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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smartleaf Asset Management
Massachusetts
$55.2K +$49.8K +1,455 New
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.5K +$993 +29 +2%
SPIA
178
Steward Partners Investment Advisory
New York
$42.8K +$24.7K +721 +180%
Simplex Trading
179
Simplex Trading
Illinois
$36K -$28.1K -820 -46%
EC
180
EntryPoint Capital
New York
$31K +$821 +24 +3%
BWP
181
Baldwin Wealth Partners
Massachusetts
$30.5K
GI
182
GAMMA Investing
California
$28.8K +$12.7K +371 +97%
GRP
183
Global Retirement Partners
California
$18.2K +$1.85K +54 +13%
FHA
184
First Horizon Advisors
Tennessee
$18.1K
Osaic Holdings
185
Osaic Holdings
Arizona
$18K -$16K -468 -50%
TRCT
186
Tower Research Capital (TRC)
New York
$17.5K -$543K -15,859 -97%
C
187
Covestor
United Kingdom
$13K +$787 +23 +7%
DMIC
188
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.4K +$10.3K +300 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$9.53K +$1.4K +41 +20%
PA
190
Parallel Advisors
California
$7.13K -$1.23K -36 -16%
CYG
191
Clean Yield Group
Vermont
$6.86K -$445 -13 -7%
VCM
192
Versant Capital Management
Arizona
$4.54K
QCG
193
Quadrant Capital Group
Ohio
$2.44K -$23.9K -699 -92%
RTL
194
Red Tortoise LLC
Georgia
$2.33K
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$2.25K +$1.16K +34 +136%
PWMG
196
Private Wealth Management Group
New Jersey
$1.49K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1.49K +$1.33K +39 New
JWA
198
JFS Wealth Advisors
Pennsylvania
$1.22K +$342 +10 +45%
AWM
199
Avior Wealth Management
Nebraska
$915 +$821 +24 New
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$763

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.