We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$589K +$29.2K +505 +6%
IIC
152
Ironwood Investment Counsel
Arizona
$551K -$24.6K -425 -5%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$545K -$86.8K -1,500 -15%
URS
154
Utah Retirement Systems
Utah
$545K +$5.79K +100 +1%
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$541K -$21.9K -378 -4%
Stifel Financial
156
Stifel Financial
Missouri
$537K +$463 +8 +0.1%
VIA
157
Vident Investment Advisory
Georgia
$533K +$207K +3,570 +79%
RJT
158
Raymond James Trust
Florida
$524K -$60.5K -1,046 -12%
PI
159
Putnam Investments
Massachusetts
$508K -$2.15M -37,102 -83%
O
160
OppenheimerFunds
New York
$507K -$53.2K -919 -11%
PM
161
Penbrook Management
New York
$493K +$434K +7,500 New
Wellington Management Group
162
Wellington Management Group
Massachusetts
$464K -$48.1M -831,312 -99%
BWP
163
Baldwin Wealth Partners
Massachusetts
$462K +$8.1K +140 +2%
NA
164
Neuburgh Advisers
California
$456K +$62.9K +1,088 +19%
CCM
165
Cadence Capital Management
Massachusetts
$448K -$9.14K -158 -2%
IG
166
ING Group
Netherlands
$442K +$73.3K +1,267 +23%
ARTA
167
A.R.T. Advisors
New York
$433K +$86.8K +1,500 +29%
GAM
168
Gotham Asset Management
New York
$429K +$378K +6,526 New
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$428K +$521 +9 +0.1%
HDIM
170
Hanson & Doremus Investment Management
Vermont
$403K -$5.79K -100 -2%
EWM
171
Evercore Wealth Management
New York
$398K
BBHC
172
Brown Brothers Harriman & Co
New York
$395K +$1.45K +25 +0.4%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$384K +$463 +8 +0.1%
Squarepoint
174
Squarepoint
New York
$377K +$332K +5,735 New
FCM
175
Flinton Capital Management
Pennsylvania
$376K +$51.8K +896 +19%

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.