We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$196M +$636K +17,564 +0.4%
BlackRock
2
BlackRock
New York
$171M -$155K -4,278 -0.1%
State Street
3
State Street
Massachusetts
$169M -$30.4M -838,813 -19%
CCP
4
Clarkston Capital Partners
Michigan
$141M +$23.7M +653,818 +27%
VanEck Associates
5
VanEck Associates
New York
$133M +$15.7M +433,692 +17%
CIP
6
Champlain Investment Partners
Vermont
$107M -$41.3M -1,139,529 -33%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$71M -$3.56M -98,418 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$66.8M +$5.81M +160,513 +12%
Invesco
9
Invesco
Georgia
$47.9M -$2.19M -60,346 -5%
ICOM
10
Investment Counselors of Maryland
Maryland
$39.4M +$9.58M +264,461 +44%
CC
11
Cannell & Co
New York
$38M +$11.4M +313,791 +61%
Federated Hermes
12
Federated Hermes
Pennsylvania
$37.9M +$4.2M +116,011 +16%
Principal Financial Group
13
Principal Financial Group
Iowa
$35.4M -$13.6M -375,736 -33%
PCM
14
Palisade Capital Management
New Jersey
$33.7M +$1.69M +46,726 +7%
Norges Bank
15
Norges Bank
Norway
$28.7M +$280K +7,720 +1%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$26.2M -$177K -4,890 -0.8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$25.7M +$3.2M +88,321 +19%
Wells Fargo
18
Wells Fargo
California
$25.3M -$4.82M -133,080 -19%
CC
19
Clearline Capital
New York
$22.9M +$8.51M +235,030 +88%
ProShare Advisors
20
ProShare Advisors
Maryland
$21.1M +$2.15M +59,395 +15%
RJA
21
Raymond James & Associates
Florida
$19.3M -$2.04M -56,406 -12%
Charles Schwab
22
Charles Schwab
California
$18.3M +$628K +17,336 +5%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$18.2M -$335K -9,258 -2%
EAM
24
Eagle Asset Management
Florida
$18.1M +$204K +5,631 +1%
Northern Trust
25
Northern Trust
Illinois
$17.6M -$192K -5,306 -1%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.