Grupo Televisa S A B (TV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Grupo Televisa S A B (TV) following the 2026 Q1 hedge fund 13F filings?

As of today, TV has moved -4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -7.7% for the XLC sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), TV gained -6.9% vs -3.4% 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.

Grupo Televisa S A B (TV)

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

Smart Money Signals — TV

Based on 107 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 — 91% of 3.0Y peak

91% of all-time peak

107 funds currently hold this stock — 91% 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 — +14% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

49 buying50 selling

Last quarter: 50 funds reduced or exited vs 49 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 23 → 22 → 16 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 22% medium ■ 11% new

71 out of 107 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%

-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 → 23 → 22 → 16 → 12 new funds/Q

New funds entering each quarter: 23 → 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 110 holders: 88 (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

23 of 107 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.

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

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

-5

Increased Positions

-11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.5

Bullish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	3.38%	22,387,941	$65.1M
2	Gamco Investors, INC. Et Al	0.59%	20,740,696	$60.4M
3	Bleichroeder LP	0.52%	1,030,000	$3.0M
4	Alua Capital Management LP	0.46%	1,783,510	$5.2M
5	Barometer Capital Management INC.	0.45%	451,900	$1.3M
6	GABELLI & Co INVESTMENT ADVISERS, INC.	0.17%	394,950	$1.1M
7	Gabelli Funds LLC	0.15%	7,819,600	$22.8M
8	Nomura Asset Management International INC.	0.04%	7,455,816	$21.7M
9	Coastal Bridge Advisors, LLC	0.03%	151,093	$440K
10	North of South Capital LLP	0.03%	100,000	$291K
11	Itau Unibanco Holding S.A.	0.02%	302,942	$887K
12	CastleKnight Management LP	0.02%	425,000	$1.2M
13	R Squared Ltd	0.02%	11,830	$34K
14	Headlands Technologies LLC	0.02%	46,456	$135K
15	Voleon Capital Management LP	0.01%	223,041	$649K
16	Aigen Investment Management, LP	0.01%	18,214	$53K
17	SmartHarvest Portfolios, LLC	0.01%	10,428	$30K
18	Vestmark Advisory Solutions, Inc.	0.01%	376,836	$1.1M
19	Harbor Advisors LLC	0.01%	24,628	$72K
20	one8zero8, LLC	0.01%	15,000	$44K
21	Aquatic Capital Management LLC	0.01%	115,631	$336K
22	Two Sigma Securities, LLC	0.01%	27,573	$80K
23	Marshall Wace, LLP	0.01%	2,475,730	$7.2M
24	Jump Financial, LLC	0.01%	179,773	$523K
25	Segall Bryant & Hamill, LLC	0.01%	141,900	$419K

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?

More sellers than buyers — 49% buying: Last quarter: 50 funds reduced or exited vs 49 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TV holders?

Strong quality — 24% AUM from major funds: 23 of 107 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?

66% of holders stayed for 2+ years: 71 out of 107 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 Q1 hedge fund 13F filings?

As of today, TV has moved -4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -7.7% for the XLC sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), TV has gained -6.9% vs -3.4% 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.

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Grupo Televisa S A B (TV)

Smart Money Signals — TV

Selling streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Steady growth — +14% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~12 new funds per quarter

66% of holders stayed for 2+ years

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

Peak discovery — momentum slowing

Veteran-anchored — 80% veterans vs 13% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — TV

Hedge Fund Ownership: TV

Market Analysis: TV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TV

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

Hedge Fund Positioning: TV

Statistics: TV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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