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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
176
Flinton Capital Management
Pennsylvania
$440K +$95.8K +1,540 +27%
USAA
177
United Services Automobile Association
Texas
$426K
IG
178
ING Group
Netherlands
$421K +$4.98K +80 +1%
IIC
179
Ironwood Investment Counsel
Arizona
$418K -$2.92K -47 -0.7%
LSV Asset Management
180
LSV Asset Management
Illinois
$405K +$416K +6,690 New
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$397K -$74.7K -1,200 -15%
CCM
182
Cadence Capital Management
Massachusetts
$387K +$398K +6,389 New
BWP
183
Baldwin Wealth Partners
Massachusetts
$386K -$25.3K -406 -6%
DIM
184
DC Investments Management
Virginia
$374K -$128K -2,060 -25%
RJT
185
Raymond James Trust
Florida
$374K -$2.86K -46 -0.7%
HDIM
186
Hanson & Doremus Investment Management
Vermont
$364K
PA
187
Profund Advisors
Maryland
$350K -$1.43K -23 -0.4%
TAM
188
Tyers Asset Management
Texas
$345K +$75.3K +1,210 +27%
SAM
189
Securian Asset Management
Minnesota
$332K -$6.22K -100 -2%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$327K -$237K -3,807 -41%
Grantham, Mayo, Van Otterloo & Co (GMO)
191
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$309K -$1.03M -16,504 -76%
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
$303K -$386K -6,200 -55%
CGH
193
Crossmark Global Holdings
Texas
$300K +$3.11K +50 +1%
EWM
194
Evercore Wealth Management
New York
$295K
RCM
195
Riverhead Capital Management
Delaware
$283K +$62.2K +1,000 +27%
SOADOR
196
State of Alaska Department of Revenue
Alaska
$279K -$15.9K -255 -5%
ECM
197
ETrade Capital Management
Virginia
$257K +$264K +4,246 New
ZCA
198
Zeke Capital Advisors
Pennsylvania
$256K +$263K +4,224 New
CSS
199
Cubist Systematic Strategies
Connecticut
$254K -$296K -4,765 -53%
GHCM
200
Glen Harbor Capital Management
California
$251K +$54.8K +880 +27%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.