We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36%87.91% (+0.54%)

4% less funds holding

Funds holding: 246235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$221M +$2.55M +57,136 +1%
State Street
2
State Street
Massachusetts
$208M -$16M -358,904 -7%
CIP
3
Champlain Investment Partners
Vermont
$182M +$4.14M +92,715 +2%
BlackRock
4
BlackRock
New York
$176M -$9.06M -202,983 -5%
CCP
5
Clarkston Capital Partners
Michigan
$74M +$6.99M +156,615 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$71.3M +$923K +20,680 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$48.5M -$2.15M -48,209 -4%
Federated Hermes
8
Federated Hermes
Pennsylvania
$48.2M -$1.52M -33,985 -3%
Principal Financial Group
9
Principal Financial Group
Iowa
$40.5M +$31.9M +715,975 +346%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$39.1M +$1.89M +42,435 +5%
Franklin Resources
11
Franklin Resources
California
$38M -$25.5M -571,108 -40%
VanEck Associates
12
VanEck Associates
New York
$31.7M +$4.94M +110,664 +18%
AQR Capital Management
13
AQR Capital Management
Connecticut
$29.8M -$7.03M -157,629 -19%
Norges Bank
14
Norges Bank
Norway
$26.4M +$6.63M +148,533 +33%
PCM
15
Palisade Capital Management
New Jersey
$24.3M +$1.64M +36,706 +7%
Northern Trust
16
Northern Trust
Illinois
$21.8M +$2.45M +54,926 +12%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$21.1M -$1.6M -35,856 -7%
ICOM
18
Investment Counselors of Maryland
Maryland
$20.8M -$50.3K -1,128 -0.2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.6M -$307K -6,882 -1%
Millennium Management
20
Millennium Management
New York
$16.2M -$4.32M -96,786 -21%
Man Group
21
Man Group
United Kingdom
$16.2M +$2.7M +60,555 +20%
RJA
22
Raymond James & Associates
Florida
$15.3M +$612K +13,708 +4%
Charles Schwab
23
Charles Schwab
California
$15.2M +$766K +17,177 +5%
CC
24
Cannell & Co
New York
$14.6M -$497K -11,139 -3%
Wells Fargo
25
Wells Fargo
California
$14.1M +$1.68M +37,632 +13%

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.