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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
151
Winton Group
United Kingdom
$381K -$433K -8,506 -55%
II
152
Inspire Investing
Idaho
$375K -$39.5K -776 -10%
ASN
153
Advisory Services Network
Georgia
$371K +$347K +6,813 +25,233%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$369K -$13.6K -268 -4%
PHK
155
Point72 Hong Kong
Hong Kong
$365K +$266K +5,221 +345%
M&T Bank
156
M&T Bank
New York
$355K +$27.6K +543 +9%
BCM
157
Bayesian Capital Management
New York
$336K +$315K +6,195 New
Rafferty Asset Management
158
Rafferty Asset Management
New York
$334K -$62.5K -1,228 -17%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$334K -$10.9K -214 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$333K -$49.1K -965 -14%
PM
161
Penbrook Management
New York
$331K +$5.09K +100 +2%
SC
162
Shay Capital
New York
$328K +$308K +6,051 New
Wellington Management Group
163
Wellington Management Group
Massachusetts
$314K -$536K -10,539 -65%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$312K
NFG
165
Next Financial Group
Texas
$311K +$278K +5,471 +2,072%
VCA
166
Verdence Capital Advisors
Maryland
$307K +$7.68K +151 +3%
GC
167
Gratus Capital
Georgia
$304K
State of Wisconsin Investment Board
168
State of Wisconsin Investment Board
Wisconsin
$301K -$203 -4 -0.1%
IIC
169
Ironwood Investment Counsel
Arizona
$292K -$318K -6,255 -54%
AB
170
Amalgamated Bank
New York
$292K -$17.9K -351 -6%
KPW
171
Kore Private Wealth
New York
$288K -$305 -6 -0.1%
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$284K -$39.5K -776 -11%
Victory Capital Management
173
Victory Capital Management
Texas
$271K -$8.54K -168 -3%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$271K +$254K +4,996 New
SAM
175
Sycomore Asset Management
France
$268K +$255K +5,006 New

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.