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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Shell Asset Management
Netherlands
$157K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$144K
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$139K +$15.1K +418 +16%
Macquarie Group
179
Macquarie Group
Australia
$134K +$2.21K +61 +2%
TRCT
180
Tower Research Capital (TRC)
New York
$131K -$50.4K -1,391 -33%
ECM
181
Estabrook Capital Management
New York
$128K
PCH
182
PGIM Custom Harvest
New Jersey
$126K +$127K +3,500 New
ARMC
183
American Research & Management Company
Massachusetts
$107K
VI
184
Vestcor Inc
New Brunswick, Canada
$102K +$80.7K +2,227 New
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$91K +$72.4K +2,000 New
LIM
186
Longfellow Investment Management
Massachusetts
$85K +$67K +1,850 New
HPC
187
HM Payson & Co
Maine
$81K
PHK
188
Point72 Hong Kong
Hong Kong
$69K +$54.8K +1,512 New
US Bancorp
189
US Bancorp
Minnesota
$68K -$19.1K -527 -26%
First Manhattan
190
First Manhattan
New York
$52K
PWM
191
Perigon Wealth Management
California
$48K +$37.9K +1,046 New
IA
192
IFP Advisors
Florida
$37K -$580 -16 -2%
GWM
193
Geneos Wealth Management
Colorado
$27K
PA
194
Parallel Advisors
California
$25K +$2.21K +61 +13%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$23K
JWM
196
Janiczek Wealth Management
Colorado
$22K +$15.9K +440 +1,375%
SSB
197
Sandy Spring Bank
Maryland
$19K
FHA
198
First Horizon Advisors
Tennessee
$17K +$1.74K +48 +14%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$14K -$6.3K -174 -36%
Bessemer Group
200
Bessemer Group
New Jersey
$14K

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.