Smith Douglas Homes
SDHC
62 hedge funds and large institutions have $229M invested in Smith Douglas Homes in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 25 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
12.6% less ownership
Funds ownership: 123.47% → 110.88% (-13%)
13% less funds holding
Funds holding: 71 → 62 (-9)
19% less capital invested
Capital invested by funds: $282M → $229M (-$52.6M)
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$16.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.3M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$7.63M |
| 4 |
BMO
Beck Mack & Oliver
New York
|
+$6.68M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$5.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$14.3M |
| 2 |
ZP
Zimmer Partners
New York
|
-$9.65M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.83M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Two Sigma Advisers
New York
| – | -$555K | -18,700 | Closed |
|
|
OQS
77
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$482K | -16,233 | Closed |
|
|
LCM
78
Legato Capital Management
San Francisco,
California
| – | -$459K | -15,470 | Closed |
|
|
WAM
79
Weiss Asset Management
Boston,
Massachusetts
| – | -$297K | -10,000 | Closed |
|
80
M&T Bank
Buffalo,
New York
| – | -$233K | -7,852 | Closed |
|
|
SIM
81
Sandia Investment Management
Boston,
Massachusetts
| – | -$178K | -6,000 | Closed |
|
|
SOW
82
State of Wyoming
Cheyenne,
Wyoming
| – | -$88.4K | -2,976 | Closed |
|
|
SWS
83
SYSTM Wealth Solutions
Chicago,
Illinois
| – | -$75.9K | -2,557 | Closed |
|
84
Legal & General Group
London,
United Kingdom
| – | -$22.1K | -743 | Closed |
|
|
RIM
85
Rakuten Investment Management
Tokyo,
Japan
| – | -$8.7K | -293 | Closed |
|
86
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$8 | -254 | Closed |
|
|
C
87
Covestor
London,
United Kingdom
| – | -$1K | -46 | Closed |
|
SDHC Hedge Fund Activity: Q2 2024 in Review
62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q2 2024, worth a combined $229M — down 19% from $282M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SDHC and 16 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 19 added.
The largest buyer was Artisan Partners, opening a new position worth an estimated $16.1M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $14.3M sold.
- 62 institutional investors held Smith Douglas Homes (SDHC) as of Q2 2024, down from 71 in Q1 2024.
- Funds reported $229M of Smith Douglas Homes stock for Q2 2024, down 19% quarter-over-quarter.
- 16 funds opened new Smith Douglas Homes positions in Q2 2024 and 25 closed out, a net change of -9 holders.
- The largest Smith Douglas Homes buyer in Q2 2024 was Artisan Partners, an estimated $16.1M added.
- The largest Smith Douglas Homes seller in Q2 2024 was Hood River Capital Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2024.