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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Studio Investment Management
Illinois
$10.9K +$11.4K +272 New
S
202
SignatureFD
Georgia
$10.9K +$6.53K +156 +136%
QCG
203
Quadrant Capital Group
Ohio
$6.89K +$921 +22 +15%
TWA
204
TCI Wealth Advisors
Arizona
$4.09K +$377 +9 +10%
MYAM
205
Meiji Yasuda Asset Management
Japan
$2.76K +$932K +22,269 +48%
JWA
206
JFS Wealth Advisors
Pennsylvania
$1K -$335 -8 -24%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.09K +26 New
EBA
208
Eagle Bay Advisors
New York
$841
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$801
DA
210
Denali Advisors
California
$641 +$670 +16 New
EI
211
Ellevest Inc
New York
$601 +$628 +15 New
BIA
212
Bell Investment Advisors
California
$521
MCM
213
Manchester Capital Management
Vermont
$521
SIC
214
SJS Investment Consulting
Ohio
$481 -$167 -4 -25%
SC
215
Schubert & Co
Texas
$441 -$126 -3 -21%
CFD
216
Creative Financial Designs
Indiana
$401
AF
217
Advisornet Financial
Minnesota
$401 +$419 +10 New
DI
218
Disciplined Investments
Oklahoma
$240 -$209 -5 -45%
EARNEST Partners
219
EARNEST Partners
Georgia
$240
VCM
220
Versant Capital Management
Arizona
$200 +$209 +5 New
SAM
221
Silvercrest Asset Management
New York
-$5.08M -135,122 Closed
VIA
222
Vident Investment Advisory
Georgia
-$1.22M -32,745 Closed
ACM
223
AlphaCrest Capital Management
New York
-$768K -20,445 Closed
DA
224
Duality Advisers
Florida
-$696K -18,520 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$394K -10,509 Closed

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.