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John Wiley & Sons Class A

232 hedge funds and large institutions have $2.26B invested in John Wiley & Sons Class A in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more ownership

Funds ownership: 87.96%88.96% (+1%)

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$18.1M)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Bridgewater Associates
Connecticut
$231K +$229K +4,387 New
HSBC Holdings
177
HSBC Holdings
United Kingdom
$225K
FCM
178
Flinton Capital Management
Pennsylvania
$225K +$86.4K +1,652 +63%
EMG
179
Ellington Management Group
Connecticut
$200K -$31.4K -600 -14%
BSW
180
Buckingham Strategic Wealth
Missouri
$200K
LIA
181
LS Investment Advisors
Michigan
$197K +$37.2K +712 +24%
TAM
182
Tyers Asset Management
Texas
$176K +$67.9K +1,298 +63%
ASN
183
Advisory Services Network
Georgia
$161K
RFS
184
Rockefeller Financial Services
New York
$158K
ECM
185
Estabrook Capital Management
New York
$148K
RCM
186
Riverhead Capital Management
Delaware
$144K +$53.9K +1,030 +61%
SFPIA
187
Stevens First Principles Investment Advisors
California
$140K
GHCM
188
Glen Harbor Capital Management
California
$128K +$49.4K +944 +63%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$116K
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$116K +$9.57K +183 +9%
HSA
191
Hussman Strategic Advisors
Maryland
$111K
IIC
192
Integrated Investment Consultants
Michigan
$108K
FIM
193
Foresters Investment Management
New York
$108K +$107K +2,054 New
OMCS
194
Old Mutual Customised Solutions
South Africa
$84K
ICOM
195
Investment Counselors of Maryland
Maryland
$83K
AIM
196
Acrospire Investment Management
Illinois
$81K -$15.7K -300 -16%
ClearBridge Investments
197
ClearBridge Investments
New York
$79K
WTC
198
WhitTier Trust Company
Nevada
$53K
Creative Planning
199
Creative Planning
Kansas
$48K -$5.13K -98 -10%
US Bancorp
200
US Bancorp
Minnesota
$43K +$3.14K +60 +8%

WLY Hedge Fund Activity: Q2 2017 in Review

232 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2017, worth a combined $2.26B — down 0.79% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $15.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $37.7M.

  • 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2017, up from 231 in Q1 2017.
  • Funds reported $2.26B of John Wiley & Sons Class A stock for Q2 2017, down 0.79% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q2 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2017 was VanEck Associates, an estimated $15.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2017 was Schroder Investment Management Group, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2017.