whalepapers
Overview/ Bridgewater Associates, LP/ Q1 2018

Bridgewater Associates, LP

CIK 0001350694 · As of Q1 2018 · filed Aug 13, 2018

Q1 2018

Holdings

460 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$2.42B
23.1%
51,589,111 −17,373,269 −25.2% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$2.35B
22.4%
8,928,023 −538,178 −5.7% Reduced
EEM ISHARES MSCI EMERGING MARKET
$554.8M
5.3%
11,490,853 −21,124,876 −64.8% Reduced
IEMG ISHARES CORE MSCI EMERGING
$522.3M
5.0%
8,943,047 −6,610,049 −42.5% Reduced
GLD SPDR GOLD SHARES
$491.7M
4.7%
3,908,999 Held
EWZ ISHARES MSCI BRAZIL ETF
$374.9M
3.6%
8,352,350 +624,478 +8.1% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$293.7M
2.8%
2,502,134 +27,862 +1.1% Added
TLT ISHARES 20+ YEAR TREASURY BD
$240.6M
2.3%
1,973,849 −140,425 −6.6% Reduced
HYG ISHR IBX USD HIYLD CB ETF-UI
$215.7M
2.1%
2,518,163 −9,921 −0.4% Reduced
IVV ISHARES CORE S&P 500 ETF
$213.6M
2.0%
804,993 −6,280 −0.8% Reduced
EMB ISHARES JP MORGAN USD EMERGI
$198.8M
1.9%
1,762,022 −17,975 −1.0% Reduced
VEA VANGUARD FTSE DEVELOPED ETF
$171.1M
1.6%
3,865,979 −380 −0.0% Reduced
EFA ISHARES MSCI EAFE ETF
$170.6M
1.6%
2,448,104 −242 −0.0% Reduced
IEFA ISHARES CORE MSCI EAFE ETF
$157.2M
1.5%
2,386,437 −257 −0.0% Reduced
IAUUSD ISHARES GOLD TRUST
$144.1M
1.4%
11,315,785 Held
TIP ISHARES TIPS BOND ETF
$126.6M
1.2%
1,120,184 −820,000 −42.3% Reduced
NEWFIELD EXPL CO
$44.1M
0.4%
1,806,996 +1,590,824 +735.9% Added
CVS CVS HEALTH CORP
$41.7M
0.4%
670,184 +249,489 +59.3% Added
CELG CELGENE CORP
$40.4M
0.4%
452,364 +161,588 +55.6% Added
PCG P G & E CORP
$40.1M
0.4%
912,491 +65,960 +7.8% Added
SW5 SOUTHWESTERN ENERGY CO
$40.0M
0.4%
9,246,099 +4,749,853 +105.6% Added
GME GAMESTOP CORP-CLASS A
$39.7M
0.4%
3,144,377 +1,666,866 +112.8% Added
CAH CARDINAL HEALTH INC
$38.0M
0.4%
606,782 +131,090 +27.6% Added
EWT ISHARES MSCI TAIWAN ETF
$37.6M
0.4%
980,538 +29 +0.0% Added
T AT&T INC
$37.4M
0.4%
1,050,303 +835,070 +388.0% Added
CLF CLEVELAND-CLIFFS INC
$36.2M
0.3%
5,213,414 +1,887,312 +56.7% Added
ORCL ORACLE CORP
$35.1M
0.3%
766,634 +508,206 +196.7% Added
KMB KIMBERLY-CLARK CORP
$34.0M
0.3%
309,077 +154,812 +100.4% Added
META META PLATFORMS INC-CLASS A
$32.8M
0.3%
204,996 +195,732 +2112.8% Added
BFH BREAD FINANCIAL HOLDINGS INC
$32.3M
0.3%
151,517 +67,814 +81.0% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$31.4M
0.3%
1,496,117 +384,496 +34.6% Added
PG PROCTER & GAMBLE CO
$30.9M
0.3%
390,041 +270,510 +226.3% Added
XECEUR CIMAREX ENERGY CO
$30.1M
0.3%
321,653 +309,767 +2606.2% Added
BIIB BIOGEN INC
$21.1M
0.2%
77,197 +77,197 New
WBA* WALGREENS BOOTS ALLIANCE INC
$20.6M
0.2%
314,587 −79,310 −20.1% Reduced
GENERAL ELECTRIC CO
$19.8M
0.2%
1,470,532 +1,286,758 +700.2% Added
BEN FRANKLIN TEMPLETON INC
$19.4M
0.2%
559,059 +538,971 +2683.0% Added
PPL PPL CORP
$18.8M
0.2%
664,181 −12,558 −1.9% Reduced
UTHR UNITED THERAPEUTICS CORP
$18.1M
0.2%
161,349 +67,626 +72.2% Added
LLY ELI LILLY & CO
$17.5M
0.2%
225,798 +101,858 +82.2% Added
COR CENCORA INC
$17.0M
0.2%
197,132 +178,733 +971.4% Added
GIS GENERAL MILLS INC
$16.1M
0.2%
357,886 +324,237 +963.6% Added
X UNITED STATES STEEL CORP
$15.9M
0.2%
451,835 +319,093 +240.4% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$15.4M
0.1%
204,411 −242,258 −54.2% Reduced
CMCSA COMCAST CORP-CLASS A
$14.8M
0.1%
434,111 +386,439 +810.6% Added
MU MICRON TECHNOLOGY INC
$14.8M
0.1%
283,278 −201,606 −41.6% Reduced
DVA DAVITA INC
$14.7M
0.1%
223,124 +223,124 New
DISH DISH NETWORK CORP-A
$13.3M
0.1%
350,428 +190,977 +119.8% Added
RIG TRANSOCEAN LTD
$13.1M
0.1%
1,320,394 +340,449 +34.7% Added
RY ROYAL BANK OF CANADA
$13.0M
0.1%
168,721 −3,830 −2.2% Reduced
IP INTERNATIONAL PAPER CO
$12.1M
0.1%
226,999 +226,999 New
HFCUSD HOLLYFRONTIER CORP
$12.1M
0.1%
247,274 +231,151 +1433.7% Added
TD TORONTO-DOMINION BANK
$12.1M
0.1%
212,697 −4,859 −2.2% Reduced
DGX QUEST DIAGNOSTICS INC
$11.9M
0.1%
119,129 +98,569 +479.4% Added
DIS WALT DISNEY CO
$11.3M
0.1%
112,431 +112,431 New
VZ VERIZON COMMUNICATIONS INC
$11.1M
0.1%
232,367 +232,367 New
PEP PEPSICO INC
$10.9M
0.1%
100,321 +24,822 +32.9% Added
CPB THE CAMPBELL'S COMPANY
$10.8M
0.1%
250,416 +250,416 New
WELL WELLTOWER INC
$10.8M
0.1%
198,571 +98,786 +99.0% Added
MRK MERCK & CO. INC.
$10.7M
0.1%
196,010 +42,804 +27.9% Added
AMGN AMGEN INC
$10.7M
0.1%
62,499 +46,512 +290.9% Added
LYB LYONDELLBASELL INDU-CL A
$10.2M
0.1%
96,646 +96,646 New
KO COCA-COLA CO
$10.1M
0.1%
231,852 +181,550 +360.9% Added
CA INC
$10.0M
0.1%
293,972 +177,079 +151.5% Added
MICHAEL KORS HLDGS LTD
$9.9M
0.1%
159,547 +49,596 +45.1% Added
TOL TOLL BROTHERS INC
$9.9M
0.1%
228,431 +228,431 New
TSN TYSON FOODS INC-CL A
$9.9M
0.1%
134,853 +134,853 New
FFIV F5 INC
$9.8M
0.1%
68,094 +19,398 +39.8% Added
IVZ INVESCO LTD
$9.7M
0.1%
303,193 +303,193 New
WHR WHIRLPOOL CORP
$9.6M
0.1%
62,933 +44,034 +233.0% Added
CBS CORP NEW
$9.6M
0.1%
185,895 +23,719 +14.6% Added
AZO AUTOZONE INC
$9.5M
0.1%
14,607 +5,746 +64.8% Added
FCX FREEPORT-MCMORAN INC
$9.4M
0.1%
534,699 −310,067 −36.7% Reduced
BNS BANK OF NOVA SCOTIA
$9.3M
0.1%
151,531 −3,162 −2.0% Reduced
EXMOC EXXON MOBIL CORP
$9.2M
0.1%
123,568 +83,694 +209.9% Added
CAT CATERPILLAR INC
$8.9M
0.1%
60,157 +29,794 +98.1% Added
SU SUNCOR ENERGY INC
$8.5M
0.1%
245,151 −10,675 −4.2% Reduced
DRI DARDEN RESTAURANTS INC
$8.4M
0.1%
97,969 +52,236 +114.2% Added
MAS MASCO CORP
$8.2M
0.1%
203,738 +203,738 New
CCL1EUR CARNIVAL CORP LTD
$8.2M
0.1%
125,041 +67,897 +118.8% Added
JNPR* JUNIPER NETWORKS INC
$8.1M
0.1%
334,776 +88,270 +35.8% Added
GAP GAP INC
$8.0M
0.1%
256,264 +256,264 New
VLO VALERO ENERGY CORP
$7.8M
0.1%
84,155 +84,155 New
REGN REGENERON PHARMACEUTICALS
$7.5M
0.1%
21,872 +21,872 New
WU WESTERN UNION CO
$7.4M
0.1%
386,407 −298,415 −43.6% Reduced
D DOMINION ENERGY INC
$7.3M
0.1%
108,916 +108,916 New
SWKS SKYWORKS SOLUTIONS INC
$7.2M
0.1%
71,920 −2,448 −3.3% Reduced
PFE PFIZER INC
$6.9M
0.1%
194,322 +194,322 New
ANDEAVOR
$6.8M
0.1%
68,095 +68,095 New
LUV SOUTHWEST AIRLINES CO
$6.6M
0.1%
114,762 +57,115 +99.1% Added
AAPL APPLE INC
$6.6M
0.1%
39,105 +26,425 +208.4% Added
RCL ROYAL CARIBBEAN CRUISES LTD
$6.4M
0.1%
54,598 +9,790 +21.8% Added
CNQ CANADIAN NATURAL RESOURCES
$6.4M
0.1%
204,475 −7,452 −3.5% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$6.4M
0.1%
25,963 +1,588 +6.5% Added
PCAR PACCAR INC
$6.4M
0.1%
96,288 +96,288 New
TXN TEXAS INSTRUMENTS INC
$6.2M
0.1%
59,711 +59,711 New
RL RALPH LAUREN CORP
$6.2M
0.1%
55,456 +17,172 +44.9% Added
CNI CANADIAN NATL RAILWAY CO
$5.9M
0.1%
81,112 −1,963 −2.4% Reduced
CERNCHF CERNER CORP
$5.6M
0.1%
96,707 +96,707 New
ADP AUTOMATIC DATA PROCESSING
$5.5M
0.1%
48,862 +48,862 New
BMO BANK OF MONTREAL
$5.5M
0.1%
72,617 −1,709 −2.3% Reduced
CB CHUBB LTD
$5.4M
0.1%
39,761 +10,830 +37.4% Added
URI UNITED RENTALS INC
$5.3M
0.1%
30,888 +21,513 +229.5% Added
TRANSCANADA CORP
$5.3M
0.1%
127,345 −2,323 −1.8% Reduced
LVS LAS VEGAS SANDS CORP
$5.0M
0.0%
69,156 +19,773 +40.0% Added
XLNXEUR XILINX INC
$4.9M
0.0%
68,361 −41,071 −37.5% Reduced
HSY HERSHEY CO
$4.9M
0.0%
49,726 +44,546 +860.0% Added
ALL ALLSTATE CORP
$4.9M
0.0%
51,300 +12,995 +33.9% Added
M MACY'S INC
$4.6M
0.0%
155,754 −75,156 −32.5% Reduced
CNP CENTERPOINT ENERGY INC
$4.6M
0.0%
166,115 +90,868 +120.8% Added
ENDPUSD ENDO INTERNATIONAL PLC
$4.5M
0.0%
762,715 −1,360,133 −64.1% Reduced
MUR MURPHY OIL CORP
$4.4M
0.0%
171,768 +171,768 New
KEL KELLANOVA
$4.4M
0.0%
68,247 +22,736 +50.0% Added
TJX TJX COMPANIES INC
$4.4M
0.0%
54,144 −107,008 −66.4% Reduced
BROOKFIELD ASSET MGMT INC
$4.3M
0.0%
110,635 −2,374 −2.1% Reduced
CCEP COCA-COLA EUROPACIFIC PARTNE
$4.3M
0.0%
102,292 +40,171 +64.7% Added
WFC WELLS FARGO & CO
$4.2M
0.0%
81,066 +81,066 New
TGT TARGET CORP
$4.1M
0.0%
59,045 +17,486 +42.1% Added
IBM INTL BUSINESS MACHINES CORP
$4.1M
0.0%
26,686 −9,111 −25.5% Reduced
MFC MANULIFE FINANCIAL CORP
$4.0M
0.0%
213,749 −5,225 −2.4% Reduced
LOW LOWE'S COS INC
$3.9M
0.0%
44,566 +44,566 New
DE DEERE & CO
$3.8M
0.0%
24,499 +24,499 New
XRAY DENTSPLY SIRONA INC
$3.8M
0.0%
75,346 +75,346 New
CM CAN IMPERIAL BK OF COMMERCE
$3.8M
0.0%
42,854 −1,165 −2.6% Reduced
BCE BCE INC
$3.5M
0.0%
82,031 −2,361 −2.8% Reduced
MCD MCDONALD'S CORP
$3.5M
0.0%
22,150 +22,150 New
NTR NUTRIEN LTD
$3.4M
0.0%
72,761 +72,761 New
NUANEUR NUANCE COMMUNICATIONS INC
$3.4M
0.0%
216,830 +216,830 New
GOLDCORP INC NEW
$3.4M
0.0%
243,942 −26,476 −9.8% Reduced
SLF SUN LIFE FINANCIAL INC
$3.3M
0.0%
80,520 −1,609 −2.0% Reduced
SPGI S&P GLOBAL INC
$3.3M
0.0%
17,065 +17,065 New
FNV FRANCO-NEVADA CORP
$3.2M
0.0%
46,566 −479 −1.0% Reduced
CANADIAN PAC RY LTD
$3.2M
0.0%
17,975 −382 −2.1% Reduced
RS RELIANCE INC
$3.2M
0.0%
36,805 +36,805 New
BP BP PLC-SPONS ADR
$3.1M
0.0%
75,549 −4,827 −6.0% Reduced
TEL1USD TE CONNECTIVITY LTD
$3.1M
0.0%
30,619 −3,839 −11.1% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$3.1M
0.0%
216,059 −69,116 −24.2% Reduced
DISCAUSD DISCOVERY INC - A
$3.0M
0.0%
140,158 −51,511 −26.9% Reduced
WM WASTE MANAGEMENT INC
$3.0M
0.0%
35,596 +35,596 New
AVY AVERY DENNISON CORP
$3.0M
0.0%
27,973 +27,973 New
V VISA INC-CLASS A SHARES
$3.0M
0.0%
24,770 +10,272 +70.9% Added
AEM AGNICO EAGLE MINES LTD
$2.9M
0.0%
69,943 −4,124 −5.6% Reduced
TU TELUS CORP
$2.9M
0.0%
82,852 −1,557 −1.8% Reduced
BHP BHP GROUP LTD-SPON ADR
$2.9M
0.0%
64,296 −9,294 −12.6% Reduced
CVX CHEVRON CORP
$2.8M
0.0%
24,945 −1,855 −6.9% Reduced
COP CONOCOPHILLIPS
$2.8M
0.0%
47,342 −5,538 −10.5% Reduced
RIO RIO TINTO PLC-SPON ADR
$2.8M
0.0%
54,278 −10,319 −16.0% Reduced
MGA MAGNA INTERNATIONAL INC
$2.8M
0.0%
49,653 −878 −1.7% Reduced
WPM WHEATON PRECIOUS METALS CORP
$2.8M
0.0%
136,811 −6,754 −4.7% Reduced
BSX BOSTON SCIENTIFIC CORP
$2.8M
0.0%
100,850 −75,229 −42.7% Reduced
VALE VALE SA-SP ADR
$2.7M
0.0%
212,328 −17,110 −7.5% Reduced
DAL DELTA AIR LINES INC
$2.7M
0.0%
49,022 +36,961 +306.5% Added
JECUSD JACOBS ENGINEERING GROUP INC
$2.7M
0.0%
45,340 +45,340 New
AXP AMERICAN EXPRESS CO
$2.6M
0.0%
27,430 +27,430 New
EOG EOG RESOURCES INC
$2.4M
0.0%
23,234 −2,119 −8.4% Reduced
AKX ANSYS INC
$2.4M
0.0%
15,502 +15,502 New
TECK TECK RESOURCES LTD-CLS B
$2.4M
0.0%
94,379 −4,090 −4.2% Reduced
CAKE CHEESECAKE FACTORY INC
$2.4M
0.0%
50,234 +45,631 +991.3% Added
LNC LINCOLN NATIONAL CORP
$2.4M
0.0%
33,067 +29,683 +877.2% Added
RGLD ROYAL GOLD INC
$2.4M
0.0%
27,986 +13,854 +98.0% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$2.4M
0.0%
29,354 +597 +2.1% Added
CE CELANESE CORP
$2.3M
0.0%
22,564 +22,564 New
COOPER COS INC
$2.3M
0.0%
9,865 +9,865 New
FDS FACTSET RESEARCH SYSTEMS INC
$2.2M
0.0%
11,111 +11,111 New
GROUPE CGI INC
$2.2M
0.0%
37,923 −666 −1.7% Reduced
USB US BANCORP
$2.2M
0.0%
42,794 +42,794 New
PXGBX PRAXAIR INC
$2.1M
0.0%
14,668 +13,243 +929.3% Added
RPM RPM INTERNATIONAL INC
$2.0M
0.0%
42,878 +42,878 New
C CITIGROUP INC
$2.0M
0.0%
30,163 +30,163 New
MAN MANPOWERGROUP INC
$2.0M
0.0%
17,589 +17,589 New
TSS TOTAL SYSTEM SERVICES INC
$2.0M
0.0%
23,414 +23,414 New
OXY OCCIDENTAL PETROLEUM CORP
$2.0M
0.0%
31,077 −3,416 −9.9% Reduced
IMO IMPERIAL OIL LTD
$2.0M
0.0%
75,772 −4,912 −6.1% Reduced
NYCBEUR NEW YORK COMMUNITY BANCORP
$2.0M
0.0%
153,454 +153,454 New
ABX BARRICK GOLD CORP
$2.0M
0.0%
157,876 −3,075 −1.9% Reduced
MTD METTLER-TOLEDO INTERNATIONAL
$2.0M
0.0%
3,418 −1,326 −28.0% Reduced
PM PHILIP MORRIS INTERNATIONAL
$2.0M
0.0%
19,711 +19,711 New
NEM NEWMONT CORP
$1.9M
0.0%
48,842 −99,343 −67.0% Reduced
RCI ROGERS COMMUNICATIONS INC-B
$1.9M
0.0%
42,094 −944 −2.2% Reduced
RJF RAYMOND JAMES FINANCIAL INC
$1.9M
0.0%
20,785 +20,785 New
BAC BANK OF AMERICA CORP
$1.8M
0.0%
60,799 +60,799 New
SJM JM SMUCKER CO
$1.8M
0.0%
14,604 +14,604 New
UNM UNUM GROUP
$1.8M
0.0%
37,660 +37,660 New
MPC MARATHON PETROLEUM CORP
$1.8M
0.0%
24,453 +24,453 New
WAT WATERS CORP
$1.8M
0.0%
8,993 +8,993 New
IT GARTNER INC
$1.8M
0.0%
15,034 +15,034 New
VMC VULCAN MATERIALS CO
$1.7M
0.0%
15,301 +15,301 New
TAP MOLSON COORS BEVERAGE CO - B
$1.7M
0.0%
23,099 +23,099 New
FTNT FORTINET INC
$1.7M
0.0%
32,257 +32,257 New
JKHY JACK HENRY & ASSOCIATES INC
$1.7M
0.0%
14,277 +14,277 New
CVLT COMMVAULT SYSTEMS INC
$1.7M
0.0%
29,981 +29,981 New
EIX EDISON INTERNATIONAL
$1.7M
0.0%
26,861 −229,049 −89.5% Reduced
PRU PRUDENTIAL FINANCIAL INC
$1.7M
0.0%
16,484 +13,493 +451.1% Added
SNPS SYNOPSYS INC
$1.7M
0.0%
20,509 +20,509 New
CTRA COTERRA ENERGY INC
$1.7M
0.0%
71,116 +48,665 +216.8% Added
QSR RESTAURANT BRANDS INTERN
$1.7M
0.0%
29,444 −624 −2.1% Reduced
PBCTEUR PEOPLE'S UNITED FINANCIAL
$1.7M
0.0%
89,342 +89,342 New
SCCO SOUTHERN COPPER CORP
$1.7M
0.0%
30,722 −3,265 −9.6% Reduced
ECL ECOLAB INC
$1.7M
0.0%
12,103 −62,451 −83.8% Reduced
ELV ELEVANCE HEALTH INC
$1.6M
0.0%
7,493 +7,493 New
PPG PPG INDUSTRIES INC
$1.6M
0.0%
14,666 +14,666 New
AMCX AMC GLOBAL MEDIA INC
$1.6M
0.0%
31,318 +31,318 New
FTS FORTIS INC
$1.6M
0.0%
47,889 −1,099 −2.2% Reduced
ARE ALEXANDRIA REAL ESTATE EQUIT
$1.6M
0.0%
12,680 +12,680 New
BKIEUR BLACK KNIGHT INC
$1.6M
0.0%
33,453 +33,453 New
AGCO AGCO CORP
$1.6M
0.0%
24,172 +24,172 New
LEUCADIA NATL CORP
$1.6M
0.0%
68,427 +68,427 New
BBTUSD BB&T CORP
$1.5M
0.0%
29,719 +29,719 New
GPN GLOBAL PAYMENTS INC
$1.5M
0.0%
13,871 +13,871 New
FISV FISERV INC
$1.5M
0.0%
21,686 +21,686 New
PBA PEMBINA PIPELINE CORP
$1.5M
0.0%
49,415 −1,326 −2.6% Reduced
ROK ROCKWELL AUTOMATION INC
$1.5M
0.0%
8,841 +8,841 New
JPM JPMORGAN CHASE & CO
$1.5M
0.0%
13,924 +13,924 New
IRM IRON MOUNTAIN INC
$1.5M
0.0%
46,415 +46,415 New
CACI CACI INTERNATIONAL INC -CL A
$1.5M
0.0%
9,979 +9,979 New
RF REGIONS FINANCIAL CORP
$1.5M
0.0%
81,087 +81,087 New
KEY KEYCORP
$1.5M
0.0%
76,489 +76,489 New
WTW WILLIS TOWERS WATSON PLC
$1.5M
0.0%
9,819 +9,819 New
KGC KINROSS GOLD CORP
$1.5M
0.0%
377,957 −19,298 −4.9% Reduced
PC6A PETROCHINA CO LTD -ADR
$1.5M
0.0%
21,342 −1,697 −7.4% Reduced
RVTY REVVITY INC
$1.5M
0.0%
19,512 +19,512 New
WYNEUR WYNDHAM DESTINATIONS INC
$1.4M
0.0%
12,626 +12,626 New
STLD STEEL DYNAMICS INC
$1.4M
0.0%
32,580 +32,580 New
ATR APTARGROUP INC
$1.4M
0.0%
15,902 +15,902 New
OIEUR OWENS-ILLINOIS INC
$1.4M
0.0%
65,808 +65,808 New
CHH CHOICE HOTELS INTL INC
$1.4M
0.0%
17,759 +17,759 New
BALL BALL CORP
$1.4M
0.0%
35,352 −30,206 −46.1% Reduced
CCK CROWN HOLDINGS INC
$1.4M
0.0%
27,609 −44,318 −61.6% Reduced
COF CAPITAL ONE FINANCIAL CORP
$1.4M
0.0%
14,462 +14,462 New
RANDGOLD RES LTD
$1.4M
0.0%
16,530 −677 −3.9% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$1.4M
0.0%
23,185 +23,185 New
PNC PNC FINANCIAL SERVICES GROUP
$1.4M
0.0%
9,000 +9,000 New
ENCANA CORP
$1.3M
0.0%
122,764 −2,565 −2.0% Reduced
LPTUSD LIBERTY PROPERTY TRUST
$1.3M
0.0%
33,698 +33,698 New
SBNY SIGNATURE BANK
$1.3M
0.0%
9,312 +9,312 New
CRL CHARLES RIVER LABORATORIES
$1.3M
0.0%
12,245 +12,245 New
APC3EUR ANADARKO PETROLEUM CORP
$1.3M
0.0%
21,579 −1,946 −8.3% Reduced
DFSEUR DISCOVER FINANCIAL SERVICES
$1.3M
0.0%
18,104 +14,302 +376.2% Added
TMK TORCHMARK CORP
$1.3M
0.0%
15,384 +15,384 New
TECH BIO-TECHNE CORP
$1.3M
0.0%
8,567 +8,567 New
BF/B BROWN-FORMAN CORP-CLASS B
$1.3M
0.0%
23,586 +23,586 New
LAMR LAMAR ADVERTISING CO-A
$1.3M
0.0%
20,126 +20,126 New
ITW ILLINOIS TOOL WORKS
$1.3M
0.0%
8,164 −13,776 −62.8% Reduced
NWL NEWELL BRANDS INC
$1.3M
0.0%
49,655 +49,655 New
FEDERAL REALTY INVT TR
$1.2M
0.0%
10,667 +10,667 New
SGENEUR SEAGEN INC
$1.2M
0.0%
23,470 +23,470 New
UNH UNITEDHEALTH GROUP INC
$1.2M
0.0%
5,609 +5,609 New
PXDEUR PIONEER NATURAL RESOURCES CO
$1.2M
0.0%
6,826 −581 −7.8% Reduced
THOMSON REUTERS CORP
$1.2M
0.0%
30,238 −673 −2.2% Reduced
TRMB TRIMBLE INC
$1.2M
0.0%
32,181 +32,181 New
ZION ZIONS BANCORP NA
$1.1M
0.0%
21,603 +21,603 New
NUE NUCOR CORP
$1.1M
0.0%
18,390 −21,702 −54.1% Reduced
PWR QUANTA SERVICES INC
$1.1M
0.0%
32,398 +32,398 New
DLX DELUXE CORP
$1.1M
0.0%
15,019 +15,019 New
NWSA NEWS CORP - CLASS A
$1.1M
0.0%
69,845 +69,845 New
CVE CENOVUS ENERGY INC
$1.1M
0.0%
129,279 −2,688 −2.0% Reduced
MORN MORNINGSTAR INC
$1.1M
0.0%
11,403 +11,403 New
WLY WILEY (JOHN) & SONS-CLASS A
$1.1M
0.0%
17,075 +17,075 New
OC OWENS CORNING
$1.1M
0.0%
13,433 +13,433 New
CMA COMERICA INC
$1.1M
0.0%
11,126 +11,126 New
IDXX IDEXX LABORATORIES INC
$1.1M
0.0%
5,495 +5,495 New
MTB M & T BANK CORP
$1.0M
0.0%
5,604 +5,604 New
PGR PROGRESSIVE CORP
$1.0M
0.0%
16,930 +16,930 New
PFG PRINCIPAL FINANCIAL GROUP
$1.0M
0.0%
16,622 +16,622 New
WRKUSD WESTROCK CO
$995K
0.0%
15,501 +15,501 New
CFR CULLEN/FROST BANKERS INC
$983K
0.0%
9,270 +9,270 New
ALGN ALIGN TECHNOLOGY INC
$975K
0.0%
3,881 +3,881 New
PKG PACKAGING CORP OF AMERICA
$972K
0.0%
8,621 +8,621 New
FITB FIFTH THIRD BANCORP
$969K
0.0%
30,505 +30,505 New
HBAN HUNTINGTON BANCSHARES INC
$957K
0.0%
63,352 +63,352 New
RMD RESMED INC
$948K
0.0%
9,632 +9,632 New
HSIC HENRY SCHEIN INC
$940K
0.0%
13,980 +13,980 New
1741046D STERIS LTD
$939K
0.0%
10,060 +10,060 New
THC TENET HEALTHCARE CORP
$937K
0.0%
38,658 +38,658 New
HRC HILL-ROM HOLDINGS INC
$936K
0.0%
10,759 +10,759 New
AMP AMERIPRISE FINANCIAL INC
$934K
0.0%
6,311 +6,311 New
BRKR BRUKER CORP
$932K
0.0%
31,137 +31,137 New
PDCOEUR PATTERSON COS INC
$921K
0.0%
41,438 +41,438 New
EXR EXTRA SPACE STORAGE INC
$918K
0.0%
10,508 +10,508 New
SUNTRUST BKS INC
$915K
0.0%
13,454 +13,454 New
LIFEPOINT HEALTH INC
$905K
0.0%
19,252 +19,252 New
BIO BIO-RAD LABORATORIES-A
$903K
0.0%
3,609 −15,646 −81.3% Reduced
CXOEUR CONCHO RESOURCES INC
$899K
0.0%
5,980 −388 −6.1% Reduced
YUSD ALLEGHANY CORP
$897K
0.0%
1,460 +1,460 New
GIL GILDAN ACTIVEWEAR INC
$893K
0.0%
30,931 −578 −1.8% Reduced
SCI SERVICE CORP INTERNATIONAL
$891K
0.0%
23,622 +23,622 New
TSCO TRACTOR SUPPLY COMPANY
$887K
0.0%
14,075 +14,075 New
YRI YAMANA GOLD INC
$887K
0.0%
321,198 +1,396 +0.4% Added
KBR KBR INC
$885K
0.0%
54,667 +54,667 New
MKC MCCORMICK & CO-NON VTG SHRS
$884K
0.0%
8,309 +8,309 New
ALLE ALLEGION PLC
$884K
0.0%
10,370 +10,370 New
T86 TRI POINTE HOMES INC
$882K
0.0%
53,704 +53,704 New
CLRUSD CONTINENTAL RESOURCES INC/OK
$872K
0.0%
14,795 −1,388 −8.6% Reduced
LII LENNOX INTERNATIONAL INC
$872K
0.0%
4,268 +4,268 New
AJG ARTHUR J GALLAGHER & CO
$862K
0.0%
12,538 +12,538 New
EXC EXELON CORP
$847K
0.0%
21,713 +21,713 New
AFL AFLAC INC
$841K
0.0%
19,213 +19,213 New
UDR UDR INC
$839K
0.0%
23,559 +23,559 New
IEX IDEX CORP
$838K
0.0%
5,881 +5,881 New
BB BLACKBERRY LTD
$835K
0.0%
72,721 −1,415 −1.9% Reduced
WCGEUR WELLCARE HEALTH PLANS INC
$835K
0.0%
4,312 +4,312 New
NVR NVR INC
$832K
0.0%
297 +297 New
SNA SNAP-ON INC
$831K
0.0%
5,631 +5,631 New
HONGBP HONEYWELL INTERNATIONAL INC
$827K
0.0%
5,720 +5,720 New
MET METLIFE INC
$818K
0.0%
17,815 +17,815 New
FLS FLOWSERVE CORP
$815K
0.0%
18,819 +18,819 New
RRX REGAL REXNORD CORP
$815K
0.0%
11,105 +11,105 New
MSM MSC INDUSTRIAL DIRECT CO-A
$808K
0.0%
8,812 +8,812 New
O REALTY INCOME CORP
$805K
0.0%
15,557 +15,557 New
OSK OSHKOSH CORP
$802K
0.0%
10,380 +10,380 New
ST SENSATA TECHNOLOGIES HOLDPLC
$801K
0.0%
15,455 +15,455 New
DCI DONALDSON CO INC
$798K
0.0%
17,718 +17,718 New
COLFAX CORP
$797K
0.0%
24,985 +24,985 New
TTC TORO CO
$797K
0.0%
12,764 +12,764 New
WPG2EUR WASHINGTON PRIME GROUP INC
$797K
0.0%
119,450 +119,450 New
CR1USD CRANE CO
$795K
0.0%
8,570 +8,570 New
GGG GRACO INC
$794K
0.0%
17,371 +17,371 New
VMI VALMONT INDUSTRIES
$794K
0.0%
5,430 +5,430 New
JLL JONES LANG LASALLE INC
$789K
0.0%
4,516 +4,516 New
DREUSD DUKE REALTY CORP
$787K
0.0%
29,739 +29,739 New
NNN NNN REIT INC
$787K
0.0%
20,049 +20,049 New
SJR/BEUR SHAW COMMUNICATIONS INC-B
$787K
0.0%
40,871 −1,143 −2.7% Reduced
STWD STARWOOD PROPERTY TRUST INC
$787K
0.0%
37,573 +37,573 New
DDR CORP
$786K
0.0%
107,166 +107,166 New
HOSPITALITY PPTYS TR
$786K
0.0%
31,001 +31,001 New
AYI ACUITY INC
$785K
0.0%
5,640 +5,640 New
CPT CAMDEN PROPERTY TRUST
$785K
0.0%
9,328 +9,328 New
GATX GATX CORP
$785K
0.0%
11,455 +11,455 New
DLR DIGITAL REALTY TRUST INC
$784K
0.0%
7,440 +7,440 New
ACCUSD AMERICAN CAMPUS COMMUNITIES
$783K
0.0%
20,262 −54,762 −73.0% Reduced
APARTMENT INVT & MGMT CO
$783K
0.0%
19,204 −4,929 −20.4% Reduced
MACK CALI RLTY CORP
$783K
0.0%
46,840 +46,840 New
REG REGENCY CENTERS CORP
$783K
0.0%
13,270 +13,270 New
LECO LINCOLN ELECTRIC HOLDINGS
$782K
0.0%
8,697 +8,697 New
SLG1USD SL GREEN REALTY CORP
$782K
0.0%
8,075 +8,075 New
DEI DOUGLAS EMMETT INC
$781K
0.0%
21,248 +21,248 New
WRI WEINGARTEN REALTY INVESTORS
$781K
0.0%
27,828 +27,828 New
HUBB HUBBELL INC
$780K
0.0%
6,406 +6,406 New
KIM KIMCO REALTY CORP
$778K
0.0%
54,000 +54,000 New
CDP COPT DEFENSE PROPERTIES
$775K
0.0%
30,019 +30,019 New
NDSN NORDSON CORP
$774K
0.0%
5,680 +5,680 New
SYMCEUR SYMANTEC CORP
$774K
0.0%
29,942 +29,942 New
ESS ESSEX PROPERTY TRUST INC
$770K
0.0%
3,198 +3,198 New
TRV TRAVELERS COS INC
$769K
0.0%
5,538 +5,538 New
TWO HBRS INVT CORP
$769K
0.0%
50,001 +50,001 New
HRUSD HEALTHCARE REALTY TRUST INC
$768K
0.0%
27,715 +27,715 New
SNH1EUR SENIOR HOUSING PROP TRUST
$767K
0.0%
48,997 +48,997 New
ELME ELME COMMUNITIES
$766K
0.0%
28,051 +28,051 New
KRC KILROY REALTY CORP
$763K
0.0%
10,753 +10,753 New
CTAS CINTAS CORP
$759K
0.0%
4,447 +3,106 +231.6% Added
HO1 HOLOGIC INC
$753K
0.0%
20,164 +20,164 New
MCK MCKESSON CORP
$740K
0.0%
5,251 −42,902 −89.1% Reduced
INGR INGREDION INC
$715K
0.0%
5,543 +5,543 New
MCO MOODY'S CORP
$683K
0.0%
4,232 +1,447 +52.0% Added
EWBC EAST WEST BANCORP INC
$678K
0.0%
10,841 +10,841 New
DVN DEVON ENERGY CORP
$676K
0.0%
21,254 −197,237 −90.3% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$673K
0.0%
70,896 −2,284 −3.1% Reduced
VALEANT PHARMACEUTICALS INTL
$651K
0.0%
40,946 −909 −2.2% Reduced
AHC HESS CORP
$632K
0.0%
12,480 −976 −7.3% Reduced
ED CONSOLIDATED EDISON INC
$612K
0.0%
7,850 +7,850 New
9990302D APACHE CORP
$595K
0.0%
15,455 −1,222 −7.3% Reduced
PSX PHILLIPS 66
$589K
0.0%
6,137 +6,137 New
GFI GOLD FIELDS LTD-SPONS ADR
$581K
0.0%
144,607 −3,872 −2.6% Reduced
AEE AMEREN CORPORATION
$575K
0.0%
10,147 +10,147 New
OGE OGE ENERGY CORP
$574K
0.0%
17,516 −19,484 −52.7% Reduced
LNT ALLIANT ENERGY CORP
$573K
0.0%
14,025 −30,235 −68.3% Reduced
AQUA AMERICA INC
$573K
0.0%
16,815 +16,815 New
AWK AMERICAN WATER WORKS CO INC
$572K
0.0%
6,964 +6,964 New
GREAT PLAINS ENERGY INC
$572K
0.0%
17,986 −64,061 −78.1% Reduced
WEC WEC ENERGY GROUP INC
$572K
0.0%
9,115 +9,115 New
DTE DTE ENERGY COMPANY
$571K
0.0%
5,472 +5,472 New
AES AES CORP
$570K
0.0%
50,148 +50,148 New
MDU MDU RESOURCES GROUP INC
$570K
0.0%
20,242 +20,242 New
PNW PINNACLE WEST CAPITAL
$570K
0.0%
7,143 +7,143 New
ES EVERSOURCE ENERGY
$569K
0.0%
9,649 +9,649 New
NFG NATIONAL FUEL GAS CO
$567K
0.0%
11,025 +11,025 New
XEL XCEL ENERGY INC
$564K
0.0%
12,403 −108,315 −89.7% Reduced
ATO ATMOS ENERGY CORP
$563K
0.0%
6,678 −1,326 −16.6% Reduced
VECTREN CORP
$563K
0.0%
8,805 +8,805 New
CMS CMS ENERGY CORP
$562K
0.0%
12,402 +12,402 New
UGI UGI CORP
$558K
0.0%
12,565 +12,565 New
IDA IDACORP INC
$555K
0.0%
6,289 +6,289 New
KLN KIRKLAND LAKE GOLD LTD
$555K
0.0%
35,859 −1,050 −2.8% Reduced
NBL2EUR NOBLE ENERGY INC
$555K
0.0%
18,319 −3,085 −14.4% Reduced
MRO* MARATHON OIL CORP
$552K
0.0%
34,235 −3,012 −8.1% Reduced
TXNM TXNM ENERGY INC
$552K
0.0%
14,431 +14,431 New
VNO VORNADO REALTY TRUST
$551K
0.0%
8,187 +8,187 New
HRL HORMEL FOODS CORP
$549K
0.0%
16,008 +16,008 New
RGA REINSURANCE GROUP OF AMERICA
$531K
0.0%
3,451 +3,451 New
INTU INTUIT INC
$512K
0.0%
2,954 −3,606 −55.0% Reduced
ALB ALBEMARLE CORP
$508K
0.0%
5,478 +5,478 New
CBT CABOT CORP
$505K
0.0%
9,067 +9,067 New
NEU NEWMARKET CORP
$498K
0.0%
1,239 +1,239 New
IFF INTL FLAVORS & FRAGRANCES
$494K
0.0%
3,608 +3,608 New
EQT EQT CORP
$477K
0.0%
10,037 −1,204 −10.7% Reduced
CRESCENT PT ENERGY CORP
$471K
0.0%
69,286 −1,439 −2.0% Reduced
BTG B2GOLD CORP
$448K
0.0%
163,648 −14,518 −8.1% Reduced
BGUSD BUNGE LTD
$441K
0.0%
5,964 +5,964 New
FLO FLOWERS FOODS INC
$436K
0.0%
19,964 +19,964 New
SMG SCOTTS MIRACLE-GRO CO
$436K
0.0%
5,090 +5,090 New
CHD CHURCH & DWIGHT CO INC
$426K
0.0%
8,460 +8,460 New
MCHP MICROCHIP TECHNOLOGY INC
$408K
0.0%
4,462 −59,841 −93.1% Reduced
TSLA TESLA INC
$401K
0.0%
1,507 Held
CIEN CIENA CORP
$396K
0.0%
15,294 +15,294 New
JBL JABIL INC
$395K
0.0%
13,745 +13,745 New
SIBANYE STILLWATER
$395K
0.0%
98,952 +5,875 +6.3% Added
FLIR FLIR SYSTEMS INC
$394K
0.0%
7,871 +7,871 New
NATIONAL INSTRS CORP
$392K
0.0%
7,749 +7,749 New
MSFT MICROSOFT CORP
$389K
0.0%
4,262 +4,262 New
KN KNOWLES CORP
$387K
0.0%
30,766 +30,766 New
VSH VISHAY INTERTECHNOLOGY INC
$385K
0.0%
20,680 +20,680 New
SPG SIMON PROPERTY GROUP INC
$376K
0.0%
2,437 +2,437 New
EXPD EXPEDITORS INTL WASH INC
$374K
0.0%
5,915 +5,915 New
AVX CORP NEW
$369K
0.0%
22,310 +22,310 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$362K
0.0%
21,200 −6,500 −23.5% Reduced
NOW SERVICENOW INC
$341K
0.0%
2,063 Held
ROL ROLLINS INC
$336K
0.0%
6,578 +6,578 New
L3 TECHNOLOGIES INC
$333K
0.0%
1,600 +1,600 New
CVSA COVISTA INC
$331K
0.0%
6,957 +6,957 New
BCO BRINK'S CO
$330K
0.0%
4,622 +4,622 New
ADI ANALOG DEVICES INC
$329K
0.0%
3,614 +3,614 New
CPRT COPART INC
$328K
0.0%
6,440 +6,440 New
HRB H&R BLOCK INC
$327K
0.0%
12,862 +12,862 New
VRSK VERISK ANALYTICS INC
$327K
0.0%
3,149 +3,149 New
RSG REPUBLIC SERVICES INC
$326K
0.0%
4,928 +4,928 New
DUN & BRADSTREET CORP DEL NE
$322K
0.0%
2,748 +2,748 New
SRCLEUR STERICYCLE INC
$321K
0.0%
5,486 +5,486 New
WCN WASTE CONNECTIONS INC
$321K
0.0%
4,475 +4,475 New
PBI PITNEY BOWES INC
$319K
0.0%
29,253 +29,253 New
CXW CORECIVIC INC
$316K
0.0%
16,182 +16,182 New
FIS FIDELITY NATIONAL INFO SERV
$286K
0.0%
2,969 +2,969 New
ADBE ADOBE INC
$273K
0.0%
1,265 −11,203 −89.9% Reduced
ERIE ERIE INDEMNITY COMPANY-CL A
$269K
0.0%
2,288 +2,288 New
L LOEWS CORP
$264K
0.0%
5,305 +5,305 New
CLGX CORELOGIC INC
$263K
0.0%
5,811 +5,811 New
FAF FIRST AMERICAN FINANCIAL
$262K
0.0%
4,466 +4,466 New
FNF FIDELITY NATIONAL FINANCIAL
$258K
0.0%
6,439 −15,855 −71.1% Reduced
NGDN NEW GOLD INC
$258K
0.0%
99,537 −3,931 −3.8% Reduced
CINF CINCINNATI FINANCIAL CORP
$257K
0.0%
3,457 +3,457 New
KMPR KEMPER CORP
$257K
0.0%
4,506 +4,506 New
AGO ASSURED GUARANTY LTD
$257K
0.0%
7,101 +7,101 New
RNR RENAISSANCERE HOLDINGS LTD
$257K
0.0%
1,857 +1,857 New
MCY MERCURY GENERAL CORP
$256K
0.0%
5,583 +5,583 New
WRB WR BERKLEY CORP
$255K
0.0%
3,514 +3,514 New
AXS AXIS CAPITAL HOLDINGS LTD
$255K
0.0%
4,438 +4,438 New
EG EVEREST GROUP LTD
$255K
0.0%
992 +992 New
AFG AMERICAN FINANCIAL GROUP INC
$254K
0.0%
2,259 +2,259 New
CNA CNA FINANCIAL CORP
$254K
0.0%
5,139 +5,139 New
THG HANOVER INSURANCE GROUP INC/
$253K
0.0%
2,146 +2,146 New
TAHOE RES INC
$252K
0.0%
53,692 −4,462 −7.7% Reduced
ORI OLD REPUBLIC INTL CORP
$251K
0.0%
11,703 +11,703 New
ELDORADO GOLD CORP NEW
$248K
0.0%
296,636 +14,105 +5.0% Added
PRA PROASSURANCE CORP
$248K
0.0%
5,103 +5,103 New
TRQEUR TURQUOISE HILL RESOURCES LTD
$244K
0.0%
79,774 −8,078 −9.2% Reduced
VAREUR VARIAN MEDICAL SYSTEMS INC
$242K
0.0%
1,972 +1,972 New
PVG1EUR PRETIUM RESOURCES INC
$221K
0.0%
33,201 +701 +2.2% Added
TMUS T-MOBILE US INC
$204K
0.0%
3,337 Held
CHS1USD CHICO'S FAS INC
$176K
0.0%
19,427 +19,427 New
SBH SALLY BEAUTY HOLDINGS INC
$174K
0.0%
10,593 +10,593 New
CCJ CAMECO CORP
$146K
0.0%
16,129 −638 −3.8% Reduced

Sold positions

48 closed in Q1 2018 · shares & value as of prior filing
Holding Shares sold Prior value
COST COSTCO WHOLESALE CORP
83,954 $15.6M
CMG CHIPOTLE MEXICAN GRILL INC
49,401 $14.3M
ROST ROSS STORES INC
142,572 $11.4M
LULU LULULEMON ATHLETICA INC
139,546 $11.0M
IPG INTERPUBLIC GROUP OF COS INC
510,707 $10.3M
MLM MARTIN MARIETTA MATERIALS
44,856 $9.9M
FE FIRSTENERGY CORP
283,237 $8.7M
ALXN ALEXION PHARMACEUTICALS INC
65,212 $7.8M
PVH PVH CORP
54,011 $7.4M
LBTYAUSD LIBERTY GLOBAL PLC-A
183,132 $6.6M
AMAT APPLIED MATERIALS INC
117,284 $6.0M
AMT TD AMERITRADE HOLDING CORP
107,216 $5.5M
WOO FOOT LOCKER INC
109,815 $5.1M
XL GROUP LTD
143,524 $5.0M
SCANA CORP NEW
126,618 $5.0M
VTR VENTAS INC
74,800 $4.5M
MXIM MAXIM INTEGRATED PRODUCTS
80,639 $4.2M
CRM SALESFORCE INC
40,841 $4.2M
AVB* AVALONBAY COMMUNITIES INC
22,293 $4.0M
SO SOUTHERN CO
79,298 $3.8M
EW EDWARDS LIFESCIENCES CORP
32,832 $3.7M
SHW SHERWIN-WILLIAMS CO
8,751 $3.6M
MMM 3M CO
15,240 $3.6M
AIG AMERICAN INTERNATIONAL GROUP
56,920 $3.4M
AMT AMERICAN TOWER CORP
19,326 $2.8M
AON PLC
18,605 $2.5M
MDT MEDTRONIC PLC
25,152 $2.0M
AGRIUM INC
16,334 $1.9M
POT1EUR POTASH CORP OF SASKATCHEWAN
90,844 $1.9M
EXPRESS SCRIPTS HLDG CO
23,259 $1.7M
RHT1EUR RED HAT INC
14,240 $1.7M
PRICELINE GRP INC
915 $1.6M
MSCI MSCI INC
12,130 $1.5M
MRSH MARSH & MCLENNAN COS
17,633 $1.4M
URBN URBAN OUTFITTERS INC
27,934 $979K
WYNN WYNN RESORTS LTD
5,635 $950K
TIFEUR TIFFANY & CO
8,997 $935K
EQIX EQUINIX INC
1,742 $790K
MDLZ MONDELEZ INTERNATIONAL INC-A
16,028 $686K
ICE INTERCONTINENTAL EXCHANGE IN
9,608 $678K
JWNUSD NORDSTROM INC
13,089 $620K
SPLKCHF SPLUNK INC
7,104 $588K
VMRK VIVMARK RESIDENTIAL
8,991 $573K
FLEX FLEX LTD
29,020 $522K
GOOGL ALPHABET INC-CL A
470 $495K
CME CME GROUP INC
2,353 $344K
SCHW SCHWAB (CHARLES) CORP
5,340 $274K
CBL & ASSOC PPTYS INC
10,063 $57K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.