Playa Hotels & Resorts
PLYA
PLYA was delisted on the 13th of June, 2025.
131 hedge funds and large institutions have $772M invested in Playa Hotels & Resorts in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 58 reducing their positions, and 26 closing their positions.
2,244% more call options, than puts
Call options by funds: $211K | Put options by funds: $9K
6.4% less ownership
Funds ownership: 78.53% → 72.13% (-6.4%)
8% less funds holding
Funds holding: 143 → 131 (-12)
21% less capital invested
Capital invested by funds: $973M → $772M (-$202M)
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
41% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 58
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
+$29.3M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
+$11.4M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$11.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.8M |
| 5 |
CCPM
Cooper Creek Partners Management
New York
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$31.7M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$30.3M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$15.3M |
| 5 |
Morgan Stanley
New York
|
-$14.5M |
PLYA Hedge Fund Activity: Q3 2023 in Review
131 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Playa Hotels & Resorts (PLYA) for Q3 2023, worth a combined $772M — down 21% from $973M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of PLYA and 16 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 34 added.
The largest buyer was Long Pond Capital, opening a new position worth an estimated $29.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32.5M sold.
- 131 institutional investors held Playa Hotels & Resorts (PLYA) as of Q3 2023, down from 143 in Q2 2023.
- Funds reported $772M of Playa Hotels & Resorts stock for Q3 2023, down 21% quarter-over-quarter.
- 16 funds opened new Playa Hotels & Resorts positions in Q3 2023 and 26 closed out, a net change of -10 holders.
- The largest Playa Hotels & Resorts buyer in Q3 2023 was Long Pond Capital, an estimated $29.3M added.
- The largest Playa Hotels & Resorts seller in Q3 2023 was Wellington Management Group, an estimated $32.5M sold.
Based on aggregated 13F filings for Q3 2023.