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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
Neuburgh Advisers
California
$389K
GAM
152
Gotham Asset Management
New York
$383K +$425K +8,658 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$381K -$16.6K -338 -4%
MERSOM
154
Municipal Employees' Retirement System of Michigan
Michigan
$365K -$126K -2,560 -24%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$356K -$24.7K -504 -6%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$352K +$1.57K +32 +0.4%
Asset Management One
157
Asset Management One
Japan
$349K -$1.62M -33,046 -81%
ZCA
158
Zeke Capital Advisors
Pennsylvania
$347K +$385K +7,857 New
Voloridge Investment Management
159
Voloridge Investment Management
Florida
$344K +$381K +7,770 New
PM
160
Penbrook Management
New York
$332K
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$325K -$79.3K -1,617 -18%
ZCM
162
Zebra Capital Management
Connecticut
$324K -$50.4K -1,028 -12%
FCM
163
Flinton Capital Management
Pennsylvania
$321K
AIM
164
Assured Investment Management
New York
$315K -$128K -2,615 -27%
USAA
165
United Services Automobile Association
Texas
$311K
IG
166
ING Group
Netherlands
$307K -$98 -2 -0%
IIC
167
Ironwood Investment Counsel
Arizona
$305K
ARTA
168
A.R.T. Advisors
New York
$304K +$337K +6,865 New
CSS
169
Cubist Systematic Strategies
Connecticut
$303K -$177K -3,617 -35%
MAM
170
Martingale Asset Management
Massachusetts
$293K -$863K -17,602 -73%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$290K
RJT
172
Raymond James Trust
Florida
$277K +$4.51K +92 +1%
Citigroup
173
Citigroup
New York
$271K -$1.83M -37,259 -86%
BWP
174
Baldwin Wealth Partners
Massachusetts
$270K -$12.3K -250 -4%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$268K

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.