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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$330K
PM
152
Penbrook Management
New York
$318K
SIA
153
SkyView Investment Advisors
New Jersey
$309K +$340K +5,924 New
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$306K
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$300K
KFP
156
KB Financial Partners
New Jersey
$287K +$70.1K +1,223 +29%
GCP
157
GSA Capital Partners
United Kingdom
$280K +$308K +5,371 New
IIC
158
Ironwood Investment Counsel
Arizona
$279K -$5.73K -100 -2%
KPW
159
Kore Private Wealth
New York
$277K
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$269K +$295K +5,152 New
GC
161
Gratus Capital
Georgia
$256K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$254K +$1.38K +24 +0.5%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$243K -$71.2K -1,242 -21%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$241K +$13.8K +240 +6%
Janus Henderson Group
165
Janus Henderson Group
United Kingdom
$235K +$258K +4,497 New
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$234K -$6.19K -108 -2%
Osaic Holdings
167
Osaic Holdings
Arizona
$233K -$110K -1,916 -30%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$226K +$243K +4,238 New
AssetMark Inc
169
AssetMark Inc
California
$218K +$240K +4,185 New
Jane Street
170
Jane Street
New York
$215K +$237K +4,126 New
IIC
171
Integrated Investment Consultants
Michigan
$214K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$211K +$803 +14 +0.3%
VCA
173
Verdence Capital Advisors
Maryland
$210K -$17.1K -298 -7%
MAM
174
Meeder Asset Management
Ohio
$205K +$153K +2,663 +209%
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$205K +$225K +3,925 New

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.