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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
176
Clean Yield Group
Vermont
$279K +$17.3K +372 +7%
EWM
177
Evercore Wealth Management
New York
$276K
GCP
178
GSA Capital Partners
United Kingdom
$264K +$253K +5,448 New
NFG
179
Next Financial Group
Texas
$263K -$28.8K -619 -10%
ACM
180
AlphaCrest Capital Management
New York
$247K -$1.38M -29,706 -85%
First Manhattan
181
First Manhattan
New York
$242K
JIP
182
Jaffetilchin Investment Partners
Florida
$236K +$226K +4,859 New
BBHC
183
Brown Brothers Harriman & Co
New York
$230K +$34.6K +745 +19%
SAM
184
Securian Asset Management
Minnesota
$217K -$22K -474 -10%
CGH
185
Crossmark Global Holdings
Texas
$213K +$204K +4,389 New
RGC
186
Roberts, Glore & Co
Illinois
$208K +$199K +4,287 New
Verition Fund Management
187
Verition Fund Management
Connecticut
$200K -$223K -4,788 -54%
AAS
188
Avantax Advisory Services
Texas
$200K -$39.3K -846 -17%
AG
189
Advisor Group
Arizona
$196K +$7.02K +151 +4%
BCV
190
Banque Cantonale Vaudoise
Switzerland
$188K +$181K +3,883 New
SAM
191
Shell Asset Management
Netherlands
$174K -$5.81K -125 -3%
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$173K +$109K +2,345 +198%
ARMC
193
American Research & Management Company
Massachusetts
$138K -$13.9K -300 -10%
ECM
194
Estabrook Capital Management
New York
$136K
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$125K -$511 -11 -0.4%
LIA
196
LS Investment Advisors
Michigan
$108K -$5.02K -108 -5%
ClearBridge Investments
197
ClearBridge Investments
New York
$73K
Chevy Chase Trust
198
Chevy Chase Trust
Maryland
$73K +$69.7K +1,500 New
QT
199
Quantbot Technologies
New York
$71K -$1.16K -25 -2%
ASN
200
Advisory Services Network
Georgia
$50K +$41.9K +901 +745%

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.