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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.92B invested in John Wiley & Sons Class A in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,923% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $82K

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 230241 (+11)

1.19% less ownership

Funds ownership: 87.22%86.03% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

11% less capital invested

Capital invested by funds: $2.16B → $1.92B (-$231M)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
77
Reduced
86
Closed
22
Calls
$1.66M
Puts
$82K
Net Calls
+$1.58M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
151
Squarepoint
New York
$393K -$457K -8,942 -52%
MSAM
152
Moloney Securities Asset Management
Missouri
$382K -$986K -19,300 -71%
MFS
153
Mirabella Financial Services
United Kingdom
$365K +$391K +7,646 New
PI
154
Putnam Investments
Massachusetts
$364K -$47.1K -921 -11%
TCM
155
Teza Capital Management
Illinois
$358K +$383K +7,498 New
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$353K -$96.3K -1,885 -20%
NMIMC
157
Northwestern Mutual Investment Management Company
Wisconsin
$347K +$1.74K +34 +0.5%
IEFM
158
IQ EQ Fund Management
Ireland
$342K +$18.9K +370 +5%
ASN
159
Advisory Services Network
Georgia
$336K -$8.84K -173 -2%
MWM
160
Mission Wealth Management
California
$331K +$354K +6,935 New
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$325K -$112K -2,200 -24%
KPW
162
Kore Private Wealth
New York
$325K +$76.7K +1,500 +28%
WG
163
Winton Group
United Kingdom
$322K +$120K +2,355 +54%
X
164
Xponance
Pennsylvania
$321K +$18.4K +361 +6%
JF
165
Jump Financial
Illinois
$303K +$324K +6,345 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$301K +$212K +4,150 +193%
SIA
167
SkyView Investment Advisors
New Jersey
$294K -$39K -764 -11%
PM
168
Penbrook Management
New York
$291K
VI
169
Vestcor Inc
New Brunswick, Canada
$291K
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$290K
OC
171
Oppenheimer & Co
New York
$283K
MIS
172
Morningstar Investment Services
Illinois
$283K +$23.7K +464 +9%
M&T Bank
173
M&T Bank
New York
$277K +$46.3K +905 +16%
KFP
174
KB Financial Partners
New Jersey
$275K -$36.5K -714 -11%
GL
175
GHE LLC
Tennessee
$269K -$36.5K -715 -12%

WLY Hedge Fund Activity: Q2 2022 in Review

241 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2022, worth a combined $1.92B — down 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WLY positions and 22 closed out — a net gain of 17 holders — while 77 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was State Street, cutting an estimated $33M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2022, up from 230 in Q1 2022.
  • Funds reported $1.92B of John Wiley & Sons Class A stock for Q2 2022, down 11% quarter-over-quarter.
  • 39 funds opened new John Wiley & Sons Class A positions in Q2 2022 and 22 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2022 was State Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2022.