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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.92B invested in John Wiley & Sons Class A in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,923% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $82K

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 230241 (+11)

1.19% less ownership

Funds ownership: 87.22%86.03% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

11% less capital invested

Capital invested by funds: $2.16B → $1.92B (-$231M)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
77
Reduced
86
Closed
22
Calls
$1.66M
Puts
$82K
Net Calls
+$1.58M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
176
Mitsubishi UFJ Trust & Banking
Japan
$254K -$115K -2,251 -30%
HighTower Advisors
177
HighTower Advisors
Illinois
$251K -$390K -7,627 -60%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$249K -$24.8K -485 -8%
William Blair & Company
179
William Blair & Company
Illinois
$248K -$2.25K -44 -0.8%
SG Americas Securities
180
SG Americas Securities
New York
$245K -$220K -4,303 -46%
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
$241K +$5.88K +115 +2%
IIC
182
Ironwood Investment Counsel
Arizona
$232K
GCP
183
GSA Capital Partners
United Kingdom
$228K +$244K +4,781 New
GC
184
Gratus Capital
Georgia
$224K -$10.2K -200 -4%
PCM
185
Prelude Capital Management
New York
$220K +$235K +4,600 New
GCM
186
Graham Capital Management
Connecticut
$219K +$235K +4,606 New
VCA
187
Verdence Capital Advisors
Maryland
$203K -$4.34K -85 -2%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$203K +$34.9K +682 +19%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$203K +$218K +4,262 New
SAM
190
Securian Asset Management
Minnesota
$189K +$6.13K +120 +3%
First Manhattan
191
First Manhattan
New York
$188K
AssetMark Inc
192
AssetMark Inc
California
$173K -$5.88K -115 -3%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$152K +$1.07K +21 +0.7%
KBC Group
194
KBC Group
Belgium
$149K
SAM
195
Shell Asset Management
Netherlands
$146K -$204 -4 -0.1%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$139K -$1.94K -38 -1%
PA
197
Parallel Advisors
California
$133K -$79.1K -1,547 -36%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$122K -$12.2K -239 -9%
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$108K -$1.24M -24,224 -91%
IA
200
IFP Advisors
Florida
$93K

WLY Hedge Fund Activity: Q2 2022 in Review

241 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2022, worth a combined $1.92B — down 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WLY positions and 22 closed out — a net gain of 17 holders — while 77 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was State Street, cutting an estimated $33M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2022, up from 230 in Q1 2022.
  • Funds reported $1.92B of John Wiley & Sons Class A stock for Q2 2022, down 11% quarter-over-quarter.
  • 39 funds opened new John Wiley & Sons Class A positions in Q2 2022 and 22 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2022 was State Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2022.