We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$361K +$98.2K +2,139 +40%
Amundi
152
Amundi
France
$358K +$42.5K +926 +15%
ECM
153
Everence Capital Management
Indiana
$346K
HSBC Holdings
154
HSBC Holdings
United Kingdom
$344K +$12.7K +277 +4%
RJT
155
Raymond James Trust
Florida
$341K -$430K -9,373 -57%
BF
156
BOK Financial
Oklahoma
$325K -$68.6K -1,495 -19%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$300K -$51.6K -1,124 -15%
MOACM
158
Mutual of America Capital Management
New York
$299K -$32.7K -713 -10%
Stifel Financial
159
Stifel Financial
Missouri
$297K -$3.17K -69 -1%
GL
160
GHE LLC
Tennessee
$296K -$149K -3,240 -53%
OC
161
Oppenheimer & Co
New York
$286K
RJFSA
162
Raymond James Financial Services Advisors
Florida
$268K +$255K +5,551 New
PM
163
Penbrook Management
New York
$265K
GAM
164
Gotham Asset Management
New York
$264K -$86.3K -1,880 -26%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$259K
AHL
166
Abel Hall LLC
Louisiana
$258K +$1.42K +31 +0.6%
EWM
167
Evercore Wealth Management
New York
$244K
Verition Fund Management
168
Verition Fund Management
Connecticut
$241K -$49.3K -1,074 -18%
TW
169
Trajan Wealth
Arizona
$237K -$29.9K -651 -12%
CIM
170
Contravisory Investment Management
Massachusetts
$236K +$225K +4,890 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$231K +$1.97K +43 +0.9%
IIC
172
Ironwood Investment Counsel
Arizona
$230K -$32.1K -700 -13%
BWG
173
Berry Wealth Group
Texas
$229K +$217K +4,736 New
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$226K
TRCT
175
Tower Research Capital (TRC)
New York
$225K -$26.8K -584 -11%

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.