Televisa
103 hedge funds and large institutions have $727M invested in Televisa in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 25 closing their positions.
358% more call options, than puts
Call options by funds: $458K | Put options by funds: $100K
3% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 35
0.11% more ownership
Funds ownership: 7.96% → 8.07% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $748M → $727M (-$20.9M)
12% less funds holding
Funds holding: 117 → 103 (-14)
56% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$12.4M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$9.04M |
| 3 |
ACM
Alua Capital Management
New York
|
+$5.37M |
| 4 |
GA
GFS Advisors
Houston,
Texas
|
+$3.63M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
FPR Partners
San Francisco,
California
|
-$11M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$10.3M |
| 3 |
Morgan Stanley
New York
|
-$3.52M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.78M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.6M |
TV Hedge Fund Activity: Q1 2024 in Review
103 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Televisa (TV) for Q1 2024, worth a combined $727M — down 2.8% from $748M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of TV and 11 opened new positions — a net loss of 14 holders — while 35 trimmed existing stakes and 36 added.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $12.4M. The largest seller was FPR Partners, cutting an estimated $11M.
- 103 institutional investors held Televisa (TV) as of Q1 2024, down from 117 in Q4 2023.
- Funds reported $727M of Televisa stock for Q1 2024, down 2.8% quarter-over-quarter.
- 11 funds opened new Televisa positions in Q1 2024 and 25 closed out, a net change of -14 holders.
- The largest Televisa buyer in Q1 2024 was Southpoint Capital Advisors, an estimated $12.4M added.
- The largest Televisa seller in Q1 2024 was FPR Partners, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2024.