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John Wiley & Sons Class A

246 hedge funds and large institutions have $1.93B invested in John Wiley & Sons Class A in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.83B → $1.93B (+$96.4M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 86.48%87.36% (+0.88%)

1% less funds holding

Funds holding: 248246 (-2)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
83
Reduced
93
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$234M +$22.9M +503,697 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M +$3.47M +76,303 +2%
BlackRock
3
BlackRock
New York
$193M -$2.28M -50,202 -1%
CIP
4
Champlain Investment Partners
Vermont
$185M +$5.82M +128,045 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73.5M +$2.18M +47,906 +3%
CCP
6
Clarkston Capital Partners
Michigan
$70M +$9.32M +204,984 +16%
Franklin Resources
7
Franklin Resources
California
$65.8M -$6.76M -148,701 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$52.8M -$3.64M -80,023 -6%
Federated Hermes
9
Federated Hermes
Pennsylvania
$51.8M +$112K +2,452 +0.2%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$38.9M +$233K +5,121 +0.6%
AQR Capital Management
11
AQR Capital Management
Connecticut
$38.4M -$2.23M -49,066 -6%
VanEck Associates
12
VanEck Associates
New York
$28M +$44.1K +970 +0.2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$23.7M -$4.91M -107,974 -17%
PCM
14
Palisade Capital Management
New Jersey
$23.6M +$1.15M +25,311 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.8M -$1.34M -29,406 -6%
ICOM
16
Investment Counselors of Maryland
Maryland
$21.7M +$6.52M +143,356 +43%
Millennium Management
17
Millennium Management
New York
$21.3M +$15.9M +348,717 +299%
Norges Bank
18
Norges Bank
Norway
$20.7M -$9.14M -200,964 -31%
Northern Trust
19
Northern Trust
Illinois
$20.3M -$907K -19,947 -4%
Goldman Sachs
20
Goldman Sachs
New York
$20M -$168K -3,685 -0.8%
CC
21
Cannell & Co
New York
$15.8M -$538K -11,821 -3%
RJA
22
Raymond James & Associates
Florida
$15.3M -$177K -3,894 -1%
Charles Schwab
23
Charles Schwab
California
$15.1M +$360K +7,910 +2%
Man Group
24
Man Group
United Kingdom
$14.1M +$4.08M +89,776 +41%
SBH
25
Segall Bryant & Hamill
Illinois
$13.7M +$2.13M +46,938 +19%

WLY Hedge Fund Activity: Q2 2019 in Review

246 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2019, worth a combined $1.93B — up 5.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WLY positions and 36 closed out — a net gain of 1 holder — while 83 added to existing stakes and 93 trimmed.

The largest buyer was State Street, adding an estimated $22.9M. The largest seller was AJO LP, exiting entirely with an estimated $33.7M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2019, down from 248 in Q1 2019.
  • Funds reported $1.93B of John Wiley & Sons Class A stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 37 funds opened new John Wiley & Sons Class A positions in Q2 2019 and 36 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q2 2019 was State Street, an estimated $22.9M added.
  • The largest John Wiley & Sons Class A seller in Q2 2019 was AJO LP, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2019.