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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$298M -$6.35M -138,294 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M -$3.24M -70,521 -1%
CCP
3
Clarkston Capital Partners
Michigan
$158M -$5.35M -116,511 -3%
MAP
4
Madison Avenue Partners
New York
$111M +$30.3M +659,689 +40%
State Street
5
State Street
Massachusetts
$81.5M +$5.22M +113,631 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$79.9M -$12.3M -268,870 -14%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$65.3M -$2.13M -46,310 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$58.3M -$4.3M -93,732 -7%
OAM
9
Ophir Asset Management
Australia
$50.9M +$48.4M +1,054,752 New
William Blair Investment Management
10
William Blair Investment Management
Illinois
$49.6M -$1.44M -31,264 -3%
BAM
11
Burgundy Asset Management
Ontario, Canada
$48.7M +$1.04M +22,636 +2%
Morgan Stanley
12
Morgan Stanley
New York
$47.8M +$26.4M +574,798 +138%
PCM
13
Palisade Capital Management
New Jersey
$45.1M -$2.69M -58,688 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$42.6M -$13.6K -296 -0%
SCM
15
SG Capital Management
Illinois
$33.6M +$31.9M +695,766 New
Charles Schwab
16
Charles Schwab
California
$33.1M -$108K -2,362 -0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$30.9M +$6.67M +145,270 +29%
Invesco
18
Invesco
Georgia
$30.6M -$3.67M -79,976 -11%
EAM
19
Eagle Asset Management
Florida
$21.3M +$5.36M +116,772 +40%
Northern Trust
20
Northern Trust
Illinois
$19.2M +$265K +5,767 +1%
RJA
21
Raymond James & Associates
Florida
$18.7M -$5.29M -115,277 -23%
N
22
Nuveen
North Carolina
$17.6M +$4.93M +107,303 +42%
ProShare Advisors
23
ProShare Advisors
Maryland
$16.3M +$6.53M +142,249 +73%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$13.4M -$216K -4,695 -2%
Goldman Sachs
25
Goldman Sachs
New York
$11.2M +$2.3M +50,146 +28%

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.