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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$284M -$2.86M -45,964 -1%
BlackRock
2
BlackRock
New York
$261M -$26.3M -422,646 -9%
State Street
3
State Street
Massachusetts
$232M +$22M +353,563 +10%
CIP
4
Champlain Investment Partners
Vermont
$223M +$19.1M +307,040 +9%
Franklin Resources
5
Franklin Resources
California
$98.5M -$3.55M -57,005 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$84.8M +$4.07M +65,469 +5%
CCP
7
Clarkston Capital Partners
Michigan
$78M -$1.9M -30,473 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$71.8M -$705K -11,323 -0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$68.5M +$18.3M +294,052 +35%
Invesco
10
Invesco
Georgia
$66.1M +$3.69M +59,276 +6%
AL
11
AJO LP
Pennsylvania
$60.7M -$5.42M -87,053 -8%
Federated Hermes
12
Federated Hermes
Pennsylvania
$52.7M +$52.3M +840,459 +2,927%
Norges Bank
13
Norges Bank
Norway
$48.3M -$312K -5,020 -0.6%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$44.8M -$1.14M -18,298 -2%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$44.5M +$8.43M +135,476 +23%
Goldman Sachs
16
Goldman Sachs
New York
$33.2M -$22.6M -363,163 -40%
PCM
17
Palisade Capital Management
New Jersey
$31.3M +$4.44M +71,385 +16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26M +$710K +11,417 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$25.7M +$3.49M +56,050 +15%
Northern Trust
20
Northern Trust
Illinois
$21.9M +$422K +6,790 +2%
CC
21
Cannell & Co
New York
$21.7M -$156K -2,504 -0.7%
VanEck Associates
22
VanEck Associates
New York
$21.6M +$22.2M +356,687 New
RJA
23
Raymond James & Associates
Florida
$21.5M -$215K -3,463 -1%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$19.5M +$3.9M +62,705 +24%
Charles Schwab
25
Charles Schwab
California
$17.9M +$1.33M +21,388 +8%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.