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John Wiley & Sons Class A
WLY

237 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 235 → 237 (+2)

0.49% less ownership

Funds ownership: 84.17% → 83.68% (-0.49%)

11% less capital invested

Capital invested by funds: $2.04B → $1.82B (-$220M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
90
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
+$35.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$23.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$12.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
-$122M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.5M
4
State Street
State Street
Massachusetts
-$10.7M
5
CIM
Calvert Investment Management
Maryland
-$9.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
151
Albert D. Mason Inc
Massachusetts
$505K -$28.3K -571 -5%
GS
152
Gagnon Securities
New York
$505K +$6.34K +128 +1%
MC
153
Martin & Co
Tennessee
$498K – – –
DT
154
Diversified Trust
Tennessee
$486K -$49.5K -1,000 -8%
IRF
155
IBM Retirement Fund
New York
$482K +$530K +10,699 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$444K +$595 +12 +0.1%
MCC
157
Malaga Cove Capital
California
$433K -$2.28K -46 -0.5%
CCMINC
158
Cardinal Capital Management Inc (North Carolina)
North Carolina
$415K -$19.4K -391 -4%
LA
159
Lucus Advisors
New York
$415K +$9.17K +185 +2%
SI
160
SII Investments
Wisconsin
$408K +$52.3K +1,055 +13%
EWM
161
Evercore Wealth Management
New York
$395K – – –
Allianz Asset Management
162
Allianz Asset Management
Germany
$384K +$422K +8,519 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$374K +$39.6K +800 +11%
URS
164
Utah Retirement Systems
Utah
$369K -$4.95K -100 -1%
LCM
165
Laurion Capital Management
New York
$351K +$386K +7,800 New
VAM
166
Visium Asset Management
New York
$350K +$385K +7,780 New
LCM
167
Landscape Capital Management
New Jersey
$342K -$694K -14,001 -65%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$342K +$5.2K +105 +1%
CCM
169
Cadence Capital Management
Massachusetts
$342K +$377K +7,604 New
PM
170
Penbrook Management
New York
$338K – – –
HDIM
171
Hanson & Doremus Investment Management
Vermont
$335K – – –
AIP
172
Ameritas Investment Partners
Nebraska
$334K – – –
EAM
173
EULAV Asset Management
Florida
$315K – – –
BA
174
Bridgewater Associates
Connecticut
$309K -$782K -15,784 -70%
QSS
175
Quantitative Systematic Strategies
Florida
$302K +$331K +6,685 New
5 6
7
8 9

WLY Hedge Fund Activity: Q4 2015 in Review

237 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2015, worth a combined $1.82B — down 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WLY positions and 22 closed out — a net gain of 3 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $35.5M. The largest seller was Amundi Asset Management US, cutting an estimated $122M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2015, up from 235 in Q3 2015.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2015, down 11% quarter-over-quarter.
  • 25 funds opened new John Wiley & Sons Class A positions in Q4 2015 and 22 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2015 was Clarkston Capital Partners, an estimated $35.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2015 was Amundi Asset Management US, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2015.