Televisa
115 hedge funds and large institutions have $2.76B invested in Televisa in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
19% more capital invested
Capital invested by funds: $2.32B → $2.76B (+$447M)
9% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 35
0.41% less ownership
Funds ownership: 8.43% → 8.02% (-0.41%)
6% less funds holding
Funds holding: 122 → 115 (-7)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
39% less call options, than puts
Call options by funds: $507K | Put options by funds: $837K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$8M |
| 2 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$5.71M |
| 3 |
BL
Bleichroeder LP
New York
|
+$5.18M |
| 4 |
ACM
Alua Capital Management
New York
|
+$3.99M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$66M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$53M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$7.36M |
| 4 |
Millennium Management
New York
|
-$5.73M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$5.17M |
TV Hedge Fund Activity: Q1 2022 in Review
115 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Televisa (TV) for Q1 2022, worth a combined $2.76B — up 19% from $2.32B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of TV and 17 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 38 added.
The largest buyer was Itau Unibanco Holding S.A., adding an estimated $8M. The largest seller was Gates Foundation Trust, exiting entirely with an estimated $66M sold.
- 115 institutional investors held Televisa (TV) as of Q1 2022, down from 122 in Q4 2021.
- Funds reported $2.76B of Televisa stock for Q1 2022, up 19% quarter-over-quarter.
- 17 funds opened new Televisa positions in Q1 2022 and 23 closed out, a net change of -6 holders.
- The largest Televisa buyer in Q1 2022 was Itau Unibanco Holding S.A., an estimated $8M added.
- The largest Televisa seller in Q1 2022 was Gates Foundation Trust, an estimated $66M sold.
Based on aggregated 13F filings for Q1 2022.