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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$31.3M |
| 2 |
BMO
Beck Mack & Oliver
New York
|
+$8.54M |
| 3 |
First Eagle Investment Management
New York
|
+$1.71M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$1.19M |
| 5 |
Renaissance Technologies
New York
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$24.6M |
| 2 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$8.54M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$4.11M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.31M |
| 5 |
LCG
Lisanti Capital Growth
New York
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
76
Schonfeld Strategic Advisors
New York
| – | -$416K | -11,000 | Closed |
|
|
LCM
77
Legato Capital Management
San Francisco,
California
| – | -$339K | -8,985 | Closed |
|
|
PWG
78
Portside Wealth Group
Provo,
Utah
| – | -$283K | -7,481 | Closed |
|
79
Marshall Wace
London,
United Kingdom
| – | -$276K | -7,307 | Closed |
|
|
XT
80
XTX Topco
George Town,
Cayman Islands
| – | -$246K | -6,502 | Closed |
|
|
AI
81
Atria Investments
Charlotte,
North Carolina
| – | -$204K | -5,389 | Closed |
|
|
NC
82
nVerses Capital
Wellington,
Florida
| – | -$34K | -900 | Closed |
|
|
VWM
83
Venturi Wealth Management
Austin,
Texas
| – | -$1.4K | -37 | Closed |
|
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.