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John Wiley & Sons Class A

228 hedge funds and large institutions have $1.54B invested in John Wiley & Sons Class A in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $18K | Put options by funds: $11K

1.91% more ownership

Funds ownership: 86.03%87.94% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

5% less funds holding

Funds holding: 241228 (-13)

20% less capital invested

Capital invested by funds: $1.92B → $1.54B (-$382M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
228
Holders Change
-13
Holders Change %
-5.39%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
87
Reduced
87
Closed
33
Calls
$18K
Puts
$11K
Net Calls
+$7K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
201
Nomura Asset Management
Japan
$15.4K
SPIA
202
Steward Partners Investment Advisory
New York
$15K
RTC
203
Riverview Trust Company
Washington
$15K +$19.5K +410 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$11K +$14.2K +298 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$9K -$1.09K -23 -9%
MAM
206
Meeder Asset Management
Ohio
$7K +$380 +8 +5%
APA
207
American Portfolios Advisors
New York
$6.46K +$3.94K +83 +93%
QCG
208
Quadrant Capital Group
Ohio
$6K +$1.43K +30 +25%
DFCM
209
Dark Forest Capital Management
Puerto Rico
$5K +$6.94K +146 New
S
210
SignatureFD
Georgia
$4K -$3.42K -72 -39%
BWP
211
Baldwin Wealth Partners
Massachusetts
$4K
QC
212
Quent Capital
New York
$4K
Simplex Trading
213
Simplex Trading
Illinois
$4K +$5.08K +107 New
FF
214
FourThought Financial
Florida
$3K +$2.28K +48 +114%
TWA
215
TCI Wealth Advisors
Arizona
$3K +$4.42K +93 New
SC
216
Schubert & Co
Texas
$1K -$428 -9 -39%
EBA
217
Eagle Bay Advisors
New York
$1K +$143 +3 +17%
JWA
218
JFS Wealth Advisors
Pennsylvania
$1K +$665 +14 +74%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1K +$950 +20 New
TPCW
220
TD Private Client Wealth
New York
$300
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$193 +$11.6K +244 +6%
ORIO
222
Old Republic International (ORI)
Illinois
-$7.98M -167,000 Closed
HF
223
HRT Financial
New York
-$3.05M -63,831 Closed
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
-$2.69M -56,255 Closed
E
225
Ergoteles
New York
-$2.43M -50,822 Closed

WLY Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2022, worth a combined $1.54B — down 20% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WLY and 21 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $29.1M. The largest seller was Silvercrest Asset Management, cutting an estimated $14.4M.

  • 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2022, down from 241 in Q2 2022.
  • Funds reported $1.54B of John Wiley & Sons Class A stock for Q3 2022, down 20% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q3 2022 and 33 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2022 was State Street, an estimated $29.1M added.
  • The largest John Wiley & Sons Class A seller in Q3 2022 was Silvercrest Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.