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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$107K +$4.6K +110 +4%
SAM
177
Shell Asset Management
Netherlands
$101K -$6.82K -163 -6%
AssetMark Inc
178
AssetMark Inc
California
$97.9K -$47.2K -1,127 -32%
HPC
179
HM Payson & Co
Maine
$70.7K
BWP
180
Baldwin Wealth Partners
Massachusetts
$70.1K +$69.1K +1,650 +1,650%
LC
181
Lindbrook Capital
California
$67.6K +$3.64K +87 +5%
Dimensional Fund Advisors
182
Dimensional Fund Advisors
Texas
$60.4K -$2.12M -50,765 -3%
TRCT
183
Tower Research Capital (TRC)
New York
$60K -$260K -6,201 -80%
Osaic Holdings
184
Osaic Holdings
Arizona
$50.6K -$42 -1 -0.1%
IA
185
IFP Advisors
Florida
$48K -$28.2K -674 -49%
First Manhattan
186
First Manhattan
New York
$46.1K -$117K -2,800 -71%
BTI
187
Blue Trust Inc
Georgia
$46K +$20K +477 +63%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K -$83.5K -1,996 -69%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$32.3K -$753 -18 -2%
US Bancorp
190
US Bancorp
Minnesota
$31.7K -$3.18K -76 -9%
FHA
191
First Horizon Advisors
Tennessee
$23.7K -$4.35K -104 -15%
JWM
192
Janiczek Wealth Management
Colorado
$23.5K -$3.64K -87 -14%
GRP
193
Global Retirement Partners
California
$17.2K -$15.8K -378 -47%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$16.7K +$5.02K +120 +40%
Nomura Asset Management
195
Nomura Asset Management
Japan
$16.4K
SPIA
196
Steward Partners Investment Advisory
New York
$16.1K
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$14.3K +$5.07K +121 +51%
ZB
198
Zions Bancorporation
Utah
$14.1K +$14.7K +352 New
Bessemer Group
199
Bessemer Group
New Jersey
$13K -$12.6K -300 -47%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$11.5K -$11.1K -264 -48%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.