4K +1,315 +22%
PCH
147
PGIM Custom Harvest
New Jersey
$367K
ASN
148
Advisory Services Network
Georgia
$365K +$287 +5 +0.1%
M&T Bank
149
M&T Bank
New York
$344K +$23.7K +414 +7%
X
150
Xponance
Pennsylvania
$342K -$15.4K -268 -4%

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.