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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
151
Welch & Forbes
Massachusetts
$880K
Renaissance Technologies
152
Renaissance Technologies
New York
$866K +$813K +14,300 New
GAM
153
Gotham Asset Management
New York
$847K -$2.9M -51,037 -79%
GC
154
Grace Capital
Massachusetts
$826K +$775K +13,640 New
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$817K +$5.68K +100 +0.7%
CC
156
Curian Capital
Colorado
$792K +$30.6K +539 +4%
DA
157
Denali Advisors
California
$782K -$1.94M -34,200 -73%
MAA
158
Mraz Amerine & Associates
California
$779K
MERSOM
159
Municipal Employees' Retirement System of Michigan
Michigan
$779K
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$763K +$5.68K +100 +0.8%
JG
161
Jefferies Group
New York
$715K +$23.4K +412 +4%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$697K
MCM
163
Matarin Capital Management
New York
$680K +$638K +11,226 New
EWM
164
Evercore Wealth Management
New York
$675K
EAM
165
EULAV Asset Management
Florida
$673K
NI
166
Numeric Investors
Massachusetts
$666K +$625K +11,000 New
IRF
167
IBM Retirement Fund
New York
$664K -$21.5K -378 -3%
B
168
Barings
North Carolina
$642K +$261K +4,600 +77%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$636K +$625 +11 +0.1%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$633K -$71.7K -1,262 -11%
HCM
171
Highbridge Capital Management
New York
$633K +$594K +10,452 New
MC
172
Martin & Co
Tennessee
$600K -$2.84K -50 -0.5%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$594K -$3.64K -64 -0.6%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$553K -$340K -5,990 -40%
HW
175
Hancock Whitney
Mississippi
$538K +$16.1K +284 +3%

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.