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John Wiley & Sons Class A

234 hedge funds and large institutions have $2.57B invested in John Wiley & Sons Class A in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $2.25B → $2.57B (+$320M)

2.65% more ownership

Funds ownership: 88.79%91.44% (+2.6%)

0% more call options, than puts

Call options by funds: $6K | Put options by funds: $6K

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 237234 (-3)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
73
Reduced
94
Closed
32
Calls
$6K
Puts
$6K
Net Calls
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
PM
151
Penbrook Management
New York
$367K
Osaic Holdings
152
Osaic Holdings
Arizona
$360K -$502K -8,445 -57%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$358K +$354K +5,950 New
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$355K +$351K +5,901 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$353K +$51.9K +873 +17%
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$347K -$21.6K -363 -6%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$346K
IIC
158
Ironwood Investment Counsel
Arizona
$328K +$3.87K +65 +1%
NFG
159
Next Financial Group
Texas
$326K -$19.1K -321 -6%
Rafferty Asset Management
160
Rafferty Asset Management
New York
$324K -$45.9K -771 -13%
KPW
161
Kore Private Wealth
New York
$319K
GC
162
Gratus Capital
Georgia
$295K -$41.6K -700 -13%
Victory Capital Management
163
Victory Capital Management
Texas
$291K -$8.92K -150 -3%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$290K +$73.5K +1,236 +35%
ACI
165
AMP Capital Investors
Australia
$277K +$274K +4,600 New
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$276K -$3.21K -54 -1%
VCA
167
Verdence Capital Advisors
Maryland
$260K -$79.7K -1,340 -24%
KFP
168
KB Financial Partners
New Jersey
$258K +$255K +4,279 New
Verition Fund Management
169
Verition Fund Management
Connecticut
$258K +$255K +4,283 New
IIC
170
Integrated Investment Consultants
Michigan
$247K +$244K +4,100 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
171
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$243K -$125K -2,103 -34%
6M
172
6 Meridian
Kansas
$243K -$8.86K -149 -4%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$242K -$5.18K -87 -2%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$241K +$46.8K +786 +24%
SAM
175
Securian Asset Management
Minnesota
$237K -$5.95K -100 -2%

WLY Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2021, worth a combined $2.57B — up 14% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WLY and 30 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was State Street, adding an estimated $106M. The largest seller was VanEck Associates, exiting entirely with an estimated $96.5M sold.

  • 234 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2021, down from 237 in Q1 2021.
  • Funds reported $2.57B of John Wiley & Sons Class A stock for Q2 2021, up 14% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q2 2021 and 32 closed out, a net change of -2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2021 was State Street, an estimated $106M added.
  • The largest John Wiley & Sons Class A seller in Q2 2021 was VanEck Associates, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2021.