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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$275K
HPC
152
HM Payson & Co
Maine
$263K -$92.3K -2,200 -24%
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$262K
BBHC
154
Brown Brothers Harriman & Co
New York
$262K +$94.4K +2,250 +47%
Truist Financial
155
Truist Financial
North Carolina
$259K +$290K +6,906 New
OSIA
156
O'Shares Investment Advisers
Massachusetts
$245K -$24.4K -582 -8%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$240K -$22.5K -536 -8%
PM
158
Penbrook Management
New York
$232K -$54.5K -1,300 -17%
II
159
Inspire Investing
Idaho
$228K +$255K +6,071 New
ACM
160
AlphaCrest Capital Management
New York
$226K +$38.9K +928 +18%
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$222K -$10.9K -260 -4%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$216K
EWM
163
Evercore Wealth Management
New York
$209K -$5.08K -121 -2%
Osaic Holdings
164
Osaic Holdings
Arizona
$206K +$237K +5,656 New
FL
165
Fort LP
Maryland
$200K -$60.1K -1,434 -21%
KPW
166
Kore Private Wealth
New York
$199K -$147K -3,500 -40%
IA
167
IndexIQ Advisors
New York
$188K +$211K +5,024 New
First Manhattan
168
First Manhattan
New York
$168K -$21.6K -516 -10%
SAM
169
Securian Asset Management
Minnesota
$168K
DCM
170
Dupont Capital Management
Delaware
$153K -$134K -3,203 -44%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$134K +$42.4K +1,012 +39%
SAM
172
Shell Asset Management
Netherlands
$132K -$2.27K -54 -2%
MAM
173
Meeder Asset Management
Ohio
$121K -$133K -3,182 -49%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$106K +$117K +2,797 New
ECM
175
Estabrook Capital Management
New York
$105K

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.