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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$261M +$858K +16,995 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$6.33M +125,284 +3%
State Street
3
State Street
Massachusetts
$159M -$1.4M -27,733 -0.9%
CIP
4
Champlain Investment Partners
Vermont
$123M +$560K +11,085 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$98.2M +$8.99M +178,057 +10%
BFA
6
BlackRock Fund Advisors
California
$86M +$3.36M +66,525 +4%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$77.7M +$12.5M +247,734 +20%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$76.9M +$5.68M +112,400 +8%
CCP
9
Clarkston Capital Partners
Michigan
$73.3M +$4.01M +79,330 +6%
BIT
10
BlackRock Institutional Trust
California
$73M -$1.49M -29,539 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.6M +$7.41M +146,776 +15%
VBA
12
Van Berkom & Associates
Quebec, Canada
$48.6M -$1.53M -30,310 -3%
HIM
13
Hermes Investment Management
United Kingdom
$45.6M +$12.2M +242,306 +38%
Invesco
14
Invesco
Georgia
$41.2M -$2.9M -57,409 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$38.9M -$1.46M -28,926 -4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$31.9M +$2.84M +56,255 +10%
Norges Bank
17
Norges Bank
Norway
$26.4M +$1.37M +27,036 +6%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$24.6M +$23.8M +470,932 New
Mawer Investment Management
19
Mawer Investment Management
Alberta, Canada
$24.1M
CC
20
Cannell & Co
New York
$21.3M -$193K -3,830 -0.9%
RA
21
Royce & Associates
New York
$20.9M -$6.01M -119,100 -23%
Goldman Sachs
22
Goldman Sachs
New York
$20.5M +$9.36M +185,362 +89%
Northern Trust
23
Northern Trust
Illinois
$18.6M +$451K +8,923 +3%
PCM
24
Palisade Capital Management
New Jersey
$18M +$879K +17,417 +5%
OC
25
Oppenheimer & Co
New York
$17.9M

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.