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John Wiley & Sons Class A
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Overview Fund Activity

240 hedge funds and large institutions have $2.5B invested in John Wiley & Sons Class A in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
6.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
86
Reduced
80
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.3M
2
State Street
State Street
Massachusetts
+$60.3M
3
CC
Cannell & Co
New York
+$24.5M
4
EBIM
Eagle Boston Investment Management
Massachusetts
+$19.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$17.3M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$27.8M
2
KFC
Klingenstein Fields & Co
New York
-$15.7M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$14.2M
4
SAM
Sentinel Asset Management
Vermont
-$9.11M
5
SO
STRS Ohio
Ohio
-$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$237M +$7.78M +135,043 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$203M +$6.34M +110,000 +3%
AAMU
3
Amundi Asset Management US
Massachusetts
$198M -$1.97M -34,121 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$166M -$3.11M -53,900 -2%
State Street
5
State Street
Massachusetts
$127M +$60.3M +1,046,158 +90%
CIP
6
Champlain Investment Partners
Vermont
$90.6M +$83K +1,440 +0.1%
Invesco
7
Invesco
Georgia
$82.4M +$5.88K +102 +0%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$78.9M -$2.18M -37,777 -3%
BIT
9
BlackRock Institutional Trust
California
$75.4M +$2.34M +40,514 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$71.6M +$65.3M +1,132,360 +1,024%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$69.5M +$199K +3,450 +0.3%
BFA
12
BlackRock Fund Advisors
California
$68.9M -$4.05M -70,291 -6%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$59.5M -$207K -3,590 -0.3%
VBA
14
Van Berkom & Associates
Quebec, Canada
$50.7M -$310K -5,386 -0.6%
HIM
15
Hermes Investment Management
United Kingdom
$49.7M -$8.1M -140,478 -14%
Ameriprise
16
Ameriprise
Minnesota
$46.5M -$1.97M -34,117 -4%
TCM
17
TimesSquare Capital Management
New York
$43.5M -$7.88M -136,750 -15%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$43M +$17.3M +299,517 +67%
RA
19
Royce & Associates
New York
$34.1M -$1.5M -26,000 -4%
HCM
20
Huber Capital Management
California
$29.7M -$1.76M -30,560 -6%
Norges Bank
21
Norges Bank
Norway
$25.8M – – –
CC
22
Cannell & Co
New York
$24.5M +$24.5M +424,219 New
SAM
23
Sentinel Asset Management
Vermont
$23M -$9.11M -158,030 -28%
BHC
24
Bowen Hanes & Co
Florida
$21.4M -$1.15M -20,000 -5%
Northern Trust
25
Northern Trust
Illinois
$20.6M -$431K -7,475 -2%
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