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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
176
Verition Fund Management
Connecticut
$268K +$297K +6,063 New
EWM
177
Evercore Wealth Management
New York
$262K
GCP
178
GSA Capital Partners
United Kingdom
$260K -$452K -9,225 -61%
OWA
179
Outlook Wealth Advisors
Texas
$256K +$248K +5,060 +697%
TAM
180
Tyers Asset Management
Texas
$252K
SAM
181
Securian Asset Management
Minnesota
$242K
BAM
182
Blueshift Asset Management
New Jersey
$237K -$734K -14,971 -74%
SG Americas Securities
183
SG Americas Securities
New York
$235K +$27.9K +569 +12%
FA
184
FDx Advisors
Illinois
$219K -$281K -5,739 -54%
Marshall Wace
185
Marshall Wace
United Kingdom
$218K -$80.4K -1,639 -25%
CGH
186
Crossmark Global Holdings
Texas
$214K -$6.87K -140 -3%
PA
187
Profund Advisors
Maryland
$212K +$236K +4,802 New
SOADOR
188
State of Alaska Department of Revenue
Alaska
$211K +$3.63K +74 +2%
RCM
189
Riverhead Capital Management
Delaware
$207K
Truist Financial
190
Truist Financial
North Carolina
$202K +$224K +4,564 New
Holocene Advisors
191
Holocene Advisors
New York
$201K +$223K +4,545 New
AG
192
Advisor Group
Arizona
$200K +$17.3K +353 +8%
GHCM
193
Glen Harbor Capital Management
California
$183K
BBHC
194
Brown Brothers Harriman & Co
New York
$177K -$1.03K -21 -0.5%
MWNA
195
Marshall Wace North America
New York
$174K +$193K +3,931 New
SAM
196
Shell Asset Management
Netherlands
$169K
CBOA
197
Commonwealth Bank of Australia
Australia
$163K
DCM
198
Dupont Capital Management
Delaware
$150K
ST
199
Smithfield Trust
Pennsylvania
$142K +$5.98K +122 +4%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$133K +$490 +10 +0.3%

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.