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John Wiley & Sons Class A

230 hedge funds and large institutions have $2.16B invested in John Wiley & Sons Class A in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 86.78%87.22% (+0.44%)

7% less funds holding

Funds holding: 246230 (-16)

7% less capital invested

Capital invested by funds: $2.32B → $2.16B (-$166M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
230
Holders Change
-16
Holders Change %
-6.5%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
79
Reduced
89
Closed
36
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$21K
S
202
SignatureFD
Georgia
$20K +$13.3K +253 +192%
GWM
203
Geneos Wealth Management
Colorado
$13K
FPS
204
Fieldpoint Private Securities
Connecticut
$12K -$32.6K -620 -73%
ACM
205
Aquatic Capital Management
Illinois
$11K -$57.8K -1,100 -85%
Macquarie Group
206
Macquarie Group
Australia
$9.85K +$2.02M +38,403 +26%
GAM
207
Gemmer Asset Management
California
$6K
QCG
208
Quadrant Capital Group
Ohio
$6K
QC
209
Quent Capital
New York
$6K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$5K -$3.73K -71 -44%
BWP
211
Baldwin Wealth Partners
Massachusetts
$5K
GCM
212
Gables Capital Management
Florida
$5K
APA
213
American Portfolios Advisors
New York
$4.72K -$2.63K -50 -36%
FF
214
FourThought Financial
Florida
$2K
C
215
Covestor
United Kingdom
$1K -$210 -4 -17%
CFD
216
Creative Financial Designs
Indiana
$1K
FAG
217
Fortitude Advisory Group
Washington
$1K
NIC
218
Northwest Investment Counselors
Oregon
$1K +$840 +16 New
CI
219
Cordant Inc
Oregon
$1K +$893 +17 New
JWA
220
JFS Wealth Advisors
Pennsylvania
$1K +$893 +17 +170%
TPCW
221
TD Private Client Wealth
New York
$424
Millennium Management
222
Millennium Management
New York
-$6.29M -109,874 Closed
E
223
Ergoteles
New York
-$5.3M -92,527 Closed
HF
224
HRT Financial
New York
-$3.61M -63,067 Closed
State of New Jersey Common Pension Fund D
225
State of New Jersey Common Pension Fund D
New Jersey
-$2.98M -52,002 Closed

WLY Hedge Fund Activity: Q1 2022 in Review

230 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2022, worth a combined $2.16B — down 7.2% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WLY and 21 opened new positions — a net loss of 15 holders — while 89 trimmed existing stakes and 79 added.

The largest buyer was State Street, adding an estimated $39.5M. The largest seller was Acadian Asset Management, cutting an estimated $10.3M.

  • 230 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2022, down from 246 in Q4 2021.
  • Funds reported $2.16B of John Wiley & Sons Class A stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q1 2022 and 36 closed out, a net change of -15 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2022 was State Street, an estimated $39.5M added.
  • The largest John Wiley & Sons Class A seller in Q1 2022 was Acadian Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.