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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$49K
ICM
202
Islay Capital Management
Texas
$46K +$44.3K +952 New
US Bancorp
203
US Bancorp
Minnesota
$44K -$5.07K -109 -11%
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$36K +$34.2K +735 New
AF
205
Allworth Financial
California
$34K
PCM
206
Prelude Capital Management
New York
$34K +$32.2K +693 New
QCG
207
Quadrant Capital Group
Ohio
$28K
GWM
208
Geneos Wealth Management
Colorado
$24K
SSB
209
Sandy Spring Bank
Maryland
$20K
Lazard Asset Management
210
Lazard Asset Management
New York
$20K +$19.7K +424 New
PHK
211
Point72 Hong Kong
Hong Kong
$16K +$8.51K +183 +123%
CTC
212
Central Trust Company
Missouri
$15K +$14.6K +315 New
SFA
213
Semmax Financial Advisors
North Carolina
$13K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$12K
TRCT
215
Tower Research Capital (TRC)
New York
$10K -$57.5K -1,236 -86%
HNB
216
Huntington National Bank
Ohio
$10K +$9.99K +215 New
AIM
217
Aigen Investment Management
New York
$9K +$8.46K +182 New
SPIA
218
Steward Partners Investment Advisory
New York
$9K +$9.35K +201 New
FHA
219
First Horizon Advisors
Tennessee
$7K
GAM
220
Gemmer Asset Management
California
$7K
PA
221
Procyon Advisors
Connecticut
$7K +$6.37K +137 New
AA
222
Ancora Advisors
Ohio
$6K +$6.04K +130 New
APA
223
American Portfolios Advisors
New York
$5.97K -$27.3K -588 -83%
BWP
224
Baldwin Wealth Partners
Massachusetts
$5K -$1.07K -23 -19%
HGWM
225
Harvest Group Wealth Management
Massachusetts
$3K

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.