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John Wiley & Sons Class A

247 hedge funds and large institutions have $2.21B invested in John Wiley & Sons Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 65

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 243247 (+4)

1.23% more ownership

Funds ownership: 82.21%83.43% (+1.2%)

10% less capital invested

Capital invested by funds: $2.46B → $2.21B (-$246M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
119
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$271M +$15.2M +262,527 +6%
AAMU
2
Amundi Asset Management US
Massachusetts
$186M -$26.8K -461 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$185M +$12.8M +220,049 +7%
State Street
4
State Street
Massachusetts
$141M +$9.4M +161,983 +7%
CIP
5
Champlain Investment Partners
Vermont
$107M +$27.5M +473,345 +32%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$81.8M -$1.82M -31,354 -2%
BFA
7
BlackRock Fund Advisors
California
$80.2M +$3.62M +62,348 +4%
BIT
8
BlackRock Institutional Trust
California
$77M +$6.85M +118,015 +9%
RA
9
Royce & Associates
New York
$68.3M +$1.75M +30,110 +2%
Invesco
10
Invesco
Georgia
$63.1M -$5.65M -97,228 -8%
Capital Research Global Investors
11
Capital Research Global Investors
California
$52.1M -$91.3M -1,573,130 -62%
VBA
12
Van Berkom & Associates
Quebec, Canada
$48.6M -$1.21M -20,920 -2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$36.1M +$586K +10,100 +2%
HIM
14
Hermes Investment Management
United Kingdom
$34M +$740K +12,746 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$33.1M +$14.5M +250,204 +70%
Wells Fargo
16
Wells Fargo
California
$26.4M +$2.22M +38,317 +9%
Ameriprise
17
Ameriprise
Minnesota
$26.4M -$2.47M -42,605 -8%
Norges Bank
18
Norges Bank
Norway
$25.2M +$868K +14,952 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$24.5M +$3.38M +58,197 +15%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$23.1M -$16.1M -277,201 -39%
CC
21
Cannell & Co
New York
$22.9M -$168K -2,900 -0.7%
Northern Trust
22
Northern Trust
Illinois
$18.5M -$576K -9,917 -3%
OC
23
Oppenheimer & Co
New York
$18.4M +$18.9M +325,000 +2,310%
BHC
24
Bowen Hanes & Co
Florida
$17.7M
Morgan Stanley
25
Morgan Stanley
New York
$16.5M +$8.86M +152,548 +101%

WLY Hedge Fund Activity: Q2 2015 in Review

247 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2015, worth a combined $2.21B — down 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLY positions and 22 closed out — a net gain of 5 holders — while 119 added to existing stakes and 65 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, cutting an estimated $91.3M.

  • 247 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2015, up from 243 in Q1 2015.
  • Funds reported $2.21B of John Wiley & Sons Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q2 2015 and 22 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2015 was Champlain Investment Partners, an estimated $27.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2015 was Capital Research Global Investors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2015.