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John Wiley & Sons Class A

228 hedge funds and large institutions have $1.54B invested in John Wiley & Sons Class A in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $18K | Put options by funds: $11K

1.91% more ownership

Funds ownership: 86.03%87.94% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

5% less funds holding

Funds holding: 241228 (-13)

20% less capital invested

Capital invested by funds: $1.92B → $1.54B (-$382M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
228
Holders Change
-13
Holders Change %
-5.39%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
87
Reduced
87
Closed
33
Calls
$18K
Puts
$11K
Net Calls
+$7K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
126
Raymond James Trust
Florida
$411K +$25.9K +545 +5%
SOMRS
127
State of Michigan Retirement System
Michigan
$408K -$9.5K -200 -2%
Squarepoint
128
Squarepoint
New York
$394K +$107K +2,245 +27%
Marshall Wace
129
Marshall Wace
United Kingdom
$394K +$499K +10,509 New
Acadian Asset Management
130
Acadian Asset Management
Massachusetts
$392K -$91.2K -1,919 -16%
AAM
131
Advisors Asset Management
Colorado
$386K +$64.3K +1,353 +15%
BBHC
132
Brown Brothers Harriman & Co
New York
$382K +$6.32K +133 +1%
KFC
133
Klingenstein Fields & Co
New York
$381K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$365K +$260K +5,464 +129%
AC
135
Arjuna Capital
North Carolina
$355K +$29.7K +626 +7%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$355K +$446K +9,393 New
Skandinaviska Enskilda Banken (SEB)
137
Skandinaviska Enskilda Banken (SEB)
Sweden
$346K -$1.43M -30,200 -77%
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$342K +$432K +9,100 New
BMO
139
Beck Mack & Oliver
New York
$341K
Millennium Management
140
Millennium Management
New York
$336K -$4.13M -86,825 -91%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$333K
Jane Street
142
Jane Street
New York
$321K -$373K -7,848 -48%
MWM
143
Mission Wealth Management
California
$315K +$69.3K +1,458 +21%
Cerity Partners
144
Cerity Partners
New York
$311K -$3.75K -79 -0.9%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$310K -$134K -2,816 -25%
WHG
146
Westwood Holdings Group
Texas
$307K +$388K +8,163 New
MSAM
147
Moloney Securities Asset Management
Missouri
$300K
TRCT
148
Tower Research Capital (TRC)
New York
$289K -$550K -11,578 -60%
WG
149
Winton Group
United Kingdom
$286K +$42.2K +888 +13%
CYG
150
Clean Yield Group
Vermont
$280K -$110K -2,315 -24%

WLY Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2022, worth a combined $1.54B — down 20% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WLY and 21 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $29.1M. The largest seller was Silvercrest Asset Management, cutting an estimated $14.4M.

  • 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2022, down from 241 in Q2 2022.
  • Funds reported $1.54B of John Wiley & Sons Class A stock for Q3 2022, down 20% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q3 2022 and 33 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2022 was State Street, an estimated $29.1M added.
  • The largest John Wiley & Sons Class A seller in Q3 2022 was Silvercrest Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.