Playa Hotels & Resorts
PLYA
PLYA was delisted on the 13th of June, 2025.
63 hedge funds and large institutions have $158M invested in Playa Hotels & Resorts in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 23 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
1.11% less ownership
Funds ownership: 71.19% → 70.08% (-1.1%)
23% less funds holding
Funds holding: 82 → 63 (-19)
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
74% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 23
80% less capital invested
Capital invested by funds: $774M → $158M (-$615M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Redwood Capital Management
New York
|
+$15.5M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
+$15.2M |
| 3 |
NPCM
North Peak Capital Management
New York
|
+$7.47M |
| 4 |
Goldman Sachs
New York
|
+$1.91M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$25M |
| 2 |
GL
Governors Lane
New York
|
-$14.9M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$11.6M |
| 4 |
RA
Royce & Associates
New York
|
-$5.72M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$5.25M |
PLYA Hedge Fund Activity: Q1 2020 in Review
63 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Playa Hotels & Resorts (PLYA) for Q1 2020, worth a combined $158M — down 80% from $774M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of PLYA and 6 opened new positions — a net loss of 17 holders — while 20 trimmed existing stakes and 26 added.
The largest buyer was Redwood Capital Management, adding an estimated $15.5M. The largest seller was New South Capital Management, exiting entirely with an estimated $25M sold.
- 63 institutional investors held Playa Hotels & Resorts (PLYA) as of Q1 2020, down from 82 in Q4 2019.
- Funds reported $158M of Playa Hotels & Resorts stock for Q1 2020, down 80% quarter-over-quarter.
- 6 funds opened new Playa Hotels & Resorts positions in Q1 2020 and 23 closed out, a net change of -17 holders.
- The largest Playa Hotels & Resorts buyer in Q1 2020 was Redwood Capital Management, an estimated $15.5M added.
- The largest Playa Hotels & Resorts seller in Q1 2020 was New South Capital Management, an estimated $25M sold.
Based on aggregated 13F filings for Q1 2020.