We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
151
Diversified Trust
Tennessee
$657K +$41.1K +660 +6%
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$656K +$17K +273 +3%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$656K +$37.1K +596 +6%
PI
154
Putnam Investments
Massachusetts
$653K -$16.8K -270 -2%
TEE
155
Tibra Equities Europe
United Kingdom
$637K +$654K +10,515 New
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$636K
O
157
OppenheimerFunds
New York
$596K +$87.2K +1,401 +17%
WF
158
Welch & Forbes
Massachusetts
$588K -$31.1K -500 -5%
ZCM
159
Zebra Capital Management
Connecticut
$574K -$423K -6,795 -42%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$565K -$3.33M -53,512 -85%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$560K -$179K -2,871 -24%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$560K -$24.9K -400 -4%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$544K -$560 -9 -0.1%
LMGAM
164
Liberty Mutual Group Asset Management
Massachusetts
$542K
NA
165
Neuburgh Advisers
California
$534K +$116K +1,870 +27%
AB
166
Amalgamated Bank
New York
$532K -$4.73K -76 -0.9%
SO
167
STRS Ohio
Ohio
$532K +$74.2K +1,192 +16%
NMIMC
168
Northwestern Mutual Investment Management Company
Wisconsin
$520K -$15.4K -247 -3%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$514K -$12.4K -200 -2%
URS
170
Utah Retirement Systems
Utah
$502K +$6.22K +100 +1%
LNWWM
171
Laird Norton Wetherby Wealth Management
California
$489K
6M
172
6 Meridian
Kansas
$485K +$498K +7,998 New
HS
173
HighVista Strategies
Massachusetts
$455K +$124K +2,000 +36%
PM
174
Penbrook Management
New York
$454K
XK
175
Xact Kapitalforvaltning
Sweden
$451K +$80.9K +1,300 +21%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.