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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
176
Amalgamated Bank
New York
$346K +$24.2K +480 +9%
CCM
177
Cadence Capital Management
Massachusetts
$345K -$163K -3,222 -33%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$339K +$39.6K +784 +14%
GCP
179
GSA Capital Partners
United Kingdom
$320K +$310K +6,141 New
RFC
180
Regions Financial Corp
Alabama
$315K +$18.9K +374 +7%
LCM
181
Laurion Capital Management
New York
$308K +$298K +5,900 New
SAM
182
Securian Asset Management
Minnesota
$305K -$35.6K -706 -11%
HB
183
Homrich & Berg
Georgia
$284K +$275K +5,450 New
HSBC Holdings
184
HSBC Holdings
United Kingdom
$272K -$21.5K -425 -8%
RGC
185
Roberts, Glore & Co
Illinois
$269K -$43.2K -855 -14%
AG
186
Aperio Group
California
$256K +$10.5K +208 +4%
O
187
OppenheimerFunds
New York
$255K -$27.9K -552 -10%
SCM
188
Shelton Capital Management
Colorado
$252K +$151 +3 +0.1%
CAM
189
Capstone Asset Management
Texas
$246K +$1.01K +20 +0.4%
JG
190
Jefferies Group
New York
$244K +$236K +4,680 New
IRF
191
IBM Retirement Fund
New York
$234K -$26.5K -525 -10%
VKH
192
Virtu KCG Holdings
New York
$234K +$227K +4,492 New
MA
193
MUFG Americas
New York
$230K
BUB
194
BBVA USA Bancshares
Texas
$226K +$219K +4,333 New
OI
195
Oakbrook Investments
Illinois
$224K +$217K +4,300 New
EMG
196
Ellington Management Group
Connecticut
$204K +$197K +3,900 New
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$188K +$182K +3,596 New
Credit Agricole
198
Credit Agricole
France
$184K +$178K +3,519 New
PAM
199
Panagora Asset Management
Massachusetts
$181K
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
$171K -$5.04M -99,819 -97%

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.