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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 2023

Institutional positions in Playa Hotels & Resorts N.V. as of Dec 31, 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
115
−16 vs. Q3 2023
Shares held
102.2M
−4.32M (−4.1%) vs. Q3 2023
Total value
$883.9M
+$112.7M (+14.6%) vs. Q3 2023
New holders
9
31 more added
Sold out
25
50 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 115 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 2023: $990.9M
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 2023

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q3 2023.

Institutions holding PLYA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HG Vora Capital Management, LLC12,500,000$108.1M5.54%00.0%Unchanged
Morgan Stanley12,366,557$107.0M0.01%+425,583+3.6%Added
Davidson Kempner Capital Management LP12,242,519$105.9M1.87%−1,500,000−10.9%Reduced
Dimensional Fund Advisors LP7,482,718$64.7M0.02%+82,630+1.1%Added
Invesco Ltd.5,567,652$48.2M0.01%−518,970−8.5%Reduced
Goldman Sachs Group Inc5,421,243$46.9M0.01%+461,888+9.3%Added
Rubric Capital Management LP4,431,161$38.3M1.43%−764,468−14.7%Reduced
Long Pond Capital, LP4,275,398$37.0M2.97%+432,742+11.3%Added
Voss Capital, LLC3,596,890$31.1M3.03%+446,890+14.2%Added
Vanguard Group Inc2,507,831$21.7M0.00%+157,454+6.7%Added
BlackRock Inc.2,430,512$21.0M0.00%−85,474−3.4%Reduced
Hill Path Capital LP2,370,000$20.5M0.95%00.0%Unchanged
Cooper Creek Partners Management LLC2,246,810$19.4M1.02%00.0%Unchanged
American Century Companies Inc1,963,839$17.0M0.01%+106,255+5.7%Added
LSV Asset Management1,945,100$16.8M0.04%−111,300−5.4%Reduced
Adelante Capital Management LLC1,698,680$14.7M1.02%−193,765−10.2%Reduced
Assenagon Asset Management S.A.1,384,532$12.0M0.04%−23,200−1.6%Reduced
Geode Capital Management, LLC1,292,478$11.2M0.00%−21,271−1.6%Reduced
BNP Paribas Arbitrage, SA1,008,037$8.72M0.02%+99,649+11.0%Added
Balyasny Asset Management LLC959,158$8.30M0.02%+512,246+114.6%Added
MYDA Advisors LLC867,000$7.50M3.21%+63,000+7.8%Added
CastleKnight Management LP855,100$7.40M1.19%−92,800−9.8%Reduced
Marlowe Partners LP751,743$6.50M17.66%−105,924−12.4%Reduced
Oberweis Asset Management Inc701,500$6.07M0.57%00.0%Unchanged
State Street Corp681,961$5.90M0.00%+7,125+1.1%Added
Schonfeld Strategic Advisors LLC669,553$5.79M0.05%−827,528−55.3%Reduced
Two Sigma Advisers, LP628,200$5.43M0.01%−432,400−40.8%Reduced
Charles Schwab Investment Management Inc608,768$5.27M0.00%−19,482−3.1%Reduced
Shellback Capital, LP608,395$5.26M0.46%00.0%Unchanged
D. E. Shaw & Co., Inc.594,688$5.14M0.01%−253,389−29.9%Reduced
ExodusPoint Capital Management, LP560,792$4.85M0.06%+293,670+109.9%Added
Consolidated Investment Group LLC429,490$3.71M0.66%00.0%Unchanged
King Luther Capital Management Corp400,327$3.46M0.02%00.0%Unchanged
Globeflex Capital L P397,403$3.44M0.35%00.0%Unchanged
Halter Ferguson Financial Inc.379,722$3.29M2.11%+379,722New
Renaissance Group LLC348,186$3.01M0.12%+25,133+7.8%Added
Clearline Capital LP329,345$2.85M0.32%00.0%Unchanged
First Trust Advisors LP267,002$2.31M0.00%−100,700−27.4%Reduced
Northern Trust Corp252,567$2.18M0.00%−28,535−10.2%Reduced
Raymond James Financial Services Advisors, Inc.251,707$2.18M0.00%+15,135+6.4%Added
Driehaus Capital Management LLC225,218$1.95M0.02%+61,952+37.9%Added
Thomas J. Herzfeld Advisors, Inc.224,558$1.94M0.71%+125,953+127.7%Added
Qube Research & Technologies Ltd217,213$1.88M0.00%−176,616−44.8%Reduced
Swiss National Bank203,800$1.76M0.00%−30,500−13.0%Reduced
State of New Jersey Common Pension Fund D195,000$1.69M0.01%00.0%Unchanged
Credit Suisse AG179,872$1.56M0.00%+21,165+13.3%Added
Envestnet Asset Management Inc174,806$1.51M0.00%+21,478+14.0%Added
Kornitzer Capital Management Inc173,700$1.50M0.03%−73,500−29.7%Reduced
AQR Capital Management LLC169,649$1.47M0.00%−10,530−5.8%Reduced
Rock Creek Group, LP150,000$1.30M0.19%−25,000−14.3%Reduced
Ensign Peak Advisors, Inc136,180$1.18M0.00%+27,750+25.6%Added
UBS Asset Management Americas Inc133,108$1.15M0.00%00.0%Unchanged
Cerity Partners LLC123,243$1.07M0.00%00.0%Unchanged
Legal & General Group Plc102,455$886.2K0.00%00.0%Unchanged
California State Teachers Retirement System92,054$796.3K0.00%−2,113−2.2%Reduced
Mercer Global Advisors Inc85,480$739.0K0.00%00.0%Unchanged
Two Sigma Investments, LP72,129$623.9K0.00%−541,647−88.2%Reduced
Gsa Capital Partners LLP68,736$595.0K0.05%−89,083−56.4%Reduced
Teacher Retirement System of Texas68,066$589.0K0.00%−62,222−47.8%Reduced
Raymond James & Associates65,821$569.4K0.00%+1,500+2.3%Added
Bank of New York Mellon Corp62,359$539.4K0.00%−154−0.2%Reduced
Russell Investments Group, Ltd.60,415$522.6K0.00%+9,139+17.8%Added
Janus Henderson Group PLC54,783$474.1K0.00%00.0%Unchanged
Strategies Wealth Advisors, LLC54,700$473.2K0.08%00.0%Unchanged
Citadel Advisors LLC52,634$455.3K0.00%−73,231−58.2%Reduced
Quantedge Capital Pte Ltd50,100$433.4K0.21%−235,800−82.5%Reduced
Intellectus Partners, LLC39,681$343.2K0.10%00.0%Unchanged
Resources Investment Advisors, LLC.38,291$331.2K0.01%−1,231−3.1%Reduced
Y-Intercept (Hong Kong) Ltd37,684$326.0K0.03%−9,750−20.6%Reduced
Franklin Resources Inc36,256$313.6K0.00%−53−0.1%Reduced
New York Life Investment Management LLC36,252$313.6K0.00%−836−2.3%Reduced
HRT Financial LP33,214$287.0K0.00%+33,214New
Pinnacle Associates Ltd33,100$286.3K0.00%00.0%Unchanged
Clear Harbor Asset Management, LLC31,900$275.9K0.03%+2,500+8.5%Added
Arizona State Retirement System28,906$250.0K0.00%−1,441−4.7%Reduced
Bank of America Corp26,915$232.8K0.00%−11,857−30.6%Reduced
Stevens Capital Management LP25,696$222.0K0.06%−59,214−69.7%Reduced
Handelsbanken Fonder AB25,300$219.0K0.00%−10,300−28.9%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital23,857$206.4K0.00%+5,796+32.1%Added
HBK Sorce Advisory LLC23,548$203.7K0.01%+1,369+6.2%Added
Barclays PLC20,562$177.9K0.00%−37,112−64.3%Reduced
UBS Group AG19,624$169.7K0.00%−23,905−54.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)18,233$157.7K0.00%+2,634+16.9%Added
HighTower Advisors, LLC16,197$140.0K0.00%−202−1.2%Reduced
Shay Capital LLC15,000$129.8K0.05%+1,500+11.1%Added
Manufacturers Life Insurance Company, The14,097$121.9K0.00%−1,212−7.9%Reduced
Susquehanna International Group, LLP14,095$121.9K0.00%−39,127−73.5%Reduced
Victory Capital Management Inc13,916$120.4K0.00%−6,795−32.8%Reduced
Compagnie Lombard Odier SCmA12,195$105.5K0.00%00.0%Unchanged
Prelude Capital Management, LLC11,500$99.5K0.01%−14,800−56.3%Reduced
Aquatic Capital Management LLC11,100$96.0K0.00%+11,100New
Inceptionr LLC10,788$93.3K0.07%+10,788New
Brinker Capital Investments, LLC11,000$92.4K0.00%+11,000New
Orion Portfolio Solutions, LLC11,000$92.4K0.00%+11,000New
Algert Global LLC10,566$91.4K0.00%−18,590−63.8%Reduced
Deutsche Bank AG10,527$91.1K0.00%00.0%Unchanged
Simplex Trading, LLC10,287$88.0K0.00%+3,831+59.3%Added
Pictet Asset Management Holding SA10,080$87.2K0.00%00.0%Unchanged
State of Wyoming9,881$85.5K0.02%−8,241−45.5%Reduced
FMR LLC6,474$56.0K0.00%+141+2.2%Added