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John Wiley & Sons Class A

236 hedge funds and large institutions have $1.3B invested in John Wiley & Sons Class A in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $1.6M

2.12% more ownership

Funds ownership: 87.25%89.37% (+2.1%)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 238236 (-2)

13% less capital invested

Capital invested by funds: $1.5B → $1.3B (-$197M)

30% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 103

Holders
236
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
72
Reduced
103
Closed
40
Calls
$12.9M
Puts
$1.6M
Net Calls
+$11.3M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$828K +26,477 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M -$375 -12 -0%
CCP
3
Clarkston Capital Partners
Michigan
$134M +$43.2M +1,380,460 +48%
State Street
4
State Street
Massachusetts
$79.3M +$1.68M +53,868 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.2M -$329K -10,523 -0.6%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$44.5M +$9.46M +302,491 +28%
Morgan Stanley
7
Morgan Stanley
New York
$33.3M +$17.2M +550,818 +110%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$31.7M +$3.56M +113,814 +13%
PCM
9
Palisade Capital Management
New Jersey
$31.1M -$2.17M -69,232 -7%
BAM
10
Burgundy Asset Management
Ontario, Canada
$30.2M +$29.7M +950,838 New
William Blair Investment Management
11
William Blair Investment Management
Illinois
$27.7M +$4.07M +129,997 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26.5M -$1.23M -39,280 -4%
JGC
13
J. Goldman & Co
New York
$23.8M +$4.46M +142,586 +24%
Charles Schwab
14
Charles Schwab
California
$20M +$470K +15,025 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$18.9M +$5.24M +167,598 +39%
Man Group
16
Man Group
United Kingdom
$14.3M +$14.1M +451,143 New
N
17
Nuveen
North Carolina
$13.1M -$145K -4,643 -1%
Northern Trust
18
Northern Trust
Illinois
$13.1M -$1.34M -42,728 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$12.8M -$6.57M -210,018 -34%
RJA
20
Raymond James & Associates
Florida
$11.5M -$324K -10,344 -3%
Marshall Wace
21
Marshall Wace
United Kingdom
$11.4M +$4.42M +141,309 +65%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$10.3M +$8.79M +280,884 +633%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$8.96M +$358K +11,449 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$8.92M -$897K -28,686 -9%
ProShare Advisors
25
ProShare Advisors
Maryland
$7.87M +$863K +27,602 +13%

WLY Hedge Fund Activity: Q4 2023 in Review

236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2023, worth a combined $1.3B — down 13% from $1.5B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2023: 40 funds opened new positions, 40 closed out, 72 added to existing stakes and 103 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $43.2M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $74.4M sold.

  • 236 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2023, down from 238 in Q3 2023.
  • Funds reported $1.3B of John Wiley & Sons Class A stock for Q4 2023, down 13% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q4 2023 and 40 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2023 was Clarkston Capital Partners, an estimated $43.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2023 was Champlain Investment Partners, an estimated $74.4M sold.

Based on aggregated 13F filings for Q4 2023.