REAVES W H & COMPANY INC Overview

Reaves W H & Company Inc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 26 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 92% of the manager's regulatory AUM.

REAVES W H & COMPANY INC StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

REAVES W H & COMPANY INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHTR 5.7% Cons. Disc. -1.22% -0.17% 0 12%
NEE 5.33% Utilities -5.75% -0.07% 0 16%
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REAVES W H & COMPANY INC Founders and Key Employees

Name Title In Position Since
William Avrum Ferer President July-1987
Ronald James Sorenson Vice Chairman, Chief Executive Officer December-1991
Louis Francisco Cimino Vice President, Chief Operating Officer, Treasurer April-1997
David Marc Pass Vice President, Secretary, Chief Compliance Officer, Cfo, Municipal Securities Principal March-1998
Rowland Otto Jr Wilhelm Vice President January-2000
John Prentiss Bartlett Vice President January-2001
Timothy Ottaviano Porter Vice President June-2007
Joseph Burns Iii Rhame Vice President May-2010

REAVES W H & COMPANY INC Brokers, Custodians, Auditors and Administrators

Type Company

REAVES W H & COMPANY INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Reaves’ investment decision-making process is a combination of top down macro-analysis1 and bottom-up stock selection2. Investment decisions are driven by fundamental research and an assessment of the relative value of each investment.

All equity research and analysis is generated internally by a staff of experienced professional analysts. The Firm’s analysts currently average over 20 years’ experience in the investment business and in association with the public utility or energy industries.

The main sources of information the analysts utilize include, but are not limited to: financial newspapers and magazines, inspections of corporation activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities Exchange Commission, company press releases, etc. Reaves’ research analysts also meet w...
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REAVES W H & COMPANY INC Portfolio Concentration

REAVES W H & COMPANY INC Location

10 EXCHANGE PLACE, 18TH FLOOR
JERSEY CITY, New Jersey
UNITED STATES, 07302

REAVES W H & COMPANY INC Contact Information

Phone Number: 201-332-4596
Fax Number: 201-332-8593
Website:

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