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John Wiley & Sons Class A

221 hedge funds and large institutions have $1.4B invested in John Wiley & Sons Class A in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 87.19%89.87% (+2.7%)

3% less funds holding

Funds holding: 229221 (-8)

11% less capital invested

Capital invested by funds: $1.57B → $1.4B (-$172M)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

18% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 39

21% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.33M

Holders
221
Holders Change
-8
Holders Change %
-3.49%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
77
Reduced
87
Closed
39
Calls
$1.05M
Puts
$1.33M
Net Calls
-$275K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$69.5M +1,909,145 +38%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$18.6M +510,260 +11%
State Street
3
State Street
Massachusetts
$179M +$13.5M +371,196 +8%
CCP
4
Clarkston Capital Partners
Michigan
$97.9M -$216K -5,922 -0.2%
CIP
5
Champlain Investment Partners
Vermont
$68.2M -$3.38M -92,855 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$55.3M +$218K +5,988 +0.4%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$37.6M -$33M -905,008 -45%
PCM
8
Palisade Capital Management
New Jersey
$35.1M +$1.79M +49,271 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$29.4M -$201K -5,519 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$29.4M +$5.97M +163,940 +23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.3M +$1.12M +30,872 +4%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$26.9M +$542K +14,866 +2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$22.4M +$24M +659,674 New
Morgan Stanley
14
Morgan Stanley
New York
$21.2M +$3.04M +83,539 +15%
Federated Hermes
15
Federated Hermes
Pennsylvania
$19.5M -$801K -22,001 -4%
Charles Schwab
16
Charles Schwab
California
$19.1M +$797K +21,891 +4%
Northern Trust
17
Northern Trust
Illinois
$15.2M -$3.67M -100,620 -18%
Citadel Advisors
18
Citadel Advisors
Florida
$14.6M +$5.72M +157,078 +58%
JP Morgan Chase
19
JP Morgan Chase
New York
$12.8M -$2.94M -80,830 -18%
RJA
20
Raymond James & Associates
Florida
$12.7M +$1.28M +35,153 +10%
GD
21
Grandfield & Dodd
New York
$11.1M -$400K -10,973 -3%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$9.23M +$164K +4,496 +2%
Victory Capital Management
23
Victory Capital Management
Texas
$9.2M -$767K -21,048 -7%
Ameriprise
24
Ameriprise
Minnesota
$8.95M +$3.51M +96,466 +58%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.44M -$5.81M -159,448 -39%

WLY Hedge Fund Activity: Q2 2023 in Review

221 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2023, worth a combined $1.4B — down 11% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 32 opened new positions — a net loss of 7 holders — while 87 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $69.5M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $33M.

  • 221 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $1.4B of John Wiley & Sons Class A stock for Q2 2023, down 11% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q2 2023 and 39 closed out, a net change of -7 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2023 was BlackRock, an estimated $69.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2023 was Cardinal Capital Management LLC (Connecticut), an estimated $33M sold.

Based on aggregated 13F filings for Q2 2023.