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John Wiley & Sons Class A

236 hedge funds and large institutions have $2B invested in John Wiley & Sons Class A in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

17% more capital invested

Capital invested by funds: $1.7B → $2B (+$297M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0.31% less ownership

Funds ownership: 85.97%85.66% (-0.31%)

0% less funds holding

Funds holding: 237236 (-1)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
7.65%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
27
Increased
83
Reduced
87
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$178M -$116K -2,600 -0.1%
AAMU
2
Amundi Asset Management US
Massachusetts
$165M -$1.45M -32,465 -0.9%
Capital Research Global Investors
3
Capital Research Global Investors
California
$153M +$20.6M +461,500 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$134M +$2.01M +44,894 +2%
Invesco
5
Invesco
Georgia
$78.2M +$5.29M +118,152 +8%
CIP
6
Champlain Investment Partners
Vermont
$76.1M -$1.16M -25,985 -2%
Mawer Investment Management
7
Mawer Investment Management
Alberta, Canada
$62.5M +$1.91M +42,660 +3%
State Street
8
State Street
Massachusetts
$57M -$1.94M -43,396 -4%
BIT
9
BlackRock Institutional Trust
California
$56.8M -$2.41M -53,824 -4%
BFA
10
BlackRock Fund Advisors
California
$54.4M +$1.37M +30,565 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$50.1M +$18.5M +412,619 +65%
HIM
12
Hermes Investment Management
United Kingdom
$49.2M +$5.01M +111,908 +12%
TCM
13
TimesSquare Capital Management
New York
$47.8M -$380K -8,500 -0.8%
VBA
14
Van Berkom & Associates
Quebec, Canada
$43.6M -$85K -1,900 -0.2%
VVP
15
Vulcan Value Partners
Alabama
$40.8M +$7.89M +176,326 +26%
Ameriprise
16
Ameriprise
Minnesota
$37.1M -$743K -16,598 -2%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$34M +$16.3M +364,019 +104%
SAM
18
Sentinel Asset Management
Vermont
$28.1M -$1.47M -32,770 -5%
SO
19
STRS Ohio
Ohio
$27.4M -$6.71M -150,000 -21%
HCM
20
Huber Capital Management
California
$25.3M +$4.88M +109,002 +26%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$23.2M -$180K -4,031 -0.8%
RA
22
Royce & Associates
New York
$22.9M +$12.5M +279,300 +140%
Norges Bank
23
Norges Bank
Norway
$21.4M
BHC
24
Bowen Hanes & Co
Florida
$18.8M -$447K -10,000 -2%
Northern Trust
25
Northern Trust
Illinois
$17.1M -$220K -4,916 -1%

WLY Hedge Fund Activity: Q3 2013 in Review

236 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2013, worth a combined $2B — up 17% from $1.7B a quarter earlier.

Fund positioning in WLY was balanced in Q3 2013: 27 funds opened new positions, 27 closed out, 83 added to existing stakes and 87 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $20.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $49.7M.

  • 236 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2013, down from 237 in Q2 2013.
  • Funds reported $2B of John Wiley & Sons Class A stock for Q3 2013, up 17% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q3 2013 and 27 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2013 was Capital Research Global Investors, an estimated $20.6M added.
  • The largest John Wiley & Sons Class A seller in Q3 2013 was Kayne Anderson Rudnick Investment Management, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2013.