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John Wiley & Sons Class A

246 hedge funds and large institutions have $1.93B invested in John Wiley & Sons Class A in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.83B → $1.93B (+$96.4M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 86.48%87.36% (+0.88%)

1% less funds holding

Funds holding: 248246 (-2)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
83
Reduced
93
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
151
Asset Management One
Japan
$435K +$72.5K +1,593 +20%
Verition Fund Management
152
Verition Fund Management
Connecticut
$431K +$152K +3,335 +55%
SCM
153
Stevens Capital Management
Pennsylvania
$430K +$426K +9,369 New
AB
154
Amalgamated Bank
New York
$425K +$17.1K +377 +4%
BCM
155
Brookstone Capital Management
Illinois
$420K +$417K +9,164 New
GC
156
Gratus Capital
Georgia
$414K -$64.8K -1,425 -14%
BCM
157
BBT Capital Management
Texas
$406K +$403K +8,860 New
XK
158
Xact Kapitalforvaltning
Sweden
$405K
KPW
159
Kore Private Wealth
New York
$404K
WF
160
Welch & Forbes
Massachusetts
$395K -$50K -1,100 -11%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$389K -$5.18K -114 -1%
URS
162
Utah Retirement Systems
Utah
$385K +$382K +8,390 New
MERSOM
163
Municipal Employees' Retirement System of Michigan
Michigan
$378K
ZCA
164
Zeke Capital Advisors
Pennsylvania
$376K +$15.6K +344 +4%
AAS
165
Avantax Advisory Services
Texas
$375K +$372K +8,186 New
Stifel Financial
166
Stifel Financial
Missouri
$364K -$232K -5,090 -39%
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$364K -$1.32K -29 -0.4%
NMERB
168
New Mexico Educational Retirement Board
New Mexico
$358K -$63.7K -1,400 -15%
IIC
169
Ironwood Investment Counsel
Arizona
$347K +$30.5K +670 +10%
PM
170
Penbrook Management
New York
$344K
TAM
171
Tiverton Asset Management
Delaware
$344K +$341K +7,494 New
NFG
172
Next Financial Group
Texas
$341K +$338K +7,437 New
ZCM
173
Zebra Capital Management
Connecticut
$338K +$1.86K +41 +0.6%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$337K
QT
175
Quantbot Technologies
New York
$332K -$488K -10,736 -60%

WLY Hedge Fund Activity: Q2 2019 in Review

246 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2019, worth a combined $1.93B — up 5.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WLY positions and 36 closed out — a net gain of 1 holder — while 83 added to existing stakes and 93 trimmed.

The largest buyer was State Street, adding an estimated $22.9M. The largest seller was AJO LP, exiting entirely with an estimated $33.7M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2019, down from 248 in Q1 2019.
  • Funds reported $1.93B of John Wiley & Sons Class A stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 37 funds opened new John Wiley & Sons Class A positions in Q2 2019 and 36 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q2 2019 was State Street, an estimated $22.9M added.
  • The largest John Wiley & Sons Class A seller in Q2 2019 was AJO LP, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2019.