John Wiley & Sons Class A
220 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 31 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 39 closing their positions.
1.75% more ownership
Funds ownership: 87.19% → 88.95% (+1.8%)
4% less funds holding
Funds holding: 229 → 220 (-9)
11% less capital invested
Capital invested by funds: $1.57B → $1.4B (-$173M)
11% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 87
21% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 39
21% less call options, than puts
Call options by funds: $1.05M | Put options by funds: $1.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$69.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$24M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$13.5M |
| 5 |
Goldman Sachs
New York
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$33M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
-$27.9M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$22.5M |
| 4 |
CC
Cannell & Co
New York
|
-$19.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$5.81M |
WLY Hedge Fund Activity: Q2 2023 in Review
220 of the 6,383 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 31 opened new positions — a net loss of 8 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.
- 220 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.
- 31 funds opened new John Wiley & Sons Class A positions in Q2 2023 and 39 closed out, a net change of -8 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.