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Smith Douglas Homes

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.

New
Increased
Maintained
Reduced
Closed

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: 6274 (+12)

2% less ownership

Funds ownership: 110.88%108.88% (-2%)

Holders
74
Holders Change
+12
Holders Change %
+19.35%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
26
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$69.3M +$15.2M +475,319 +35%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$38.3M -$3.07M -95,663 -9%
HRCM
3
Hood River Capital Management
Florida
$34.2M +$29M +903,951 New
Artisan Partners
4
Artisan Partners
Wisconsin
$29.4M +$5.61M +175,098 +29%
Federated Hermes
5
Federated Hermes
Pennsylvania
$19.9M
GGHC
6
Gilder Gagnon Howe & Co
New York
$19.7M -$9.89M -308,630 -37%
Vanguard Group
7
Vanguard Group
Pennsylvania
$17.1M
BMO
8
Beck Mack & Oliver
New York
$16.7M +$1.64M +51,230 +13%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$16.5M -$395K -12,330 -3%
NCGI
10
Next Century Growth Investors
Minnesota
$11.4M -$5.21M -162,621 -35%
TIM
11
Thornburg Investment Management
New Mexico
$9.78M +$1.48M +46,126 +22%
WA
12
Wasatch Advisors
Utah
$8.1M +$6.88M +214,508 New
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$7.4M +$1.48M +46,121 +31%
Wells Fargo
14
Wells Fargo
California
$5.06M +$1.05M +32,661 +32%
BlackRock
15
BlackRock
New York
$4.76M -$17.8M -556,568 -82%
BCM
16
Basswood Capital Management
New York
$4.11M -$2.48M -77,320 -42%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$3.68M +$3.12M +97,463 New
GCM
18
Ghisallo Capital Management
Massachusetts
$3.59M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.39M -$7.85K -245 -0.3%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.84M +$1.34M +41,700 +124%
SEI Investments
21
SEI Investments
Pennsylvania
$2.51M +$600K +18,714 +39%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.38M +$677K +21,112 +50%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.04M +$931K +29,031 +116%
LCG
24
Lisanti Capital Growth
New York
$1.99M +$287K +8,945 +20%
SGM
25
Seven Grand Managers
New York
$1.89M +$801K +25,000 +100%

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.