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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$235M +$2.42M +47,536 +1%
BlackRock
2
BlackRock
New York
$216M +$12.3M +242,110 +6%
State Street
3
State Street
Massachusetts
$177M -$20.8M -408,661 -11%
CCP
4
Clarkston Capital Partners
Michigan
$166M -$844K -16,592 -0.5%
CIP
5
Champlain Investment Partners
Vermont
$130M +$2.49M +48,870 +2%
VanEck Associates
6
VanEck Associates
New York
$96.5M -$57.9M -1,138,209 -39%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$79.6M -$4.47M -87,847 -6%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$78.8M +$73.9M +1,452,988 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$67.7M -$10.9M -214,287 -15%
Federated Hermes
10
Federated Hermes
Pennsylvania
$52.8M +$7.31M +143,642 +17%
ICOM
11
Investment Counselors of Maryland
Maryland
$48.4M +$1.59M +31,357 +4%
PCM
12
Palisade Capital Management
New Jersey
$48.1M +$7.6M +149,524 +20%
CC
13
Cannell & Co
New York
$42.7M -$2.2M -43,211 -5%
Principal Financial Group
14
Principal Financial Group
Iowa
$35.5M -$6.17M -121,309 -16%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$31.9M +$728K +14,307 +2%
Millennium Management
16
Millennium Management
New York
$31.3M +$24.8M +487,170 +544%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$28.7M -$1.68M -33,103 -6%
Wells Fargo
18
Wells Fargo
California
$28.4M -$1.58M -30,987 -6%
Invesco
19
Invesco
Georgia
$28.2M -$26.8M -527,043 -50%
Norges Bank
20
Norges Bank
Norway
$27.8M -$5.84M -114,813 -18%
SAM
21
Silvercrest Asset Management
New York
$24M +$9.98M +196,284 +80%
RJA
22
Raymond James & Associates
Florida
$23.9M +$901K +17,715 +4%
EAM
23
Eagle Asset Management
Florida
$23.5M +$1.35M +26,452 +7%
Northern Trust
24
Northern Trust
Illinois
$21.5M +$569K +11,197 +3%
Charles Schwab
25
Charles Schwab
California
$21.4M -$294K -5,788 -1%

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.