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John Wiley & Sons Class A

277 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 87

3% more funds holding

Funds holding: 268277 (+9)

0.24% less ownership

Funds ownership: 86.81%86.57% (-0.24%)

2% less capital invested

Capital invested by funds: $2.67B → $2.61B (-$63.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
6.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
110
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$296M -$42.6M -641,480 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M +$13.3M +200,773 +4%
State Street
3
State Street
Massachusetts
$217M +$20.5M +309,324 +10%
CIP
4
Champlain Investment Partners
Vermont
$211M +$3.49M +52,625 +2%
Franklin Resources
5
Franklin Resources
California
$105M -$62.1M -934,961 -36%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$83.2M +$529K +7,970 +0.6%
CCP
7
Clarkston Capital Partners
Michigan
$82.2M -$12.4M -186,137 -12%
AQR Capital Management
8
AQR Capital Management
Connecticut
$75.2M +$13.7M +206,974 +21%
AL
9
AJO LP
Pennsylvania
$67.9M +$5.33M +80,214 +8%
Invesco
10
Invesco
Georgia
$64.3M +$16.7M +252,073 +32%
Goldman Sachs
11
Goldman Sachs
New York
$56.8M +$2.67M +40,257 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$52.2M -$41.2K -621 -0.1%
HIM
13
Hermes Investment Management
United Kingdom
$51.6M +$1.43M +21,503 +3%
Norges Bank
14
Norges Bank
Norway
$50M -$9.61M -144,748 -15%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$47.3M -$15.9M -239,594 -24%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$37.4M +$13.3M +200,501 +50%
PCM
17
Palisade Capital Management
New Jersey
$27.8M +$5.27M +79,341 +22%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26M +$894K +13,459 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$23M +$20.9M +314,368 +577%
CC
20
Cannell & Co
New York
$22.5M -$149K -2,250 -0.6%
RJA
21
Raymond James & Associates
Florida
$22.4M +$341K +5,136 +1%
Northern Trust
22
Northern Trust
Illinois
$22.1M +$523K +7,876 +2%
Prudential Financial
23
Prudential Financial
New Jersey
$21.2M -$9.51M -143,240 -30%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$19.6M -$2.44M -36,747 -10%
Millennium Management
25
Millennium Management
New York
$18.4M +$11.9M +178,849 +154%

WLY Hedge Fund Activity: Q2 2018 in Review

277 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2018, worth a combined $2.61B — down 2.4% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 19 closed out — a net gain of 12 holders — while 110 added to existing stakes and 87 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $20.9M. The largest seller was Franklin Resources, cutting an estimated $62.1M.

  • 277 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2018, up from 268 in Q1 2018.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2018, down 2.4% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2018 and 19 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2018 was Fidelity Investments, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q2 2018 was Franklin Resources, an estimated $62.1M sold.

Based on aggregated 13F filings for Q2 2018.