What smart money is saying about ITV plc
ITV.L
No fund has written a full thesis on ITV plc in our archive, but 1 fund letter reports a position in it — most recently Royal London UK Equity Fund in December 2025.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in ITV plc on record in the archive was reported in Q4 2025, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- New positionRoyal London UK Equity FundDecember 2025
“PA Fund activity The main activity over the quarter involved the complete sale of Intercontinental Hotels Group on valuation grounds. The fund also modestly reduced its holdings in Relx and Sage to manage risk in stocks perceived to be impacted by AI. Proceeds were reinvested in global events organiser Informa, where we continue to believe the market underestimates its future growth potential, particularly in the Middle East. The fund also initiated a new position in ITV, where we anticipate value unlock as the group considers splitting itself up.”
ITV plc
Read the letters behind these ITV plc positions
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