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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IndexIQ Advisors
New York
$159K +$9.19K +271 +6%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$155K
TRCT
153
Tower Research Capital (TRC)
New York
$135K -$181K -5,325 -56%
SAM
154
Securian Asset Management
Minnesota
$134K -$4.44K -131 -3%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$127K -$63.4K -1,871 -32%
SAM
156
Shell Asset Management
Netherlands
$109K
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$100K -$258K -7,623 -71%
Macquarie Group
158
Macquarie Group
Australia
$92K
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$92K +$1.36K +40 +1%
ECM
160
Estabrook Capital Management
New York
$88.8K
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$81K +$30.8K +909 +54%
ARMC
162
American Research & Management Company
Massachusetts
$75K
US Bancorp
163
US Bancorp
Minnesota
$64K -$70.2K -2,071 -51%
HPC
164
HM Payson & Co
Maine
$56K -$153K -4,500 -72%
HIIFS
165
Harel Insurance Investments & Financial Services
Israel
$53K +$56.6K +1,669 New
AIM
166
Aigen Investment Management
New York
$47K +$49.8K +1,469 New
First Manhattan
167
First Manhattan
New York
$36K
Twin Tree Management
168
Twin Tree Management
Texas
$30K +$32.1K +946 New
IA
169
IFP Advisors
Florida
$27K +$3.93K +116 +16%
Lazard Asset Management
170
Lazard Asset Management
New York
$22K -$10.9K -321 -31%
EMFAT
171
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20K -$780 -23 -4%
FC
172
FORA Capital
Florida
$16K +$2.51K +74 +18%
PA
173
Parallel Advisors
California
$15K -$89.2K -2,632 -85%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$15K -$60.9K -1,796 -79%
GWM
175
Geneos Wealth Management
Colorado
$15K

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.