PlayAGS
AGS
AGS was delisted on the 30th of June, 2025.
88 hedge funds and large institutions have $80.1M invested in PlayAGS in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 35 closing their positions.
35% more call options, than puts
Call options by funds: $42K | Put options by funds: $31K
9% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 33
9.69% less ownership
Funds ownership: 95.52% → 85.83% (-9.7%)
21% less funds holding
Funds holding: 112 → 88 (-24)
63% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 35
80% less capital invested
Capital invested by funds: $410M → $80.1M (-$330M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
+$28.8M |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$3.41M |
| 3 |
JP Morgan Chase
New York
|
+$2.3M |
| 4 |
Goldman Sachs
New York
|
+$2.07M |
| 5 |
LCP
LGT Capital Partners
Pfaeffikon,
Switzerland
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$16.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.5M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$6.39M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$4.9M |
AGS Hedge Fund Activity: Q1 2020 in Review
88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PlayAGS (AGS) for Q1 2020, worth a combined $80.1M — down 80% from $410M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AGS and 13 opened new positions — a net loss of 22 holders — while 33 trimmed existing stakes and 30 added.
The largest buyer was HG Vora Capital Management, opening a new position worth an estimated $28.8M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $16.4M sold.
- 88 institutional investors held PlayAGS (AGS) as of Q1 2020, down from 112 in Q4 2019.
- Funds reported $80.1M of PlayAGS stock for Q1 2020, down 80% quarter-over-quarter.
- 13 funds opened new PlayAGS positions in Q1 2020 and 35 closed out, a net change of -22 holders.
- The largest PlayAGS buyer in Q1 2020 was HG Vora Capital Management, an estimated $28.8M added.
- The largest PlayAGS seller in Q1 2020 was Waddell & Reed Financial, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2020.