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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
201
Exchange Traded Concepts
Oklahoma
$16K -$611K -10,654 -97%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$16K
Fidelity Investments
203
Fidelity Investments
Massachusetts
$16K +$18.1K +315 New
SPIA
204
Steward Partners Investment Advisory
New York
$10K
S
205
SignatureFD
Georgia
$9K -$3.73K -65 -28%
Baillie Gifford & Co
206
Baillie Gifford & Co
United Kingdom
$8K
APA
207
American Portfolios Advisors
New York
$7.26K -$18.9K -330 -70%
QCG
208
Quadrant Capital Group
Ohio
$7K -$573 -10 -7%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$7K +$3.78K +66 +102%
GRP
210
Global Retirement Partners
California
$7K +$7.74K +135 New
GAM
211
Gemmer Asset Management
California
$6K
Simplex Trading
212
Simplex Trading
Illinois
$6K
TWA
213
TCI Wealth Advisors
Arizona
$6K +$6.31K +110 New
BWP
214
Baldwin Wealth Partners
Massachusetts
$5K
DAM
215
Delta Asset Management
Tennessee
$5K
GCM
216
Gables Capital Management
Florida
$5K
FF
217
FourThought Financial
Florida
$4K
EBA
218
Eagle Bay Advisors
New York
$3K +$2.41K +42 +233%
TPCW
219
TD Private Client Wealth
New York
$1.57K
NFG
220
Next Financial Group
Texas
$1K -$310K -5,401 -100%
CFD
221
Creative Financial Designs
Indiana
$1K
BC
222
Bartlett & Co
Ohio
$1K +$803 +14 New
CFA
223
Carroll Financial Associates
North Carolina
$1K +$1.83K +32 New
BCWM
224
Bartlett & Co Wealth Management
Ohio
$731 +$803 +14 New
BBHC
225
Brown Brothers Harriman & Co
New York
$522

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.