Smith Douglas Homes
SDHC
63 hedge funds and large institutions have $109M invested in Smith Douglas Homes in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
9% more capital invested
Capital invested by funds: $100M → $109M (+$8.87M)
9% more funds holding
Funds holding: 58 → 63 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.4% less ownership
Funds ownership: 86.63% → 84.23% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$858K |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$824K |
| 3 |
BlackRock
New York
|
+$654K |
| 4 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$540K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4.88M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$4.12M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.31M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.81M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$738K |
SDHC Hedge Fund Activity: Q2 2026 in Review
63 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q2 2026, worth a combined $109M — up 8.8% from $100M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SDHC positions and 10 closed out — a net gain of 6 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $858K. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $4.88M.
- 63 institutional investors held Smith Douglas Homes (SDHC) as of Q2 2026, up from 58 in Q1 2026.
- Funds reported $109M of Smith Douglas Homes stock for Q2 2026, up 8.8% quarter-over-quarter.
- 16 funds opened new Smith Douglas Homes positions in Q2 2026 and 10 closed out, a net change of +6 holders.
- The largest Smith Douglas Homes buyer in Q2 2026 was D.E. Shaw & Co, an estimated $858K added.
- The largest Smith Douglas Homes seller in Q2 2026 was Kayne Anderson Rudnick Investment Management, an estimated $4.88M sold.
Based on aggregated 13F filings for Q2 2026.