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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36%87.91% (+0.54%)

4% less funds holding

Funds holding: 246235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$52K +$9.01K +202 +21%
US Bancorp
202
US Bancorp
Minnesota
$44K -$4.15K -93 -8%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$44K +$44.6K +1,000 New
MAM
204
Meeder Asset Management
Ohio
$41K +$17.6K +394 +74%
APA
205
American Portfolios Advisors
New York
$31.2K +$4.28K +96 +16%
AF
206
Allworth Financial
California
$31K
QCG
207
Quadrant Capital Group
Ohio
$26K -$28.5K -639 -51%
GWM
208
Geneos Wealth Management
Colorado
$21K
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K +$21K +471 New
SSB
210
Sandy Spring Bank
Maryland
$18K
Macquarie Group
211
Macquarie Group
Australia
$12K +$11.7K +262 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$11K
SFA
213
Semmax Financial Advisors
North Carolina
$11K
PHK
214
Point72 Hong Kong
Hong Kong
$7K -$286K -6,400 -98%
FHA
215
First Horizon Advisors
Tennessee
$7K
ASN
216
Advisory Services Network
Georgia
$6K
GAM
217
Gemmer Asset Management
California
$6K
BWP
218
Baldwin Wealth Partners
Massachusetts
$5K -$215K -4,819 -98%
AIL
219
AGF Investments LLC
Ontario, Canada
$4K -$4.28K -96 -50%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$3K -$2.94K -66 -53%
HGWM
221
Harvest Group Wealth Management
Massachusetts
$3K
S
222
SignatureFD
Georgia
$3K
LC
223
Lindbrook Capital
California
$2K
WEC
224
Winslow Evans & Crocker
Massachusetts
$2K
SWA
225
Sutton Wealth Advisors
Florida
$1.49K +$1.52K +34 New

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.