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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.71M |
| 2 |
BMO
Beck Mack & Oliver
New York
|
+$3.18M |
| 3 |
First Eagle Investment Management
New York
|
+$1.97M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.57M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$4.17M |
| 2 |
Renaissance Technologies
New York
|
-$1.44M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$1.24M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$1.14M |
| 5 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jones Financial Companies
Des Peres,
Missouri
| – | -$1.08K | -42 | Closed |
|
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.