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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
126
Neuberger Berman Group
New York
$483K -$57.2K -1,672 -12%
KWM
127
Kingsview Wealth Management
Oregon
$482K +$432K +12,635 New
BBHC
128
Brown Brothers Harriman & Co
New York
$477K
Jane Street
129
Jane Street
New York
$460K -$1.47M -42,950 -78%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$458K -$356K -10,407 -46%
ASRS
131
Arizona State Retirement System
Arizona
$456K -$10.1K -296 -2%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$454K -$99.5K -2,908 -20%
MWM
133
Mission Wealth Management
California
$443K +$12K +350 +3%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$433K -$37.6K -1,100 -9%
DFCM
135
Dark Forest Capital Management
Puerto Rico
$432K +$387K +11,318 New
Walleye Capital
136
Walleye Capital
New York
$427K -$150K -4,368 -28%
US Bancorp
137
US Bancorp
Minnesota
$426K +$313K +9,135 +448%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$388K -$1.3K -38 -0.4%
I
139
InceptionR
California
$377K +$338K +9,877 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$373K -$175K -5,119 -34%
HPCM
141
Hunter Perkins Capital Management
Illinois
$365K +$328K +9,575 New
Sumitomo Mitsui Trust Group
142
Sumitomo Mitsui Trust Group
Japan
$352K -$17.1K -500 -5%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$347K -$2.05K -60 -0.7%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$330K +$296K +8,650 New
KFC
145
Klingenstein Fields & Co
New York
$328K
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$321K +$13.4K +392 +5%
KBC Group
147
KBC Group
Belgium
$320K +$28.8K +841 +11%
LPL Financial
148
LPL Financial
California
$318K +$66K +1,927 +30%
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$313K +$250K +7,300 +811%
Corient Private Wealth
150
Corient Private Wealth
Florida
$312K +$280K +8,186 New

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.