We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$216K +$2.47K +58 +1%
Prudential Financial
177
Prudential Financial
New Jersey
$209K +$185K +4,348 New
PAMS
178
Pictet Asset Management (Switzerland)
Switzerland
$208K
XT
179
XTX Topco
Cayman Islands
$208K +$229K +5,363 New
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$176K +$14.7K +346 +8%
AssetMark Inc
181
AssetMark Inc
California
$152K +$62.6K +1,469 +60%
SAM
182
Securian Asset Management
Minnesota
$149K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$126K -$55.3K -1,297 -29%
SAM
184
Shell Asset Management
Netherlands
$98K -$383 -9 -0.4%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$94.8K -$9.16K -215 -8%
Allspring Global Investments
186
Allspring Global Investments
North Carolina
$72.3K +$45.1K +1,058 +131%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$72K -$128K -3,000 -62%
HPC
188
HM Payson & Co
Maine
$68.4K
BWP
189
Baldwin Wealth Partners
Massachusetts
$67.8K
LC
190
Lindbrook Capital
California
$62.3K -$3.41K -80 -5%
BTI
191
Blue Trust Inc
Georgia
$59K +$10.2K +240 +19%
TRCT
192
Tower Research Capital (TRC)
New York
$57K -$1.45K -34 -2%
Osaic Holdings
193
Osaic Holdings
Arizona
$51.6K +$3.54K +83 +7%
First Manhattan
194
First Manhattan
New York
$44.6K
US Bancorp
195
US Bancorp
Minnesota
$42.1K +$12.6K +296 +37%
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$41K -$400K -9,377 -90%
PA
197
Parallel Advisors
California
$39.2K -$74.1K -1,740 -63%
SIM
198
Studio Investment Management
Illinois
$39.1K +$31.4K +737 +271%
IA
199
IFP Advisors
Florida
$38.8K -$5.24K -123 -18%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$37K +$1.49K +35 +4%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.