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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$267K +$3.43K +64 +1%
CGH
177
Crossmark Global Holdings
Texas
$263K +$264K +4,919 New
FCM
178
Flinton Capital Management
Pennsylvania
$258K +$30K +560 +13%
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$253K -$621K -11,571 -71%
VIA
180
Vident Investment Advisory
Georgia
$243K +$244K +4,539 New
RGC
181
Roberts, Glore & Co
Illinois
$240K -$6.71K -125 -3%
VF
182
Virtu Financial
New York
$218K +$219K +4,081 New
GCP
183
GSA Capital Partners
United Kingdom
$208K -$298K -5,556 -59%
TAM
184
Tyers Asset Management
Texas
$202K +$23.6K +440 +13%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$202K +$203K +3,775 New
LIA
186
LS Investment Advisors
Michigan
$187K -$12.7K -237 -6%
RCM
187
Riverhead Capital Management
Delaware
$164K +$18.2K +340 +12%
RFS
188
Rockefeller Financial Services
New York
$160K
TG
189
TLP Group
Illinois
$152K +$153K +2,845 New
ECM
190
Estabrook Capital Management
New York
$150K
GHCM
191
Glen Harbor Capital Management
California
$147K +$17.2K +320 +13%
SFPIA
192
Stevens First Principles Investment Advisors
California
$142K
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$118K
IIC
194
Integrated Investment Consultants
Michigan
$110K
OMCS
195
Old Mutual Customised Solutions
South Africa
$86K
ICOM
196
Investment Counselors of Maryland
Maryland
$84K
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$80K -$37.6K -700 -32%
ClearBridge Investments
198
ClearBridge Investments
New York
$80K
FMA
199
FNY Managed Accounts
New York
$64K +$64.4K +1,200 New
FIM
200
Foresters Investment Management
New York
$56K -$53.8K -1,003 -49%

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.