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John Wiley & Sons Class A

243 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

3% more funds holding

Funds holding: 235243 (+8)

2.92% more ownership

Funds ownership: 89.54%92.46% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $1.96B → $1.82B (-$137M)

46% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $27.4M

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
38
Increased
85
Reduced
82
Closed
25
Calls
$14.7M
Puts
$27.4M
Net Calls
-$12.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$281M +$12.9M +263,370 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M +$1.07M +21,748 +0.4%
CCP
3
Clarkston Capital Partners
Michigan
$133M -$11.5M -234,449 -7%
MAP
4
Madison Avenue Partners
New York
$91.7M -$9.49M -193,413 -8%
State Street
5
State Street
Massachusetts
$77.3M +$3.27M +66,663 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$65.9M -$7.28M -148,434 -9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$48.8M -$4.54M -92,613 -8%
OAM
8
Ophir Asset Management
Australia
$47.8M +$1.91M +38,857 +4%
Morgan Stanley
9
Morgan Stanley
New York
$47.3M +$4.51M +91,957 +9%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$46M +$1.26M +25,667 +2%
BAM
11
Burgundy Asset Management
Ontario, Canada
$44.9M +$863K +17,583 +2%
Brown Advisory
12
Brown Advisory
Maryland
$44.9M +$50.4M +1,026,762 New
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$43.2M -$17.9M -365,442 -27%
PCM
14
Palisade Capital Management
New Jersey
$43.1M +$2.56M +52,219 +6%
SCM
15
SG Capital Management
Illinois
$41.4M +$12.3M +251,595 +36%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$40.1M +$1.76M +35,888 +4%
Raymond James Financial
17
Raymond James Financial
Florida
$34.9M +$39.2M +798,803 New
Charles Schwab
18
Charles Schwab
California
$30.2M +$333K +6,776 +1%
Invesco
19
Invesco
Georgia
$29M +$1.49M +30,389 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$23M -$5.63M -114,680 -18%
Northern Trust
21
Northern Trust
Illinois
$19.2M +$2.12M +43,275 +11%
AFCM
22
Alta Fox Capital Management
Texas
$15.2M +$10.8M +219,349 +172%
UBS Group
23
UBS Group
Switzerland
$13.6M +$9.6M +195,671 +169%
N
24
Nuveen
North Carolina
$13.4M -$2.92M -59,486 -16%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$13M +$1.01M +20,644 +7%

WLY Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2024, worth a combined $1.82B — down 7% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WLY positions and 25 closed out — a net gain of 13 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $50.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.9M.

  • 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2024, up from 235 in Q3 2024.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2024, down 7% quarter-over-quarter.
  • 38 funds opened new John Wiley & Sons Class A positions in Q4 2024 and 25 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2024 was Brown Advisory, an estimated $50.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2024 was Schroder Investment Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.