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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
CNA Financial
Illinois
$300K -$333K -5,852 -54%
OC
202
Oppenheimer & Co
New York
$300K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$298K +$49K +862 +21%
IWC
204
Integrated Wealth Counsel
California
$297K
Canada Pension Plan Investment Board
205
Canada Pension Plan Investment Board
Ontario, Canada
$297K +$68.2K +1,200 +32%
HI
206
HBK Investments
Texas
$297K +$279K +4,900 New
IRS
207
Invictus RG (Singapore)
Singapore
$295K +$257K +4,518 +1,269%
OA
208
OFI Advisors
Pennsylvania
$294K +$14.6K +256 +6%
CCMINC
209
Cardinal Capital Management Inc (North Carolina)
North Carolina
$288K +$43.1K +758 +19%
WAM
210
World Asset Management
Michigan
$266K -$9.44K -166 -4%
CCB
211
Cutter & Co Brokerage
Missouri
$261K -$28.4K -500 -10%
CAM
212
Capstone Asset Management
Texas
$256K -$25.4K -446 -10%
VF
213
Virtu Financial
New York
$244K +$228K +4,020 New
CSS
214
Cubist Systematic Strategies
Connecticut
$232K +$217K +3,822 New
FIM
215
Fruth Investment Management
Texas
$220K
GC
216
Guggenheim Capital
Illinois
$219K -$514K -9,046 -71%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$218K
SC
218
Sumit Capital
New York
$213K +$200K +3,511 New
Canada Life
219
Canada Life
Manitoba, Canada
$204K
MFS
220
MSI Financial Services
Massachusetts
$202K
NCA
221
NCM Capital Advisers
North Carolina
$182K +$5.68K +100 +3%
ICOM
222
Investment Counselors of Maryland
Maryland
$179K +$2.33K +41 +1%
ECM
223
Estabrook Capital Management
New York
$170K
TRCT
224
Tower Research Capital (TRC)
New York
$169K +$153K +2,689 +2,891%
TC
225
TradeLink Capital
Illinois
$164K +$153K +2,698 New

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.