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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$215M +$28.4M +679,157 +15%
BlackRock
2
BlackRock
New York
$210M +$9.76M +233,241 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$192M +$4.61M +110,089 +2%
CCP
4
Clarkston Capital Partners
Michigan
$110M -$471K -11,245 -0.4%
CIP
5
Champlain Investment Partners
Vermont
$85.6M -$2.79M -66,615 -3%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$85.4M +$364K +8,691 +0.4%
ProShare Advisors
7
ProShare Advisors
Maryland
$41.7M +$13.5M +322,956 +45%
PCM
8
Palisade Capital Management
New Jersey
$38.1M +$421K +10,060 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$35.4M -$4.14M -98,806 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.6M +$1.06M +25,393 +3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$31M -$1.28M -30,621 -4%
Goldman Sachs
12
Goldman Sachs
New York
$30.4M -$3.48M -83,212 -10%
CC
13
Cannell & Co
New York
$27.5M -$859K -20,525 -3%
Morgan Stanley
14
Morgan Stanley
New York
$25.4M +$3.42M +81,687 +15%
Federated Hermes
15
Federated Hermes
Pennsylvania
$24.7M -$5.87M -140,123 -19%
Northern Trust
16
Northern Trust
Illinois
$21.8M -$201K -4,810 -0.9%
Charles Schwab
17
Charles Schwab
California
$21M +$397K +9,487 +2%
Principal Financial Group
18
Principal Financial Group
Iowa
$19.8M -$112K -2,675 -0.5%
Boston Partners
19
Boston Partners
Massachusetts
$19M +$3.49M +83,440 +22%
Victory Capital Management
20
Victory Capital Management
Texas
$14.7M -$3.85M -91,985 -20%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$14.2M -$21.5M -514,039 -59%
JP Morgan Chase
22
JP Morgan Chase
New York
$13.4M -$4.06M -97,065 -22%
GD
23
Grandfield & Dodd
New York
$13.3M -$124K -2,964 -0.9%
RJA
24
Raymond James & Associates
Florida
$12.9M -$1.59M -37,950 -11%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$10.9M +$316K +7,561 +3%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.