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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$155K +$59K +1,168 +65%
US Bancorp
202
US Bancorp
Minnesota
$154K -$6.11K -121 -4%
ASN
203
Advisory Services Network
Georgia
$151K +$43.2K +855 +42%
ECM
204
Estabrook Capital Management
New York
$146K
HSA
205
Hussman Strategic Advisors
Maryland
$146K
SFPIA
206
Stevens First Principles Investment Advisors
California
$138K
IIC
207
Integrated Investment Consultants
Michigan
$91K +$51.8K +1,025 +141%
ICOM
208
Investment Counselors of Maryland
Maryland
$84K
OMCS
209
Old Mutual Customised Solutions
South Africa
$83K
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$80K +$14.6K +289 +23%
ClearBridge Investments
211
ClearBridge Investments
New York
$78K
AAM
212
Advisors Asset Management
Colorado
$68K
Barclays
213
Barclays
United Kingdom
$64K -$22.5K -445 -27%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$56K
BWP
215
Baldwin Wealth Partners
Massachusetts
$55K
WTC
216
WhitTier Trust Company
Nevada
$52K
Creative Planning
217
Creative Planning
Kansas
$47K
1832 Asset Management
218
1832 Asset Management
Ontario, Canada
$35K +$34.2K +677 New
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$32K +$6.71K +133 +28%
QT
220
Quantbot Technologies
New York
$28K -$505 -10 -2%
AG
221
Advisor Group
Arizona
$28K +$28.7K +568 New
AssetMark Inc
222
AssetMark Inc
California
$24K
IWMPD
223
Integrated Wealth Management (Palm Desert)
California
$23K
PRS
224
Pinkerton Retirement Specialists
Idaho
$15K +$14.2K +281 New
MFS
225
MSI Financial Services
Massachusetts
$14K

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.