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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.92B invested in John Wiley & Sons Class A in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,923% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $82K

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 230241 (+11)

1.19% less ownership

Funds ownership: 87.22%86.03% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

11% less capital invested

Capital invested by funds: $2.16B → $1.92B (-$231M)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
77
Reduced
86
Closed
22
Calls
$1.66M
Puts
$82K
Net Calls
+$1.58M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M -$6.74M -131,815 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$3.72M +72,865 +2%
State Street
3
State Street
Massachusetts
$192M -$33M -646,549 -14%
CCP
4
Clarkston Capital Partners
Michigan
$132M -$2.45M -47,995 -2%
CIP
5
Champlain Investment Partners
Vermont
$107M -$3.34M -65,375 -3%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$89.1M -$1.76M -34,481 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$73.5M +$2.37M +46,420 +3%
Goldman Sachs
8
Goldman Sachs
New York
$51.6M -$7.87M -153,995 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$46.6M -$1.73M -33,831 -3%
PCM
10
Palisade Capital Management
New Jersey
$44.8M +$573K +11,210 +1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$42.8M -$395K -7,738 -0.9%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$38.6M -$1.06M -20,789 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.5M -$1.37M -26,810 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$34.1M -$2.7M -52,892 -7%
CC
15
Cannell & Co
New York
$31.5M -$495K -9,685 -1%
ProShare Advisors
16
ProShare Advisors
Maryland
$29.4M -$1.06M -20,659 -3%
Northern Trust
17
Northern Trust
Illinois
$26.8M -$456K -8,928 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$24.8M +$1.01M +19,724 +4%
Charles Schwab
19
Charles Schwab
California
$24.1M +$877K +17,159 +4%
Morgan Stanley
20
Morgan Stanley
New York
$24M +$16.7M +327,524 +188%
SAM
21
Silvercrest Asset Management
New York
$20.9M -$104K -2,044 -0.5%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$20.9M +$3.63M +71,061 +19%
Victory Capital Management
23
Victory Capital Management
Texas
$19.3M +$4.85M +94,907 +31%
RJA
24
Raymond James & Associates
Florida
$18.9M -$38.5K -754 -0.2%
GD
25
Grandfield & Dodd
New York
$15.4M +$287K +5,610 +2%

WLY Hedge Fund Activity: Q2 2022 in Review

241 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2022, worth a combined $1.92B — down 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WLY positions and 22 closed out — a net gain of 17 holders — while 77 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was State Street, cutting an estimated $33M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2022, up from 230 in Q1 2022.
  • Funds reported $1.92B of John Wiley & Sons Class A stock for Q2 2022, down 11% quarter-over-quarter.
  • 39 funds opened new John Wiley & Sons Class A positions in Q2 2022 and 22 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2022 was State Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2022.