We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

227 hedge funds and large institutions have $1.62B invested in John Wiley & Sons Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $577K | Put options by funds: $172K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$87.9M)

2% more ownership

Funds ownership: 86.56%88.55% (+2%)

1% more funds holding

Funds holding: 225227 (+2)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
73
Reduced
87
Closed
28
Calls
$577K
Puts
$172K
Net Calls
+$405K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$175M -$24.3M -637,320 -12%
CIP
2
Champlain Investment Partners
Vermont
$170M -$1.04M -27,349 -0.6%
State Street
3
State Street
Massachusetts
$163M -$267K -6,998 -0.2%
BlackRock
4
BlackRock
New York
$157M +$3.87M +101,375 +3%
CCP
5
Clarkston Capital Partners
Michigan
$87.9M +$900K +23,559 +1%
VanEck Associates
6
VanEck Associates
New York
$87.7M +$47.4M +1,242,244 +123%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$67.6M +$4.66M +122,051 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$49.1M +$9.54M +249,900 +25%
Principal Financial Group
9
Principal Financial Group
Iowa
$47.1M -$2.85M -74,632 -6%
Invesco
10
Invesco
Georgia
$41.4M +$38M +994,314 +1,487%
Wells Fargo
11
Wells Fargo
California
$30.7M +$1.47M +38,537 +5%
PCM
12
Palisade Capital Management
New Jersey
$26M +$1.07M +28,034 +4%
Federated Hermes
13
Federated Hermes
Pennsylvania
$25.6M -$4.6M -120,561 -16%
Norges Bank
14
Norges Bank
Norway
$24.6M +$1.02M +26,651 +4%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$21.3M -$385K -10,083 -2%
ICOM
16
Investment Counselors of Maryland
Maryland
$20.4M +$1.32M +34,503 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$20M -$59.4K -1,556 -0.3%
RJA
18
Raymond James & Associates
Florida
$19.5M +$143K +3,755 +0.8%
Northern Trust
19
Northern Trust
Illinois
$19.3M -$121K -3,169 -0.6%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$15.9M -$1.85M -48,307 -11%
EAM
21
Eagle Asset Management
Florida
$15.5M -$10M -261,713 -40%
CC
22
Cannell & Co
New York
$14.8M +$168K +4,386 +1%
Charles Schwab
23
Charles Schwab
California
$14.7M -$1.06M -27,811 -7%
ProShare Advisors
24
ProShare Advisors
Maryland
$13.6M +$1.65M +43,243 +14%
ACB
25
Aristotle Capital Boston
Massachusetts
$12.7M +$1.1M +28,801 +10%

WLY Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2020, worth a combined $1.62B — up 5.8% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 28 closed out — a net gain of 3 holders — while 73 added to existing stakes and 87 trimmed.

The largest buyer was VanEck Associates, adding an estimated $47.4M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 227 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2020, up from 225 in Q1 2020.
  • Funds reported $1.62B of John Wiley & Sons Class A stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2020 and 28 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2020 was VanEck Associates, an estimated $47.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.