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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99%86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$290M +$975K +18,032 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$260M +$2.52M +46,602 +1%
State Street
3
State Street
Massachusetts
$226M -$67.4M -1,246,115 -24%
CCP
4
Clarkston Capital Partners
Michigan
$163M -$2.24M -41,475 -1%
CIP
5
Champlain Investment Partners
Vermont
$139M +$306K +5,655 +0.2%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$94.9M +$1.33M +24,576 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$84.6M +$2.19M +40,456 +3%
Goldman Sachs
8
Goldman Sachs
New York
$76.4M -$2.92M -54,044 -4%
PCM
9
Palisade Capital Management
New Jersey
$55.4M +$425K +7,855 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$54.8M -$5.86M -108,368 -10%
Federated Hermes
11
Federated Hermes
Pennsylvania
$49.6M -$6.09M -112,583 -11%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$47.9M -$3.99M -73,785 -8%
JP Morgan Chase
13
JP Morgan Chase
New York
$47.3M +$20.9M +386,286 +88%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.4M +$1.42M +26,198 +4%
CC
15
Cannell & Co
New York
$36.9M -$1.71M -31,650 -5%
Northern Trust
16
Northern Trust
Illinois
$33.9M -$903K -16,696 -3%
ProShare Advisors
17
ProShare Advisors
Maryland
$32.6M +$2.62M +48,525 +9%
Principal Financial Group
18
Principal Financial Group
Iowa
$29.3M -$3.53M -65,254 -11%
Charles Schwab
19
Charles Schwab
California
$26.8M -$688K -12,721 -3%
SAM
20
Silvercrest Asset Management
New York
$25.1M -$34.2K -632 -0.1%
RJA
21
Raymond James & Associates
Florida
$23.3M -$1.3M -24,067 -6%
PPA
22
Parametric Portfolio Associates
Washington
$23.1M +$2.63M +48,557 +14%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$21.1M +$19.6M +363,116 +8,075%
EAM
24
Eagle Asset Management
Florida
$18.2M -$620K -11,469 -3%
GD
25
Grandfield & Dodd
New York
$18M +$261K +4,830 +2%

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.