We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M -$19.9K -427 -0%
CIP
2
Champlain Investment Partners
Vermont
$211M +$10.1M +217,915 +5%
BlackRock
3
BlackRock
New York
$195M +$630K +13,559 +0.3%
State Street
4
State Street
Massachusetts
$193M -$36.6M -787,540 -17%
CCP
5
Clarkston Capital Partners
Michigan
$83.2M +$1.41M +30,308 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$78.1M -$629K -13,537 -0.8%
Principal Financial Group
7
Principal Financial Group
Iowa
$68.1M +$22.4M +480,750 +52%
Federated Hermes
8
Federated Hermes
Pennsylvania
$62.3M +$8.71M +187,330 +17%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$49.2M -$4.13M -88,780 -8%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$46.7M +$3.34M +71,836 +8%
VanEck Associates
11
VanEck Associates
New York
$42.9M +$7.62M +163,928 +23%
Norges Bank
12
Norges Bank
Norway
$28.7M -$437K -9,404 -2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$27.8M -$4.95M -106,423 -16%
PCM
14
Palisade Capital Management
New Jersey
$26.7M -$65.6K -1,412 -0.3%
Franklin Resources
15
Franklin Resources
California
$24.8M -$16.4M -352,799 -41%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$24.6M +$1.21M +25,964 +5%
Northern Trust
17
Northern Trust
Illinois
$24.4M +$266K +5,715 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$23.7M +$891K +19,176 +4%
ICOM
19
Investment Counselors of Maryland
Maryland
$23.3M +$377K +8,105 +2%
Wells Fargo
20
Wells Fargo
California
$23.2M +$7.35M +158,166 +49%
RJA
21
Raymond James & Associates
Florida
$21.7M +$4.69M +100,811 +29%
CC
22
Cannell & Co
New York
$17.9M +$1.66M +35,758 +11%
Charles Schwab
23
Charles Schwab
California
$17.5M +$636K +13,688 +4%
ProShare Advisors
24
ProShare Advisors
Maryland
$17M +$1.42M +30,628 +10%
EAM
25
Eagle Asset Management
Florida
$14.8M +$406K +8,728 +3%

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.