Playa Hotels & Resorts
PLYA
PLYA was delisted on the 13th of June, 2025.
82 hedge funds and large institutions have $659M invested in Playa Hotels & Resorts in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more funds holding
Funds holding: 71 → 82 (+11)
1.46% more ownership
Funds ownership: 68.76% → 70.22% (+1.5%)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
24% less capital invested
Capital invested by funds: $864M → $659M (-$205M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
+$18.8M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
+$15M |
| 3 |
RCM
Redwood Capital Management
New York
|
+$13.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.94M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$18.4M |
| 2 |
Janus Henderson Group
London,
|
-$14.1M |
| 3 |
Neuberger Berman Group
New York
|
-$6.78M |
| 4 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$5.66M |
| 5 |
LPC
Long Pond Capital
New York
|
-$4.34M |
PLYA Hedge Fund Activity: Q4 2018 in Review
82 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Playa Hotels & Resorts (PLYA) for Q4 2018, worth a combined $659M — down 24% from $864M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PLYA positions and 14 closed out — a net gain of 11 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was Armistice Capital, adding an estimated $18.8M. The largest seller was ACK Asset Management, exiting entirely with an estimated $18.4M sold.
- 82 institutional investors held Playa Hotels & Resorts (PLYA) as of Q4 2018, up from 71 in Q3 2018.
- Funds reported $659M of Playa Hotels & Resorts stock for Q4 2018, down 24% quarter-over-quarter.
- 25 funds opened new Playa Hotels & Resorts positions in Q4 2018 and 14 closed out, a net change of +11 holders.
- The largest Playa Hotels & Resorts buyer in Q4 2018 was Armistice Capital, an estimated $18.8M added.
- The largest Playa Hotels & Resorts seller in Q4 2018 was ACK Asset Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2018.