John Wiley & Sons Class A
243 hedge funds and large institutions have $2.46B invested in John Wiley & Sons Class A in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 24 closing their positions.
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
35% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 72
5% more funds holding
Funds holding: 232 → 243 (+11)
2% more capital invested
Capital invested by funds: $2.41B → $2.46B (+$49.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.72% less ownership
Funds ownership: 82.93% → 82.21% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$32M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$23.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.9M |
| 5 |
Two Sigma Investments
New York
|
+$8.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$55.5M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$51.8M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$14.9M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$11.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.51M |
WLY Hedge Fund Activity: Q1 2015 in Review
243 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2015, worth a combined $2.46B — up 2.1% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WLY positions and 24 closed out — a net gain of 13 holders — while 97 added to existing stakes and 72 trimmed.
The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Capital Research Global Investors, cutting an estimated $55.5M.
- 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2015, up from 232 in Q4 2014.
- Funds reported $2.46B of John Wiley & Sons Class A stock for Q1 2015, up 2.1% quarter-over-quarter.
- 37 funds opened new John Wiley & Sons Class A positions in Q1 2015 and 24 closed out, a net change of +13 holders.
- The largest John Wiley & Sons Class A buyer in Q1 2015 was Royce & Associates, an estimated $32M added.
- The largest John Wiley & Sons Class A seller in Q1 2015 was Capital Research Global Investors, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2015.