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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$270M +$6.83M +119,083 +2%
BlackRock
2
BlackRock
New York
$264M -$5.91M -103,087 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M +$68K +1,186 +0%
CCP
4
Clarkston Capital Partners
Michigan
$151M -$6.29M -109,719 -4%
CIP
5
Champlain Investment Partners
Vermont
$126M +$1.72M +30,055 +1%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$85.3M +$1.28M +22,354 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$75M +$832K +14,507 +1%
Goldman Sachs
8
Goldman Sachs
New York
$72.5M -$731K -12,744 -0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$55.6M +$920K +16,053 +2%
Federated Hermes
10
Federated Hermes
Pennsylvania
$51.1M +$4.51M +78,608 +9%
PCM
11
Palisade Capital Management
New Jersey
$50.1M +$4.6M +80,228 +9%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$47.5M +$51.4M +897,239 +6,716%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$38.2M -$422K -7,358 -1%
CC
14
Cannell & Co
New York
$35.3M -$240K -4,188 -0.6%
Northern Trust
15
Northern Trust
Illinois
$31.8M -$800K -13,956 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$30.4M -$4.94M -86,171 -13%
ProShare Advisors
17
ProShare Advisors
Maryland
$27.2M +$611K +10,654 +2%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$25.6M -$12M -209,389 -30%
Charles Schwab
19
Charles Schwab
California
$25.1M -$663K -11,561 -2%
SAM
20
Silvercrest Asset Management
New York
$23M -$152K -2,659 -0.6%
JP Morgan Chase
21
JP Morgan Chase
New York
$22.9M +$1.07M +18,685 +4%
RJA
22
Raymond James & Associates
Florida
$22.5M -$370K -6,447 -1%
Norges Bank
23
Norges Bank
Norway
$19.4M -$7.39M -128,905 -26%
PPA
24
Parametric Portfolio Associates
Washington
$18.5M -$31.8K -554 -0.2%
Wells Fargo
25
Wells Fargo
California
$18.2M -$3.29M -57,335 -14%

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.