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John Wiley & Sons Class A

247 hedge funds and large institutions have $2.21B invested in John Wiley & Sons Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 65

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 243247 (+4)

1.23% more ownership

Funds ownership: 82.21%83.43% (+1.2%)

10% less capital invested

Capital invested by funds: $2.46B → $2.21B (-$246M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
119
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$253K +$58.1K +1,000 +27%
US Bancorp
202
US Bancorp
Minnesota
$252K -$174 -3 -0.1%
QT
203
Quantbot Technologies
New York
$247K +$156K +2,681 +144%
CAM
204
Capstone Asset Management
Texas
$224K +$26.7K +460 +13%
CCB
205
Cutter & Co Brokerage
Missouri
$223K -$17.4K -300 -7%
OI
206
Oakbrook Investments
Illinois
$223K
TC
207
TradeLink Capital
Illinois
$209K +$224K +3,852 New
CG
208
Clinton Group
New York
$209K +$223K +3,843 New
BSW
209
Buckingham Strategic Wealth
Missouri
$207K +$221K +3,800 New
LCM
210
Landscape Capital Management
New Jersey
$201K -$389K -6,700 -64%
Allianz Asset Management
211
Allianz Asset Management
Germany
$201K +$215K +3,709 New
ICOM
212
Investment Counselors of Maryland
Maryland
$172K -$4.06K -70 -2%
ECM
213
Estabrook Capital Management
New York
$152K
HSA
214
Hussman Strategic Advisors
Maryland
$152K -$40.6K -700 -20%
PAM
215
Panagora Asset Management
Massachusetts
$124K
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$99K +$22.1K +381 +27%
OMCS
217
Old Mutual Customised Solutions
South Africa
$87K
Barclays
218
Barclays
United Kingdom
$83K -$459K -7,906 -84%
ClearBridge Investments
219
ClearBridge Investments
New York
$82K
LIA
220
LS Investment Advisors
Michigan
$81K +$86.9K +1,496 New
AGM
221
Alpine Global Management
New York
$73K -$478K -8,241 -86%
AAM
222
Advisors Asset Management
Colorado
$71K -$5.81K -100 -7%
WTC
223
WhitTier Trust Company
Nevada
$54K
WT
224
Whittier Trust
California
$33K
MWP
225
MYCIO Wealth Partners
Pennsylvania
$25K +$116 +2 +0.4%

WLY Hedge Fund Activity: Q2 2015 in Review

247 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2015, worth a combined $2.21B — down 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLY positions and 22 closed out — a net gain of 5 holders — while 119 added to existing stakes and 65 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, cutting an estimated $91.3M.

  • 247 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2015, up from 243 in Q1 2015.
  • Funds reported $2.21B of John Wiley & Sons Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q2 2015 and 22 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2015 was Champlain Investment Partners, an estimated $27.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2015 was Capital Research Global Investors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2015.