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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
X
176
Xponance
Pennsylvania
$254K -$3.76K -74 -2%
CWM
177
CIBC World Markets
New York
$253K +$238K +4,675 New
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$251K -$12.3K -242 -5%
CGH
179
Crossmark Global Holdings
Texas
$236K -$4.58K -90 -2%
BAM
180
Blueshift Asset Management
New Jersey
$235K -$594K -11,680 -73%
PP
181
PDT Partners
New York
$233K +$219K +4,300 New
FL
182
Fort LP
Maryland
$229K -$53.2K -1,046 -20%
6M
183
6 Meridian
Kansas
$227K +$213K +4,188 New
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$223K +$24.1K +473 +13%
SAM
185
Securian Asset Management
Minnesota
$219K -$5.09K -100 -2%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$194K -$8.6K -169 -5%
SAM
187
Shell Asset Management
Netherlands
$186K
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$185K -$42.8K -842 -20%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$172K
VI
190
Vestcor Inc
New Brunswick, Canada
$169K +$45.1K +886 +40%
ECM
191
Estabrook Capital Management
New York
$152K
ICM
192
Islay Capital Management
Texas
$140K +$132K +2,592 New
PCH
193
PGIM Custom Harvest
New Jersey
$126K
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$108K
CWA
195
Carolina Wealth Advisors
South Carolina
$102K +$95.3K +1,873 New
LIM
196
Longfellow Investment Management
Massachusetts
$101K
HPC
197
HM Payson & Co
Maine
$96K
BCM
198
Blume Capital Management
California
$93K +$87.1K +1,713 New
ARMC
199
American Research & Management Company
Massachusetts
$89K -$35.6K -700 -30%
US Bancorp
200
US Bancorp
Minnesota
$81K +$610 +12 +0.8%

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.