Boyd Gaming
326 hedge funds and large institutions have $3.54B invested in Boyd Gaming in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 140 reducing their positions, and 45 closing their positions.
11% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 45
1% more funds holding
Funds holding: 323 → 326 (+3)
1% less ownership
Funds ownership: 68.67% → 67.67% (-1%)
20% less capital invested
Capital invested by funds: $4.44B → $3.54B (-$898M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
30% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 140
37% less call options, than puts
Call options by funds: $105M | Put options by funds: $166M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
+$85.6M |
| 2 |
Cohen & Steers
New York
|
+$60M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$40.3M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$39.9M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$140M |
| 2 |
BAMCO Inc
New York
|
-$102M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$41.4M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$33M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$30M |
BYD Hedge Fund Activity: Q2 2024 in Review
326 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Boyd Gaming (BYD) for Q2 2024, worth a combined $3.54B — down 20% from $4.44B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new BYD positions and 45 closed out — a net gain of 5 holders — while 98 added to existing stakes and 140 trimmed.
The largest buyer was HG Vora Capital Management, adding an estimated $85.6M. The largest seller was BlackRock, cutting an estimated $140M.
- 326 institutional investors held Boyd Gaming (BYD) as of Q2 2024, up from 323 in Q1 2024.
- Funds reported $3.54B of Boyd Gaming stock for Q2 2024, down 20% quarter-over-quarter.
- 50 funds opened new Boyd Gaming positions in Q2 2024 and 45 closed out, a net change of +5 holders.
- The largest Boyd Gaming buyer in Q2 2024 was HG Vora Capital Management, an estimated $85.6M added.
- The largest Boyd Gaming seller in Q2 2024 was BlackRock, an estimated $140M sold.
Based on aggregated 13F filings for Q2 2024.