We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

228 hedge funds and large institutions have $1.54B invested in John Wiley & Sons Class A in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $18K | Put options by funds: $11K

1.91% more ownership

Funds ownership: 86.03%87.94% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

5% less funds holding

Funds holding: 241228 (-13)

20% less capital invested

Capital invested by funds: $1.92B → $1.54B (-$382M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
228
Holders Change
-13
Holders Change %
-5.39%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
87
Reduced
87
Closed
33
Calls
$18K
Puts
$11K
Net Calls
+$7K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M +$2.38M +49,984 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$176M +$2.64M +55,612 +1%
State Street
3
State Street
Massachusetts
$174M +$29.1M +612,710 +15%
CCP
4
Clarkston Capital Partners
Michigan
$104M +$67.2K +1,415 +0.1%
CIP
5
Champlain Investment Partners
Vermont
$82.8M -$1.47M -30,835 -1%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$79.8M +$12.3M +258,448 +14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$58.6M +$922K +19,405 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$36.9M +$273K +5,739 +0.6%
PCM
9
Palisade Capital Management
New Jersey
$35.3M +$112K +2,347 +0.3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$32.6M +$20.6M +432,601 +99%
Goldman Sachs
11
Goldman Sachs
New York
$31.6M -$11.3M -237,306 -22%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$30.2M -$172K -3,611 -0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.6M +$921K +19,380 +3%
Federated Hermes
14
Federated Hermes
Pennsylvania
$28.4M -$6.6M -138,979 -16%
ProShare Advisors
15
ProShare Advisors
Maryland
$27M +$4.86M +102,280 +17%
CC
16
Cannell & Co
New York
$26.6M +$2.23M +46,843 +7%
Morgan Stanley
17
Morgan Stanley
New York
$20.8M +$2.43M +51,108 +10%
Northern Trust
18
Northern Trust
Illinois
$20.6M -$558K -11,751 -2%
Charles Schwab
19
Charles Schwab
California
$19.3M +$509K +10,704 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$18.6M -$1.07M -22,624 -4%
Victory Capital Management
21
Victory Capital Management
Texas
$17.2M +$2.53M +53,226 +13%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.2M -$13.4M -281,331 -39%
Invesco
23
Invesco
Georgia
$16.2M +$12.5M +263,998 +159%
Boston Partners
24
Boston Partners
Massachusetts
$14.4M +$17.9M +377,767 New
RJA
25
Raymond James & Associates
Florida
$13.5M -$1.76M -37,063 -9%

WLY Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2022, worth a combined $1.54B — down 20% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WLY and 21 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $29.1M. The largest seller was Silvercrest Asset Management, cutting an estimated $14.4M.

  • 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2022, down from 241 in Q2 2022.
  • Funds reported $1.54B of John Wiley & Sons Class A stock for Q3 2022, down 20% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q3 2022 and 33 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2022 was State Street, an estimated $29.1M added.
  • The largest John Wiley & Sons Class A seller in Q3 2022 was Silvercrest Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.