Boyd Gaming
187 hedge funds and large institutions have $2.1B invested in Boyd Gaming in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 35 closing their positions.
17% more capital invested
Capital invested by funds: $1.78B → $2.1B (+$312M)
3.25% more ownership
Funds ownership: 71.63% → 74.88% (+3.2%)
5% more call options, than puts
Call options by funds: $62.2M | Put options by funds: $59.3M
0% more funds holding
Funds holding: 187 → 187 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
3% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$51.7M |
| 2 |
HCM
Hoplite Capital Management
New York
|
+$46.6M |
| 3 |
Goldman Sachs
New York
|
+$33.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.8M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBC
Three Bays Capital
Boston,
Massachusetts
|
-$54M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$49.7M |
| 3 |
HPM
H. Partners Management
New York
|
-$39.1M |
| 4 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$14.8M |
| 5 |
BlackRock
New York
|
-$14.1M |
BYD Hedge Fund Activity: Q2 2017 in Review
187 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Boyd Gaming (BYD) for Q2 2017, worth a combined $2.1B — up 17% from $1.78B a quarter earlier.
Fund positioning in BYD was balanced in Q2 2017: 35 funds opened new positions, 35 closed out, 62 added to existing stakes and 64 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $51.7M. The largest seller was Three Bays Capital, cutting an estimated $54M.
- 187 institutional investors held Boyd Gaming (BYD) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $2.1B of Boyd Gaming stock for Q2 2017, up 17% quarter-over-quarter.
- 35 funds opened new Boyd Gaming positions in Q2 2017 and 35 closed out, a net change of 0 holders.
- The largest Boyd Gaming buyer in Q2 2017 was Point72 Asset Management, an estimated $51.7M added.
- The largest Boyd Gaming seller in Q2 2017 was Three Bays Capital, an estimated $54M sold.
Based on aggregated 13F filings for Q2 2017.