Playa Hotels & Resorts
PLYA
PLYA was delisted on the 13th of June, 2025.
126 hedge funds and large institutions have $1.2B invested in Playa Hotels & Resorts in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 27 closing their positions.
47,822% more call options, than puts
Call options by funds: $4.31M | Put options by funds: $9K
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
63% more capital invested
Capital invested by funds: $741M → $1.2B (+$463M)
4.52% more ownership
Funds ownership: 73.77% → 78.28% (+4.5%)
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
4% less funds holding
Funds holding: 131 → 126 (-5)
38% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
+$22M |
| 2 |
LPC
Long Pond Capital
New York
|
+$10.5M |
| 3 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$8.51M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$4.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33.9M |
| 2 |
MA
MYDA Advisors
Woodmere,
New York
|
-$4.55M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
-$4.29M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.33M |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
-$3.31M |
PLYA Hedge Fund Activity: Q4 2024 in Review
126 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Playa Hotels & Resorts (PLYA) for Q4 2024, worth a combined $1.2B — up 63% from $741M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PLYA and 25 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 29 added.
The largest buyer was Voss Capital, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $33.9M.
- 126 institutional investors held Playa Hotels & Resorts (PLYA) as of Q4 2024, down from 131 in Q3 2024.
- Funds reported $1.2B of Playa Hotels & Resorts stock for Q4 2024, up 63% quarter-over-quarter.
- 25 funds opened new Playa Hotels & Resorts positions in Q4 2024 and 27 closed out, a net change of -2 holders.
- The largest Playa Hotels & Resorts buyer in Q4 2024 was Voss Capital, an estimated $22M added.
- The largest Playa Hotels & Resorts seller in Q4 2024 was Morgan Stanley, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2024.