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| Hodges Capital Management Inc
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| |
|---|---|
| CRD # | 110080 |
| SEC # | 801-35811 |
| CIK # | 0001337263 |
| AUM | $969.2 MM (2023-11-29) |
| Employees | 20 (50% Investors, 80% Brokers) |
| Phone | 888-878-4426 |
| Address | 2905 Maple Ave Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TPL | 12.6 | 0.1 | |
| MTDR | 6.1 | 0.1 | |
| NVDA | 399.6 | 0.0 | |
| UBER | 43.4 | 0.0 | |
| EXP | 4.2 | 0.0 | |
| CLF | 8.3 | 0.0 | |
| FCX | 44.6 | 0.0 | |
| DKNG | 5.6 | 0.0 | |
| NCLH | 5.3 | 0.0 | |
| ONON | 5.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 0.2 |
| (b) Individuals (high net worth individuals) | 71 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 4 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 408 | 1.0 |
| By Discretionary | ||
| Discretionary | 408 | 1.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 408 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.0 | |
| Total | 408 | 1.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001337263] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shepherd Financial Partners LLC
✚
|
MA | 1.0 |
|
Cascade Financial Partners LLC
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|
CA | 1.0 |
|
Fermata Advisors LLC
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|
CA | 1.0 |
|
Quantum Financial Advisors LLC
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|
CA | 1.0 |
|
Affiance Financial LLC
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|
MN | 1.0 |
|
Hill Investment Group Partners LLC
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|
MO | 1.0 |
|
TD Capital Management LLC
✚
|
TN | 1.0 |
|
Flagstar Advisors Inc
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|
NY | 1.0 |
|
Nippon Value Investors KK
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|
1.0 | |
|
Findec Wealth Services Inc
✚
|
CA | 1.0 |