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John Wiley & Sons Class A

227 hedge funds and large institutions have $1.62B invested in John Wiley & Sons Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $577K | Put options by funds: $172K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$87.9M)

2% more ownership

Funds ownership: 86.56%88.55% (+2%)

1% more funds holding

Funds holding: 225227 (+2)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
73
Reduced
87
Closed
28
Calls
$577K
Puts
$172K
Net Calls
+$405K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
151
First Quadrant
California
$252K +$205K +5,359 +490%
Jane Street
152
Jane Street
New York
$252K +$247K +6,473 New
Prudential Financial
153
Prudential Financial
New Jersey
$246K -$921K -24,126 -79%
OSIA
154
O'Shares Investment Advisers
Massachusetts
$246K -$8.1K -212 -3%
HPC
155
HM Payson & Co
Maine
$245K -$28.6K -750 -11%
PM
156
Penbrook Management
New York
$242K
CI
157
Cigna Investments
Connecticut
$241K +$235K +6,155 New
SM
158
Sciencast Management
New Jersey
$239K +$265K +6,926 New
FL
159
Fort LP
Maryland
$238K +$29.1K +762 +14%
II
160
Inspire Investing
Idaho
$232K -$4.54K -119 -2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$231K -$18.9K -494 -8%
AB
162
Amalgamated Bank
New York
$225K -$157K -4,098 -42%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$224K
VCA
164
Verdence Capital Advisors
Maryland
$222K +$218K +5,702 New
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$220K -$10.3K -270 -5%
Osaic Holdings
166
Osaic Holdings
Arizona
$217K +$19.1K +500 +9%
EWM
167
Evercore Wealth Management
New York
$216K -$917 -24 -0.4%
GC
168
Guggenheim Capital
Illinois
$207K +$202K +5,283 New
KPW
169
Kore Private Wealth
New York
$206K
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$191K +$50.2K +1,315 +37%
IA
171
IndexIQ Advisors
New York
$185K -$10.9K -285 -6%
SAM
172
Securian Asset Management
Minnesota
$170K -$3.82K -100 -2%
US Bancorp
173
US Bancorp
Minnesota
$160K +$77.3K +2,024 +98%
SAM
174
Shell Asset Management
Netherlands
$134K -$3.4K -89 -3%
DCM
175
Dupont Capital Management
Delaware
$128K -$30.2K -790 -19%

WLY Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2020, worth a combined $1.62B — up 5.8% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 28 closed out — a net gain of 3 holders — while 73 added to existing stakes and 87 trimmed.

The largest buyer was VanEck Associates, adding an estimated $47.4M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 227 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2020, up from 225 in Q1 2020.
  • Funds reported $1.62B of John Wiley & Sons Class A stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2020 and 28 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2020 was VanEck Associates, an estimated $47.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.