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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99%86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Meeder Asset Management
Ohio
$73K -$144K -2,658 -67%
FHA
202
First Horizon Advisors
Tennessee
$51K -$1.62K -30 -3%
FPS
203
Fieldpoint Private Securities
Connecticut
$49K -$19K -352 -29%
PA
204
Parallel Advisors
California
$47K -$378 -7 -0.8%
SFM
205
Signet Financial Management
New Jersey
$39K +$36.5K +675 New
Bessemer Group
206
Bessemer Group
New Jersey
$36K
FCA
207
FinTrust Capital Advisors
South Carolina
$35K
JWM
208
Janiczek Wealth Management
Colorado
$33K -$4.7K -87 -13%
IA
209
IFP Advisors
Florida
$33K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$26K +$8.97K +166 +55%
SPIA
211
Steward Partners Investment Advisory
New York
$23K +$10.8K +200 +100%
GWM
212
Geneos Wealth Management
Colorado
$14K -$13.5K -250 -50%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$12K -$5.68K -105 -33%
Baillie Gifford & Co
214
Baillie Gifford & Co
United Kingdom
$9K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$9K +$1.68K +31 +24%
S
216
SignatureFD
Georgia
$8K -$1.89K -35 -21%
APA
217
American Portfolios Advisors
New York
$7.96K
GAM
218
Gemmer Asset Management
California
$7K +$216 +4 +3%
QCG
219
Quadrant Capital Group
Ohio
$6K -$1.62K -30 -21%
BWP
220
Baldwin Wealth Partners
Massachusetts
$6K
DAM
221
Delta Asset Management
Tennessee
$6K
GCM
222
Gables Capital Management
Florida
$6K
TWA
223
TCI Wealth Advisors
Arizona
$6K
QC
224
Quent Capital
New York
$6K +$5.79K +107 New
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.02K -$56.5K -1,045 -1%

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.