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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36%87.91% (+0.54%)

4% less funds holding

Funds holding: 246235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$245K -$1.74M -38,892 -87%
BC
177
Brinker Capital
Pennsylvania
$244K +$248K +5,556 New
CYG
178
Clean Yield Group
Vermont
$237K -$210K -4,710 -47%
PAM
179
Panagora Asset Management
Massachusetts
$221K -$698K -15,652 -76%
First Manhattan
180
First Manhattan
New York
$219K -$357K -8,000 -62%
AAS
181
Avantax Advisory Services
Texas
$219K -$144K -3,235 -40%
SAM
182
Securian Asset Management
Minnesota
$217K -$19.4K -435 -8%
CSS
183
Cubist Systematic Strategies
Connecticut
$216K -$1.73M -38,678 -89%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$215K -$14K -313 -6%
BCM
185
Brookstone Capital Management
Illinois
$210K -$195K -4,376 -48%
Allianz Asset Management
186
Allianz Asset Management
Germany
$209K +$212K +4,756 New
BBHC
187
Brown Brothers Harriman & Co
New York
$176K
AG
188
Advisor Group
Arizona
$171K +$1.21K +27 +0.7%
SAM
189
Shell Asset Management
Netherlands
$163K -$1.43K -32 -0.9%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$140K
ARMC
191
American Research & Management Company
Massachusetts
$138K -$8.92K -200 -6%
Point72 Asset Management
192
Point72 Asset Management
Connecticut
$127K +$112K +2,500 +625%
ECM
193
Estabrook Capital Management
New York
$123K
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$114K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$111K +$26.1K +586 +30%
LIA
196
LS Investment Advisors
Michigan
$103K +$4.51K +101 +5%
QT
197
Quantamental Technologies
New York
$89K -$112K -2,511 -55%
QT
198
Quantbot Technologies
New York
$66K -$256K -5,736 -79%
ClearBridge Investments
199
ClearBridge Investments
New York
$66K
TRCT
200
Tower Research Capital (TRC)
New York
$63K +$23.8K +534 +59%

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.