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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 87.51%86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$257M -$12.4M -326,559 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$218M -$3.85M -101,000 -2%
CCP
3
Clarkston Capital Partners
Michigan
$138M -$26.9M -706,516 -17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.3M +$3.46M +90,693 +5%
MAP
5
Madison Avenue Partners
New York
$66.4M +$10M +263,746 +19%
State Street
6
State Street
Massachusetts
$64.1M -$1.15M -30,171 -2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$57M +$338K +8,863 +0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$53M +$923K +24,215 +2%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$43.1M -$74K -1,941 -0.2%
PCM
10
Palisade Capital Management
New Jersey
$40.4M -$654K -17,154 -2%
BAM
11
Burgundy Asset Management
Ontario, Canada
$40.2M +$586K +15,372 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$35.9M +$844K +22,151 +3%
Invesco
13
Invesco
Georgia
$29.1M -$2.99M -78,513 -10%
Charles Schwab
14
Charles Schwab
California
$28M +$805K +21,121 +3%
RJA
15
Raymond James & Associates
Florida
$20.4M +$3.12M +81,968 +20%
JP Morgan Chase
16
JP Morgan Chase
New York
$20.2M -$4.41M -115,701 -19%
Morgan Stanley
17
Morgan Stanley
New York
$16.9M +$1.97M +51,678 +14%
Man Group
18
Man Group
United Kingdom
$16.7M -$3.29M -86,256 -17%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$16.2M +$4.36M +114,543 +40%
Northern Trust
20
Northern Trust
Illinois
$15.9M -$495K -12,995 -3%
JGC
21
J. Goldman & Co
New York
$13.4M -$2.17M -56,829 -15%
EAM
22
Eagle Asset Management
Florida
$11.8M +$3.23M +84,863 +41%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$11.5M -$15.3K -401 -0.1%
N
24
Nuveen
North Carolina
$10.5M -$2.92M -76,531 -23%
TSW
25
Thompson Siegel & Walmsley
Virginia
$9.13M -$1.91K -50 -0%

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.