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Smith Douglas Homes
SDHC

55 hedge funds and large institutions have $230M invested in Smith Douglas Homes in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 107.18% → 106.82% (-0.36%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

5% less capital invested

Capital invested by funds: $243M → $230M (-$12.8M)

21% less funds holding

Funds holding: 70 → 55 (-15)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
-15
Holders Change %
-21.43%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
20
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.71M
2
BMO
Beck Mack & Oliver
New York
+$3.18M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.97M
4
WA
Wasatch Advisors
Utah
+$1.57M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
HRCM
Hood River Capital Management
Florida
-$4.17M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.44M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$1.24M
4
NCGI
Next Century Growth Investors
Minnesota
-$1.14M
5
LCC
Lincoln Capital Corp
Rhode Island
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$536K -$10.7K -476 -2%
Daiwa Securities Group
27
Daiwa Securities Group
Japan
$513K -$27K -1,200 -4%
TRSOTSOK
28
Teachers Retirement System of the State of Kentucky
Kentucky
$512K – – –
SFI
29
Susquehanna Fundamental Investments
Pennsylvania
$478K +$550K +24,466 New
Neuberger Berman Group
30
Neuberger Berman Group
New York
$456K +$19.5K +868 +4%
UBS Group
31
UBS Group
Switzerland
$450K +$236K +10,483 +84%
Morgan Stanley
32
Morgan Stanley
New York
$420K +$207K +9,207 +75%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$391K +$450K +20,009 New
Stifel Financial
34
Stifel Financial
Missouri
$389K -$106K -4,714 -19%
Northern Trust
35
Northern Trust
Illinois
$345K -$1.39K -62 -0.3%
Bank of America
36
Bank of America
North Carolina
$321K -$52.2K -2,323 -12%
TI
37
Trexquant Investment
Connecticut
$321K +$178K +7,916 +93%
Cohen & Steers
38
Cohen & Steers
New York
$293K +$337K +15,000 New
CC
39
Corton Capital
Ontario, Canada
$287K -$236K -10,513 -42%
Victory Capital Management
40
Victory Capital Management
Texas
$281K +$144K +6,406 +80%
PP
41
PDT Partners
New York
$273K +$30.3K +1,349 +11%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$246K -$4.5K -200 -2%
AAM
43
Azzad Asset Management
Virginia
$232K +$6.07K +270 +2%
M&T Bank
44
M&T Bank
New York
$215K +$19.1K +848 +8%
US Bancorp
45
US Bancorp
Minnesota
$126K -$73.5K -3,268 -34%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$12K -$152K -6,761 -92%
Comerica Bank
47
Comerica Bank
Texas
$8.39K +$9.67K +430 New
FHA
48
First Horizon Advisors
Tennessee
$7.91K – – –
CIAM
49
Caitong International Asset Management
Hong Kong
$6.29K +$7.17K +319 +10,633%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.95K +$2.25K +100 New
1
2
3 4

SDHC Hedge Fund Activity: Q1 2025 in Review

55 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q1 2025, worth a combined $230M — down 5.3% from $243M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SDHC and 7 opened new positions — a net loss of 14 holders — while 20 trimmed existing stakes and 19 added.

The largest buyer was Wellington Management Group, adding an estimated $6.71M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $4.17M sold.

  • 55 institutional investors held Smith Douglas Homes (SDHC) as of Q1 2025, down from 70 in Q4 2024.
  • Funds reported $230M of Smith Douglas Homes stock for Q1 2025, down 5.3% quarter-over-quarter.
  • 7 funds opened new Smith Douglas Homes positions in Q1 2025 and 21 closed out, a net change of -14 holders.
  • The largest Smith Douglas Homes buyer in Q1 2025 was Wellington Management Group, an estimated $6.71M added.
  • The largest Smith Douglas Homes seller in Q1 2025 was Hood River Capital Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2025.