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John Wiley & Sons Class A

243 hedge funds and large institutions have $2.46B invested in John Wiley & Sons Class A in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

5% more funds holding

Funds holding: 232243 (+11)

2% more capital invested

Capital invested by funds: $2.41B → $2.46B (+$49.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.72% less ownership

Funds ownership: 82.93%82.21% (-0.72%)

Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
6.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
37
Increased
97
Reduced
72
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$289M +$1.22M +19,852 +0.4%
AAMU
2
Amundi Asset Management US
Massachusetts
$209M -$112K -1,827 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$195M +$5.49M +89,398 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$155M -$55.5M -903,753 -26%
State Street
5
State Street
Massachusetts
$149M -$5.57M -90,685 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$93.9M +$6.45M +105,080 +7%
CIP
7
Champlain Investment Partners
Vermont
$91.4M +$6.04M +98,430 +7%
BFA
8
BlackRock Fund Advisors
California
$86.4M +$4.08M +66,411 +5%
BIT
9
BlackRock Institutional Trust
California
$79.4M +$3.13M +50,924 +4%
Invesco
10
Invesco
Georgia
$76.9M -$886K -14,431 -1%
RA
11
Royce & Associates
New York
$74.9M +$32M +521,524 +74%
VBA
12
Van Berkom & Associates
Quebec, Canada
$55.9M +$9.21K +150 +0%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$42.9M -$14.9M -241,862 -26%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$40.1M +$12.9M +209,733 +48%
HIM
15
Hermes Investment Management
United Kingdom
$37.4M +$4.34M +70,639 +13%
Ameriprise
16
Ameriprise
Minnesota
$32.2M -$8.51M -138,569 -21%
Norges Bank
17
Norges Bank
Norway
$27.4M
Wells Fargo
18
Wells Fargo
California
$27.4M +$481K +7,829 +2%
CC
19
Cannell & Co
New York
$26M +$77.3K +1,259 +0.3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$24M +$2.17M +35,281 +10%
Capital International Investors
21
Capital International Investors
California
$23.4M +$23.5M +382,145 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$21.9M +$14.7M +239,742 +203%
Northern Trust
23
Northern Trust
Illinois
$21.4M -$239K -3,892 -1%
CAG
24
Crestwood Advisors Group
Massachusetts
$19.9M +$1.3M +21,184 +7%
BHC
25
Bowen Hanes & Co
Florida
$19.9M -$614K -10,000 -3%

WLY Hedge Fund Activity: Q1 2015 in Review

243 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2015, worth a combined $2.46B — up 2.1% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WLY positions and 24 closed out — a net gain of 13 holders — while 97 added to existing stakes and 72 trimmed.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Capital Research Global Investors, cutting an estimated $55.5M.

  • 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $2.46B of John Wiley & Sons Class A stock for Q1 2015, up 2.1% quarter-over-quarter.
  • 37 funds opened new John Wiley & Sons Class A positions in Q1 2015 and 24 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2015 was Royce & Associates, an estimated $32M added.
  • The largest John Wiley & Sons Class A seller in Q1 2015 was Capital Research Global Investors, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2015.