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John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
126
State of Michigan Retirement System
Michigan
$421K
IEFM
127
IQ EQ Fund Management
Ireland
$416K +$151K +3,553 +50%
Corient Private Wealth
128
Corient Private Wealth
Florida
$410K +$81.3K +1,908 +22%
RJT
129
Raymond James Trust
Florida
$401K +$4.6K +108 +1%
BBHC
130
Brown Brothers Harriman & Co
New York
$388K
Citigroup
131
Citigroup
New York
$379K +$9.89K +232 +2%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$378K -$169K -3,960 -29%
WG
133
Winton Group
United Kingdom
$369K +$66.1K +1,552 +19%
NMIMC
134
Northwestern Mutual Investment Management Company
Wisconsin
$368K +$235K +5,523 +139%
KFC
135
Klingenstein Fields & Co
New York
$366K
Lazard Asset Management
136
Lazard Asset Management
New York
$363K -$35.4K -830 -8%
MWM
137
Mission Wealth Management
California
$360K +$6.86K +161 +2%
BMO
138
Beck Mack & Oliver
New York
$342K
Two Sigma Advisers
139
Two Sigma Advisers
New York
$337K -$38.4K -900 -9%
KCM
140
Kendall Capital Management
Maryland
$334K +$81K +1,900 +28%
Marshall Wace
141
Marshall Wace
United Kingdom
$331K +$364K +8,542 New
Squarepoint
142
Squarepoint
New York
$323K +$355K +8,339 New
Stifel Financial
143
Stifel Financial
Missouri
$322K +$511 +12 +0.1%
CSS
144
Cubist Systematic Strategies
Connecticut
$320K +$225K +5,287 +177%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$320K +$8.65K +203 +3%
SIA
146
SkyView Investment Advisors
New Jersey
$317K +$57.8K +1,357 +20%
DA
147
Duality Advisers
Florida
$311K +$342K +8,034 New
NMERB
148
New Mexico Educational Retirement Board
New Mexico
$302K +$42.6K +1,000 +15%
VRS
149
Virginia Retirement Systems
Virginia
$295K +$324K +7,600 New
EI
150
Ethic Inc
New York
$294K -$12.4K -291 -4%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.