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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
176
TRUE Private Wealth Advisors
Oregon
$15K +$16.9K +500 New
EA
177
Emerald Advisers
Pennsylvania
$14K +$2.2K +65 +17%
SSB
178
Sandy Spring Bank
Maryland
$13K
FHA
179
First Horizon Advisors
Tennessee
$11K +$6.61K +195 +130%
Bessemer Group
180
Bessemer Group
New Jersey
$10K
S
181
SignatureFD
Georgia
$9K -$55.7K -1,644 -86%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$8K
GT
183
Glenmede Trust
Pennsylvania
$7K -$2.44K -72 -22%
SPIA
184
Steward Partners Investment Advisory
New York
$6K
GAM
185
Gemmer Asset Management
California
$4K
MAM
186
Meeder Asset Management
Ohio
$4K +$271 +8 +6%
PWM
187
Provident Wealth Management
Tennessee
$4K +$4.51K +133 New
APA
188
American Portfolios Advisors
New York
$3.01K
BWP
189
Baldwin Wealth Partners
Massachusetts
$3K
NNP
190
Nachman Norwood & Parrott
South Carolina
$3K +$2.78K +82 New
CAW
191
Cornerstone Advisors (Washington)
Washington
$2K -$1.05K -31 -31%
FFA
192
Founders Financial Alliance
North Carolina
$2K +$1.66K +49 New
TPCW
193
TD Private Client Wealth
New York
$1.62K +$746 +22 +76%
Millennium Management
194
Millennium Management
New York
$1.36K -$3.44M -101,566 -70%
QCG
195
Quadrant Capital Group
Ohio
$1K -$8.41K -248 -89%
BWA
196
Burt Wealth Advisors
Maryland
$1K
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$1K
JWM
198
Janiczek Wealth Management
Colorado
$1K +$1.08K +32 New
BCA
199
Berman Capital Advisors
Georgia
$1K +$1.25K +37 New
ASN
200
Advisory Services Network
Georgia
$1K +$1.49K +44 New

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.