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.
3.59% more ownership
Funds ownership: 107.29% → 110.88% (+3.6%)
6% more capital inflows, than outflows
Capital inflows: $70.2M | Capital outflows: $66.4M
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
13% less funds holding
Funds holding: 71 → 62 (-9)
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 |
Next Century Growth Investors
Plymouth,
Minnesota
|
+$7.63M |
| 4 |
Beck Mack & Oliver
New York
|
+$6.68M |
| 5 |
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$5.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$14.3M |
| 2 |
Zimmer Partners
New York
|
-$9.7M |
| 3 |
Driehaus Capital Management
Chicago,
Illinois
|
-$7.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.83M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.76M |
SDHC Hedge Fund Activity: Q2 2024 in Review
62 of the 6,942 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.