We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$224K -$43.3K -944 -17%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$222K +$211K +4,605 New
Mariner
178
Mariner
Kansas
$202K +$192K +4,189 New
AIP
179
Ameritas Investment Partners
Nebraska
$170K -$11.2K -245 -6%
VI
180
Vestcor Inc
New Brunswick, Canada
$166K
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$161K +$154K +3,350 New
SAM
182
Smartleaf Asset Management
Massachusetts
$138K +$25.1K +546 +24%
SG Americas Securities
183
SG Americas Securities
New York
$127K -$189K -4,117 -61%
ATC
184
Adirondack Trust Company
New York
$101K
SAM
185
Shell Asset Management
Netherlands
$82K +$77.7K +1,692 New
CFM
186
Catalyst Funds Management
Australia
$77.2K +$45.9K +1,000 +167%
FCA
187
FinTrust Capital Advisors
South Carolina
$59.3K +$7.25K +158 +15%
GI
188
GAMMA Investing
California
$57.3K +$15.3K +334 +39%
HCA
189
Harbor Capital Advisors
Illinois
$57K +$54.1K +1,178 New
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.7K -$4.36K -95 -8%
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$47K -$1.56M -33,918 -97%
GRP
192
Global Retirement Partners
California
$37.7K +$2.43K +53 +7%
BWP
193
Baldwin Wealth Partners
Massachusetts
$24.1K -$13.8K -300 -38%
WSFS
194
Wilmington Savings Fund Society
Delaware
$24.1K +$23K +500 New
ACM
195
Aster Capital Management
United Arab Emirates
$22.9K +$21.8K +474 New
ATS
196
Ashton Thomas Securities
New York
$20.8K +$19.8K +431 New
FHA
197
First Horizon Advisors
Tennessee
$19.7K +$3.77K +82 +25%
SPIA
198
Steward Partners Investment Advisory
New York
$18.6K +$8.45K +184 +92%
Osaic Holdings
199
Osaic Holdings
Arizona
$17.2K -$10.7K -234 -40%
CA
200
Clearstead Advisors
Ohio
$16.6K +$6.11K +133 +63%

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.