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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$600K +$12.4K +270 +2%
I
127
InceptionR
California
$590K -$190K -4,149 -25%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$584K -$45.9K -1,000 -8%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$583K
AB
130
Amalgamated Bank
New York
$575K -$31.7K -691 -5%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$568K -$14.8K -322 -3%
VA
132
Vident Advisory
Georgia
$545K -$193K -4,198 -27%
IIM
133
INTECH Investment Management
Florida
$543K +$516K +11,244 New
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$533K +$73.5K +1,600 +17%
CIC
135
Cornercap Investment Counsel
Georgia
$531K -$888K -19,339 -64%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$525K -$505 -11 -0.1%
US Bancorp
137
US Bancorp
Minnesota
$525K -$16.1K -350 -3%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$492K -$459 -10 -0.1%
PMAM
139
Penn Mutual Asset Management
Pennsylvania
$483K
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$470K -$23K -500 -5%
Corient Private Wealth
141
Corient Private Wealth
Florida
$468K +$69.6K +1,516 +19%
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
$435K -$138K -2,997 -25%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$425K -$11.5K -251 -3%
GFA
144
Gallagher Fiduciary Advisors
Illinois
$419K +$96.3K +2,098 +32%
HPCM
145
Hunter Perkins Capital Management
Illinois
$410K -$194K -4,230 -33%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$406K -$256K -5,574 -40%
KBC Group
147
KBC Group
Belgium
$405K
KFC
148
Klingenstein Fields & Co
New York
$382K
CW
149
Code Waechter
Florida
$368K +$350K +7,627 New
VCA
150
Verdence Capital Advisors
Maryland
$368K +$19.1K +417 +6%

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.