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Playa Hotels & Resorts N.V.

PLYADelisted
Industry
Hotels & Motels
SEC CIK
0001692412

Playa Hotels & Resorts N.V. was delisted in 2025; its insiders filed their last Form 4 on Jun 20, 2025; 157 institutions reported holding it in 13F filings for Q1 2025, worth $1.28B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Playa Hotels & Resorts N.V. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
137
−4 vs. Q3 2022
Shares held
127.8M
−4.43M (−3.4%) vs. Q3 2022
Total value
$834.3M
+$64.7M (+8.4%) vs. Q3 2022
New holders
21
54 more added
Sold out
25
44 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PLYA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 137 institutions
Q1 2021: 119 institutionsQ2 2021: 116 institutionsQ3 2021: 110 institutionsQ4 2021: 120 institutionsQ1 2022: 134 institutionsQ2 2022: 144 institutionsQ3 2022: 143 institutionsQ4 2022: 137 institutionsQ1 2023: 133 institutionsQ2 2023: 144 institutionsQ3 2023: 132 institutionsQ4 2023: 115 institutionsQ1 2024: 137 institutionsQ2 2024: 149 institutionsQ3 2024: 132 institutionsQ4 2024: 128 institutionsQ1 2025: 157 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $834.3M
Q1 2021: $937.5MQ2 2021: $911.6MQ3 2021: $1.02BQ4 2021: $1.01BQ1 2022: $1.12BQ2 2022: $889.9MQ3 2022: $779.8MQ4 2022: $834.3MQ1 2023: $1.33BQ2 2023: $973.5MQ3 2023: $771.6MQ4 2023: $990.9MQ1 2024: $1.20BQ2 2024: $825.9MQ3 2024: $741.0MQ4 2024: $1.20BQ1 2025: $1.28BQ2 2025: $512Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PLYA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$512
Q1 2025157$1.28B
Q4 2024128$1.20B
Q3 2024132$741.0M
Q2 2024149$825.9M
Q1 2024137$1.20B
Q4 2023115$990.9M
Q3 2023132$771.6M
Q2 2023144$973.5M
Q1 2023133$1.33B
Q4 2022137$834.3M
Q3 2022143$779.8M
Q2 2022144$889.9M
Q1 2022134$1.12B
Q4 2021120$1.01B
Q3 2021110$1.02B
Q2 2021116$911.6M
Q1 2021119$937.5M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q3 2022.

Institutions holding PLYA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Davidson Kempner Capital Management LP15,142,519$98.7M2.11%00.0%Unchanged
Morgan Stanley12,081,182$78.9M0.01%−60,660−0.5%Reduced
Rubric Capital Management LP11,876,728$77.6M3.39%00.0%Unchanged
HG Vora Capital Management, LLC10,000,000$65.3M2.78%+3,500,000+53.8%Added
Goldman Sachs Group Inc7,290,235$47.6M0.01%−945,458−11.5%Reduced
Invesco Ltd.6,756,216$44.1M0.01%−2,775,336−29.1%Reduced
Dimensional Fund Advisors LP4,336,678$28.3M0.01%+432,636+11.1%Added
Driehaus Capital Management LLC4,174,641$27.3M0.41%−490,201−10.5%Reduced
Hood River Capital Management LLC4,165,816$27.2M0.99%+2,495,187+149.4%Added
Adelante Capital Management LLC3,314,291$21.6M1.82%−53,572−1.6%Reduced
BlackRock Inc.3,121,731$20.4M0.00%+522,330+20.1%Added
Assenagon Asset Management S.A.2,738,478$17.9M0.07%+1,122,518+69.5%Added
Fund 1 Investments, LLC2,590,015$16.9M7.68%+2,590,015New
Marlowe Partners LP2,551,186$16.7M22.43%−430,103−14.4%Reduced
Vanguard Group Inc2,411,179$15.7M0.00%−237,371−9.0%Reduced
Hill Path Capital LP2,370,000$15.5M0.73%00.0%Unchanged
Millennium Management LLC2,125,334$13.9M0.02%−2,437,512−53.4%Reduced
Schonfeld Strategic Advisors LLC2,090,616$13.7M0.11%+1,884,616+914.9%Added
Citadel Advisors LLC1,904,659$12.4M0.01%+1,056,203+124.5%Added
Two Sigma Advisers, LP1,805,900$11.8M0.03%+62,400+3.6%Added
Two Sigma Investments, LP1,775,350$11.6M0.04%+108,227+6.5%Added
Cooper Creek Partners Management LLC1,558,428$10.2M0.84%+527,796+51.2%Added
CastleKnight Management LP1,519,200$9.92M2.88%+269,900+21.6%Added
Geode Capital Management, LLC1,386,388$9.05M0.00%+36,283+2.7%Added
Wellington Management Group LLP1,071,700$7.00M0.00%−126,348−10.5%Reduced
American Century Companies Inc915,034$5.98M0.00%+550,083+150.7%Added
D. E. Shaw & Co., Inc.869,906$5.68M0.01%+124,395+16.7%Added
SG Capital Management LLC822,383$5.37M3.20%+822,383New
Norges Bank742,500$4.85M0.00%+742,500New
State Street Corp683,915$4.47M0.00%+1,053+0.2%Added
Charles Schwab Investment Management Inc682,396$4.46M0.00%+735+0.1%Added
Q Global Advisors, LLC600,000$3.92M1.90%00.0%Unchanged
Algert Global LLC539,596$3.52M0.20%−127,050−19.1%Reduced
AQR Capital Management LLC469,355$3.06M0.01%+142,444+43.6%Added
Globeflex Capital L P451,989$2.95M0.37%+250,090+123.9%Added
Consolidated Investment Group LLC429,490$2.81M0.60%00.0%Unchanged
Marshall Wace, LLP421,319$2.75M0.01%−1,250,852−74.8%Reduced
State of New Jersey Common Pension Fund D386,929$2.53M0.01%+386,929New
Monarch Partners Asset Management LLC381,624$2.49M0.74%−230,241−37.6%Reduced
Clearline Capital LP352,745$2.30M0.41%00.0%Unchanged
M&G Investment Management Ltd323,788$2.27M0.01%+148,797+85.0%Added
Manning & Napier Group, LLC327,915$2.14M0.03%+1450.0%Added
King Luther Capital Management Corp324,599$2.12M0.01%−18,456−5.4%Reduced
Swiss National Bank320,700$2.09M0.00%+6,200+2.0%Added
AXA S.A.304,400$1.99M0.01%00.0%Unchanged
United Capital Financial Advisers, LLC300,040$1.96M0.01%+300,040New
Northern Trust Corp299,108$1.95M0.00%−11,418−3.7%Reduced
Tejara Capital Ltd296,323$1.93M1.12%+296,323New
Oberweis Asset Management Inc284,100$1.86M0.39%+66,100+30.3%Added
Renaissance Group LLC253,727$1.66M0.08%+253,727New
Kornitzer Capital Management Inc247,200$1.61M0.03%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.245,562$1.60M0.00%+10,552+4.5%Added
Qube Research & Technologies Ltd234,545$1.53M0.01%−273,805−53.9%Reduced
Renaissance Technologies LLC204,800$1.34M0.00%−84,500−29.2%Reduced
Nuveen Asset Management, LLC195,876$1.28M0.00%+12,998+7.1%Added
Teacher Retirement System of Texas194,724$1.27M0.01%−328,179−62.8%Reduced
MYDA Advisors LLC180,000$1.18M0.85%+60,000+50.0%Added
Barclays PLC169,488$1.11M0.00%+98,478+138.7%Added
Connor, Clark & Lunn Investment Management Ltd.165,440$1.08M0.01%+148,380+869.8%Added
Cornercap Investment Counsel Inc160,238$1.05M0.18%+1,118+0.7%Added
Bank of America Corp152,725$997.3K0.00%+61,479+67.4%Added
UBS Asset Management Americas Inc151,451$989.0K0.00%−2,880,297−95.0%Reduced
Voloridge Investment Management, LLC143,307$935.8K0.01%−72,896−33.7%Reduced
Cubist Systematic Strategies, LLC126,348$825.1K0.01%−640,706−83.5%Reduced
Aj Wealth Strategies, LLC124,354$812.0K0.04%00.0%Unchanged
Credit Suisse AG117,992$770.5K0.00%−7,388−5.9%Reduced
JPMorgan Chase & Co116,331$760.0K0.00%−135,135−53.7%Reduced
California State Teachers Retirement System115,386$753.5K0.00%+1,266+1.1%Added
Ergoteles LLC110,500$721.6K0.03%+110,500New
Garnet Equity Capital Holdings, Inc.105,442$688.5K1.59%+105,442New
Susquehanna Fundamental Investments, LLC105,397$688.2K0.01%−91,926−46.6%Reduced
Cipher Capital LP100,839$658.5K0.12%+35,697+54.8%Added
Gsa Capital Partners LLP97,051$634.0K0.08%+25,292+35.2%Added
Ensign Peak Advisors, Inc95,230$621.9K0.00%+55,650+140.6%Added
Shay Capital LLC93,500$610.6K0.37%+38,500+70.0%Added
Deutsche Bank AG90,560$591.4K0.00%+90,560New
Quantbot Technologies LP87,523$571.5K0.04%+43,744+99.9%Added
Russell Investments Group, Ltd.80,214$523.8K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.78,605$513.3K0.21%−20,000−20.3%Reduced
Balyasny Asset Management LLC72,375$472.6K0.00%−1,408,928−95.1%Reduced
Bank of New York Mellon Corp68,580$447.8K0.00%−75−0.1%Reduced
Susquehanna International Group, LLP66,369$433.4K0.00%−314,590−82.6%Reduced
Raymond James & Associates65,821$429.8K0.00%00.0%Unchanged
PDT Partners, LLC64,520$421.3K0.07%−53,154−45.2%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital62,013$404.9K0.01%+16,352+35.8%Added
Thrivent Financial for Lutherans61,329$400.0K0.00%−72,829−54.3%Reduced
Voya Investment Management LLC60,741$396.6K0.00%+9,572+18.7%Added
XTX Topco Ltd57,728$377.0K0.08%−40,660−41.3%Reduced
ClariVest Asset Management LLC54,879$358.0K0.02%+54,879New
Jump Financial, LLC53,962$352.4K0.02%−98,567−64.6%Reduced
HBK Sorce Advisory LLC53,556$350.0K0.01%+53,556New
Intellectus Partners, LLC52,500$342.8K0.12%+13,000+32.9%Added
Victory Capital Management Inc50,517$329.9K0.00%+10,132+25.1%Added
Clear Harbor Asset Management, LLC48,250$315.1K0.04%−250−0.5%Reduced
Franklin Resources Inc45,700$298.4K0.00%+45,700New
Creative Planning39,000$254.7K0.00%00.0%Unchanged
Arizona State Retirement System37,479$244.7K0.00%+1,439+4.0%Added
Legal & General Group Plc34,854$227.6K0.00%+1,285+3.8%Added
Y-Intercept (Hong Kong) Ltd34,009$222.1K0.03%+16,940+99.2%Added
Trexquant Investment LP33,726$220.2K0.01%−120,014−78.1%Reduced