John Wiley & Sons Class A
237 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 22 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 72
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
1% more funds holding
Funds holding: 235 → 237 (+2)
0.49% less ownership
Funds ownership: 84.17% → 83.68% (-0.49%)
11% less capital invested
Capital invested by funds: $2.04B → $1.82B (-$220M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$35.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$23.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.3M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$12.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$122M |
| 2 |
Bank of New York Mellon
New York
|
-$19.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$14.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$10.7M |
| 5 |
CIM
Calvert Investment Management
Bethesda,
Maryland
|
-$9.61M |
WLY Hedge Fund Activity: Q4 2015 in Review
237 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2015, worth a combined $1.82B — down 11% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WLY positions and 22 closed out — a net gain of 3 holders — while 90 added to existing stakes and 72 trimmed.
The largest buyer was Clarkston Capital Partners, adding an estimated $35.5M. The largest seller was Amundi Asset Management US, cutting an estimated $122M.
- 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2015, up from 235 in Q3 2015.
- Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2015, down 11% quarter-over-quarter.
- 25 funds opened new John Wiley & Sons Class A positions in Q4 2015 and 22 closed out, a net change of +3 holders.
- The largest John Wiley & Sons Class A buyer in Q4 2015 was Clarkston Capital Partners, an estimated $35.5M added.
- The largest John Wiley & Sons Class A seller in Q4 2015 was Amundi Asset Management US, an estimated $122M sold.
Based on aggregated 13F filings for Q4 2015.