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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$9K
CAW
202
Cornerstone Advisors (Washington)
Washington
$9K +$9.27K +221 +1,842%
PCM
203
Prelude Capital Management
New York
$8K -$19.8K -473 -68%
SF
204
Synovus Financial
Georgia
$8K +$8.98K +214 New
SPIA
205
Steward Partners Investment Advisory
New York
$7K
GAM
206
Gemmer Asset Management
California
$7K +$1.3K +31 +21%
ASN
207
Advisory Services Network
Georgia
$6K -$35.9K -857 -84%
FHA
208
First Horizon Advisors
Tennessee
$6K
OPS
209
Orion Portfolio Solutions
Nebraska
$6K +$6.38K +152 New
CFFP
210
Center for Financial Planning
Michigan
$6K +$7.09K +169 New
BWP
211
Baldwin Wealth Partners
Massachusetts
$4K
LC
212
Lindbrook Capital
California
$3K +$1.22K +29 +60%
CTC
213
Central Trust Company
Missouri
$2K -$10.5K -250 -79%
PA
214
Procyon Advisors
Connecticut
$2K -$3.9K -93 -68%
WEC
215
Winslow Evans & Crocker
Massachusetts
$2K
BWA
216
Burt Wealth Advisors
Maryland
$2K +$1.84K +44 New
VFA
217
Valeo Financial Advisors
Indiana
$2K +$2.31K +55 New
TPCW
218
TD Private Client Wealth
New York
$1.09K +$1.22K +29 New
DAM
219
Delta Asset Management
Tennessee
$1K -$587 -14 -48%
RA
220
Royce & Associates
New York
$1K
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.26K +30 New
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1K +$1.26K +30 New
Franklin Resources
223
Franklin Resources
California
-$24.8M -511,976 Closed
CVA
224
Ceredex Value Advisors
Florida
-$10.5M -214,704 Closed
WC
225
Walthausen & Co
New York
-$7.08M -145,970 Closed

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.