PlayAGS
AGS
AGS was delisted on the 30th of June, 2025.
94 hedge funds and large institutions have $213M invested in PlayAGS in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 17 closing their positions.
853% more call options, than puts
Call options by funds: $143K | Put options by funds: $15K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
50% more capital invested
Capital invested by funds: $142M → $213M (+$70.6M)
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
3.96% more ownership
Funds ownership: 74.5% → 78.46% (+4%)
2% more funds holding
Funds holding: 92 → 94 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brigade Capital Management
New York
|
+$6.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$3.29M |
| 3 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$3.26M |
| 4 |
Millennium Management
New York
|
+$3.24M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$9.5M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
-$6.24M |
| 3 |
Morgan Stanley
New York
|
-$4.87M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$4.33M |
| 5 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$4.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFA
101
Alta Fundamental Advisers
New York
| – | -$765K | -150,000 | Closed |
|
|
E
102
Ergoteles
New York
| – | -$423K | -82,906 | Closed |
|
|
USPCM
103
Union Square Park Capital Management
New York
| – | -$332K | -65,000 | Closed |
|
|
PCM
104
Prelude Capital Management
New York
| – | -$77.5K | -15,203 | Closed |
|
|
LIP
105
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| – | -$66.7K | -13,075 | Closed |
|
106
Simplex Trading
Chicago,
Illinois
| – | -$70.7K | -11,328 | Closed |
|
107
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$52K | -10,200 | Closed |
|
|
S
108
SignatureFD
Atlanta,
Georgia
| – | -$10.2K | -2,000 | Closed |
|
|
SSG
109
Summit Securities Group
New York
| – | -$10K | -2,000 | Closed |
|
|
WT
110
Washington Trust
Westerly,
Rhode Island
| – | -$2.04K | -400 | Closed |
|
|
EI
111
Ellevest Inc
New York
| – | -$709 | -139 | Closed |
|
AGS Hedge Fund Activity: Q1 2023 in Review
94 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PlayAGS (AGS) for Q1 2023, worth a combined $213M — up 50% from $142M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AGS positions and 17 closed out — a net gain of 3 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Brigade Capital Management, opening a new position worth an estimated $6.3M. The largest seller was Goldman Sachs, cutting an estimated $9.5M.
- 94 institutional investors held PlayAGS (AGS) as of Q1 2023, up from 92 in Q4 2022.
- Funds reported $213M of PlayAGS stock for Q1 2023, up 50% quarter-over-quarter.
- 20 funds opened new PlayAGS positions in Q1 2023 and 17 closed out, a net change of +3 holders.
- The largest PlayAGS buyer in Q1 2023 was Brigade Capital Management, an estimated $6.3M added.
- The largest PlayAGS seller in Q1 2023 was Goldman Sachs, an estimated $9.5M sold.
Based on aggregated 13F filings for Q1 2023.