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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
176
American Research & Management Company
Massachusetts
$88K -$21K -500 -18%
Macquarie Group
177
Macquarie Group
Australia
$88K +$97.8K +2,332 New
LIA
178
LS Investment Advisors
Michigan
$84K
TRCT
179
Tower Research Capital (TRC)
New York
$84K +$85.6K +2,040 +976%
FC
180
FORA Capital
Florida
$82K +$91.7K +2,186 New
US Bancorp
181
US Bancorp
Minnesota
$78K +$48.5K +1,157 +128%
CYG
182
Clean Yield Group
Vermont
$75K -$157K -3,750 -65%
PA
183
Parallel Advisors
California
$73K +$80.5K +1,919 +6,397%
ClearBridge Investments
184
ClearBridge Investments
New York
$56K
QCG
185
Quadrant Capital Group
Ohio
$53K +$34.4K +821 +133%
FQ
186
First Quadrant
California
$41K +$45.8K +1,093 New
IUHSA
187
Itau Unibanco Holding S.A.
Brazil
$40K +$13.7K +326 +44%
Lazard Asset Management
188
Lazard Asset Management
New York
$38K +$25.8K +615 +145%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$37K
ICM
190
Islay Capital Management
Texas
$36K
APA
191
American Portfolios Advisors
New York
$31.4K +$30K +715 +581%
Twin Tree Management
192
Twin Tree Management
Texas
$30K +$33.5K +799 New
S
193
SignatureFD
Georgia
$27K +$27.1K +646 +950%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$26K -$576K -13,730 -95%
AF
195
Allworth Financial
California
$26K
BCV
196
Banque Cantonale Vaudoise
Switzerland
$21K -$139K -3,325 -86%
GWM
197
Geneos Wealth Management
Colorado
$18K
SSB
198
Sandy Spring Bank
Maryland
$16K
IA
199
IFP Advisors
Florida
$15K +$16.4K +391 +2,172%
GCM
200
Gables Capital Management
Florida
$12K +$13.8K +328 New

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.