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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
Paloma Partners
Connecticut
$288K -$55.2K -1,525 -19%
BCI
152
Brinker Capital Investments
Pennsylvania
$276K -$40.2K -1,109 -16%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$276K +$41.3K +1,140 +23%
M&T Bank
154
M&T Bank
New York
$275K +$218K +6,016 New
PM
155
Penbrook Management
New York
$274K +$217K +6,000 New
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$263K
AB
157
Amalgamated Bank
New York
$262K +$208K +5,744 New
GC
158
Gratus Capital
Georgia
$256K +$203K +5,600 New
IA
159
IndexIQ Advisors
New York
$255K +$20.9K +577 +12%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$253K +$201K +5,549 New
VCA
161
Verdence Capital Advisors
Maryland
$252K +$200K +5,510 New
HIIFS
162
Harel Insurance Investments & Financial Services
Israel
$245K
KPW
163
Kore Private Wealth
New York
$243K +$192K +5,312 New
FL
164
Fort LP
Maryland
$240K -$46.7K -1,289 -20%
Victory Capital Management
165
Victory Capital Management
Texas
$236K -$248K -6,848 -57%
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$223K -$206K -5,674 -54%
X
167
Xponance
Pennsylvania
$217K +$172K +4,752 New
DF
168
Donoghue Forlines
Massachusetts
$211K +$167K +4,623 New
CGH
169
Crossmark Global Holdings
Texas
$203K +$161K +4,442 New
EWM
170
Evercore Wealth Management
New York
$202K +$160K +4,412 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$197K -$719K -19,859 -83%
SAM
172
Securian Asset Management
Minnesota
$189K -$3.66K -101 -2%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$183K +$145K +4,000 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$170K -$10.7K -296 -7%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$167K +$29K +802 +28%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.