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Smith Douglas Homes
SDHC

74 hedge funds and large institutions have $364M invested in Smith Douglas Homes in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

59% more capital invested

Capital invested by funds: $229M → $364M (+$135M)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

19% more funds holding

Funds holding: 62 → 74 (+12)

2% less ownership

Funds ownership: 110.88% → 108.88% (-2%)

Holders
74
Holders Change
+12
Holders Change %
+19.35%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HRCM
Hood River Capital Management
Florida
+$29M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$15.2M
3
WA
Wasatch Advisors
Utah
+$6.88M
4
Artisan Partners
Artisan Partners
Wisconsin
+$5.61M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$17.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$16.4M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$9.89M
4
LPC
Long Pond Capital
New York
-$9.75M
5
NCGI
Next Century Growth Investors
Minnesota
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$1.75M +$420K +13,110 +39%
LCC
27
Lincoln Capital Corp
Rhode Island
$1.64M -$225K -7,004 -14%
PGCM
28
Prescott Group Capital Management
Oklahoma
$1.52M -$449K -14,000 -26%
Bank of America
29
Bank of America
North Carolina
$1.47M +$1.23M +38,468 +10,991%
Millennium Management
30
Millennium Management
New York
$1.42M -$754K -23,520 -38%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.17M +$996K +31,063 New
State Street
32
State Street
Massachusetts
$1.16M – – –
Daiwa Securities Group
33
Daiwa Securities Group
Japan
$1.11M +$225K +7,015 +31%
PCM
34
Peregrine Capital Management
Minnesota
$1.1M – – –
TRSOTSOK
35
Teachers Retirement System of the State of Kentucky
Kentucky
$991K – – –
Stifel Financial
36
Stifel Financial
Missouri
$985K +$234K +7,310 +39%
MCM
37
Moore Capital Management
New York
$945K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$938K +$521K +16,239 +189%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$891K +$243K +7,570 +47%
JP Morgan Chase
40
JP Morgan Chase
New York
$806K +$643K +20,051 +1,552%
Morgan Stanley
41
Morgan Stanley
New York
$776K +$520K +16,217 +376%
Northern Trust
42
Northern Trust
Illinois
$678K -$2.47K -77 -0.4%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$591K +$501K +15,640 New
CC
44
Corton Capital
Ontario, Canada
$589K +$500K +15,589 New
Jane Street
45
Jane Street
New York
$530K +$450K +14,032 New
OQS
46
Occudo Quantitative Strategies
Florida
$509K +$432K +13,485 New
Goldman Sachs
47
Goldman Sachs
New York
$509K +$432K +13,472 New
PP
48
PDT Partners
New York
$477K – – –
AAM
49
Azzad Asset Management
Virginia
$437K +$11.2K +349 +3%
M&T Bank
50
M&T Bank
New York
$436K +$370K +11,555 New
1
2
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SDHC Hedge Fund Activity: Q3 2024 in Review

74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q3 2024, worth a combined $364M — up 59% from $229M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SDHC positions and 10 closed out — a net gain of 12 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $29M. The largest seller was BlackRock, cutting an estimated $17.8M.

  • 74 institutional investors held Smith Douglas Homes (SDHC) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $364M of Smith Douglas Homes stock for Q3 2024, up 59% quarter-over-quarter.
  • 22 funds opened new Smith Douglas Homes positions in Q3 2024 and 10 closed out, a net change of +12 holders.
  • The largest Smith Douglas Homes buyer in Q3 2024 was Hood River Capital Management, an estimated $29M added.
  • The largest Smith Douglas Homes seller in Q3 2024 was BlackRock, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2024.