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John Wiley & Sons Class A

233 hedge funds and large institutions have $2.31B invested in John Wiley & Sons Class A in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2B → $2.31B (+$310M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.64% less ownership

Funds ownership: 85.66%85.02% (-0.64%)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

9% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 88

1% less funds holding

Funds holding: 236233 (-3)

Holders
233
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
6.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
80
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$219M +$12.3M +242,880 +7%
AAMU
2
Amundi Asset Management US
Massachusetts
$191M -$4.15K -82 -0%
Capital Research Global Investors
3
Capital Research Global Investors
California
$188M +$10.5M +207,200 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$162M +$5.95M +117,769 +4%
CIP
5
Champlain Investment Partners
Vermont
$86.6M -$1.28M -25,370 -2%
Invesco
6
Invesco
Georgia
$78.9M -$10.6M -210,289 -13%
Mawer Investment Management
7
Mawer Investment Management
Alberta, Canada
$77.7M +$4.93M +97,524 +7%
BIT
8
BlackRock Institutional Trust
California
$70M +$3.91M +77,388 +7%
BFA
9
BlackRock Fund Advisors
California
$69.8M +$6.24M +123,442 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$66.4M +$7.71M +152,551 +15%
State Street
11
State Street
Massachusetts
$64.2M -$1.63M -32,338 -3%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$57.2M +$27.8M +549,590 +113%
HIM
13
Hermes Investment Management
United Kingdom
$55.4M -$1.41M -27,811 -3%
TCM
14
TimesSquare Capital Management
New York
$49.2M -$5.63M -111,350 -11%
VBA
15
Van Berkom & Associates
Quebec, Canada
$48.9M -$1.43M -28,194 -3%
Ameriprise
16
Ameriprise
Minnesota
$46.4M +$3.15M +62,246 +8%
RA
17
Royce & Associates
New York
$34.1M +$7M +138,500 +29%
SAM
18
Sentinel Asset Management
Vermont
$30.8M -$1.54M -30,370 -5%
HCM
19
Huber Capital Management
California
$30.1M +$754K +14,909 +3%
VVP
20
Vulcan Value Partners
Alabama
$27.8M -$17.8M -351,475 -41%
Norges Bank
21
Norges Bank
Norway
$24.7M
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$24.7M -$13.5M -266,917 -37%
BHC
23
Bowen Hanes & Co
Florida
$21.6M -$144K -2,850 -0.7%
Northern Trust
24
Northern Trust
Illinois
$20.1M +$308K +6,091 +2%
SO
25
STRS Ohio
Ohio
$19.3M -$11.4M -225,000 -39%

WLY Hedge Fund Activity: Q4 2013 in Review

233 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2013, worth a combined $2.31B — up 15% from $2B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WLY and 18 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 80 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $27.8M. The largest seller was Vulcan Value Partners, cutting an estimated $17.8M.

  • 233 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2013, down from 236 in Q3 2013.
  • Funds reported $2.31B of John Wiley & Sons Class A stock for Q4 2013, up 15% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2013 and 19 closed out, a net change of -1 holder.
  • The largest John Wiley & Sons Class A buyer in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $27.8M added.
  • The largest John Wiley & Sons Class A seller in Q4 2013 was Vulcan Value Partners, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2013.