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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
201
Old Mutual Customised Solutions
South Africa
$105K
ICOM
202
Investment Counselors of Maryland
Maryland
$103K
ClearBridge Investments
203
ClearBridge Investments
New York
$99K
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$99K
GRQ
205
Gardner Russo & Quinn
Pennsylvania
$82K +$72.3K +1,250 New
Barclays
206
Barclays
United Kingdom
$81K -$1.2M -20,682 -94%
IUHSA
207
Itau Unibanco Holding S.A.
Brazil
$79K -$41.5K -717 -37%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$75K +$66.1K +1,142 New
WTC
209
WhitTier Trust Company
Nevada
$66K
RE
210
RBC Europe
United Kingdom
$59.2K
II
211
Inspire Investing
Idaho
$58K +$50.6K +875 New
US Bancorp
212
US Bancorp
Minnesota
$57K +$3.47K +60 +7%
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$57K +$17.6K +305 +54%
FMA
214
FNY Managed Accounts
New York
$54K -$21.2K -367 -31%
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$53K +$4.4K +76 +10%
ASN
216
Advisory Services Network
Georgia
$41K +$26.5K +458 +286%
Barrow, Hanley, Mewhinney & Strauss
217
Barrow, Hanley, Mewhinney & Strauss
Texas
$36K +$1.79K +31 +6%
GWM
218
Geneos Wealth Management
Colorado
$32K
MAM
219
Meeder Asset Management
Ohio
$32K
TRCT
220
Tower Research Capital (TRC)
New York
$29K +$26K +450 New
PGA
221
Premia Global Advisors
Florida
$27K +$23.8K +411 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$23K +$116 +2 +0.6%
OIA
223
OneDigital Investment Advisors
Kansas
$21K
TG
224
TLP Group
Illinois
$20K -$147K -2,543 -89%
DCM
225
Delpha Capital Management
New York
$15K +$12.9K +223 New

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.