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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$262K
MSAM
152
Moloney Securities Asset Management
Missouri
$260K -$62.8K -1,500 -19%
KFP
153
KB Financial Partners
New Jersey
$254K -$15.1K -361 -5%
GL
154
GHE LLC
Tennessee
$252K
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$250K -$299K -7,149 -53%
HPCM
156
Hunter Perkins Capital Management
Illinois
$245K +$254K +6,075 New
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$243K
PM
158
Penbrook Management
New York
$240K -$4.19K -100 -2%
VAM
159
Verity Asset Management
North Carolina
$239K -$22.7K -542 -8%
OC
160
Oppenheimer & Co
New York
$238K
DTL
161
Dynamic Technology Lab
Singapore
$234K -$717K -17,123 -75%
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$221K -$115K -2,736 -33%
PAMS
163
Pictet Asset Management (Switzerland)
Switzerland
$215K +$225K +5,372 New
Cerity Partners
164
Cerity Partners
New York
$206K -$131K -3,139 -38%
FL
165
Fort LP
Maryland
$203K -$90.6K -2,165 -30%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$195K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$182K +$57.8K +1,382 +44%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$168K -$47.9K -1,145 -21%
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$159K -$93.5K -2,233 -36%
SAM
170
Securian Asset Management
Minnesota
$154K
PMEF
171
Point72 Middle East FZE
United Arab Emirates
$126K +$132K +3,148 New
KBC Group
172
KBC Group
Belgium
$125K
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$120K +$251 +6 +0.2%
CSS
174
Cubist Systematic Strategies
Connecticut
$119K -$2.55M -60,960 -95%
PA
175
Parallel Advisors
California
$110K +$67.8K +1,619 +143%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.