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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, Q3 2023

Institutional positions in Playa Hotels & Resorts N.V. as of Sep 30, 2023. 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
132
−10 vs. Q2 2023
Shares held
106.6M
−12.9M (−10.8%) vs. Q2 2023
Total value
$771.6M
−$200.8M (−20.7%) vs. Q2 2023
New holders
16
34 more added
Sold out
26
58 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 132 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 heldQ3 2023: $771.6M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q2 2023.

Institutions holding PLYA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Davidson Kempner Capital Management LP13,742,519$99.6M1.53%−1,400,000−9.2%Reduced
HG Vora Capital Management, LLC12,500,000$90.5M4.66%+1,500,000+13.6%Added
Morgan Stanley11,940,974$86.5M0.01%−1,899,569−13.7%Reduced
Dimensional Fund Advisors LP7,400,088$53.6M0.02%+760,553+11.5%Added
Invesco Ltd.6,086,622$44.1M0.01%−284,853−4.5%Reduced
Rubric Capital Management LP5,195,629$37.6M1.58%−2,012,667−27.9%Reduced
Goldman Sachs Group Inc4,959,355$35.9M0.01%−3,117−0.1%Reduced
Long Pond Capital, LP3,842,656$27.8M1.84%+3,842,656New
Voss Capital, LLC3,150,000$22.8M2.87%−735,000−18.9%Reduced
BlackRock Inc.2,515,986$18.2M0.00%−228,092−8.3%Reduced
Hill Path Capital LP2,370,000$17.2M0.93%00.0%Unchanged
Vanguard Group Inc2,350,377$17.0M0.00%−82,254−3.4%Reduced
Cooper Creek Partners Management LLC2,246,810$16.3M0.99%+454,114+25.3%Added
LSV Asset Management2,056,400$14.9M0.03%+79,800+4.0%Added
Adelante Capital Management LLC1,892,445$13.7M1.11%−32,087−1.7%Reduced
American Century Companies Inc1,857,584$13.4M0.01%+155,349+9.1%Added
Schonfeld Strategic Advisors LLC1,497,081$10.8M0.10%+1,497,081New
Assenagon Asset Management S.A.1,407,732$10.2M0.04%−27,840−1.9%Reduced
Geode Capital Management, LLC1,313,749$9.51M0.00%−56,129−4.1%Reduced
Two Sigma Advisers, LP1,060,600$7.68M0.02%−237,400−18.3%Reduced
CastleKnight Management LP947,900$6.86M1.17%+187,900+24.7%Added
BNP Paribas Arbitrage, SA908,388$6.58M0.01%+397,603+77.8%Added
Marlowe Partners LP857,667$6.21M19.04%+16,330+1.9%Added
D. E. Shaw & Co., Inc.848,077$6.14M0.01%+118,533+16.2%Added
MYDA Advisors LLC804,000$5.82M2.18%+101,000+14.4%Added
Oberweis Asset Management Inc701,500$5.08M0.54%+46,200+7.1%Added
State Street Corp674,836$4.89M0.00%−77,694−10.3%Reduced
Charles Schwab Investment Management Inc628,250$4.55M0.00%−9,165−1.4%Reduced
Two Sigma Investments, LP613,776$4.44M0.01%−320,674−34.3%Reduced
Shellback Capital, LP608,395$4.40M0.43%+56,197+10.2%Added
Balyasny Asset Management LLC446,912$3.24M0.01%+426,994+2,143.8%Added
Consolidated Investment Group LLC429,490$3.11M0.60%00.0%Unchanged
King Luther Capital Management Corp400,327$2.90M0.02%+14,751+3.8%Added
Globeflex Capital L P397,403$2.88M0.34%−254,540−39.0%Reduced
Qube Research & Technologies Ltd393,829$2.85M0.01%+242,039+159.5%Added
Millennium Management LLC386,659$2.80M0.00%−861,634−69.0%Reduced
First Trust Advisors LP367,702$2.66M0.00%−48,369−11.6%Reduced
Clearline Capital LP329,345$2.38M0.24%00.0%Unchanged
Marshall Wace, LLP328,314$2.38M0.01%+328,314New
Renaissance Group LLC323,053$2.34M0.11%+60,727+23.1%Added
Quantedge Capital Pte Ltd285,900$2.07M1.13%−66,600−18.9%Reduced
Northern Trust Corp281,102$2.04M0.00%−13,118−4.5%Reduced
ExodusPoint Capital Management, LP267,122$1.93M0.02%+89,591+50.5%Added
Kornitzer Capital Management Inc247,200$1.79M0.04%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.236,572$1.71M0.00%+26,458+12.6%Added
Swiss National Bank234,300$1.70M0.00%−6,300−2.6%Reduced
Voloridge Investment Management, LLC204,888$1.48M0.01%−164,495−44.5%Reduced
State of New Jersey Common Pension Fund D195,000$1.41M0.01%00.0%Unchanged
AQR Capital Management LLC180,179$1.30M0.00%+17,496+10.8%Added
Rock Creek Group, LP175,000$1.27M0.16%−325,000−65.0%Reduced
Driehaus Capital Management LLC163,266$1.18M0.02%−4,157,910−96.2%Reduced
Credit Suisse AG158,707$1.15M0.00%−21,290−11.8%Reduced
Gsa Capital Partners LLP157,819$1.14M0.10%−38,361−19.6%Reduced
Envestnet Asset Management Inc153,328$1.11M0.00%−21,955−12.5%Reduced
UBS Asset Management Americas Inc133,108$963.7K0.00%+24,829+22.9%Added
Teacher Retirement System of Texas130,288$943.0K0.01%−25,798−16.5%Reduced
Citadel Advisors LLC125,865$911.3K0.00%+125,865New
Cerity Partners LLC123,243$892.3K0.00%+123,243New
Dark Forest Capital Management LP117,958$854.0K0.07%+47,528+67.5%Added
Ensign Peak Advisors, Inc108,430$785.0K0.00%00.0%Unchanged
Legal & General Group Plc102,455$741.8K0.00%+12,442+13.8%Added
Thomas J. Herzfeld Advisors, Inc.98,605$713.9K0.28%00.0%Unchanged
California State Teachers Retirement System94,167$681.8K0.00%−3,052−3.1%Reduced
Mercer Global Advisors Inc85,480$619.0K0.00%00.0%Unchanged
Stevens Capital Management LP84,910$615.0K0.18%−2,169−2.5%Reduced
Raymond James & Associates64,321$465.7K0.00%00.0%Unchanged
Bank of New York Mellon Corp62,513$452.6K0.00%−608−1.0%Reduced
Thrivent Financial for Lutherans58,457$423.0K0.00%00.0%Unchanged
Barclays PLC57,674$417.6K0.00%−2,611−4.3%Reduced
Susquehanna Fundamental Investments, LLC55,729$403.5K0.03%−36,966−39.9%Reduced
Janus Henderson Group PLC54,783$397.5K0.00%00.0%Unchanged
Strategies Wealth Advisors, LLC54,700$396.0K0.08%00.0%Unchanged
JPMorgan Chase & Co54,187$392.3K0.00%+6,403+13.4%Added
Susquehanna International Group, LLP53,222$385.3K0.00%−21,950−29.2%Reduced
Jump Financial, LLC51,700$374.3K0.01%+36,379+237.4%Added
Russell Investments Group, Ltd.51,276$371.2K0.00%−2,494−4.6%Reduced
Y-Intercept (Hong Kong) Ltd47,434$343.4K0.03%+47,434New
Voya Investment Management LLC45,860$332.0K0.00%−2,907−6.0%Reduced
SkyView Investment Advisors, LLC44,739$324.0K0.13%+2,173+5.1%Added
UBS Group AG43,529$315.1K0.00%+21,863+100.9%Added
Creative Planning41,158$298.0K0.00%+1,756+4.5%Added
Intellectus Partners, LLC39,681$287.3K0.09%−2,000−4.8%Reduced
Resources Investment Advisors, LLC.39,522$286.1K0.01%+651+1.7%Added
KB Financial Partners, LLC39,522$286.0K0.08%+651+1.7%Added
Bank of America Corp38,772$280.7K0.00%−87,906−69.4%Reduced
New York Life Investment Management LLC37,088$268.5K0.00%−5,843−13.6%Reduced
Franklin Resources Inc36,309$262.9K0.00%−9,391−20.5%Reduced
Handelsbanken Fonder AB35,600$258.0K0.00%00.0%Unchanged
Pinnacle Associates Ltd33,100$239.6K0.00%00.0%Unchanged
Arizona State Retirement System30,347$219.7K0.00%−686−2.2%Reduced
Clear Harbor Asset Management, LLC29,400$212.9K0.02%−500−1.7%Reduced
Algert Global LLC29,156$211.1K0.01%00.0%Unchanged
GFS Advisors, LLC26,500$192.0K0.03%00.0%Unchanged
Prelude Capital Management, LLC26,300$190.4K0.02%−5,900−18.3%Reduced
HBK Sorce Advisory LLC22,179$160.6K0.01%−152−0.7%Reduced
Engineers Gate Manager LP20,838$150.9K0.01%−26,966−56.4%Reduced
Victory Capital Management Inc20,711$149.9K0.00%−5,988−22.4%Reduced
State of Wyoming18,122$131.2K0.03%−11,775−39.4%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital18,061$130.8K0.00%−14,047−43.7%Reduced
Jane Street Group, LLC17,823$129.0K0.00%−19,641−52.4%Reduced