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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$434K -$58.7K -1,095 -12%
Arrowstreet Capital
152
Arrowstreet Capital
Massachusetts
$428K -$4.54M -84,618 -91%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$422K -$386K -7,200 -48%
SSA
154
Schonfeld Strategic Advisors
New York
$374K +$375K +6,985 New
CCM
155
Cadence Capital Management
Massachusetts
$373K
BWP
156
Baldwin Wealth Partners
Massachusetts
$368K -$13.4K -250 -4%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$351K -$247K -4,600 -41%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$348K -$1.88K -35 -0.5%
LA
159
Lucus Advisors
New York
$348K +$349K +6,501 New
HDIM
160
Hanson & Doremus Investment Management
Vermont
$334K -$26K -485 -7%
IUHSA
161
Itau Unibanco Holding S.A.
Brazil
$325K +$87K +1,621 +540%
EWM
162
Evercore Wealth Management
New York
$323K
BBHC
163
Brown Brothers Harriman & Co
New York
$320K
NA
164
Neuburgh Advisers
California
$313K +$36.5K +680 +13%
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$312K -$101K -1,880 -24%
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$312K -$51.2K -954 -14%
BUB
167
BBVA USA Bancshares
Texas
$303K -$13.3K -248 -4%
SAM
168
Securian Asset Management
Minnesota
$302K
IG
169
ING Group
Netherlands
$292K +$537 +10 +0.2%
GC
170
Guggenheim Capital
Illinois
$290K -$106K -1,985 -27%
PP
171
Paloma Partners
Connecticut
$290K +$291K +5,426 New
Verition Fund Management
172
Verition Fund Management
Connecticut
$290K +$291K +5,427 New
PA
173
Profund Advisors
Maryland
$278K -$6.65K -124 -2%
JG
174
Jefferies Group
New York
$273K -$360K -6,716 -57%
ARTA
175
A.R.T. Advisors
New York
$272K +$274K +5,100 New

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.