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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$253M -$4.9M -143,257 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$209M +$81.3K +2,374 +0%
CCP
3
Clarkston Capital Partners
Michigan
$157M -$4.37M -127,710 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$69.9M +$2.21M +64,609 +4%
State Street
5
State Street
Massachusetts
$61.2M -$29.7M -866,901 -35%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$53M -$367K -10,711 -0.8%
MAP
7
Madison Avenue Partners
New York
$52.1M +$46.8M +1,366,771 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$48.8M +$9.61M +280,727 +28%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$40.4M +$6.44M +188,211 +22%
PCM
10
Palisade Capital Management
New Jersey
$38.5M +$1.09M +31,749 +3%
BAM
11
Burgundy Asset Management
Ontario, Canada
$37.1M +$733K +21,402 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.8M +$829K +24,233 +3%
Invesco
13
Invesco
Georgia
$30.2M +$19.4M +567,268 +252%
Charles Schwab
14
Charles Schwab
California
$25.4M +$1.22M +35,634 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$23.3M +$539K +15,739 +3%
Man Group
16
Man Group
United Kingdom
$18.9M +$1.52M +44,544 +10%
RJA
17
Raymond James & Associates
Florida
$16M +$2M +58,510 +16%
Northern Trust
18
Northern Trust
Illinois
$15.4M -$254K -7,416 -2%
JGC
19
J. Goldman & Co
New York
$14.7M -$12.4M -362,565 -48%
Morgan Stanley
20
Morgan Stanley
New York
$13.9M -$23.5M -686,670 -65%
N
21
Nuveen
North Carolina
$12.8M -$2.66M -77,755 -19%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$10.8M -$1.44M -42,169 -13%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$10.8M -$2.43K -71 -0%
ProShare Advisors
24
ProShare Advisors
Maryland
$8.81M -$582K -16,993 -7%
Norges Bank
25
Norges Bank
Norway
$8.72M -$259K -7,577 -3%

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.