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John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M -$8.85M -207,756 -4%
State Street
2
State Street
Massachusetts
$190M -$17.6M -412,134 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$187M +$1.76M +41,394 +0.9%
CCP
4
Clarkston Capital Partners
Michigan
$112M +$5.79M +135,936 +5%
CIP
5
Champlain Investment Partners
Vermont
$81.3M -$1.7M -39,865 -2%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$78M -$5.16M -121,035 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$62.8M +$4.77M +111,954 +7%
PCM
8
Palisade Capital Management
New Jersey
$38.1M +$1.42M +33,257 +3%
ProShare Advisors
9
ProShare Advisors
Maryland
$38M -$2.6M -61,054 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.8M -$498K -11,687 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.1M +$1.74M +40,892 +5%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$30.1M +$161K +3,781 +0.5%
Goldman Sachs
13
Goldman Sachs
New York
$27.2M -$2.5M -58,611 -8%
CC
14
Cannell & Co
New York
$25M -$1.83M -42,830 -6%
Federated Hermes
15
Federated Hermes
Pennsylvania
$23.1M -$878K -20,613 -3%
Boston Partners
16
Boston Partners
Massachusetts
$22.5M +$5.13M +120,503 +26%
Northern Trust
17
Northern Trust
Illinois
$21.3M +$140K +3,288 +0.6%
Morgan Stanley
18
Morgan Stanley
New York
$21M -$3.99M -93,672 -15%
Charles Schwab
19
Charles Schwab
California
$20.9M +$600K +14,076 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.7M +$5.14M +120,605 +36%
Principal Financial Group
21
Principal Financial Group
Iowa
$15.8M -$3.66M -85,951 -17%
RJA
22
Raymond James & Associates
Florida
$13.1M +$662K +15,537 +5%
GD
23
Grandfield & Dodd
New York
$13M +$157K +3,690 +1%
VanEck Associates
24
VanEck Associates
New York
$12.8M +$2.7M +63,400 +24%
Victory Capital Management
25
Victory Capital Management
Texas
$11.3M -$3.19M -74,878 -20%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.