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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$29M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$15.2M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.88M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$5.61M |
| 5 |
First Eagle Investment Management
New York
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$17.8M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
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
Plymouth,
Minnesota
|
-$5.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LPC
76
Long Pond Capital
New York
| – | -$9.75M | -417,112 | Closed |
|
77
Walleye Capital
New York
| – | -$2.38M | -101,868 | Closed |
|
78
Balyasny Asset Management
Chicago,
Illinois
| – | -$977K | -41,808 | Closed |
|
|
BPIM
79
Brant Point Investment Management
New York
| – | -$500K | -21,384 | Closed |
|
|
YIH
80
Y-Intercept (HK)
Hong Kong
| – | -$354K | -15,159 | Closed |
|
81
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$160K | -6,840 | Closed |
|
|
AIM
82
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$19.9K | -852 | Closed |
|
|
CA
83
Crewe Advisors
Salt Lake City,
Utah
| – | -$3.18K | -136 | Closed |
|
84
Osaic Holdings
Scottsdale,
Arizona
| – | -$163 | -7 | Closed |
|
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.