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John Wiley & Sons Class A

228 hedge funds and large institutions have $2.27B invested in John Wiley & Sons Class A in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

6% more capital invested

Capital invested by funds: $2.14B → $2.27B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.4% less ownership

Funds ownership: 86.46%86.06% (-0.4%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 235228 (-7)

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
83
Reduced
74
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$273M +$389K +7,300 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$220M +$6.46M +121,163 +3%
State Street
3
State Street
Massachusetts
$179M +$26.1M +488,700 +18%
CIP
4
Champlain Investment Partners
Vermont
$146M +$6.62M +124,245 +5%
BFA
5
BlackRock Fund Advisors
California
$96.4M +$7.48M +140,286 +9%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$84.5M +$3.86M +72,320 +5%
CCP
7
Clarkston Capital Partners
Michigan
$82.9M -$224K -4,195 -0.3%
BIT
8
BlackRock Institutional Trust
California
$74.9M +$2.32M +43,456 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$67.3M -$10.1M -189,957 -13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$64.6M +$768K +14,401 +1%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$62.4M -$8.78M -164,664 -13%
HIM
12
Hermes Investment Management
United Kingdom
$59.6M +$8.2M +153,775 +16%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$53.3M -$16.4M -308,479 -24%
AQR Capital Management
14
AQR Capital Management
Connecticut
$44.3M +$3.37M +63,269 +8%
Goldman Sachs
15
Goldman Sachs
New York
$43.4M +$9.33M +174,954 +28%
Invesco
16
Invesco
Georgia
$41.4M +$2.19M +41,009 +6%
VBA
17
Van Berkom & Associates
Quebec, Canada
$35.8M -$12.8M -240,130 -27%
Norges Bank
18
Norges Bank
Norway
$29.2M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$29.2M -$7.03M -131,861 -20%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$24.6M -$560K -10,495 -2%
CC
21
Cannell & Co
New York
$21.7M -$412K -7,735 -2%
Stifel Financial
22
Stifel Financial
Missouri
$21.6M +$3.83M +71,903 +22%
PCM
23
Palisade Capital Management
New Jersey
$19.8M +$617K +11,568 +3%
RJA
24
Raymond James & Associates
Florida
$19.6M +$5.8M +108,867 +43%
Northern Trust
25
Northern Trust
Illinois
$18.9M +$227K +4,253 +1%

WLY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2016, worth a combined $2.27B — up 5.7% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WLY and 26 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 83 added.

The largest buyer was State Street, adding an estimated $26.1M. The largest seller was Fidelity Investments, cutting an estimated $16.4M.

  • 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2016, down from 235 in Q3 2016.
  • Funds reported $2.27B of John Wiley & Sons Class A stock for Q4 2016, up 5.7% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q4 2016 and 27 closed out, a net change of -1 holder.
  • The largest John Wiley & Sons Class A buyer in Q4 2016 was State Street, an estimated $26.1M added.
  • The largest John Wiley & Sons Class A seller in Q4 2016 was Fidelity Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2016.