Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Grupo Televisa S A B (TV)

106 + Investors. Track Smart Money conviction in TV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — TV

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
108 funds currently hold this stock — 92% of the 3.0-year high of 118 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

50 buying50 selling
Last quarter: 50 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 22 → 16 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 22% medium ■ 11% new
72 out of 108 hedge funds have held TV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -21%, value -37%

Value
-36%
Shares
-20%
Last quarter: funds added -21% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

11 → 24 → 22 → 16 → 12 new funds/Q
New funds entering each quarter: 24 → 22 → 16 → 12. TV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 80% veterans vs 13% newcomers

■ 80% veterans ■ 7% 1-2yr ■ 13% new
Entry-cohort mix of 111 holders: 89 (80%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
24 of 108 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TV

In 2026 Q1, 50 hedge funds were net buyers of TV (12 opened a new position, 38 added to an existing one), while 50 reduced or exited (29 trimmed, 21 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 24% of total institutional value in TV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 108.

Hedge Fund Ownership: TV

How many hedge funds hold TV — quarterly history vs. share price
Quarterly hedge fund ownership of TV vs. share price

Market Analysis: TV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Grupo Televisa S A B (TV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TV has moved relative to its sector benchmark (XLC) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
TV
+6.3%
XLC
+5.4%

TV outperformed XLC by +0.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
TV
+0.0%
XLC
+0.0%

Since the filing became public, TV outperformed XLC by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: TV
2026 Q2 Stats Unlock in 4 days 106 + Investors

Track Smart Money conviction in TV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 106 116 -8.62%
13F Shares 108M 137M -20.8%
Total Value $276M $436M -36.69%
New Positions 11 16 -5
Increased Positions 36 47 -11
Closed Positions 21 12 +9
Reduced Positions 28 22 +6
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: TV

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

106 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TV. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 TV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Discovery Capital Management, LLC / Ct 2.49% 22,117,634 $59.9M
2 Bleichroeder LP 0.50% 1,030,000 $2.8M
3 Gamco Investors, INC. Et Al 0.49% 20,291,578 $55.0M
4 Barometer Capital Management INC. 0.40% 529,700 $1.4M
5 GABELLI & Co INVESTMENT ADVISERS, INC. 0.16% 394,950 $1.1M
6 Gabelli Funds LLC 0.14% 7,954,757 $21.6M
7 Abc Arbitrage SA 0.06% 220,265 $597K
8 R Squared Ltd 0.03% 21,004 $57K
9 Nomura Asset Management International INC. 0.03% 6,972,113 $18.9M
10 North of South Capital LLP 0.02% 100,000 $271K
11 Aigen Investment Management, LP 0.02% 23,572 $64K
12 CastleKnight Management LP 0.02% 425,000 $1.2M
13 Headlands Technologies LLC 0.01% 38,308 $104K
14 Vestmark Advisory Solutions, Inc. 0.01% 414,520 $1.1M
15 Harbor Advisors LLC 0.01% 24,628 $67K
16 one8zero8, LLC 0.01% 15,000 $41K
17 Strid Group, LLC 0.01% 25,000 $68K
18 Segall Bryant & Hamill, LLC 0.01% 188,800 $512K
19 Mitsubishi UFJ Trust & Banking Corp 0.01% 960,596 $2.6M
20 Evergreen Capital Management LLC 0.01% 113,788 $308K
21 Voleon Capital Management LP 0.01% 106,785 $289K
22 Aquatic Capital Management LLC 0.00% 50,087 $136K
23 Marshall Wace, LLP 0.00% 2,094,070 $5.7M
24 American Century Companies Inc 0.00% 3,560,910 $9.7M
25 Central Pacific Bank - Trust Division 0.00% 15,000 $41K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Grupo Televisa S A B (TV)

What does the Smart Money Trend signal show for TV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TV?

Slight buying edge — 50% buying: Last quarter: 50 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TV holders?

Strong quality — 24% AUM from major funds: 24 of 108 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TV?

67% of holders stayed for 2+ years: 72 out of 108 hedge funds have held TV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Grupo Televisa S A B (TV) following the 2026 Q2 hedge fund 13F filings?

As of today, TV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), TV has gained +6.3% vs +5.4% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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