Boyd Gaming
325 hedge funds and large institutions have $4B invested in Boyd Gaming in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 46 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 103
13% more capital invested
Capital invested by funds: $3.54B → $4B (+$459M)
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
0.26% less ownership
Funds ownership: 67.67% → 67.41% (-0.26%)
0% less funds holding
Funds holding: 326 → 325 (-1)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
28% less call options, than puts
Call options by funds: $114M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$52.8M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$34.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$25.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.7M |
| 5 |
LIP
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$59M |
| 2 |
Cohen & Steers
New York
|
-$55.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37.7M |
| 4 |
BlackRock
New York
|
-$36.2M |
| 5 |
Goldman Sachs
New York
|
-$15.9M |
BYD Hedge Fund Activity: Q3 2024 in Review
325 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Boyd Gaming (BYD) for Q3 2024, worth a combined $4B — up 13% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new BYD positions and 46 closed out — a net gain of 1 holder — while 121 added to existing stakes and 103 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $52.8M. The largest seller was HG Vora Capital Management, cutting an estimated $59M.
- 325 institutional investors held Boyd Gaming (BYD) as of Q3 2024, down from 326 in Q2 2024.
- Funds reported $4B of Boyd Gaming stock for Q3 2024, up 13% quarter-over-quarter.
- 47 funds opened new Boyd Gaming positions in Q3 2024 and 46 closed out, a net change of +1 holder.
- The largest Boyd Gaming buyer in Q3 2024 was Victory Capital Management, an estimated $52.8M added.
- The largest Boyd Gaming seller in Q3 2024 was HG Vora Capital Management, an estimated $59M sold.
Based on aggregated 13F filings for Q3 2024.