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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 87.51%86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$569K -$92.7K -2,433 -15%
UM
127
UniSuper Management
Australia
$568K
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$563K
FRM
129
Fox Run Management
Connecticut
$561K +$526K +13,794 New
LPL Financial
130
LPL Financial
California
$546K +$194K +5,098 +61%
XT
131
XTX Topco
Cayman Islands
$540K +$254K +6,665 +101%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$533K +$11.4K +300 +2%
HPCM
133
Hunter Perkins Capital Management
Illinois
$518K +$120K +3,150 +33%
AB
134
Amalgamated Bank
New York
$513K -$9.94K -261 -2%
BBHC
135
Brown Brothers Harriman & Co
New York
$509K
ASRS
136
Arizona State Retirement System
Arizona
$495K +$7.2K +189 +2%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$492K +$7.05K +185 +2%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$491K -$28.6K -750 -6%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$489K -$313K -8,204 -41%
US Bancorp
140
US Bancorp
Minnesota
$457K +$2.21K +58 +0.5%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$443K +$41.9K +1,099 +11%
DFCM
142
Dark Forest Capital Management
Puerto Rico
$435K -$23.8K -624 -6%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$417K -$41.9K -1,100 -10%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$415K +$762 +20 +0.2%
PMAM
145
Penn Mutual Asset Management
Pennsylvania
$407K +$381K +10,000 New
QC
146
Quadrature Capital
United Kingdom
$397K +$372K +9,759 New
AI
147
Atria Investments
North Carolina
$394K +$369K +9,676 New
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$384K +$110K +2,900 +44%
A
149
AlphaQuest
New York
$381K +$357K +9,359 New
ACM
150
Aquatic Capital Management
Illinois
$379K +$198K +5,200 +127%

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.