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John Wiley & Sons Class A
WLY

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213 → 241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.41% less ownership

Funds ownership: 87.51% → 86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K

Top Buyers

Rank Fund Capital Flow
1
MAP
Madison Avenue Partners
New York
+$10M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.36M
3
Goldman Sachs
Goldman Sachs
New York
+$3.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.46M
5
EAM
Eagle Asset Management
Florida
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
-$26.9M
2
BlackRock
BlackRock
New York
-$12.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.26M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.41M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
151
Sumitomo Mitsui Trust Group
Japan
$376K – – –
CCIA
152
Campbell & Co Investment Adviser
Maryland
$370K +$346K +9,088 New
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$369K -$1.75K -46 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$365K +$99.4K +2,608 +41%
Cerity Partners
155
Cerity Partners
New York
$347K -$434K -11,400 -57%
KBC Group
156
KBC Group
Belgium
$342K – – –
Corient Private Wealth
157
Corient Private Wealth
Florida
$333K – – –
Voloridge Investment Management
158
Voloridge Investment Management
Florida
$331K -$1.83M -48,031 -86%
BF
159
BOK Financial
Oklahoma
$328K +$307K +8,061 New
KFC
160
Klingenstein Fields & Co
New York
$322K -$26.6K -699 -8%
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$317K – – –
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$299K -$41.1K -1,079 -13%
GAM
163
Gotham Asset Management
New York
$299K +$55.8K +1,464 +25%
VCA
164
Verdence Capital Advisors
Maryland
$293K – – –
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$289K -$41.9K -1,100 -13%
MOACM
166
Mutual of America Capital Management
New York
$281K -$13.4K -353 -5%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$277K -$69.9K -1,835 -21%
SG Americas Securities
168
SG Americas Securities
New York
$275K +$5.83K +153 +2%
AQR Capital Management
169
AQR Capital Management
Connecticut
$273K +$30.7K +806 +13%
Amundi
170
Amundi
France
$273K +$241K +6,332 New
GFA
171
Gallagher Fiduciary Advisors
Illinois
$268K +$251K +6,585 New
Stifel Financial
172
Stifel Financial
Missouri
$254K +$238K +6,234 New
GL
173
GHE LLC
Tennessee
$250K -$5.71K -150 -2%
Verition Fund Management
174
Verition Fund Management
Connecticut
$247K +$232K +6,078 New
OC
175
Oppenheimer & Co
New York
$241K – – –
5 6
7
8 9

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.