We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

227 hedge funds and large institutions have $1.62B invested in John Wiley & Sons Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $577K | Put options by funds: $172K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$87.9M)

2% more ownership

Funds ownership: 86.56%88.55% (+2%)

1% more funds holding

Funds holding: 225227 (+2)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
73
Reduced
87
Closed
28
Calls
$577K
Puts
$172K
Net Calls
+$405K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$121K +$44.3K +1,161 +60%
Macquarie Group
177
Macquarie Group
Australia
$112K +$21.2K +556 +24%
ECM
178
Estabrook Capital Management
New York
$109K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$109K
ARMC
180
American Research & Management Company
Massachusetts
$92K
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$89K +$85.9K +2,248 +7,493%
LIA
182
LS Investment Advisors
Michigan
$87K
S
183
SignatureFD
Georgia
$75K +$46K +1,204 +169%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$66K +$64.3K +1,684 New
ClearBridge Investments
185
ClearBridge Investments
New York
$59K
First Manhattan
186
First Manhattan
New York
$44K -$128K -3,340 -74%
Lazard Asset Management
187
Lazard Asset Management
New York
$40K
Fidelity Investments
188
Fidelity Investments
Massachusetts
$38K +$11K +288 +41%
PI
189
PEAK6 Investments
Illinois
$38K +$36.7K +962 New
ICM
190
Islay Capital Management
Texas
$37K
IA
191
IFP Advisors
Florida
$28K +$11.5K +300 +73%
EMFAT
192
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26K +$25K +655 New
GWM
193
Geneos Wealth Management
Colorado
$19K
FC
194
FORA Capital
Florida
$16K -$67.4K -1,765 -81%
CYG
195
Clean Yield Group
Vermont
$16K -$61.4K -1,608 -80%
SSB
196
Sandy Spring Bank
Maryland
$16K
EA
197
Emerald Advisers
Pennsylvania
$15K +$14.5K +379 New
PAG
198
Private Advisor Group
New Jersey
$13K +$12.7K +333 New
Bessemer Group
199
Bessemer Group
New Jersey
$12K +$11.5K +300 New
GT
200
Glenmede Trust
Pennsylvania
$12K +$12.3K +323 New

WLY Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2020, worth a combined $1.62B — up 5.8% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 28 closed out — a net gain of 3 holders — while 73 added to existing stakes and 87 trimmed.

The largest buyer was VanEck Associates, adding an estimated $47.4M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 227 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2020, up from 225 in Q1 2020.
  • Funds reported $1.62B of John Wiley & Sons Class A stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2020 and 28 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2020 was VanEck Associates, an estimated $47.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.