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John Wiley & Sons Class A

234 hedge funds and large institutions have $2.57B invested in John Wiley & Sons Class A in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $2.25B → $2.57B (+$320M)

2.65% more ownership

Funds ownership: 88.79%91.44% (+2.6%)

0% more call options, than puts

Call options by funds: $6K | Put options by funds: $6K

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 237234 (-3)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
73
Reduced
94
Closed
32
Calls
$6K
Puts
$6K
Net Calls
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$38K
FCA
202
FinTrust Capital Advisors
South Carolina
$36K -$9.16K -154 -20%
IA
203
IFP Advisors
Florida
$34K
GWM
204
Geneos Wealth Management
Colorado
$30K
APA
205
American Portfolios Advisors
New York
$28.2K +$1.55K +26 +6%
NICM
206
Neo Ivy Capital Management
New York
$28K -$443K -7,452 -94%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$18K +$1.37K +23 +8%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$17K -$3.75K -63 -19%
S
209
SignatureFD
Georgia
$14K -$1.78K -30 -11%
SPIA
210
Steward Partners Investment Advisory
New York
$12K
Baillie Gifford & Co
211
Baillie Gifford & Co
United Kingdom
$9K
QCG
212
Quadrant Capital Group
Ohio
$9K +$5.29K +89 +146%
CWA
213
Carolina Wealth Advisors
South Carolina
$8K -$103K -1,739 -93%
HI
214
Harbour Investments
Wisconsin
$7K -$297 -5 -4%
GAM
215
Gemmer Asset Management
California
$7K +$119 +2 +2%
AIG
216
American International Group
New York
$6.08K +$1.31M +22,086 +28%
BWP
217
Baldwin Wealth Partners
Massachusetts
$6K
GCM
218
Gables Capital Management
Florida
$6K
DAM
219
Delta Asset Management
Tennessee
$6K +$5.95K +100 New
Simplex Trading
220
Simplex Trading
Illinois
$6K +$6.78K +114 New
FF
221
FourThought Financial
Florida
$5K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$4K +$3.87K +65 New
CWP
223
Concord Wealth Partners
Virginia
$2K
EBA
224
Eagle Bay Advisors
New York
$2K +$1.07K +18 New
TPCW
225
TD Private Client Wealth
New York
$1.8K +$119 +2 +7%

WLY Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2021, worth a combined $2.57B — up 14% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WLY and 30 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was State Street, adding an estimated $106M. The largest seller was VanEck Associates, exiting entirely with an estimated $96.5M sold.

  • 234 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2021, down from 237 in Q1 2021.
  • Funds reported $2.57B of John Wiley & Sons Class A stock for Q2 2021, up 14% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q2 2021 and 32 closed out, a net change of -2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2021 was State Street, an estimated $106M added.
  • The largest John Wiley & Sons Class A seller in Q2 2021 was VanEck Associates, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2021.