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 09/30/19. The fund's latest filing disclosed 3BN in positions, representing 110% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 3BN in positions, representing 110% of the manager's regulatory AUM.
REAVES W H & COMPANY INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
REAVES W H & COMPANY INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DTE | 5.39% | Utilities | -6.96% | -0.2% | 1 | 14% | ||
| SRE | 5.1% | Utilities | -1.45% | 0.08% | 0 | 11% | ||
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FEATURED IN
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’ 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
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: http://www.whreaves.com
Fax Number: 201-332-8593
Website: http://www.whreaves.com
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