Boyd Gaming
323 hedge funds and large institutions have $4.44B invested in Boyd Gaming in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 115 reducing their positions, and 51 closing their positions.
6% more capital invested
Capital invested by funds: $4.19B → $4.44B (+$242M)
9% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 115
0.95% more ownership
Funds ownership: 67.71% → 68.67% (+0.95%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less funds holding
Funds holding: 342 → 323 (-19)
33% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 51
50% less call options, than puts
Call options by funds: $72.5M | Put options by funds: $144M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$71.8M |
| 2 |
SA
SpiderRock Advisors
Wilimington,
Delaware
|
+$31.9M |
| 3 |
HVCM
HG Vora Capital Management
New York
|
+$31.9M |
| 4 |
Cohen & Steers
New York
|
+$25M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$64.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$58.5M |
| 3 |
Morgan Stanley
New York
|
-$51.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.1M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
-$24M |
BYD Hedge Fund Activity: Q1 2024 in Review
323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Boyd Gaming (BYD) for Q1 2024, worth a combined $4.44B — up 5.8% from $4.19B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of BYD and 34 opened new positions — a net loss of 17 holders — while 115 trimmed existing stakes and 125 added.
The largest buyer was BlackRock, adding an estimated $71.8M. The largest seller was JGP Global Gestao de Recursos, exiting entirely with an estimated $64.3M sold.
- 323 institutional investors held Boyd Gaming (BYD) as of Q1 2024, down from 342 in Q4 2023.
- Funds reported $4.44B of Boyd Gaming stock for Q1 2024, up 5.8% quarter-over-quarter.
- 34 funds opened new Boyd Gaming positions in Q1 2024 and 51 closed out, a net change of -17 holders.
- The largest Boyd Gaming buyer in Q1 2024 was BlackRock, an estimated $71.8M added.
- The largest Boyd Gaming seller in Q1 2024 was JGP Global Gestao de Recursos, an estimated $64.3M sold.
Based on aggregated 13F filings for Q1 2024.