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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$270M +$317K +5,831 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M +$13.6M +250,062 +6%
BlackRock
3
BlackRock
New York
$200M +$196M +3,610,986 +3,657%
CIP
4
Champlain Investment Partners
Vermont
$170M +$25.8M +475,800 +18%
State Street
5
State Street
Massachusetts
$153M -$23M -423,889 -13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$89.6M +$6.27M +115,464 +7%
CCP
7
Clarkston Capital Partners
Michigan
$81.5M -$431K -7,942 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$77.3M +$11M +203,118 +16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$65.3M +$1.48M +27,306 +2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$59.7M -$1.04M -19,078 -2%
HIM
11
Hermes Investment Management
United Kingdom
$51.1M -$7.83M -144,136 -13%
AQR Capital Management
12
AQR Capital Management
Connecticut
$45.3M +$1.58M +29,096 +4%
Norges Bank
13
Norges Bank
Norway
$42.6M +$13.9M +255,011 +48%
Invesco
14
Invesco
Georgia
$40.8M -$50.7K -933 -0.1%
Goldman Sachs
15
Goldman Sachs
New York
$37.5M -$5.36M -98,662 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$36.9M +$8.13M +149,688 +28%
VBA
17
Van Berkom & Associates
Quebec, Canada
$35.6M +$187K +3,450 +0.5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$29.6M -$23.2M -427,599 -44%
RJA
19
Raymond James & Associates
Florida
$21.3M +$1.89M +34,879 +10%
CC
20
Cannell & Co
New York
$21M -$413K -7,611 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$19.5M +$1.24M +22,834 +7%
Northern Trust
22
Northern Trust
Illinois
$19.2M +$524K +9,642 +3%
PCM
23
Palisade Capital Management
New Jersey
$18.6M -$980K -18,050 -5%
OC
24
Oppenheimer & Co
New York
$18.2M
Nordea Investment Management
25
Nordea Investment Management
Sweden
$15.4M +$374K +6,883 +2%

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.