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Smith Douglas Homes
SDHC

70 hedge funds and large institutions have $243M invested in Smith Douglas Homes in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.7% less ownership

Funds ownership: 108.88% → 107.18% (-1.7%)

5% less funds holding

Funds holding: 74 → 70 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

33% less capital invested

Capital invested by funds: $364M → $243M (-$121M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
16
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$31.3M
2
BMO
Beck Mack & Oliver
New York
+$8.54M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.71M
4
Artisan Partners
Artisan Partners
Wisconsin
+$1.19M
5
Renaissance Technologies
Renaissance Technologies
New York
+$798K

Top Sellers

Rank Fund Capital Flow
1
HRCM
Hood River Capital Management
Florida
-$24.6M
2
NCGI
Next Century Growth Investors
Minnesota
-$8.54M
3
BCM
Basswood Capital Management
New York
-$4.11M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.31M
5
LCG
Lisanti Capital Growth
New York
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
26
Prescott Group Capital Management
Oklahoma
$1.03M – – –
State Street
27
State Street
Massachusetts
$893K +$137K +4,112 +13%
PCM
28
Peregrine Capital Management
Minnesota
$748K – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$716K -$105K -3,145 -10%
Two Sigma Investments
30
Two Sigma Investments
New York
$706K +$720K +21,642 +366%
Daiwa Securities Group
31
Daiwa Securities Group
Japan
$705K -$66.5K -2,000 -7%
TRSOTSOK
32
Teachers Retirement System of the State of Kentucky
Kentucky
$672K – – –
CC
33
Corton Capital
Ontario, Canada
$647K +$321K +9,640 +62%
MCM
34
Moore Capital Management
New York
$641K – – –
Stifel Financial
35
Stifel Financial
Missouri
$632K -$47.8K -1,439 -6%
Jane Street
36
Jane Street
New York
$611K +$326K +9,805 +70%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$576K -$37.1K -1,115 -5%
Bank of America
38
Bank of America
North Carolina
$481K -$667K -20,051 -52%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$456K +$592K +17,804 New
Northern Trust
40
Northern Trust
Illinois
$455K -$6.58K -198 -1%
Citadel Advisors
41
Citadel Advisors
Florida
$373K -$342K -10,277 -41%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$328K +$425K +12,791 New
PP
43
PDT Partners
New York
$324K +$133 +4 +0%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$324K +$420K +12,624 New
UBS Group
45
UBS Group
Switzerland
$322K +$345K +10,373 +478%
Morgan Stanley
46
Morgan Stanley
New York
$316K -$273K -8,200 -40%
AAM
47
Azzad Asset Management
Virginia
$298K +$1.43K +43 +0.4%
M&T Bank
48
M&T Bank
New York
$260K -$46.6K -1,402 -12%
AA
49
ALPS Advisors
Colorado
$250K -$6.65K -200 -2%
US Bancorp
50
US Bancorp
Minnesota
$249K -$6.08K -183 -2%
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SDHC Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q4 2024, worth a combined $243M — down 33% from $364M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDHC and 9 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 16 added.

The largest buyer was Wasatch Advisors, adding an estimated $31.3M. The largest seller was Hood River Capital Management, cutting an estimated $24.6M.

  • 70 institutional investors held Smith Douglas Homes (SDHC) as of Q4 2024, down from 74 in Q3 2024.
  • Funds reported $243M of Smith Douglas Homes stock for Q4 2024, down 33% quarter-over-quarter.
  • 9 funds opened new Smith Douglas Homes positions in Q4 2024 and 13 closed out, a net change of -4 holders.
  • The largest Smith Douglas Homes buyer in Q4 2024 was Wasatch Advisors, an estimated $31.3M added.
  • The largest Smith Douglas Homes seller in Q4 2024 was Hood River Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2024.