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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
HBK Investments
Texas
$237K +$239K +4,400 New
CAM
177
Capstone Asset Management
Texas
$236K -$2.17K -40 -0.9%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$230K
BSW
179
Buckingham Strategic Wealth
Missouri
$204K
NA
180
Neuburgh Advisers
California
$170K -$5.54K -102 -3%
ASN
181
Advisory Services Network
Georgia
$164K +$166K +3,050 New
LIA
182
LS Investment Advisors
Michigan
$162K -$5.49K -101 -3%
RFS
183
Rockefeller Financial Services
New York
$161K
ECM
184
Estabrook Capital Management
New York
$151K
SFPIA
185
Stevens First Principles Investment Advisors
California
$143K
FCM
186
Flinton Capital Management
Pennsylvania
$140K -$4.56K -84 -3%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$118K
HSA
188
Hussman Strategic Advisors
Maryland
$113K
TAM
189
Tyers Asset Management
Texas
$110K -$3.58K -66 -3%
IIC
190
Integrated Investment Consultants
Michigan
$110K
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$109K +$42.6K +785 +63%
AIM
192
Acrospire Investment Management
Illinois
$99K -$27.2K -500 -21%
RCM
193
Riverhead Capital Management
Delaware
$91K
OMCS
194
Old Mutual Customised Solutions
South Africa
$86K
ICOM
195
Investment Counselors of Maryland
Maryland
$84K
ClearBridge Investments
196
ClearBridge Investments
New York
$81K
GHCM
197
Glen Harbor Capital Management
California
$80K -$2.61K -48 -3%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$73K +$9.56K +176 +15%
TRCT
199
Tower Research Capital (TRC)
New York
$69K +$69.4K +1,277 New
WTC
200
WhitTier Trust Company
Nevada
$54K

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.