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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$249M +$315K +5,541 +0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$213M
AAMU
3
Amundi Asset Management US
Massachusetts
$208M +$59.1K +1,040 +0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$181M +$6.44M +113,365 +4%
State Street
5
State Street
Massachusetts
$172M +$35.7M +627,334 +28%
CIP
6
Champlain Investment Partners
Vermont
$92.3M -$2.73M -48,005 -3%
Invesco
7
Invesco
Georgia
$91.9M +$4.96M +87,240 +6%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$81.6M -$1.27M -22,340 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$79.3M +$5.83M +102,613 +9%
BIT
10
BlackRock Institutional Trust
California
$78.4M -$760K -13,375 -1%
BFA
11
BlackRock Fund Advisors
California
$78.2M +$5.41M +95,132 +8%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.4M -$1.94M -34,205 -3%
Norges Bank
13
Norges Bank
Norway
$54.3M +$25.5M +448,297 +100%
VBA
14
Van Berkom & Associates
Quebec, Canada
$50.8M -$2.36M -41,479 -5%
Ameriprise
15
Ameriprise
Minnesota
$49.7M +$784K +13,789 +2%
HIM
16
Hermes Investment Management
United Kingdom
$45M -$6.82M -119,948 -14%
RA
17
Royce & Associates
New York
$38.8M +$2.77M +48,718 +8%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$38.2M -$6.59M -116,015 -16%
TCM
19
TimesSquare Capital Management
New York
$30.1M -$14.6M -256,450 -34%
CC
20
Cannell & Co
New York
$25.9M +$159K +2,793 +0.7%
Wells Fargo
21
Wells Fargo
California
$24.7M +$3.12M +54,822 +16%
Northern Trust
22
Northern Trust
Illinois
$21.8M +$204K +3,592 +1%
BHC
23
Bowen Hanes & Co
Florida
$21.5M -$853K -15,000 -4%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$19.6M -$602K -10,589 -3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$18.4M +$1.83M +32,264 +12%

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.