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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$73K -$85.7K -1,684 -56%
MAM
202
Meeder Asset Management
Ohio
$71K +$60.8K +1,195 +1,004%
FPS
203
Fieldpoint Private Securities
Connecticut
$71K +$66.3K +1,304 New
First Manhattan
204
First Manhattan
New York
$62K
FHA
205
First Horizon Advisors
Tennessee
$52K +$28.5K +560 +142%
PA
206
Parallel Advisors
California
$43K +$13.1K +258 +48%
FCA
207
FinTrust Capital Advisors
South Carolina
$41K +$38.4K +755 New
JWM
208
Janiczek Wealth Management
Colorado
$34K +$7.63K +150 +32%
Bessemer Group
209
Bessemer Group
New Jersey
$34K +$17.1K +336 +112%
IA
210
IFP Advisors
Florida
$31K -$12.1K -238 -29%
GWM
211
Geneos Wealth Management
Colorado
$28K
APA
212
American Portfolios Advisors
New York
$24K +$22.5K +443 New
SSB
213
Sandy Spring Bank
Maryland
$22K
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$18K +$1.58K +31 +10%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.93K +38 +16%
S
216
SignatureFD
Georgia
$14K +$3.66K +72 +38%
SPIA
217
Steward Partners Investment Advisory
New York
$10.9K
Baillie Gifford & Co
218
Baillie Gifford & Co
United Kingdom
$8K -$305 -6 -4%
HI
219
Harbour Investments
Wisconsin
$7K +$6.15K +121 New
GAM
220
Gemmer Asset Management
California
$6K +$153 +3 +3%
BWP
221
Baldwin Wealth Partners
Massachusetts
$5K
GCM
222
Gables Capital Management
Florida
$5K +$5.09K +100 New
AIG
223
American International Group
New York
$4.28K +$8.65K +170 +0.2%
FF
224
FourThought Financial
Florida
$4K -$2.24K -44 -33%
QCG
225
Quadrant Capital Group
Ohio
$3K -$153 -3 -5%

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.