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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
-$4.89M -125,513 Closed
First Trust Advisors
202
First Trust Advisors
Illinois
-$4.08M -104,680 Closed
AL
203
AJO LP
Pennsylvania
-$1.67M -42,839 Closed
DIA
204
Dean Investment Associates
Ohio
-$1.55M -39,788 Closed
SO
205
STRS Ohio
Ohio
-$1.45M -37,124 Closed
ECM
206
ExodusPoint Capital Management
New York
-$1M -25,718 Closed
SRAM
207
Stone Ridge Asset Management
New York
-$874K -22,419 Closed
Assenagon Asset Management
208
Assenagon Asset Management
Luxembourg
-$826K -21,182 Closed
HSBC Holdings
209
HSBC Holdings
United Kingdom
-$612K -15,706 Closed
DCM
210
Dean Capital Management
Kansas
-$548K -14,055 Closed
MSAM
211
Moloney Securities Asset Management
Missouri
-$544K -13,950 Closed
SG Americas Securities
212
SG Americas Securities
New York
-$490K -12,566 Closed
AW
213
Alpha Windward
Massachusetts
-$365K -9,360 Closed
GC
214
Gratus Capital
Georgia
-$319K -8,170 Closed
AA
215
Ancora Advisors
Ohio
-$301K -7,720 Closed
WF
216
Welch & Forbes
Massachusetts
-$285K -7,300 Closed
SM
217
Sciencast Management
New Jersey
-$239K -6,926 Closed
DTL
218
Dynamic Technology Lab
Singapore
-$268K -6,868 Closed
GLA
219
Great Lakes Advisors
Illinois
-$258K -6,628 Closed
SBH
220
Segall Bryant & Hamill
Illinois
-$254K -6,500 Closed
Jane Street
221
Jane Street
New York
-$252K -6,473 Closed
FQ
222
First Quadrant
California
-$252K -6,452 Closed
Prudential Financial
223
Prudential Financial
New Jersey
-$246K -6,319 Closed
OSIA
224
O'Shares Investment Advisers
Massachusetts
-$246K -6,315 Closed
PM
225
Penbrook Management
New York
-$242K -6,200 Closed

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.