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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
201
BBVA USA Bancshares
Texas
$250K -$33.9K -545 -12%
SAM
202
Shell Asset Management
Netherlands
$250K +$256K +4,122 New
Skandinaviska Enskilda Banken (SEB)
203
Skandinaviska Enskilda Banken (SEB)
Sweden
$248K -$772K -12,400 -75%
BBHC
204
Brown Brothers Harriman & Co
New York
$242K -$30.9K -496 -11%
RGC
205
Roberts, Glore & Co
Illinois
$223K -$3.11K -50 -1%
Allianz Asset Management
206
Allianz Asset Management
Germany
$222K -$108K -1,740 -32%
BA
207
Bridgewater Associates
Connecticut
$218K -$412K -6,622 -65%
TRCT
208
Tower Research Capital (TRC)
New York
$208K +$182K +2,928 +584%
SCM
209
Shelton Capital Management
Colorado
$205K
EGM
210
Engineers Gate Manager
New York
$202K +$207K +3,329 New
CBOA
211
Commonwealth Bank of Australia
Australia
$187K +$193K +3,100 New
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$184K +$21.6K +347 +13%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$182K
ECM
214
Estabrook Capital Management
New York
$170K
IUHSA
215
Itau Unibanco Holding S.A.
Brazil
$163K +$155K +2,489 +1,245%
SFPIA
216
Stevens First Principles Investment Advisors
California
$161K
LIA
217
LS Investment Advisors
Michigan
$153K -$5.16K -83 -3%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$130K +$134K +2,152 New
AG
219
Advisor Group
Arizona
$123K +$13.2K +212 +12%
CAM
220
Columbia Asset Management
Michigan
$117K +$120K +1,927 New
CPH
221
C Partners Holding
Switzerland
$114K -$89.5K -1,438 -43%
ICOM
222
Investment Counselors of Maryland
Maryland
$95K
ClearBridge Investments
223
ClearBridge Investments
New York
$91K
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$91K
QT
225
Quantbot Technologies
New York
$85K -$112K -1,800 -56%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.