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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$15.3K +$1.51K +33 +12%
BTI
202
Blue Trust Inc
Georgia
$14.2K +$4.09K +89 +34%
AF
203
Allworth Financial
California
$12.9K
SSG
204
Summit Securities Group
New York
$11K +$10.8K +235 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$10.3K +$4.13K +90 +73%
C
206
Covestor
United Kingdom
$10K -$2.3K -50 -19%
A
207
AlphaQuest
New York
$8.88K -$421K -9,175 -98%
PA
208
Parallel Advisors
California
$7.48K +$597 +13 +9%
AAP
209
Arax Advisory Partners
Colorado
$6.66K
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$6.18K +$1.7K +37 +41%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$5.14K +$4.91K +107 New
UB
212
UMB Bank
Missouri
$4.97K +$2.66K +58 +129%
SCM
213
Sterling Capital Management
North Carolina
$3.81K +$3.63K +79 New
CPA
214
Capital Performance Advisors
California
$3.14K +$2.98K +65 New
Bessemer Group
215
Bessemer Group
New Jersey
$3K +$2.52K +55 New
RTL
216
Red Tortoise LLC
Georgia
$2.94K
VCM
217
Versant Capital Management
Arizona
$2.94K
QCG
218
Quadrant Capital Group
Ohio
$2.9K
RIL
219
Rothschild Investment LLC
Illinois
$1.93K +$1.38K +30 +300%
PWMG
220
Private Wealth Management Group
New Jersey
$1.88K
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.59K +$46 +1 +3%
PS
222
Principal Securities
Iowa
$1.35K +$1.29K +28 New
HWM
223
Hemington Wealth Management
Virginia
$1K +$964 +21 New
EWA
224
EverSource Wealth Advisors
Alabama
$965
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$965

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.