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John Wiley & Sons Class A

232 hedge funds and large institutions have $2.26B invested in John Wiley & Sons Class A in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more ownership

Funds ownership: 87.96%88.96% (+1%)

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$18.1M)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$265M +$8.42K +161 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M +$2.33M +44,616 +1%
BlackRock
3
BlackRock
New York
$202M +$6.33M +121,105 +3%
CIP
4
Champlain Investment Partners
Vermont
$172M +$5.9M +112,748 +4%
State Street
5
State Street
Massachusetts
$164M +$12.9M +247,604 +9%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$88.3M +$432K +8,269 +0.5%
CCP
7
Clarkston Capital Partners
Michigan
$82.3M +$2.46M +46,983 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$77.8M +$1.94M +37,114 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67.7M +$3.63M +69,400 +6%
HIM
10
Hermes Investment Management
United Kingdom
$45M -$5.01M -95,741 -10%
Goldman Sachs
11
Goldman Sachs
New York
$43.6M +$6.72M +128,466 +18%
Norges Bank
12
Norges Bank
Norway
$42.5M +$763K +14,600 +2%
Invesco
13
Invesco
Georgia
$38.9M -$1.07M -20,495 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$35.5M -$648K -12,394 -2%
AQR Capital Management
15
AQR Capital Management
Connecticut
$35.3M -$9.04M -172,781 -21%
VBA
16
Van Berkom & Associates
Quebec, Canada
$35M +$133K +2,550 +0.4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$23.8M -$5.19M -99,242 -18%
RJA
18
Raymond James & Associates
Florida
$21.8M +$978K +18,699 +5%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$21.5M -$37.7M -721,295 -64%
CC
20
Cannell & Co
New York
$20.2M -$368K -7,029 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$19.5M +$301K +5,758 +2%
Northern Trust
22
Northern Trust
Illinois
$19.2M +$343K +6,566 +2%
PCM
23
Palisade Capital Management
New Jersey
$18.6M +$445K +8,514 +2%
OC
24
Oppenheimer & Co
New York
$17.9M
Nordea Investment Management
25
Nordea Investment Management
Sweden
$17.8M +$2.68M +51,333 +18%

WLY Hedge Fund Activity: Q2 2017 in Review

232 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2017, worth a combined $2.26B — down 0.79% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $15.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $37.7M.

  • 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2017, up from 231 in Q1 2017.
  • Funds reported $2.26B of John Wiley & Sons Class A stock for Q2 2017, down 0.79% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q2 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2017 was VanEck Associates, an estimated $15.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2017 was Schroder Investment Management Group, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2017.