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John Wiley & Sons Class A

234 hedge funds and large institutions have $2.57B invested in John Wiley & Sons Class A in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $2.25B → $2.57B (+$320M)

2.65% more ownership

Funds ownership: 88.79%91.44% (+2.6%)

0% more call options, than puts

Call options by funds: $6K | Put options by funds: $6K

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 237234 (-3)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
73
Reduced
94
Closed
32
Calls
$6K
Puts
$6K
Net Calls
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
176
Crossmark Global Holdings
Texas
$229K -$32.8K -552 -13%
WG
177
Winton Group
United Kingdom
$226K -$195K -3,270 -47%
PA
178
Profund Advisors
Maryland
$222K +$220K +3,703 New
SAM
179
Shell Asset Management
Netherlands
$219K +$11.9K +200 +6%
GC
180
Guggenheim Capital
Illinois
$217K +$215K +3,614 New
EWM
181
Evercore Wealth Management
New York
$215K +$212K +3,564 New
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$214K -$1.36M -22,852 -87%
SG Americas Securities
183
SG Americas Securities
New York
$197K -$925K -15,549 -83%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$191K
VI
185
Vestcor Inc
New Brunswick, Canada
$187K
ECM
186
Estabrook Capital Management
New York
$169K
PCH
187
PGIM Custom Harvest
New Jersey
$126K
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$120K
BU
189
BBVA USA
Alabama
$110K +$109K +1,835 New
HPC
190
HM Payson & Co
Maine
$106K
ARMC
191
American Research & Management Company
Massachusetts
$99K
US Bancorp
192
US Bancorp
Minnesota
$90K -$476 -8 -0.5%
FPS
193
Fieldpoint Private Securities
Connecticut
$82K +$5.65K +95 +7%
MAM
194
Meeder Asset Management
Ohio
$77K -$2.26K -38 -3%
BCM
195
Blume Capital Management
California
$70K -$33K -555 -32%
First Manhattan
196
First Manhattan
New York
$69K
Lazard Asset Management
197
Lazard Asset Management
New York
$62K +$61.5K +1,034 New
FHA
198
First Horizon Advisors
Tennessee
$56K -$952 -16 -2%
PA
199
Parallel Advisors
California
$49K +$1.49K +25 +3%
JWM
200
Janiczek Wealth Management
Colorado
$40K +$2.68K +45 +7%

WLY Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2021, worth a combined $2.57B — up 14% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WLY and 30 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was State Street, adding an estimated $106M. The largest seller was VanEck Associates, exiting entirely with an estimated $96.5M sold.

  • 234 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2021, down from 237 in Q1 2021.
  • Funds reported $2.57B of John Wiley & Sons Class A stock for Q2 2021, up 14% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q2 2021 and 32 closed out, a net change of -2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2021 was State Street, an estimated $106M added.
  • The largest John Wiley & Sons Class A seller in Q2 2021 was VanEck Associates, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2021.