We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

237 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 235237 (+2)

0.49% less ownership

Funds ownership: 84.17%83.68% (-0.49%)

11% less capital invested

Capital invested by funds: $2.04B → $1.82B (-$220M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
90
Reduced
72
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$223M -$174K -3,518 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M +$3.21M +64,888 +2%
State Street
3
State Street
Massachusetts
$115M -$10.7M -215,956 -8%
CIP
4
Champlain Investment Partners
Vermont
$113M +$463K +9,344 +0.4%
BFA
5
BlackRock Fund Advisors
California
$71.8M +$1.75M +35,300 +2%
BIT
6
BlackRock Institutional Trust
California
$66.6M +$3.44M +69,388 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$56.7M +$22.3M +450,908 +56%
RA
8
Royce & Associates
New York
$54.1M -$976K -19,690 -2%
Invesco
9
Invesco
Georgia
$44.1M -$5.35M -107,954 -10%
AAMU
10
Amundi Asset Management US
Massachusetts
$42.9M -$122M -2,471,275 -72%
VBA
11
Van Berkom & Associates
Quebec, Canada
$41.2M -$150K -3,020 -0.3%
CCP
12
Clarkston Capital Partners
Michigan
$41.1M +$35.5M +717,351 +367%
Capital Research Global Investors
13
Capital Research Global Investors
California
$40.7M
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$40.2M +$23.5M +474,773 +113%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37M -$19.6M -396,182 -33%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$34.1M +$11.8M +237,368 +46%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$32.7M +$3.7M +74,600 +11%
HIM
18
Hermes Investment Management
United Kingdom
$28.9M +$1.14M +22,924 +4%
Wells Fargo
19
Wells Fargo
California
$23M +$1.32M +26,563 +5%
Norges Bank
20
Norges Bank
Norway
$21.5M
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$21.4M -$436K -8,800 -2%
CC
22
Cannell & Co
New York
$19.1M -$153K -3,092 -0.7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$16.4M +$7.44M +150,074 +70%
Northern Trust
24
Northern Trust
Illinois
$15.5M -$940K -18,964 -5%
Ameriprise
25
Ameriprise
Minnesota
$15.4M -$1.57M -31,685 -8%

WLY Hedge Fund Activity: Q4 2015 in Review

237 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2015, worth a combined $1.82B — down 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WLY positions and 22 closed out — a net gain of 3 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $35.5M. The largest seller was Amundi Asset Management US, cutting an estimated $122M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2015, up from 235 in Q3 2015.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2015, down 11% quarter-over-quarter.
  • 25 funds opened new John Wiley & Sons Class A positions in Q4 2015 and 22 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2015 was Clarkston Capital Partners, an estimated $35.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2015 was Amundi Asset Management US, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2015.