Smith Douglas Homes
SDHC
58 hedge funds and large institutions have $100M invested in Smith Douglas Homes in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
26% more funds holding
Funds holding: 46 → 58 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
13.95% less ownership
Funds ownership: 100.58% → 86.63% (-14%)
34% less capital invested
Capital invested by funds: $152M → $100M (-$51.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$1.67M |
| 2 |
Jane Street
New York
|
+$1.35M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$867K |
| 4 |
D.E. Shaw & Co
New York
|
+$742K |
| 5 |
BMO
Beck Mack & Oliver
New York
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$10.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.87M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.41M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$3.03M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$2.1M |
SDHC Hedge Fund Activity: Q1 2026 in Review
58 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q1 2026, worth a combined $100M — down 34% from $152M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SDHC positions and 8 closed out — a net gain of 13 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $1.67M. The largest seller was Wasatch Advisors, cutting an estimated $10.9M.
- 58 institutional investors held Smith Douglas Homes (SDHC) as of Q1 2026, up from 46 in Q4 2025.
- Funds reported $100M of Smith Douglas Homes stock for Q1 2026, down 34% quarter-over-quarter.
- 21 funds opened new Smith Douglas Homes positions in Q1 2026 and 8 closed out, a net change of +13 holders.
- The largest Smith Douglas Homes buyer in Q1 2026 was Marshall Wace, an estimated $1.67M added.
- The largest Smith Douglas Homes seller in Q1 2026 was Wasatch Advisors, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2026.