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John Wiley & Sons Class A

243 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

3% more funds holding

Funds holding: 235243 (+8)

2.92% more ownership

Funds ownership: 89.54%92.46% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $1.96B → $1.82B (-$137M)

46% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $27.4M

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
38
Increased
85
Reduced
82
Closed
25
Calls
$14.7M
Puts
$27.4M
Net Calls
-$12.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
151
Cornercap Investment Counsel
Georgia
$367K -$128K -2,609 -24%
Verition Fund Management
152
Verition Fund Management
Connecticut
$363K +$162K +3,306 +66%
PFSRSONJ
153
Police & Firemen's Retirement System of New Jersey
New Jersey
$361K +$406K +8,264 New
KK
154
KLP Kapitalforvaltning
Norway
$361K +$402K +8,200 New
KFC
155
Klingenstein Fields & Co
New York
$346K
VCA
156
Verdence Capital Advisors
Maryland
$335K +$2.55K +52 +0.7%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$322K +$12.6K +257 +4%
AWM
158
AE Wealth Management
Kansas
$311K +$349K +7,113 New
CW
159
Code Waechter
Florida
$309K -$27K -551 -7%
PTC
160
Petrus Trust Company
Texas
$305K +$342K +6,975 New
CM
161
Crestline Management
Texas
$297K +$334K +6,801 New
GAM
162
Gotham Asset Management
New York
$287K +$53.8K +1,097 +20%
OC
163
Oppenheimer & Co
New York
$284K +$27.8K +567 +10%
BF
164
BOK Financial
Oklahoma
$279K +$3.48K +71 +1%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$279K +$49.5K +1,009 +19%
MOACM
166
Mutual of America Capital Management
New York
$273K +$2.16K +44 +0.7%
Stifel Financial
167
Stifel Financial
Missouri
$269K -$785 -16 -0.3%
NAAA
168
New Age Alpha Advisors
New York
$264K +$297K +6,049 New
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$264K -$9.52K -194 -3%
TC
170
TwinBeech Capital
New York
$255K +$286K +5,836 New
IFU
171
iSAM Funds (UK)
United Kingdom
$251K +$282K +5,739 New
PM
172
Penbrook Management
New York
$240K
AHL
173
Abel Hall LLC
Louisiana
$234K +$393 +8 +0.1%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$222K -$380K -7,736 -60%
EWM
175
Evercore Wealth Management
New York
$221K

WLY Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2024, worth a combined $1.82B — down 7% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WLY positions and 25 closed out — a net gain of 13 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $50.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.9M.

  • 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2024, up from 235 in Q3 2024.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2024, down 7% quarter-over-quarter.
  • 38 funds opened new John Wiley & Sons Class A positions in Q4 2024 and 25 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2024 was Brown Advisory, an estimated $50.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2024 was Schroder Investment Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.