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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M +$3.31M +78,968 +2%
CIP
2
Champlain Investment Partners
Vermont
$165M +$1.41M +33,535 +0.8%
State Street
3
State Street
Massachusetts
$159M +$10.2M +242,788 +6%
BlackRock
4
BlackRock
New York
$147M -$3.76M -89,566 -2%
CCP
5
Clarkston Capital Partners
Michigan
$83.6M +$21.7M +516,548 +30%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$60.4M +$106K +2,536 +0.2%
Principal Financial Group
7
Principal Financial Group
Iowa
$48.1M -$5.04M -120,111 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$37.8M -$241K -5,740 -0.6%
VanEck Associates
9
VanEck Associates
New York
$37.7M +$5.11M +121,896 +14%
Federated Hermes
10
Federated Hermes
Pennsylvania
$29.1M -$21.3M -507,200 -40%
Wells Fargo
11
Wells Fargo
California
$28.1M +$11.3M +270,052 +56%
EAM
12
Eagle Asset Management
Florida
$28M +$14.8M +352,205 +116%
PCM
13
Palisade Capital Management
New Jersey
$23.9M +$3.66M +87,368 +16%
Norges Bank
14
Norges Bank
Norway
$22.6M +$553K +13,182 +2%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$20.9M +$2.1M +50,142 +10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$19.3M +$1.13M +26,855 +6%
Northern Trust
17
Northern Trust
Illinois
$18.7M -$201K -4,796 -1%
RJA
18
Raymond James & Associates
Florida
$18.6M +$2.02M +48,061 +11%
ICOM
19
Investment Counselors of Maryland
Maryland
$18.3M +$286K +6,816 +1%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$16.9M +$7.1M +169,224 +59%
AQR Capital Management
21
AQR Capital Management
Connecticut
$16M -$5.99M -142,765 -25%
Charles Schwab
22
Charles Schwab
California
$15.2M +$1.86M +44,414 +12%
CC
23
Cannell & Co
New York
$14.1M +$295K +7,028 +2%
ProShare Advisors
24
ProShare Advisors
Maryland
$11.4M -$1.87M -44,524 -13%
ACB
25
Aristotle Capital Boston
Massachusetts
$11.2M -$260K -6,203 -2%

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.