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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$339M +$80.2M +1,386,770 +37%
Vanguard Group
2
Vanguard Group
Pennsylvania
$293M +$5.45M +94,210 +2%
CIP
3
Champlain Investment Partners
Vermont
$225M -$392K -6,775 -0.2%
Franklin Resources
4
Franklin Resources
California
$213M -$85.4M -1,475,623 -31%
State Street
5
State Street
Massachusetts
$209M +$10.1M +174,978 +6%
CCP
6
Clarkston Capital Partners
Michigan
$107M -$1.05M -18,114 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$87.8M +$1.02M +17,701 +1%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$72.1M -$34.3M -592,356 -35%
AL
9
AJO LP
Pennsylvania
$68.6M -$165K -2,852 -0.3%
Norges Bank
10
Norges Bank
Norway
$62.3M +$1.24M +21,378 +2%
Invesco
11
Invesco
Georgia
$57.3M +$10.3M +177,165 +26%
HIM
12
Hermes Investment Management
United Kingdom
$56.6M +$1.95M +33,737 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$54.4M +$8.82M +152,391 +23%
Goldman Sachs
14
Goldman Sachs
New York
$52.5M +$5.71M +98,667 +14%
AQR Capital Management
15
AQR Capital Management
Connecticut
$51.9M +$7.73M +133,547 +20%
VBA
16
Van Berkom & Associates
Quebec, Canada
$31.2M -$10.8M -185,905 -28%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$30.7M -$225K -3,888 -0.8%
RJA
18
Raymond James & Associates
Florida
$26.7M -$726K -12,555 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$25.7M +$7.07M +122,284 +45%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$25.3M +$291K +5,030 +1%
CC
21
Cannell & Co
New York
$24.3M -$63.9K -1,105 -0.3%
PCM
22
Palisade Capital Management
New Jersey
$24.2M +$509K +8,799 +2%
Northern Trust
23
Northern Trust
Illinois
$23M -$1.38M -23,774 -6%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$22.7M +$271K +4,691 +1%
Prudential Financial
25
Prudential Financial
New Jersey
$22.6M +$9.46M +163,500 +91%

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.