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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
201
DiNuzzo Private Wealth
Pennsylvania
$649 +$342 +10 +143%
WCM
202
Westend Capital Management
California
$648 +$582 +17 New
UB
203
UMB Bank
Missouri
$610 +$548 +16 New
FFA
204
Farther Finance Advisors
California
$576 -$513 -15 -50%
SIC
205
SJS Investment Consulting
Ohio
$382 -$68 -2 -17%
AF
206
Allworth Financial
California
$382
PFBT
207
Parkside Financial Bank & Trust
Missouri
$382
CFD
208
Creative Financial Designs
Indiana
$381
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$305
ECM
210
Everence Capital Management
Indiana
$274
RIL
211
Rothschild Investment LLC
Illinois
$191 +$171 +5 New
MCM
212
Manchester Capital Management
Vermont
$153
JWM
213
Janiczek Wealth Management
Colorado
$39 -$274 -8 -89%
CCMLC
214
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$7.75M -244,199 Closed
Walleye Trading
215
Walleye Trading
New York
-$3.22M -101,364 Closed
SAM
216
Sycomore Asset Management
France
-$2.94M -92,076 Closed
MYAM
217
Meiji Yasuda Asset Management
Japan
-$2.67M -84,171 Closed
State of New Jersey Common Pension Fund D
218
State of New Jersey Common Pension Fund D
New Jersey
-$2.64M -83,167 Closed
PI
219
PEAK6 Investments
Illinois
-$1.83M -57,583 Closed
SGI
220
Summit Global Investments
Utah
-$1.41M -44,484 Closed
Holocene Advisors
221
Holocene Advisors
New York
-$1.39M -43,813 Closed
SEI Investments
222
SEI Investments
Pennsylvania
-$1.18M -37,117 Closed
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
-$998K -31,514 Closed
Macquarie Group
224
Macquarie Group
Australia
-$993K -31,295 Closed
HCA
225
Harbor Capital Advisors
Illinois
-$963K -30,337 Closed

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.