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John Wiley & Sons Class A
WLY

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231 → 246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99% → 86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
79
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$20.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$19.6M
3
VanEck Associates
VanEck Associates
New York
+$13.5M
4
Millennium Management
Millennium Management
New York
+$5.47M
5
E
Ergoteles
New York
+$5M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$67.4M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$13.2M
3
CC
Clearline Capital
New York
-$12.2M
4
Wells Fargo
Wells Fargo
California
-$8.82M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
176
Crossmark Global Holdings
Texas
$235K +$222K +4,110 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$234K +$1.19K +22 +0.5%
Brown Advisory
178
Brown Advisory
Maryland
$233K +$220K +4,069 New
VCA
179
Verdence Capital Advisors
Maryland
$230K -$757 -14 -0.3%
HSBC Holdings
180
HSBC Holdings
United Kingdom
$229K +$216K +3,996 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$226K -$20.9K -386 -9%
First Manhattan
182
First Manhattan
New York
$226K +$151K +2,800 +243%
SAM
183
Securian Asset Management
Minnesota
$220K – – –
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$218K -$6.27K -116 -3%
AP
185
Advisor Partners
California
$208K +$196K +3,623 New
EWM
186
Evercore Wealth Management
New York
$204K +$193K +3,564 New
SAM
187
Shell Asset Management
Netherlands
$202K +$1.73K +32 +0.9%
DekaBank Deutsche Girozentrale
188
DekaBank Deutsche Girozentrale
Germany
$199K -$41.8K -773 -18%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$181K – – –
KBC Group
190
KBC Group
Belgium
$179K – – –
GCM
191
Gladius Capital Management
Illinois
$178K +$167K +3,094 New
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$162K -$22.6K -418 -13%
VI
193
Vestcor Inc
New Brunswick, Canada
$160K -$17K -315 -10%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$117K -$49.7K -920 -29%
SCM
195
Segantii Capital Management
Hong Kong
$113K +$107K +1,971 New
SOW
196
State of Wyoming
Wyoming
$106K +$99.8K +1,846 New
HPC
197
HM Payson & Co
Maine
$101K – – –
ARMC
198
American Research & Management Company
Massachusetts
$94K – – –
US Bancorp
199
US Bancorp
Minnesota
$91K -$1.78K -33 -2%
ACM
200
Aquatic Capital Management
Illinois
$74K +$70.3K +1,300 New
6 7
8
9 10

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.