John Wiley & Sons Class A
232 hedge funds and large institutions have $2B invested in John Wiley & Sons Class A in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 24 closing their positions.
9% more capital invested
Capital invested by funds: $1.83B → $2B (+$169M)
1.04% more ownership
Funds ownership: 83.67% → 84.71% (+1%)
5% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 81
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 237 → 232 (-5)
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$27.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$23.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.4M |
| 4 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$18.1M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$29.8M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$19M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$18.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.78M |
| 5 |
Morgan Stanley
New York
|
-$8.28M |
WLY Hedge Fund Activity: Q1 2016 in Review
232 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2016, worth a combined $2B — up 9.2% from $1.83B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of WLY and 19 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 85 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $27.7M. The largest seller was Royce & Associates, cutting an estimated $29.8M.
- 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2016, down from 237 in Q4 2015.
- Funds reported $2B of John Wiley & Sons Class A stock for Q1 2016, up 9.2% quarter-over-quarter.
- 19 funds opened new John Wiley & Sons Class A positions in Q1 2016 and 24 closed out, a net change of -5 holders.
- The largest John Wiley & Sons Class A buyer in Q1 2016 was Schroder Investment Management Group, an estimated $27.7M added.
- The largest John Wiley & Sons Class A seller in Q1 2016 was Royce & Associates, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2016.