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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Gratus Capital
Georgia
$413K -$23.2K -500 -6%
Stifel Financial
152
Stifel Financial
Missouri
$398K +$3.07K +66 +0.8%
MERSOM
153
Municipal Employees' Retirement System of Michigan
Michigan
$393K +$930 +20 +0.2%
WI
154
WBI Investments
New Jersey
$387K -$57.6K -1,240 -13%
IIC
155
Ironwood Investment Counsel
Arizona
$381K
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$378K
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$374K -$1.72K -37 -0.5%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$372K -$273K -5,875 -43%
WF
159
Welch & Forbes
Massachusetts
$372K -$22.4K -481 -6%
PM
160
Penbrook Management
New York
$364K
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$356K
DCM
162
Dupont Capital Management
Delaware
$353K -$46 -1 -0%
SOADOR
163
State of Alaska Department of Revenue
Alaska
$348K -$29.8K -640 -8%
BC
164
Brinker Capital
Pennsylvania
$346K +$72.7K +1,564 +28%
OSIA
165
O'Shares Investment Advisers
Massachusetts
$345K +$4.51K +97 +1%
Mitsubishi UFJ Trust & Banking
166
Mitsubishi UFJ Trust & Banking
Japan
$340K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$336K -$211K -4,545 -40%
FL
168
Fort LP
Maryland
$328K -$685K -14,738 -69%
SSA
169
Schonfeld Strategic Advisors
New York
$328K +$314K +6,749 New
MAM
170
Meeder Asset Management
Ohio
$313K +$256K +5,509 +597%
QCM
171
Quantinno Capital Management
New York
$313K +$300K +6,445 New
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$311K +$70.2K +1,510 +31%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$300K
LNWWM
174
Laird Norton Wetherby Wealth Management
California
$297K
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$279K

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.