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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99%86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$401K +$324 +6 +0.1%
X
152
Xponance
Pennsylvania
$367K -$7.35K -136 -2%
CANY
153
Caxton Associates (New York)
New York
$361K +$341K +6,305 New
SIA
154
SkyView Investment Advisors
New Jersey
$354K -$94.2K -1,743 -29%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$354K +$122K +2,265 +58%
PM
156
Penbrook Management
New York
$349K
OC
157
Oppenheimer & Co
New York
$339K -$139K -2,575 -30%
GL
158
GHE LLC
Tennessee
$338K +$319K +5,900 New
M&T Bank
159
M&T Bank
New York
$337K -$37.7K -698 -11%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$334K +$53.7K +994 +21%
KFP
161
KB Financial Partners
New Jersey
$330K +$14.3K +265 +5%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$329K
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$312K -$641K -11,861 -68%
William Blair & Company
164
William Blair & Company
Illinois
$309K +$292K +5,401 New
IIC
165
Ironwood Investment Counsel
Arizona
$306K
KPW
166
Kore Private Wealth
New York
$304K -$324 -6 -0.1%
JG
167
Jefferies Group
New York
$302K +$285K +5,273 New
GC
168
Gratus Capital
Georgia
$281K
CC
169
Clearline Capital
New York
$263K -$12.2M -224,746 -98%
WG
170
Winton Group
United Kingdom
$262K +$247K +4,572 New
Pacer Advisors
171
Pacer Advisors
Pennsylvania
$260K +$2.92K +54 +1%
Osaic Holdings
172
Osaic Holdings
Arizona
$252K -$2.05K -38 -0.9%
AssetMark Inc
173
AssetMark Inc
California
$247K +$6.6K +122 +3%
MIS
174
Morningstar Investment Services
Illinois
$242K +$228K +4,222 New
IIC
175
Integrated Investment Consultants
Michigan
$235K

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.