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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
176
A.R.T. Advisors
New York
$529K +$497K +8,740 New
BCIM
177
British Columbia Investment Management
British Columbia, Canada
$519K -$21K -369 -4%
PA
178
Profund Advisors
Maryland
$515K +$69.3K +1,220 +17%
HDIM
179
Hanson & Doremus Investment Management
Vermont
$487K -$41.8K -735 -8%
Legal & General Group
180
Legal & General Group
United Kingdom
$471K
PM
181
Penbrook Management
New York
$467K -$438K -7,700 -50%
URS
182
Utah Retirement Systems
Utah
$466K -$22.7K -400 -5%
RGC
183
Roberts, Glore & Co
Illinois
$451K -$159K -2,805 -27%
AIP
184
Ameritas Investment Partners
Nebraska
$431K
RFC
185
Regions Financial Corp
Alabama
$427K -$17.3K -305 -4%
BA
186
BlackRock Advisors
Delaware
$425K -$523K -9,200 -57%
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
$423K +$397K +6,987 New
Allianz Asset Management
188
Allianz Asset Management
Germany
$418K +$13.1K +230 +3%
AG
189
Aperio Group
California
$418K +$13.7K +241 +4%
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$413K -$1.27M -22,422 -77%
SAM
191
Securian Asset Management
Minnesota
$399K -$5.68K -100 -1%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$395K +$455 +8 +0.1%
GCP
193
GSA Capital Partners
United Kingdom
$394K -$233K -4,100 -39%
MIC
194
MU Investments Company
Japan
$385K -$34.1K -600 -9%
1IC
195
1919 Investment Counsel
Maryland
$379K
SIM
196
Spark Investment Management
New York
$375K +$352K +6,200 New
VFA
197
Virtus Fund Advisers
Connecticut
$355K +$333K +5,866 New
IMS
198
Index Management Solutions
Pennsylvania
$346K +$234K +4,114 +259%
SI
199
SII Investments
Wisconsin
$345K +$34.7K +610 +12%
SCM
200
Shelton Capital Management
Colorado
$321K

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.