Playa Hotels & Resorts
PLYA
PLYA was delisted on the 13th of June, 2025.
157 hedge funds and large institutions have $1.28B invested in Playa Hotels & Resorts in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 44 closing their positions.
331% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $393K
70% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 44
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
25% more funds holding
Funds holding: 126 → 157 (+31)
6% more capital invested
Capital invested by funds: $1.2B → $1.28B (+$74.6M)
3.27% less ownership
Funds ownership: 78.28% → 75.01% (-3.3%)
46% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
+$91.2M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$70.3M |
| 3 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$64.5M |
| 4 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$58.1M |
| 5 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$158M |
| 2 |
DKCM
Davidson Kempner Capital Management
New York
|
-$150M |
| 3 |
Morgan Stanley
New York
|
-$100M |
| 4 |
VC
Voss Capital
Houston,
Texas
|
-$84.1M |
| 5 |
LPC
Long Pond Capital
New York
|
-$54.3M |
PLYA Hedge Fund Activity: Q1 2025 in Review
157 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Playa Hotels & Resorts (PLYA) for Q1 2025, worth a combined $1.28B — up 6.2% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new PLYA positions and 44 closed out — a net gain of 31 holders — while 22 added to existing stakes and 41 trimmed.
The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $91.2M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $158M sold.
- 157 institutional investors held Playa Hotels & Resorts (PLYA) as of Q1 2025, up from 126 in Q4 2024.
- Funds reported $1.28B of Playa Hotels & Resorts stock for Q1 2025, up 6.2% quarter-over-quarter.
- 75 funds opened new Playa Hotels & Resorts positions in Q1 2025 and 44 closed out, a net change of +31 holders.
- The largest Playa Hotels & Resorts buyer in Q1 2025 was Glazer Capital LLC, an estimated $91.2M added.
- The largest Playa Hotels & Resorts seller in Q1 2025 was HG Vora Capital Management, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2025.