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Boyd Gaming

197 hedge funds and large institutions have $2.25B invested in Boyd Gaming in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

33% more call options, than puts

Call options by funds: $69M | Put options by funds: $51.8M

7% more capital invested

Capital invested by funds: $2.1B → $2.25B (+$151M)

5% more funds holding

Funds holding: 187197 (+10)

1.66% more ownership

Funds ownership: 74.88%76.53% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
30
Increased
68
Reduced
67
Closed
18
Calls
$69M
Puts
$51.8M
Net Calls
+$17.2M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$265M +$8.59M +332,079 +3%
PCM
2
PAR Capital Management
Massachusetts
$241M
Vanguard Group
3
Vanguard Group
Pennsylvania
$190M -$9.9M -382,750 -5%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$119M +$30.6M +1,181,986 +35%
HCM
5
Highline Capital Management
New York
$111M +$1.07M +41,300 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$99.2M +$61.8M +2,389,448 +168%
Bank of America
7
Bank of America
North Carolina
$62.2M +$3.13M +121,155 +5%
GI
8
GAMCO Investors
Connecticut
$58M -$1.31M -50,436 -2%
Goldman Sachs
9
Goldman Sachs
New York
$57.6M +$13.8M +533,210 +32%
GT
10
Glenmede Trust
Pennsylvania
$54.1M -$11.5M -444,795 -18%
JP Morgan Chase
11
JP Morgan Chase
New York
$51.7M -$4.64M -179,182 -8%
State Street
12
State Street
Massachusetts
$51.1M +$250K +9,658 +0.5%
HCM
13
Hoplite Capital Management
New York
$50.5M +$68.4K +2,645 +0.1%
Invesco
14
Invesco
Georgia
$41.1M -$9.67M -373,811 -19%
PA
15
Pinnacle Associates
New York
$40.5M -$950K -36,715 -2%
BAMCO Inc
16
BAMCO Inc
New York
$39.8M +$3.72M +143,680 +10%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$37.7M +$3.16M +122,089 +9%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$28.1M -$227K -8,755 -0.8%
Northern Trust
19
Northern Trust
Illinois
$27.6M -$284K -10,967 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$26.3M -$1.17M -45,367 -4%
TPCM
21
Tide Point Capital Management
Connecticut
$22.2M +$15.3M +589,781 +225%
SAM
22
Scopus Asset Management
New York
$21.7M -$9.5M -366,967 -31%
GF
23
Gabelli Funds
New York
$19.3M
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$18.3M -$2.23M -86,136 -11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$18M +$1.01M +39,040 +6%

BYD Hedge Fund Activity: Q3 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Boyd Gaming (BYD) for Q3 2017, worth a combined $2.25B — up 7.2% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BYD positions and 18 closed out — a net gain of 12 holders — while 68 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.8M. The largest seller was Three Bays Capital, exiting entirely with an estimated $40.6M sold.

  • 197 institutional investors held Boyd Gaming (BYD) as of Q3 2017, up from 187 in Q2 2017.
  • Funds reported $2.25B of Boyd Gaming stock for Q3 2017, up 7.2% quarter-over-quarter.
  • 30 funds opened new Boyd Gaming positions in Q3 2017 and 18 closed out, a net change of +12 holders.
  • The largest Boyd Gaming buyer in Q3 2017 was Fidelity Investments, an estimated $61.8M added.
  • The largest Boyd Gaming seller in Q3 2017 was Three Bays Capital, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2017.