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John Wiley & Sons Class A

232 hedge funds and large institutions have $2.26B invested in John Wiley & Sons Class A in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more ownership

Funds ownership: 87.96%88.96% (+1%)

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$18.1M)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$36K +$2.72K +52 +8%
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$32K
Barrow, Hanley, Mewhinney & Strauss
203
Barrow, Hanley, Mewhinney & Strauss
Texas
$26K
GWM
204
Geneos Wealth Management
Colorado
$26K
MAM
205
Meeder Asset Management
Ohio
$25K -$23.4K -447 -48%
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$24K -$47.6K -911 -67%
AssetMark Inc
207
AssetMark Inc
California
$20K
TRCT
208
Tower Research Capital (TRC)
New York
$19K -$48K -917 -72%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$19K +$105 +2 +0.6%
OIA
210
OneDigital Investment Advisors
Kansas
$17K +$17K +325 New
IUHSA
211
Itau Unibanco Holding S.A.
Brazil
$16K -$2.62K -50 -14%
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$4.13K +79 +59%
NA
213
NewEdge Advisors
Louisiana
$10.7K +$10.6K +202 New
AIL
214
AGF Investments LLC
Ontario, Canada
$10K +$1.05K +20 +12%
WCBA
215
Weaver C. Barksdale & Associates
Tennessee
$9K
GAM
216
Gemmer Asset Management
California
$8K
PMFA
217
Plante Moran Financial Advisors
Michigan
$4K
GBT
218
Grove Bank & Trust
Florida
$4K +$4.18K +80 New
FHA
219
First Horizon Advisors
Tennessee
$3K
GRP
220
Global Retirement Partners
California
$3K +$52 +1 +2%
WEC
221
Winslow Evans & Crocker
Massachusetts
$2K
OFW
222
Omnia Family Wealth
Florida
$2K
PCP
223
Proficio Capital Partners
Massachusetts
$2K
LTFS
224
Ladenburg Thalmann Financial Services
Florida
$2K +$1.15K +22 +169%
CFD
225
Creative Financial Designs
Indiana
$1K

WLY Hedge Fund Activity: Q2 2017 in Review

232 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2017, worth a combined $2.26B — down 0.79% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $15.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $37.7M.

  • 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2017, up from 231 in Q1 2017.
  • Funds reported $2.26B of John Wiley & Sons Class A stock for Q2 2017, down 0.79% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q2 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2017 was VanEck Associates, an estimated $15.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2017 was Schroder Investment Management Group, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2017.