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John Wiley & Sons Class A

243 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

3% more funds holding

Funds holding: 235243 (+8)

2.92% more ownership

Funds ownership: 89.54%92.46% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $1.96B → $1.82B (-$137M)

46% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $27.4M

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
38
Increased
85
Reduced
82
Closed
25
Calls
$14.7M
Puts
$27.4M
Net Calls
-$12.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$574K +$103K +2,100 +19%
EIM
127
Emmett Investment Management
New York
$559K +$628K +12,800 New
WAM
128
Weiss Asset Management
Massachusetts
$556K +$624K +12,718 New
OIA
129
OneDigital Investment Advisors
Kansas
$550K +$618K +12,591 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$547K -$1.61M -32,708 -72%
ASRS
131
Arizona State Retirement System
Arizona
$546K +$3.04K +62 +0.5%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$529K
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$522K -$6.38K -130 -1%
AB
134
Amalgamated Bank
New York
$521K
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$520K +$83.4K +1,700 +17%
Marshall Wace
136
Marshall Wace
United Kingdom
$514K -$2.51M -51,239 -81%
BBHC
137
Brown Brothers Harriman & Co
New York
$481K -$73.6K -1,500 -12%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$474K -$44.5K -907 -8%
CCIA
139
Campbell & Co Investment Adviser
Maryland
$473K +$531K +10,829 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$471K -$5.3K -108 -1%
GFA
141
Gallagher Fiduciary Advisors
Illinois
$447K +$75.8K +1,545 +18%
CPC
142
Consolidated Planning Corp
Georgia
$440K -$200K -4,067 -29%
AI
143
AdvisorShares Investments
Maryland
$433K +$486K +9,900 New
GT
144
Glenmede Trust
Pennsylvania
$428K +$113K +2,300 +31%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$426K -$196 -4 -0%
Cerity Partners
146
Cerity Partners
New York
$412K -$352K -7,181 -46%
US Bancorp
147
US Bancorp
Minnesota
$398K -$87.4K -1,780 -16%
KBC Group
148
KBC Group
Belgium
$397K +$33.5K +682 +8%
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$385K -$540 -11 -0.1%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$374K +$194K +3,961 +86%

WLY Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2024, worth a combined $1.82B — down 7% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WLY positions and 25 closed out — a net gain of 13 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $50.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.9M.

  • 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2024, up from 235 in Q3 2024.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2024, down 7% quarter-over-quarter.
  • 38 funds opened new John Wiley & Sons Class A positions in Q4 2024 and 25 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2024 was Brown Advisory, an estimated $50.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2024 was Schroder Investment Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.