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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
201
WhitTier Trust Company
Nevada
$54K
RE
202
RBC Europe
United Kingdom
$48.1K +$48.3K +900 New
US Bancorp
203
US Bancorp
Minnesota
$44K +$268 +5 +0.6%
AG
204
Advisor Group
Arizona
$41K +$3.81K +71 +10%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$39K +$6.44K +120 +20%
BONST
206
Bank of Nova Scotia Trust
Ontario, Canada
$32K +$32.2K +600 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$30K +$6.28K +117 +26%
QT
208
Quantbot Technologies
New York
$30K +$30.4K +567 New
Barrow, Hanley, Mewhinney & Strauss
209
Barrow, Hanley, Mewhinney & Strauss
Texas
$28K +$1.18K +22 +4%
GWM
210
Geneos Wealth Management
Colorado
$26K
MAM
211
Meeder Asset Management
Ohio
$26K
AssetMark Inc
212
AssetMark Inc
California
$20K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$19K +$107 +2 +0.6%
OIA
214
OneDigital Investment Advisors
Kansas
$17K
AIL
215
AGF Investments LLC
Ontario, Canada
$10K
ASN
216
Advisory Services Network
Georgia
$9K -$155K -2,890 -95%
WCBA
217
Weaver C. Barksdale & Associates
Tennessee
$9K
GAM
218
Gemmer Asset Management
California
$8K
FHA
219
First Horizon Advisors
Tennessee
$8K +$5.37K +100 +200%
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$4.24K -79 -37%
LTFS
221
Ladenburg Thalmann Financial Services
Florida
$3K +$644 +12 +34%
WEC
222
Winslow Evans & Crocker
Massachusetts
$2.03K
PCP
223
Proficio Capital Partners
Massachusetts
$2K +$107 +2 +5%
QCG
224
Quadrant Capital Group
Ohio
$2K +$1.77K +33 +122%
CFD
225
Creative Financial Designs
Indiana
$1K

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.