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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
151
Gagnon Securities
New York
$617K +$1.01K +20 +0.2%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$600K
RCM
153
Riverhead Capital Management
Delaware
$596K +$92.3K +1,829 +17%
DT
154
Diversified Trust
Tennessee
$595K +$20.2K +400 +4%
ACI
155
Advance Capital I
Michigan
$590K -$404K -8,000 -41%
Tudor Investment Corp
156
Tudor Investment Corp
Connecticut
$581K +$562K +11,125 New
AP
157
AHL Partners
United Kingdom
$564K -$574K -11,367 -51%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$553K -$3.13K -62 -0.6%
Capital Fund Management (CFM)
159
Capital Fund Management (CFM)
France
$506K +$490K +9,700 New
PA
160
Profund Advisors
Maryland
$503K +$48K +951 +11%
Victory Capital Management
161
Victory Capital Management
Texas
$499K +$72.3K +1,431 +18%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$485K +$30.3K +601 +7%
Millennium Management
163
Millennium Management
New York
$477K +$93.4K +1,849 +25%
MCC
164
Malaga Cove Capital
California
$462K
EWM
165
Evercore Wealth Management
New York
$457K -$101 -2 -0%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$435K -$2.68K -53 -0.6%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$433K +$28.4K +562 +7%
URS
168
Utah Retirement Systems
Utah
$417K -$15.1K -300 -4%
AW
169
Alpha Windward
Massachusetts
$410K +$397K +7,860 New
AIP
170
Ameritas Investment Partners
Nebraska
$398K +$10.7K +211 +3%
PM
171
Penbrook Management
New York
$391K
HDIM
172
Hanson & Doremus Investment Management
Vermont
$378K -$10.6K -210 -3%
DTL
173
Dynamic Technology Lab
Singapore
$375K +$363K +7,186 New
CCA
174
Catalyst Capital Advisors
New York
$357K +$346K +6,850 New
RJT
175
Raymond James Trust
Florida
$355K -$53.3K -1,055 -13%

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.