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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$204K +$224K +3,912 New
CCIA
177
Campbell & Co Investment Adviser
Maryland
$201K -$120K -2,100 -35%
SAM
178
Securian Asset Management
Minnesota
$200K -$5.73K -100 -3%
SAM
179
Shell Asset Management
Netherlands
$182K -$8.6K -150 -4%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$169K -$18.2K -318 -9%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$165K +$631 +11 +0.3%
VI
182
Vestcor Inc
New Brunswick, Canada
$163K
KBC Group
183
KBC Group
Belgium
$163K +$179K +3,128 New
TRCT
184
Tower Research Capital (TRC)
New York
$117K -$377K -6,571 -75%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$103K +$97.4K +1,699 +616%
HPC
186
HM Payson & Co
Maine
$92K
ARMC
187
American Research & Management Company
Massachusetts
$86K
US Bancorp
188
US Bancorp
Minnesota
$85K +$7.85K +137 +9%
FPS
189
Fieldpoint Private Securities
Connecticut
$63K -$11.3K -197 -14%
First Manhattan
190
First Manhattan
New York
$60K
BU
191
BBVA USA
Alabama
$57K -$42.7K -745 -41%
FHA
192
First Horizon Advisors
Tennessee
$48K
PA
193
Parallel Advisors
California
$43K +$401 +7 +0.9%
JWM
194
Janiczek Wealth Management
Colorado
$35K
Bessemer Group
195
Bessemer Group
New Jersey
$33K
FCA
196
FinTrust Capital Advisors
South Carolina
$32K +$344 +6 +1%
IA
197
IFP Advisors
Florida
$30K
GWM
198
Geneos Wealth Management
Colorado
$26K
DFCM
199
Dark Forest Capital Management
Puerto Rico
$19K +$21.2K +369 New
PHK
200
Point72 Hong Kong
Hong Kong
$17K +$18.5K +323 New

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.