We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$290K +$319K +7,481 New
KFP
152
KB Financial Partners
New Jersey
$290K +$48.4K +1,135 +18%
VCA
153
Verdence Capital Advisors
Maryland
$288K +$317K +7,439 New
Cerity Partners
154
Cerity Partners
New York
$285K +$95.4K +2,238 +44%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$284K +$11.3K +265 +4%
MFS
156
Mirabella Financial Services
United Kingdom
$281K +$309K +7,250 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$279K
Jane Street
158
Jane Street
New York
$273K +$301K +7,053 New
VI
159
Vestcor Inc
New Brunswick, Canada
$273K +$300K +7,037 New
ASN
160
Advisory Services Network
Georgia
$271K +$341 +8 +0.1%
X
161
Xponance
Pennsylvania
$258K -$1.62K -38 -0.6%
MIS
162
Morningstar Investment Services
Illinois
$255K +$13.8K +323 +5%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$254K
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$253K
E
165
Ergoteles
New York
$252K +$277K +6,500 New
Walleye Capital
166
Walleye Capital
New York
$250K +$274K +6,437 New
GL
167
GHE LLC
Tennessee
$244K
MSAM
168
Moloney Securities Asset Management
Missouri
$237K -$15.9K -373 -6%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$235K
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$234K +$257K +6,033 New
OC
171
Oppenheimer & Co
New York
$230K -$937 -22 -0.4%
PM
172
Penbrook Management
New York
$229K -$4.26K -100 -2%
VAM
173
Verity Asset Management
North Carolina
$227K -$4.86K -114 -2%
HighTower Advisors
174
HighTower Advisors
Illinois
$224K +$252K +5,903 New
IIC
175
Ironwood Investment Counsel
Arizona
$218K +$240K +5,635 New

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.