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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
151
Janus Henderson Investors US
Colorado
$409K -$1.84M -33,800 -82%
Jane Street
152
Jane Street
New York
$407K +$411K +7,561 New
RJT
153
Raymond James Trust
Florida
$404K +$5.81K +107 +1%
PA
154
Profund Advisors
Maryland
$390K -$46.1K -848 -10%
AB
155
Amalgamated Bank
New York
$379K +$11.4K +210 +3%
CCM
156
Cadence Capital Management
Massachusetts
$379K +$74.7K +1,375 +24%
BUB
157
BBVA USA Bancshares
Texas
$373K -$14.1K -259 -4%
AG
158
Aperio Group
California
$365K -$157K -2,893 -30%
HDIM
159
Hanson & Doremus Investment Management
Vermont
$362K -$14.7K -270 -4%
EWM
160
Evercore Wealth Management
New York
$362K -$1.9K -35 -0.5%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$353K -$4.73K -87 -1%
MIAN
162
Mariner Independent Advisor Network
Kansas
$339K +$342K +6,296 New
BBHC
163
Brown Brothers Harriman & Co
New York
$322K +$189K +3,483 +139%
Verition Fund Management
164
Verition Fund Management
Connecticut
$318K +$321K +5,917 New
SAM
165
Securian Asset Management
Minnesota
$310K +$9.23K +170 +3%
Two Sigma Advisers
166
Two Sigma Advisers
New York
$305K -$4.45M -81,958 -94%
Credit Agricole
167
Credit Agricole
France
$292K -$874K -16,093 -75%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$280K +$46.6K +858 +20%
HB
169
Homrich & Berg
Georgia
$264K
RFC
170
Regions Financial Corp
Alabama
$257K -$67.9K -1,250 -21%
CCMH
171
Cornerstone Capital Management Holdings
New York
$249K -$99.8K -1,837 -28%
LCM
172
Landscape Capital Management
New Jersey
$245K +$248K +4,558 New
RGC
173
Roberts, Glore & Co
Illinois
$244K -$25.5K -470 -9%
Marshall Wace
174
Marshall Wace
United Kingdom
$238K +$239K +4,402 New
EMG
175
Ellington Management Group
Connecticut
$237K +$239K +4,400 New

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.