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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$54K +$5.32K +98 +11%
MAM
202
Meeder Asset Management
Ohio
$49K +$7.6K +140 +18%
BWP
203
Baldwin Wealth Partners
Massachusetts
$46K -$10.9K -200 -19%
US Bancorp
204
US Bancorp
Minnesota
$41K
AG
205
Advisor Group
Arizona
$34K +$21.7K +400 +170%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$33K -$815 -15 -2%
Barrow, Hanley, Mewhinney & Strauss
207
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K +$27.1K +499 New
GWM
208
Geneos Wealth Management
Colorado
$26K +$27.2K +500 New
AssetMark Inc
209
AssetMark Inc
California
$20K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$19K +$109 +2 +0.6%
IUHSA
211
Itau Unibanco Holding S.A.
Brazil
$19K +$13.6K +250 +250%
AIL
212
AGF Investments LLC
Ontario, Canada
$9K
WCBA
213
Weaver C. Barksdale & Associates
Tennessee
$9K
GAM
214
Gemmer Asset Management
California
$8K
LWCFA
215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
DADC
216
D.A. Davidson & Co
Montana
$5K -$6.03K -111 -53%
WT
217
Whittier Trust
California
$5K
PMFA
218
Plante Moran Financial Advisors
Michigan
$4K
FHA
219
First Horizon Advisors
Tennessee
$3K
GRP
220
Global Retirement Partners
California
$3K
WEC
221
Winslow Evans & Crocker
Massachusetts
$2.05K
OFW
222
Omnia Family Wealth
Florida
$2K
PCP
223
Proficio Capital Partners
Massachusetts
$2K
CFD
224
Creative Financial Designs
Indiana
$1K
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$1K

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.