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John Wiley & Sons Class A

230 hedge funds and large institutions have $2.16B invested in John Wiley & Sons Class A in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 86.78%87.22% (+0.44%)

7% less funds holding

Funds holding: 246230 (-16)

7% less capital invested

Capital invested by funds: $2.32B → $2.16B (-$166M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
230
Holders Change
-16
Holders Change %
-6.5%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
79
Reduced
89
Closed
36
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$269M +$420K +8,003 +0.2%
State Street
2
State Street
Massachusetts
$248M +$39.5M +751,357 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$241M +$354K +6,735 +0.1%
CCP
4
Clarkston Capital Partners
Michigan
$149M -$2.13M -40,501 -1%
CIP
5
Champlain Investment Partners
Vermont
$122M -$6.41M -121,960 -5%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$101M +$12.7M +242,077 +15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$79.2M +$878K +16,724 +1%
Goldman Sachs
8
Goldman Sachs
New York
$65.4M -$5.28M -100,534 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$53.5M +$2.75M +52,297 +5%
PCM
10
Palisade Capital Management
New Jersey
$49.1M -$2.14M -40,722 -4%
Federated Hermes
11
Federated Hermes
Pennsylvania
$47.9M +$1.94M +36,963 +4%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$43.9M -$448K -8,526 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.8M +$647K +12,326 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$40.6M -$3.1M -59,032 -7%
CC
15
Cannell & Co
New York
$35.5M +$1.38M +26,223 +4%
ProShare Advisors
16
ProShare Advisors
Maryland
$33.7M +$3.48M +66,167 +12%
Northern Trust
17
Northern Trust
Illinois
$30.2M -$1.17M -22,371 -4%
Principal Financial Group
18
Principal Financial Group
Iowa
$26.5M -$983K -18,716 -4%
Charles Schwab
19
Charles Schwab
California
$25.8M +$1.02M +19,426 +4%
SAM
20
Silvercrest Asset Management
New York
$23.3M +$25.6K +487 +0.1%
RJA
21
Raymond James & Associates
Florida
$21.1M -$523K -9,949 -2%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$19.4M -$108K -2,063 -0.6%
PPA
23
Parametric Portfolio Associates
Washington
$17.3M -$4.07M -77,558 -19%
GD
24
Grandfield & Dodd
New York
$16.8M +$140K +2,664 +0.8%
EAM
25
Eagle Asset Management
Florida
$16.3M -$681K -12,958 -4%

WLY Hedge Fund Activity: Q1 2022 in Review

230 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2022, worth a combined $2.16B — down 7.2% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WLY and 21 opened new positions — a net loss of 15 holders — while 89 trimmed existing stakes and 79 added.

The largest buyer was State Street, adding an estimated $39.5M. The largest seller was Acadian Asset Management, cutting an estimated $10.3M.

  • 230 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2022, down from 246 in Q4 2021.
  • Funds reported $2.16B of John Wiley & Sons Class A stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q1 2022 and 36 closed out, a net change of -15 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2022 was State Street, an estimated $39.5M added.
  • The largest John Wiley & Sons Class A seller in Q1 2022 was Acadian Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.