PlayAGS
AGS
AGS was delisted on the 30th of June, 2025.
108 hedge funds and large institutions have $170M invested in PlayAGS in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 18 closing their positions.
118% more call options, than puts
Call options by funds: $142K | Put options by funds: $65K
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
48% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 27
15% more funds holding
Funds holding: 94 → 108 (+14)
0.93% more ownership
Funds ownership: 78.46% → 79.39% (+0.93%)
20% less capital invested
Capital invested by funds: $213M → $170M (-$42.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$10.6M |
| 2 |
BCM
Brigade Capital Management
New York
|
+$5.12M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.35M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.09M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$17.9M |
| 2 |
Millennium Management
New York
|
-$4.29M |
| 3 |
1C
1060 Capital
Denver,
Colorado
|
-$3.93M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.22M |
| 5 |
Two Sigma Investments
New York
|
-$2.06M |
AGS Hedge Fund Activity: Q2 2023 in Review
108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PlayAGS (AGS) for Q2 2023, worth a combined $170M — down 20% from $213M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AGS positions and 18 closed out — a net gain of 14 holders — while 40 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock, adding an estimated $10.6M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $17.9M sold.
- 108 institutional investors held PlayAGS (AGS) as of Q2 2023, up from 94 in Q1 2023.
- Funds reported $170M of PlayAGS stock for Q2 2023, down 20% quarter-over-quarter.
- 32 funds opened new PlayAGS positions in Q2 2023 and 18 closed out, a net change of +14 holders.
- The largest PlayAGS buyer in Q2 2023 was BlackRock, an estimated $10.6M added.
- The largest PlayAGS seller in Q2 2023 was HG Vora Capital Management, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2023.