Dave & Buster's
PLAY
220 hedge funds and large institutions have $1.84B invested in Dave & Buster's in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 51 closing their positions.
79% more call options, than puts
Call options by funds: $78.9M | Put options by funds: $44.2M
7% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 73
0.31% more ownership
Funds ownership: 116.39% → 116.7% (+0.31%)
7% less funds holding
Funds holding: 236 → 220 (-16)
27% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 51
37% less capital invested
Capital invested by funds: $2.92B → $1.84B (-$1.09B)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$80.1M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$32.5M |
| 3 |
Morgan Stanley
New York
|
+$24.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.3M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.8M |
| 2 |
ER
EVR Research
Richmond,
Virginia
|
-$37.6M |
| 3 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$37.4M |
| 4 |
WHCM
Wolf Hill Capital Management
Greenwich,
Connecticut
|
-$34.1M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$30.2M |
PLAY Hedge Fund Activity: Q2 2024 in Review
220 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Dave & Buster's (PLAY) for Q2 2024, worth a combined $1.84B — down 37% from $2.92B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of PLAY and 37 opened new positions — a net loss of 14 holders — while 73 trimmed existing stakes and 78 added.
The largest buyer was Eminence Capital, adding an estimated $80.1M. The largest seller was Ameriprise, cutting an estimated $42.8M.
- 220 institutional investors held Dave & Buster's (PLAY) as of Q2 2024, down from 236 in Q1 2024.
- Funds reported $1.84B of Dave & Buster's stock for Q2 2024, down 37% quarter-over-quarter.
- 37 funds opened new Dave & Buster's positions in Q2 2024 and 51 closed out, a net change of -14 holders.
- The largest Dave & Buster's buyer in Q2 2024 was Eminence Capital, an estimated $80.1M added.
- The largest Dave & Buster's seller in Q2 2024 was Ameriprise, an estimated $42.8M sold.
Based on aggregated 13F filings for Q2 2024.