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John Wiley & Sons Class A

228 hedge funds and large institutions have $1.54B invested in John Wiley & Sons Class A in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $18K | Put options by funds: $11K

1.91% more ownership

Funds ownership: 86.03%87.94% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

5% less funds holding

Funds holding: 241228 (-13)

20% less capital invested

Capital invested by funds: $1.92B → $1.54B (-$382M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
228
Holders Change
-13
Holders Change %
-5.39%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
87
Reduced
87
Closed
33
Calls
$18K
Puts
$11K
Net Calls
+$7K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$134K -$2.09K -44 -1%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$119K -$863K -18,155 -85%
KBC Group
178
KBC Group
Belgium
$117K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$112K -$9.79K -206 -6%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$109K -$95 -2 -0.1%
SAM
181
Shell Asset Management
Netherlands
$101K -$17.2K -363 -12%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$95.8K
IA
183
IFP Advisors
Florida
$93K
DBG
184
De Burlo Group
Massachusetts
$89.4K +$113K +2,380 New
PHK
185
Point72 Hong Kong
Hong Kong
$83K +$77.8K +1,637 +288%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$77K +$97.3K +2,047 New
HPC
187
HM Payson & Co
Maine
$66K
ARMC
188
American Research & Management Company
Massachusetts
$62K
LC
189
Lindbrook Capital
California
$60K -$475 -10 -0.6%
Osaic Holdings
190
Osaic Holdings
Arizona
$46K -$5.04K -106 -8%
PA
191
Parallel Advisors
California
$42K -$78.6K -1,654 -59%
BTI
192
Blue Trust Inc
Georgia
$36K +$28.6K +601 +385%
GRP
193
Global Retirement Partners
California
$34K -$9.65K -203 -20%
US Bancorp
194
US Bancorp
Minnesota
$32K -$27.4K -577 -40%
Allspring Global Investments
195
Allspring Global Investments
North Carolina
$30K -$69.2K -1,457 -64%
FHA
196
First Horizon Advisors
Tennessee
$26K -$13.8K -291 -30%
WFA
197
Wipfli Financial Advisors
Wisconsin
$25K +$31.8K +670 New
Bessemer Group
198
Bessemer Group
New Jersey
$24K
JWM
199
Janiczek Wealth Management
Colorado
$23K +$6.56K +138 +28%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$21K -$2K -42 -7%

WLY Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2022, worth a combined $1.54B — down 20% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WLY and 21 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $29.1M. The largest seller was Silvercrest Asset Management, cutting an estimated $14.4M.

  • 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2022, down from 241 in Q2 2022.
  • Funds reported $1.54B of John Wiley & Sons Class A stock for Q3 2022, down 20% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q3 2022 and 33 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2022 was State Street, an estimated $29.1M added.
  • The largest John Wiley & Sons Class A seller in Q3 2022 was Silvercrest Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.