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Smith Douglas Homes
SDHC

58 hedge funds and large institutions have $100M invested in Smith Douglas Homes in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

26% more funds holding

Funds holding: 46 → 58 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

13.95% less ownership

Funds ownership: 100.58% → 86.63% (-14%)

34% less capital invested

Capital invested by funds: $152M → $100M (-$51.8M)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$1.67M
2
Jane Street
Jane Street
New York
+$1.35M
3
Citadel Advisors
Citadel Advisors
Florida
+$867K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$742K
5
BMO
Beck Mack & Oliver
New York
+$561K

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$10.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.87M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$4.41M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$3.03M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$324K +$416K +25,299 New
TRSOTSOK
27
Teachers Retirement System of the State of Kentucky
Kentucky
$320K -$211K -12,853 -34%
Daiwa Securities Group
28
Daiwa Securities Group
Japan
$311K -$39.4K -2,400 -9%
Squarepoint
29
Squarepoint
New York
$297K +$381K +23,212 New
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$285K +$4.93K +300 +1%
HF
31
HRT Financial
New York
$269K +$346K +21,042 New
Northern Trust
32
Northern Trust
Illinois
$226K – – –
TI
33
Trexquant Investment
Connecticut
$203K +$260K +15,848 New
Stifel Financial
34
Stifel Financial
Missouri
$201K +$42.4K +2,583 +20%
AC
35
AXQ Capital
New Jersey
$198K +$254K +15,437 New
RCG
36
Ruane, Cunniff & Goldfarb
New York
$185K +$37.5K +2,281 +19%
VC
37
VarCov Co
Connecticut
$183K +$37.8K +2,304 +19%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$168K +$219K +13,312 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$158K +$24.6K +1,500 +14%
Morgan Stanley
40
Morgan Stanley
New York
$132K -$30.3K -1,842 -15%
TRCT
41
Tower Research Capital (TRC)
New York
$117K +$151K +9,178 New
Barclays
42
Barclays
United Kingdom
$52.5K +$67.4K +4,105 New
US Bancorp
43
US Bancorp
Minnesota
$51.2K -$39.7K -2,415 -38%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$50.4K -$51K -3,106 -44%
VGA
45
Vanguard Global Advisers
Pennsylvania
$46.9K +$60.2K +3,665 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$6.89K +$8.84K +538 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$4K +$5.22K +318 +2,650%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$3.85K -$6.68K -407 -57%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$3K – – –
ASN
50
Advisory Services Network
Georgia
$1.91K +$2.45K +149 New
1
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3

SDHC Hedge Fund Activity: Q1 2026 in Review

58 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q1 2026, worth a combined $100M — down 34% from $152M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SDHC positions and 8 closed out — a net gain of 13 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $1.67M. The largest seller was Wasatch Advisors, cutting an estimated $10.9M.

  • 58 institutional investors held Smith Douglas Homes (SDHC) as of Q1 2026, up from 46 in Q4 2025.
  • Funds reported $100M of Smith Douglas Homes stock for Q1 2026, down 34% quarter-over-quarter.
  • 21 funds opened new Smith Douglas Homes positions in Q1 2026 and 8 closed out, a net change of +13 holders.
  • The largest Smith Douglas Homes buyer in Q1 2026 was Marshall Wace, an estimated $1.67M added.
  • The largest Smith Douglas Homes seller in Q1 2026 was Wasatch Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.