undamentalytics Newsletter

Boyd Gaming Corp: which funds bought and sold

Institutions that bought and sold Boyd Gaming shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 177 institutions that filed 13F reports for both quarters added to or opened positions in Boyd Gaming, and 211 cut or closed them. Together they added a net 2.4M shares, +4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−9.5%); index fund managers were net sellers of 697K shares (−4.3%). 42 opened a new position and 35 sold out entirely.

Bought, Q2 2026 177 institutions, 42 of them new holders Sold, Q2 2026 211 institutions, 35 of them sold out
Net change, all compared +2.4M shares (+4.7%)
Net change, active managers −1.5M shares (−9.5%), 33 bought, 27 sold

Buyers versus sellers

institutions compared, 448
Active managers and hedge funds 33 bought · 27 sold · −1.5M
Index fund managers 2 bought · 8 sold · −697K
Other institutions 142 bought · 176 sold · +4.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cohen & Steers, Inc. +3.8M +154.2% 6.3M $555M
American Century Companies Inc Active manager +504K +58.7% 1.4M $120M
BAMCO Inc Active manager +387K +485.0% 466K $41.2M
Goldman Sachs Group Inc +376K +174.2% 592K $52.3M
Voloridge Investment Management, LLC Hedge fund +336K +289.9% 453K $40M
Citadel Advisors LLC Hedge fund +294K +221.4% 427K $37.7M
Squarepoint Ops LLC Hedge fund +268K +3124.3% 277K $24.5M
HRT Financial LP +242K New position 242K $21.4M
Sei Investments Co +237K +118.7% 437K $38.6M
Morgan Stanley +225K +39.2% 800K $70.6M
Bank Of America Corp +224K +39.3% 793K $70M
UBS Group AG +221K +79.5% 499K $44.1M
LSV Asset Management Active manager +172K +43.3% 568K $50.2M
Qube Research & Technologies Ltd Hedge fund +136K +406.2% 170K $15M
Jump Financial, LLC +124K New position 124K $11M
Renaissance Technologies LLC Hedge fund +121K +256.6% 168K $14.9M
Schonfeld Strategic Advisors LLC Hedge fund +121K New position 121K $10.7M
Citigroup Inc +109K +66.4% 274K $24.2M
Occudo Quantitative Strategies LP +82K +241.5% 116K $10.3M
Creative Planning +81K +83.3% 178K $15.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Boston Partners Active manager −1.7M −60.2% 1.1M $96.9M
Ilex Capital Partners (UK) LLP −474K Sold out 0 —
Wedge Capital Management L L P Active manager −416K Sold out 0 —
FMR LLC Active manager −372K −28.1% 953K $84.2M
Arrowstreet Capital, Limited Partnership Hedge fund −344K −25.4% 1.0M $89.4M
Vanguard Portfolio Management LLC Index funds −262K −9.4% 2.5M $222M
Gotham Asset Management, LLC Hedge fund −177K −20.6% 681K $60.2M
Raymond James Financial Inc −176K −52.5% 159K $14M
Freestone Grove Partners LP Hedge fund −162K −80.6% 39K $3.4M
Fuller & Thaler Asset Management, Inc. −161K −32.8% 330K $29.2M
Geode Capital Management, LLC Index funds −161K −10.0% 1.5M $129M
Franklin Resources Inc Active manager −157K −20.9% 597K $52.7M
Penn Capital Management Company, LLC Active manager −156K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −136K −54.6% 113K $10M
Woodline Partners LP Hedge fund −117K Sold out 0 —
New York State Common Retirement Fund −111K −33.4% 221K $19.6M
Man Group PLC Hedge fund −102K −87.5% 15K $1.3M
Meeder Asset Management Inc −95K −81.1% 22K $1.9M
Bridgewater Associates, LP Hedge fund −93K −57.9% 68K $6M
Charles Schwab Investment Management Inc Index funds −93K −11.4% 717K $63.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
HRT Financial LP 242K $21.4M
Jump Financial, LLC 124K $11M
Schonfeld Strategic Advisors LLCHedge fund 121K $10.7M
Campbell & Co Investment Adviser LLC 76K $6.7M
Winton Group LtdHedge fund 52K $4.6M
Quadrature Capital LtdHedge fund 52K $4.6M
Holocene Advisors, LPHedge fund 47K $4.2M
Tudor Investment Corp Et AlHedge fund 46K $4.1M
Redwood Investment Management, LLC 26K $2.3M
Entropy Technologies, LP 22K $1.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Ilex Capital Partners (UK) LLP 474K $38.9M
Wedge Capital Management L L PActive manager 416K $34.2M
Penn Capital Management Company, LLCActive manager 156K $12.8M
Woodline Partners LPHedge fund 117K $9.6M
Crossmark Global Holdings, Inc. 29K $2.3M
Paloma Partners Management CoHedge fund 23K $1.9M
Cascade Investment Advisors, Inc. 18K $1.4M
Vident Advisory, LLC 13K $1.1M
Ontario Teachers Pension Plan Board 8,536 $701,488
Jefferies Financial Group Inc. 8,493 $697,955

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
420
Ten largest holders
47.2%
of 13F-reported shares
Index fund managers
28.4%
of 13F-reported shares
Active managers and hedge funds
25.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 33 27 9 6 −1.5M −9.5%
Index fund managers 2 8 0 0 −697K −4.3%
Other institutions 142 176 33 29 +4.6M +22.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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