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Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management is a fund manager in Los Angeles with $34.14B assets under management.

Company profile

Website
Employees
Location
Industry
SEC CIK
IRS number
954871957
SEC advisor number
801-60512
FINRA CRD number
114649
AUM ?
$34.14B (as of 31 Mar 20)
Accounts
104 (as of 31 Mar 20)
Employees
59 (28 investment advisory or research)
Address
Hotchkis & Wiley Capital Management
601 SOUTH FIGUEROA ST 39TH FLOOR
LOS ANGELES
CA 90017
Office hours
Monday - Friday, 6:30 A.M. TO 4:30 P.M.
Phone
2134301000
Owner Title From %Ownership
Davis, George, Holmes Chief Executive Officer and Executive Committee Member 08/2001 < 5%
Lopez, Anna Marie, Sinio Chief Operating Officer 08/2001 < 5%
Stephens-h&w, LLC Member 08/2001 25-50%
Hwcap Holdings, LLC Member 08/2001 50-75%
SF Holding Corp. (Formerly Stephens Group, Inc.) Member 08/2001 > 75%
Menvielle, James, Edward Chief Financial Officer 05/2006 < 5%
Kodama, Tina, Hideko Chief Compliance Officer 04/2007 < 5%
Hurst-brown, Christopher, Nigel Executive Committee Member 08/2001 < 5%
Martin, Douglas, Howard Executive Committee Member 09/2003 < 5%
Davis, George, Holmes Executive Committee Member 08/2001 25-50%
Hurst-brown, Christopher, Nigel Executive Committee Member 08/2001
Warren A. Stephens Trust Uid 9/30/1987 Shareholder 10/2001 25-50%
Stephens, Warren, Amerine Trustee 09/1987
Stephens, Harriet, C Trustee 03/2009
Was Family Trust One Dated 3/31/2009 Shareholder 03/2009 25-50%
Mcbride, Scott, Hoy President and Executive Committee Member 01/2016 < 5%
Mcbride, Scott, Hoy Executive Committee Member 10/2016
Fund structure AUM Fund type
Hotchkis and Wiley Capital Management, LLC $34.14B
HW Hedged Value, L.P. $85M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 464 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$1.26B 33.25M 33.82M -1.7
$1.25B 20.34M 17.79M +14.3
$1.25B 115.86M 164.3M -29.5
$1.12B 37.05M 33.04M +12.1
$743.8M 17.86M 20.3M -12.0
$741.18M 2.31M 2.06M +12.3
$679.93M 2.58M 2.52M +2.4
$607.43M 9.39M 9.5M -1.2
$601.21M 19.84M 17.67M +12.3
$585.61M 8.27M 9.56M -13.5
$582.45M 45.36M 44.82M +1.2
$572.54M 2.57M 2.54M +1.4
$530.45M 18.81M 17.58M +7.0
$530.27M 14.83M 14.98M -1.0
$515.91M 9.77M 8.45M +15.7
$496.09M 41.86M 37.66M +11.2
$477.2M 2.1M 2.4M -12.4
$446.42M 3.81M 3.76M +1.3
$426.21M 63.9M 63.43M +0.7
$425.61M 1.64M 2.1M -21.9
$418.88M 2.98M 2.93M +1.9
$398.6M 24.19M 24.25M -0.3
$394.54M 10.96M 13M -15.7
$390.95M 14.93M 13.84M +7.8
$390.82M 7.46M 7.45M +0.1
$385.17M 28.05M 27.76M +1.1
$381.37M 10.36M 7.4M +40.0
$379.87M 3.14M 3.15M -0.5
$356.65M 29.84M 29.12M +2.5
$351.29M 24.76M 21.58M +14.7
$337.82M 9.61M 9.53M +0.9
$325.04M 6.64M 6.67M -0.5
$319.58M 12.49M 12.5M -0.1
$313.42M 893.74K 944.12K -5.3
$304.5M 6.12M 6.93M -11.6
$296.03M 16.47M 17.04M -3.3
$295.5M 4.9M 4.94M -0.9
$269.23M 1.81M 1.95M -7.2
$262.31M 5.4M 3.53M +53.1
$260.9M 148.86K 153.33K -2.9
$236.3M 12.5M 12.41M +0.8
$233.55M 2.58M 3.29M -21.6
$229.84M 103.19K 104.33K -1.1
$228.51M 5.52M 5.51M +0.2
$195.21M 1.27M 1.89M -33.1
$191.73M 5.22M 6.58M -20.6
$190.89M 2.62M 2.54M +3.2
$183.91M 4.94M 4.86M +1.7
$170.28M 7.8M 7.79M +0.1
$170M 2.74M NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Mar 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings