Boyd Gaming
BYD
357 hedge funds and large institutions have $4.77B invested in Boyd Gaming in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 110 increasing their positions, 143 reducing their positions, and 31 closing their positions.
68% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 31
6% more funds holding
Funds holding: 336 → 357 (+21)
5% more capital invested
Capital invested by funds: $4.54B → $4.77B (+$234M)
0.49% less ownership
Funds ownership: 68.98% → 68.48% (-0.49%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
23% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 143
59% less call options, than puts
Call options by funds: $77.9M | Put options by funds: $188M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$56.5M |
| 2 |
JP Morgan Chase
New York
|
+$26.2M |
| 3 |
Man Group
London,
United Kingdom
|
+$23.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$21.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$67.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$56.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$47.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$33.1M |
| 5 |
Cohen & Steers
New York
|
-$30.2M |
BYD Hedge Fund Activity: Q2 2023 in Review
357 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Boyd Gaming (BYD) for Q2 2023, worth a combined $4.77B — up 5.2% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BYD positions and 31 closed out — a net gain of 21 holders — while 110 added to existing stakes and 143 trimmed.
The largest buyer was Boston Partners, adding an estimated $56.5M. The largest seller was HG Vora Capital Management, cutting an estimated $67.2M.
- 357 institutional investors held Boyd Gaming (BYD) as of Q2 2023, up from 336 in Q1 2023.
- Funds reported $4.77B of Boyd Gaming stock for Q2 2023, up 5.2% quarter-over-quarter.
- 52 funds opened new Boyd Gaming positions in Q2 2023 and 31 closed out, a net change of +21 holders.
- The largest Boyd Gaming buyer in Q2 2023 was Boston Partners, an estimated $56.5M added.
- The largest Boyd Gaming seller in Q2 2023 was HG Vora Capital Management, an estimated $67.2M sold.
Based on aggregated 13F filings for Q2 2023.