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John Wiley & Sons Class A

232 hedge funds and large institutions have $2.41B invested in John Wiley & Sons Class A in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $2.34B → $2.41B (+$70.5M)

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.27% less ownership

Funds ownership: 84.2%82.93% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
79
Reduced
89
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$279M +$19.4M +337,648 +8%
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M -$4.89M -85,000 -2%
AAMU
3
Amundi Asset Management US
Massachusetts
$203M -$153K -2,653 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$184M +$3.56M +61,919 +2%
State Street
5
State Street
Massachusetts
$150M +$1.15M +19,926 +0.8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$84.7M +$8.71M +151,417 +12%
CIP
7
Champlain Investment Partners
Vermont
$82.7M +$10M +174,445 +14%
BFA
8
BlackRock Fund Advisors
California
$79.8M +$487K +8,471 +0.6%
Invesco
9
Invesco
Georgia
$75.4M -$3.99M -69,353 -5%
BIT
10
BlackRock Institutional Trust
California
$73.9M -$889K -15,457 -1%
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$55.9M -$3.18M -55,304 -6%
VBA
12
Van Berkom & Associates
Quebec, Canada
$54.1M -$433K -7,529 -0.8%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$51.8M -$5.51M -95,856 -10%
RA
14
Royce & Associates
New York
$41.7M +$4M +69,539 +11%
Ameriprise
15
Ameriprise
Minnesota
$39.4M -$5.49M -95,496 -13%
HIM
16
Hermes Investment Management
United Kingdom
$32.1M -$7.09M -123,303 -19%
Norges Bank
17
Norges Bank
Norway
$26.6M
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$26.2M -$10.4M -180,900 -29%
Wells Fargo
19
Wells Fargo
California
$26.1M +$642K +11,167 +3%
CC
20
Cannell & Co
New York
$25.1M -$141K -2,450 -0.6%
TCM
21
TimesSquare Capital Management
New York
$23.7M -$4.55M -79,100 -17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$21.2M +$2.65M +46,081 +15%
Northern Trust
23
Northern Trust
Illinois
$21M -$148K -2,568 -0.7%
BHC
24
Bowen Hanes & Co
Florida
$19.8M
Charles Schwab
25
Charles Schwab
California
$18.3M +$114K +1,978 +0.6%

WLY Hedge Fund Activity: Q4 2014 in Review

232 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2014, worth a combined $2.41B — up 3% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WLY positions and 15 closed out — a net gain of 5 holders — while 79 added to existing stakes and 89 trimmed.

The largest buyer was Franklin Resources, adding an estimated $19.4M. The largest seller was Sentinel Asset Management, cutting an estimated $13M.

  • 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2014, up from 231 in Q3 2014.
  • Funds reported $2.41B of John Wiley & Sons Class A stock for Q4 2014, up 3% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q4 2014 and 15 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2014 was Franklin Resources, an estimated $19.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2014 was Sentinel Asset Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2014.