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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.92B invested in John Wiley & Sons Class A in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,923% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $82K

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 230241 (+11)

1.19% less ownership

Funds ownership: 87.22%86.03% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

11% less capital invested

Capital invested by funds: $2.16B → $1.92B (-$231M)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
77
Reduced
86
Closed
22
Calls
$1.66M
Puts
$82K
Net Calls
+$1.58M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
201
HM Payson & Co
Maine
$84K
ARMC
202
American Research & Management Company
Massachusetts
$79K
LC
203
Lindbrook Capital
California
$77K +$82.3K +1,610 New
US Bancorp
204
US Bancorp
Minnesota
$69K -$3.37K -66 -4%
Osaic Holdings
205
Osaic Holdings
Arizona
$63K -$146K -2,864 -68%
GRP
206
Global Retirement Partners
California
$48K -$613 -12 -1%
FHA
207
First Horizon Advisors
Tennessee
$45K +$13.6K +266 +37%
Bessemer Group
208
Bessemer Group
New Jersey
$30K
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$28K +$971 +19 +3%
PHK
210
Point72 Hong Kong
Hong Kong
$27K +$29K +568 New
JWM
211
Janiczek Wealth Management
Colorado
$25K -$4.7K -92 -16%
PI
212
PEAK6 Investments
Illinois
$23.9K +$35.8K +701 New
Nomura Asset Management
213
Nomura Asset Management
Japan
$19.6K
SPIA
214
Steward Partners Investment Advisory
New York
$19K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$12K +$8.54K +167 +184%
S
216
SignatureFD
Georgia
$9K -$10.1K -198 -51%
MAM
217
Meeder Asset Management
Ohio
$8K -$57K -1,115 -87%
BTI
218
Blue Trust Inc
Georgia
$8K +$7.97K +156 New
QCG
219
Quadrant Capital Group
Ohio
$6K +$511 +10 +9%
BWP
220
Baldwin Wealth Partners
Massachusetts
$5K
GCM
221
Gables Capital Management
Florida
$5K
QC
222
Quent Capital
New York
$5K
APA
223
American Portfolios Advisors
New York
$4.25K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.12K +61 New
FPS
225
Fieldpoint Private Securities
Connecticut
$2K -$9.56K -187 -81%

WLY Hedge Fund Activity: Q2 2022 in Review

241 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2022, worth a combined $1.92B — down 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WLY positions and 22 closed out — a net gain of 17 holders — while 77 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was State Street, cutting an estimated $33M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2022, up from 230 in Q1 2022.
  • Funds reported $1.92B of John Wiley & Sons Class A stock for Q2 2022, down 11% quarter-over-quarter.
  • 39 funds opened new John Wiley & Sons Class A positions in Q2 2022 and 22 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2022 was State Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2022.