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John Wiley & Sons Class A

234 hedge funds and large institutions have $2.57B invested in John Wiley & Sons Class A in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $2.25B → $2.57B (+$320M)

2.65% more ownership

Funds ownership: 88.79%91.44% (+2.6%)

0% more call options, than puts

Call options by funds: $6K | Put options by funds: $6K

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 237234 (-3)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
73
Reduced
94
Closed
32
Calls
$6K
Puts
$6K
Net Calls
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$310M +$69.5M +1,169,052 +29%
State Street
2
State Street
Massachusetts
$304M +$106M +1,775,243 +54%
Vanguard Group
3
Vanguard Group
Pennsylvania
$271M +$9.56M +160,713 +4%
CCP
4
Clarkston Capital Partners
Michigan
$180M -$4.08M -68,550 -2%
CIP
5
Champlain Investment Partners
Vermont
$144M -$622K -10,460 -0.4%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$96.9M +$9.38M +157,593 +11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$85.5M -$2.77M -46,584 -3%
Goldman Sachs
8
Goldman Sachs
New York
$84.3M +$67.9M +1,141,025 +439%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$63.2M -$11.9M -199,752 -16%
ICOM
10
Investment Counselors of Maryland
Maryland
$58.4M +$4.62M +77,645 +9%
Federated Hermes
11
Federated Hermes
Pennsylvania
$54.2M -$4.37M -73,495 -8%
PCM
12
Palisade Capital Management
New Jersey
$52.9M -$510K -8,565 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$44.5M +$12.4M +209,247 +40%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$42.1M +$6.6M +110,931 +19%
CC
15
Cannell & Co
New York
$40.9M -$6.44M -108,255 -14%
Principal Financial Group
16
Principal Financial Group
Iowa
$40.3M +$862K +14,496 +2%
Northern Trust
17
Northern Trust
Illinois
$37.5M +$13.4M +225,869 +57%
ProShare Advisors
18
ProShare Advisors
Maryland
$30.7M +$10.6M +177,759 +53%
Norges Bank
19
Norges Bank
Norway
$30.1M -$828K -13,914 -3%
Charles Schwab
20
Charles Schwab
California
$29.6M +$5.76M +96,767 +24%
SAM
21
Silvercrest Asset Management
New York
$26.6M -$36.1K -606 -0.1%
RJA
22
Raymond James & Associates
Florida
$26.3M -$220K -3,696 -0.8%
EAM
23
Eagle Asset Management
Florida
$25.7M +$229K +3,843 +0.9%
N
24
Nuveen
North Carolina
$25.6M +$8.17M +137,359 +48%
JP Morgan Chase
25
JP Morgan Chase
New York
$25.3M +$6.86M +115,272 +38%

WLY Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2021, worth a combined $2.57B — up 14% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WLY and 30 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was State Street, adding an estimated $106M. The largest seller was VanEck Associates, exiting entirely with an estimated $96.5M sold.

  • 234 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2021, down from 237 in Q1 2021.
  • Funds reported $2.57B of John Wiley & Sons Class A stock for Q2 2021, up 14% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q2 2021 and 32 closed out, a net change of -2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2021 was State Street, an estimated $106M added.
  • The largest John Wiley & Sons Class A seller in Q2 2021 was VanEck Associates, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2021.