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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$252M -$16.2M -301,179 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$233M +$1.67M +31,141 +0.7%
BlackRock
3
BlackRock
New York
$202M -$3.07M -57,229 -1%
CIP
4
Champlain Investment Partners
Vermont
$183M +$8.39M +156,412 +5%
State Street
5
State Street
Massachusetts
$161M -$5.22M -97,287 -3%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$90.3M +$789K +14,715 +0.9%
CCP
7
Clarkston Capital Partners
Michigan
$88.4M +$4.9M +91,375 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$70.5M +$1.87M +34,926 +3%
AL
9
AJO LP
Pennsylvania
$56M +$42.4M +790,562 +309%
Norges Bank
10
Norges Bank
Norway
$49.5M +$6.4M +119,322 +15%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$44.9M -$34.1M -635,927 -43%
HIM
12
Hermes Investment Management
United Kingdom
$44.2M -$1.44M -26,852 -3%
Goldman Sachs
13
Goldman Sachs
New York
$37.4M -$6.79M -126,636 -15%
Invesco
14
Invesco
Georgia
$37.2M -$2.3M -42,858 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$36.1M +$71.8K +1,338 +0.2%
VBA
16
Van Berkom & Associates
Quebec, Canada
$35.3M -$177K -3,300 -0.5%
AQR Capital Management
17
AQR Capital Management
Connecticut
$35.1M -$691K -12,878 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$25.2M +$1.05M +19,603 +4%
RJA
19
Raymond James & Associates
Florida
$22.4M +$256K +4,765 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.3M +$565K +10,540 +3%
Northern Trust
21
Northern Trust
Illinois
$20M +$547K +10,192 +3%
CC
22
Cannell & Co
New York
$19.9M -$642K -11,960 -3%
PCM
23
Palisade Capital Management
New Jersey
$19.3M +$356K +6,640 +2%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$18.2M +$206K +3,831 +1%
OC
25
Oppenheimer & Co
New York
$18.1M -$73.8K -1,375 -0.4%

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.