whalepapers
Overview/ Bridgewater Associates, LP/ Q1 2019

Bridgewater Associates, LP

CIK 0001350694 · As of Q1 2019 · filed May 14, 2019

Q1 2019

Holdings

303 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$3.13B
19.2%
73,633,612 +22,822,885 +44.9% Added
EEM ISHARES MSCI EMERGING MARKET
$3.07B
18.8%
71,575,042 +62,916,142 +726.6% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$2.25B
13.8%
7,968,119 +461,434 +6.1% Added
IEMG ISHARES CORE MSCI EMERGING
$2.12B
13.0%
41,087,297 +26,691,008 +185.4% Added
IVV ISHARES CORE S&P 500 ETF
$625.4M
3.8%
2,197,677 −8,228 −0.4% Reduced
GLD SPDR GOLD SHARES
$491.5M
3.0%
4,027,972 +118,973 +3.0% Added
EWZ ISHARES MSCI BRAZIL ETF
$382.2M
2.3%
9,324,499 +8,312,458 +821.4% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$312.2M
1.9%
2,622,354 +113,573 +4.5% Added
TLT ISHARES 20+ YEAR TREASURY BD
$282.3M
1.7%
2,232,543 +278,091 +14.2% Added
HYG ISHR IBX USD HIYLD CB ETF-UI
$245.8M
1.5%
2,842,430 +456,210 +19.1% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$229.7M
1.4%
3,767,959 +455,716 +13.8% Added
EMB ISHARES JP MORGAN USD EMERGI
$203.4M
1.2%
1,848,066 +88,073 +5.0% Added
EFA ISHARES MSCI EAFE ETF
$168.2M
1.0%
2,593,664 +145,560 +5.9% Added
VEA VANGUARD FTSE DEVELOPED ETF
$167.1M
1.0%
4,087,594 +221,615 +5.7% Added
TIP ISHARES TIPS BOND ETF
$158.1M
1.0%
1,398,613 +351,637 +33.6% Added
IEFA ISHARES CORE MSCI EAFE ETF
$154.5M
0.9%
2,541,766 +155,329 +6.5% Added
IAUUSD ISHARES GOLD TRUST
$143.7M
0.9%
11,609,220 +293,435 +2.6% Added
BIIB BIOGEN INC
$56.8M
0.3%
240,378 +194,483 +423.8% Added
BMY BRISTOL-MYERS SQUIBB CO
$47.2M
0.3%
989,293 +433,770 +78.1% Added
BFH BREAD FINANCIAL HOLDINGS INC
$45.7M
0.3%
261,001 −237,585 −47.7% Reduced
EMN EASTMAN CHEMICAL CO
$45.5M
0.3%
600,024 −24,531 −3.9% Reduced
URI UNITED RENTALS INC
$42.9M
0.3%
375,118 −181,635 −32.6% Reduced
M MACY'S INC
$37.2M
0.2%
1,547,952 +1,038,791 +204.0% Added
NUE NUCOR CORP
$37.1M
0.2%
635,546 +544,461 +597.8% Added
RY ROYAL BANK OF CANADA
$35.8M
0.2%
474,832 −109,603 −18.8% Reduced
PVH PVH CORP
$34.3M
0.2%
281,398 −236,733 −45.7% Reduced
CVS CVS HEALTH CORP
$34.3M
0.2%
636,180 +38,770 +6.5% Added
TD TORONTO-DOMINION BANK
$32.9M
0.2%
606,735 −139,896 −18.7% Reduced
MNST MONSTER BEVERAGE CORP
$30.0M
0.2%
550,267 +307,263 +126.4% Added
LYB LYONDELLBASELL INDU-CL A
$29.0M
0.2%
345,245 −359,817 −51.0% Reduced
CTXSEUR CITRIX SYSTEMS INC
$28.9M
0.2%
290,266 +290,266 New
MU MICRON TECHNOLOGY INC
$28.9M
0.2%
698,985 −361,672 −34.1% Reduced
AMT TD AMERITRADE HOLDING CORP
$28.7M
0.2%
574,854 +574,854 New
T AT&T INC
$27.4M
0.2%
872,821 −1,061,315 −54.9% Reduced
COR CENCORA INC
$26.5M
0.2%
333,371 +104,070 +45.4% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$26.3M
0.2%
1,549,370 −2,210,449 −58.8% Reduced
FDX FEDEX CORP
$26.2M
0.2%
144,346 +9,087 +6.7% Added
CAH CARDINAL HEALTH INC
$25.8M
0.2%
536,618 −245,425 −31.4% Reduced
EQT EQT CORP
$25.3M
0.2%
1,221,875 +34,040 +2.9% Added
DVA DAVITA INC
$23.2M
0.1%
428,075 −31,658 −6.9% Reduced
PSX PHILLIPS 66
$22.8M
0.1%
239,410 −97,653 −29.0% Reduced
BNS BANK OF NOVA SCOTIA
$22.2M
0.1%
416,027 −93,515 −18.4% Reduced
MOS MOSAIC CO
$21.6M
0.1%
792,697 +373,184 +89.0% Added
CNI CANADIAN NATL RAILWAY CO
$21.5M
0.1%
240,057 −55,418 −18.8% Reduced
JWNUSD NORDSTROM INC
$21.4M
0.1%
482,540 +439,686 +1026.0% Added
IP INTERNATIONAL PAPER CO
$21.4M
0.1%
462,620 −1,017,224 −68.7% Reduced
EWW ISHARES MSCI MEXICO ETF
$21.3M
0.1%
487,976 +487,976 New
REALOGY HLDGS CORP
$20.4M
0.1%
1,793,024 +1,793,024 New
URBN URBAN OUTFITTERS INC
$19.8M
0.1%
667,373 −250,754 −27.3% Reduced
SU SUNCOR ENERGY INC
$19.7M
0.1%
606,200 −121,338 −16.7% Reduced
PHM PULTEGROUP INC
$18.9M
0.1%
674,925 −431,472 −39.0% Reduced
CLF CLEVELAND-CLIFFS INC
$18.8M
0.1%
1,876,999 −1,255,958 −40.1% Reduced
CBS CORP NEW
$18.6M
0.1%
391,469 −155,266 −28.4% Reduced
MCK MCKESSON CORP
$18.4M
0.1%
156,995 +66,378 +73.3% Added
HFCUSD HOLLYFRONTIER CORP
$17.9M
0.1%
363,078 −511,102 −58.5% Reduced
INTC INTEL CORP
$16.7M
0.1%
310,789 −225,859 −42.1% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$16.7M
0.1%
794,178 +632,187 +390.3% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$16.6M
0.1%
91,238 +1,293 +1.4% Added
TXT TEXTRON INC
$16.5M
0.1%
325,345 +325,345 New
DISH DISH NETWORK CORP-A
$16.3M
0.1%
513,771 −1,070,135 −67.6% Reduced
FFIV F5 INC
$16.2M
0.1%
103,448 +98,230 +1882.5% Added
NTAP NETAPP INC
$15.9M
0.1%
229,338 −369,619 −61.7% Reduced
BMO BANK OF MONTREAL
$15.7M
0.1%
209,582 −48,726 −18.9% Reduced
AN AUTONATION INC
$15.7M
0.1%
438,167 +438,167 New
EL ESTEE LAUDER COMPANIES-CL A
$15.4M
0.1%
93,241 −61,453 −39.7% Reduced
KSS KOHLS CORP
$14.9M
0.1%
217,153 +15,192 +7.5% Added
SW5 SOUTHWESTERN ENERGY CO
$14.9M
0.1%
3,181,528 −9,776,350 −75.4% Reduced
SCHW SCHWAB (CHARLES) CORP
$14.1M
0.1%
330,575 +330,575 New
TRANSCANADA CORP
$14.1M
0.1%
314,592 −69,972 −18.2% Reduced
COP CONOCOPHILLIPS
$13.6M
0.1%
203,575 +36,815 +22.1% Added
MHK MOHAWK INDUSTRIES INC
$13.4M
0.1%
106,261 +106,261 New
BROOKFIELD ASSET MGMT INC
$13.1M
0.1%
281,063 −63,091 −18.3% Reduced
CNQ CANADIAN NATURAL RESOURCES
$12.9M
0.1%
470,906 −90,352 −16.1% Reduced
CPRI CAPRI HOLDINGS LTD
$12.8M
0.1%
280,671 +280,671 New
STZ CONSTELLATION BRANDS INC-A
$12.7M
0.1%
72,452 +4,712 +7.0% Added
GS GOLDMAN SACHS GROUP INC
$12.4M
0.1%
64,423 −148,836 −69.8% Reduced
WU WESTERN UNION CO
$12.1M
0.1%
655,652 −868,470 −57.0% Reduced
EIX EDISON INTERNATIONAL
$12.0M
0.1%
194,336 −145,697 −42.8% Reduced
BCE BCE INC
$11.6M
0.1%
260,225 −68,461 −20.8% Reduced
NTR NUTRIEN LTD
$11.1M
0.1%
210,584 −46,685 −18.1% Reduced
CM CAN IMPERIAL BK OF COMMERCE
$10.9M
0.1%
138,276 −33,763 −19.6% Reduced
BKNG BOOKING HOLDINGS INC
$10.7M
0.1%
6,154 −2,408 −28.1% Reduced
WBA* WALGREENS BOOTS ALLIANCE INC
$10.7M
0.1%
169,501 +123,360 +267.4% Added
CCL1EUR CARNIVAL CORP LTD
$10.6M
0.1%
209,407 −319,319 −60.4% Reduced
RF REGIONS FINANCIAL CORP
$10.5M
0.1%
741,587 +570,588 +333.7% Added
MFC MANULIFE FINANCIAL CORP
$10.3M
0.1%
606,507 −149,239 −19.7% Reduced
CANADIAN PAC RY LTD
$10.0M
0.1%
48,517 −10,807 −18.2% Reduced
CMA COMERICA INC
$9.5M
0.1%
129,744 +50,915 +64.6% Added
NRG NRG ENERGY INC
$9.5M
0.1%
222,507 +157,339 +241.4% Added
LBEUR L BRANDS INC
$9.2M
0.1%
334,117 −490,765 −59.5% Reduced
ABX BARRICK GOLD CORP
$9.2M
0.1%
671,783 +25,663 +4.0% Added
PH PARKER HANNIFIN CORP
$8.8M
0.1%
51,369 +46,886 +1045.9% Added
BA BOEING CO
$8.7M
0.1%
22,860 +22,860 New
KEY KEYCORP
$8.5M
0.1%
542,629 +300,837 +124.4% Added
CLX CLOROX COMPANY
$8.4M
0.1%
52,199 +52,199 New
SLF SUN LIFE FINANCIAL INC
$8.1M
0.0%
211,056 −45,739 −17.8% Reduced
GILD GILEAD SCIENCES INC
$8.1M
0.0%
124,628 −34,684 −21.8% Reduced
CHRW C.H. ROBINSON WORLDWIDE INC
$8.0M
0.0%
91,461 +91,461 New
LNC LINCOLN NATIONAL CORP
$8.0M
0.0%
135,462 −536,741 −79.8% Reduced
GWW WW GRAINGER INC
$7.8M
0.0%
26,075 +26,075 New
TGT TARGET CORP
$7.7M
0.0%
95,591 −277,052 −74.3% Reduced
TU TELUS CORP
$7.7M
0.0%
207,021 −45,632 −18.1% Reduced
HP HELMERICH & PAYNE
$7.6M
0.0%
136,961 +136,961 New
VFC VF CORP
$7.6M
0.0%
87,452 +87,452 New
BRK/B BERKSHIRE HATHAWAY INC-CL B
$7.5M
0.0%
37,325 +37,325 New
COF CAPITAL ONE FINANCIAL CORP
$7.4M
0.0%
90,677 −341,736 −79.0% Reduced
AKAM AKAMAI TECHNOLOGIES INC
$7.3M
0.0%
101,210 −174,062 −63.2% Reduced
KEL KELLANOVA
$7.2M
0.0%
124,686 +124,686 New
INTU INTUIT INC
$7.1M
0.0%
27,251 +27,251 New
MAS MASCO CORP
$7.1M
0.0%
179,851 −394,558 −68.7% Reduced
XECEUR CIMAREX ENERGY CO
$7.0M
0.0%
100,426 −1,005,369 −90.9% Reduced
MGA MAGNA INTERNATIONAL INC
$7.0M
0.0%
144,114 +26,008 +22.0% Added
FNV FRANCO-NEVADA CORP
$6.7M
0.0%
89,817 −13,222 −12.8% Reduced
BBTUSD BB&T CORP
$6.7M
0.0%
143,814 +105,728 +277.6% Added
MMM 3M CO
$6.6M
0.0%
31,753 +31,753 New
DVN DEVON ENERGY CORP
$6.6M
0.0%
208,722 −232,486 −52.7% Reduced
GIB CGI INC
$6.3M
0.0%
92,070 +92,070 New
RL RALPH LAUREN CORP
$6.3M
0.0%
48,814 −68,584 −58.4% Reduced
CTRA COTERRA ENERGY INC
$6.3M
0.0%
240,876 +124,242 +106.5% Added
IBM INTL BUSINESS MACHINES CORP
$6.2M
0.0%
44,244 −110,827 −71.5% Reduced
MO ALTRIA GROUP INC
$6.2M
0.0%
108,515 −50,539 −31.8% Reduced
LUV SOUTHWEST AIRLINES CO
$6.2M
0.0%
119,439 −212,547 −64.0% Reduced
RCI ROGERS COMMUNICATIONS INC-B
$6.2M
0.0%
114,817 −27,383 −19.3% Reduced
ELV ELEVANCE HEALTH INC
$6.1M
0.0%
21,217 +21,217 New
LBTYAUSD LIBERTY GLOBAL PLC-A
$6.0M
0.0%
241,068 +241,068 New
META META PLATFORMS INC-CLASS A
$6.0M
0.0%
35,925 −81,554 −69.4% Reduced
CMCSA COMCAST CORP-CLASS A
$5.9M
0.0%
147,791 +147,791 New
PBA PEMBINA PIPELINE CORP
$5.8M
0.0%
156,702 −38,620 −19.8% Reduced
EWBC EAST WEST BANCORP INC
$5.7M
0.0%
118,394 +103,330 +685.9% Added
THOMSON REUTERS CORP
$5.4M
0.0%
91,921 −13,446 −12.8% Reduced
PRU PRUDENTIAL FINANCIAL INC
$5.4M
0.0%
59,174 −251,777 −81.0% Reduced
CMI CUMMINS INC
$5.3M
0.0%
33,436 −103,644 −75.6% Reduced
WPM WHEATON PRECIOUS METALS CORP
$5.2M
0.0%
218,018 −37,188 −14.6% Reduced
QSR RESTAURANT BRANDS INTERN
$5.2M
0.0%
79,156 −18,402 −18.9% Reduced
ZION ZIONS BANCORP NA
$5.1M
0.0%
113,301 +83,631 +281.9% Added
TECK TECK RESOURCES LTD-CLS B
$5.1M
0.0%
219,250 −42,812 −16.3% Reduced
BIDU BAIDU INC - SPON ADR
$5.1M
0.0%
30,666 +434 +1.4% Added
FTS FORTIS INC
$5.0M
0.0%
136,548 −32,331 −19.1% Reduced
AEM AGNICO EAGLE MINES LTD
$4.9M
0.0%
113,796 −23,021 −16.8% Reduced
DGX QUEST DIAGNOSTICS INC
$4.9M
0.0%
54,358 −87,368 −61.6% Reduced
GOLDCORP INC NEW
$4.8M
0.0%
418,220 −87,104 −17.2% Reduced
GD GENERAL DYNAMICS CORP
$4.8M
0.0%
28,170 +6,945 +32.7% Added
CF CF INDUSTRIES HOLDINGS INC
$4.7M
0.0%
115,519 +89,905 +351.0% Added
XLNXEUR XILINX INC
$4.7M
0.0%
36,757 +36,757 New
CPB THE CAMPBELL'S COMPANY
$4.5M
0.0%
119,088 +119,088 New
WCN WASTE CONNECTIONS INC
$4.5M
0.0%
51,172 −25,331 −33.1% Reduced
ROK ROCKWELL AUTOMATION INC
$4.5M
0.0%
25,589 +25,589 New
MPC MARATHON PETROLEUM CORP
$4.5M
0.0%
74,609 −172,426 −69.8% Reduced
RTN1USD RAYTHEON COMPANY
$4.4M
0.0%
24,144 −52,571 −68.5% Reduced
JD JD.COM INC-ADR
$4.4M
0.0%
144,586 +2,049 +1.4% Added
UAL UNITED AIRLINES HOLDINGS INC
$4.2M
0.0%
53,093 +53,093 New
ADP AUTOMATIC DATA PROCESSING
$4.2M
0.0%
26,455 +26,455 New
BAC BANK OF AMERICA CORP
$4.0M
0.0%
146,634 +12,098 +9.0% Added
LMT LOCKHEED MARTIN CORP
$4.0M
0.0%
13,472 +13,472 New
VRTX VERTEX PHARMACEUTICALS INC
$4.0M
0.0%
21,889 +21,889 New
CAT CATERPILLAR INC
$3.9M
0.0%
29,120 −52,776 −64.4% Reduced
EMR EMERSON ELECTRIC CO
$3.9M
0.0%
56,434 +56,434 New
ADI ANALOG DEVICES INC
$3.9M
0.0%
36,691 +36,691 New
NTES NETEASE INC-ADR
$3.8M
0.0%
15,611 +222 +1.4% Added
VLO VALERO ENERGY CORP
$3.7M
0.0%
43,927 −274,039 −86.2% Reduced
SBNY SIGNATURE BANK
$3.7M
0.0%
28,981 +23,115 +394.1% Added
RJF RAYMOND JAMES FINANCIAL INC
$3.5M
0.0%
43,994 +43,994 New
HBAN HUNTINGTON BANCSHARES INC
$3.5M
0.0%
275,384 +24,914 +9.9% Added
IMO IMPERIAL OIL LTD
$3.5M
0.0%
127,760 −15,358 −10.7% Reduced
HST HOST HOTELS & RESORTS INC
$3.4M
0.0%
182,221 −698,006 −79.3% Reduced
UNH UNITEDHEALTH GROUP INC
$3.4M
0.0%
13,632 +13,632 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$3.4M
0.0%
335,950 −96,792 −22.4% Reduced
CME CME GROUP INC
$3.3M
0.0%
20,302 +20,302 New
WOO FOOT LOCKER INC
$3.3M
0.0%
54,759 +54,759 New
LABORATORY CORP AMER HLDGS
$3.3M
0.0%
21,565 −147,458 −87.2% Reduced
FLIR FLIR SYSTEMS INC
$3.2M
0.0%
68,057 +46,781 +219.9% Added
MUR MURPHY OIL CORP
$3.2M
0.0%
109,161 −427,801 −79.7% Reduced
FITB FIFTH THIRD BANCORP
$3.2M
0.0%
126,152 −15,437 −10.9% Reduced
CVE CENOVUS ENERGY INC
$3.0M
0.0%
347,071 −77,733 −18.3% Reduced
TOL TOLL BROTHERS INC
$2.9M
0.0%
80,530 −193,410 −70.6% Reduced
BHP BHP GROUP LTD-SPON ADR
$2.9M
0.0%
52,253 −3,846 −6.9% Reduced
BHC BAUSCH HEALTH COS INC
$2.8M
0.0%
115,412 −26,660 −18.8% Reduced
RIO RIO TINTO PLC-SPON ADR
$2.8M
0.0%
47,739 −6,058 −11.3% Reduced
TRIP TRIPADVISOR INC
$2.8M
0.0%
54,578 +54,578 New
BXP BXP INC
$2.8M
0.0%
20,936 −58,260 −73.6% Reduced
EOG EOG RESOURCES INC
$2.8M
0.0%
29,289 −1,220 −4.0% Reduced
VALE VALE SA-SP ADR
$2.8M
0.0%
212,687 +19,794 +10.3% Added
SJR/BEUR SHAW COMMUNICATIONS INC-B
$2.8M
0.0%
132,460 −34,128 −20.5% Reduced
EXMOC EXXON MOBIL CORP
$2.7M
0.0%
33,755 −382 −1.1% Reduced
GIL GILDAN ACTIVEWEAR INC
$2.7M
0.0%
75,369 −15,548 −17.1% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$2.7M
0.0%
169,526 −16,559 −8.9% Reduced
DOV DOVER CORP
$2.7M
0.0%
28,745 +28,745 New
C CITIGROUP INC
$2.7M
0.0%
43,256 −68,560 −61.3% Reduced
MLM MARTIN MARIETTA MATERIALS
$2.7M
0.0%
13,326 +13,326 New
CVX CHEVRON CORP
$2.7M
0.0%
21,640 −1,226 −5.4% Reduced
ORCL ORACLE CORP
$2.6M
0.0%
48,445 −238,003 −83.1% Reduced
MRO* MARATHON OIL CORP
$2.6M
0.0%
153,949 −124,225 −44.7% Reduced
BP BP PLC-SPONS ADR
$2.5M
0.0%
57,339 +3,223 +6.0% Added
NEM NEWMONT CORP
$2.5M
0.0%
69,773 +11,176 +19.1% Added
HTHT H WORLD GROUP LTD-ADR
$2.5M
0.0%
59,071 +4,435 +8.1% Added
JBHT HUNT (JB) TRANSPRT SVCS INC
$2.5M
0.0%
24,569 +24,569 New
OTEX OPEN TEXT CORP
$2.4M
0.0%
63,508 −20,028 −24.0% Reduced
VIAB VIACOM INC-CLASS B
$2.4M
0.0%
85,971 +85,971 New
ENCANA CORP
$2.4M
0.0%
328,820 −72,595 −18.1% Reduced
V VISA INC-CLASS A SHARES
$2.3M
0.0%
14,789 +14,789 New
OXY OCCIDENTAL PETROLEUM CORP
$2.3M
0.0%
34,735 −77,529 −69.1% Reduced
PLD PROLOGIS INC
$2.2M
0.0%
30,586 −76,955 −71.6% Reduced
MAN MANPOWERGROUP INC
$2.2M
0.0%
26,039 +8,168 +45.7% Added
ACN ACCENTURE PLC-CL A
$2.2M
0.0%
12,229 +12,229 New
EXPE EXPEDIA GROUP INC
$2.1M
0.0%
17,947 +17,947 New
HOG HARLEY-DAVIDSON INC
$2.1M
0.0%
59,440 +59,440 New
STT STATE STREET CORP
$2.1M
0.0%
32,016 −83,035 −72.2% Reduced
KGC KINROSS GOLD CORP
$2.1M
0.0%
610,194 −118,246 −16.2% Reduced
CVI CVR ENERGY INC
$2.1M
0.0%
50,390 +50,390 New
APC3EUR ANADARKO PETROLEUM CORP
$2.1M
0.0%
45,133 +20,559 +83.7% Added
DFSEUR DISCOVER FINANCIAL SERVICES
$2.0M
0.0%
28,466 −403,977 −93.4% Reduced
ETN EATON CORP PLC
$2.0M
0.0%
24,909 −55,940 −69.2% Reduced
PBCTEUR PEOPLE'S UNITED FINANCIAL
$2.0M
0.0%
121,350 +82,852 +215.2% Added
YUMC YUM CHINA HOLDINGS INC
$2.0M
0.0%
43,897 +111 +0.3% Added
ICE INTERCONTINENTAL EXCHANGE IN
$1.9M
0.0%
25,091 +25,091 New
AMG AFFILIATED MANAGERS GROUP
$1.9M
0.0%
17,374 +4,486 +34.8% Added
PSA PUBLIC STORAGE
$1.9M
0.0%
8,546 −9,218 −51.9% Reduced
BB BLACKBERRY LTD
$1.8M
0.0%
180,009 −40,875 −18.5% Reduced
CCJ CAMECO CORP
$1.8M
0.0%
153,568 −29,866 −16.3% Reduced
WLK WESTLAKE CORP
$1.8M
0.0%
26,372 +26,372 New
TPR TAPESTRY INC
$1.8M
0.0%
54,095 +54,095 New
CTAS CINTAS CORP
$1.7M
0.0%
8,305 −3,104 −27.2% Reduced
SPG SIMON PROPERTY GROUP INC
$1.6M
0.0%
9,023 −25,361 −73.8% Reduced
DUK DUKE ENERGY CORP
$1.6M
0.0%
17,729 +17,729 New
AAP ADVANCE AUTO PARTS INC
$1.6M
0.0%
9,308 +9,308 New
BSX BOSTON SCIENTIFIC CORP
$1.6M
0.0%
41,325 +41,325 New
LEA LEAR CORP
$1.6M
0.0%
11,536 +11,536 New
ALB ALBEMARLE CORP
$1.6M
0.0%
19,033 −13,828 −42.1% Reduced
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
$1.5M
0.0%
34,065 +483 +1.4% Added
AMCX AMC GLOBAL MEDIA INC
$1.5M
0.0%
26,191 −26,097 −49.9% Reduced
ATHM AUTOHOME INC-ADR
$1.5M
0.0%
13,983 +198 +1.4% Added
SCCO SOUTHERN COPPER CORP
$1.4M
0.0%
35,763 −1,798 −4.8% Reduced
AZO AUTOZONE INC
$1.4M
0.0%
1,370 −929 −40.4% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$1.4M
0.0%
28,526 −30,418 −51.6% Reduced
NYCBEUR NEW YORK COMMUNITY BANCORP
$1.4M
0.0%
116,774 +71,754 +159.4% Added
TSN TYSON FOODS INC-CL A
$1.3M
0.0%
19,425 −478,342 −96.1% Reduced
NEW ORIENTAL ED & TECH GRP I
$1.3M
0.0%
14,416 +204 +1.4% Added
KR KROGER CO
$1.2M
0.0%
47,033 +47,033 New
CE CELANESE CORP
$1.1M
0.0%
11,035 +3,657 +49.6% Added
UTHR UNITED THERAPEUTICS CORP
$1.1M
0.0%
9,124 +9,124 New
KLN KIRKLAND LAKE GOLD LTD
$1.0M
0.0%
32,981 −2,646 −7.4% Reduced
EXPD EXPEDITORS INTL WASH INC
$971K
0.0%
12,790 +12,790 New
CSL CARLISLE COS INC
$933K
0.0%
7,607 +364 +5.0% Added
TAL TAL EDUCATION GROUP- ADR
$929K
0.0%
25,740 +365 +1.4% Added
RGLD ROYAL GOLD INC
$892K
0.0%
9,815 −8,638 −46.8% Reduced
NWL NEWELL BRANDS INC
$890K
0.0%
58,022 +58,022 New
WFC WELLS FARGO & CO
$890K
0.0%
18,426 −35,648 −65.9% Reduced
JBGS JBG SMITH PROPERTIES
$887K
0.0%
21,460 +21,460 New
DRI DARDEN RESTAURANTS INC
$885K
0.0%
7,289 −182,892 −96.2% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$855K
0.0%
65,255 −5,216 −7.4% Reduced
NVT NVENT ELECTRIC PLC
$843K
0.0%
31,233 +31,233 New
BCO BRINK'S CO
$842K
0.0%
11,168 +11,168 New
AHC HESS CORP
$838K
0.0%
13,907 −677 −4.6% Reduced
WH WYNDHAM HOTELS & RESORTS INC
$838K
0.0%
16,767 +16,767 New
LOGMEUR LOGMEIN INC
$836K
0.0%
10,431 +10,431 New
WAB WABTEC CORP
$825K
0.0%
11,197 −24,944 −69.0% Reduced
FLT1EUR FLEETCOR TECHNOLOGIES INC
$814K
0.0%
3,301 +3,301 New
CLRUSD CONTINENTAL RESOURCES INC/OK
$800K
0.0%
17,870 −62,375 −77.7% Reduced
MD PEDIATRIX MEDICAL GROUP INC
$774K
0.0%
28,491 +28,491 New
FMC FMC CORP
$769K
0.0%
10,008 +10,008 New
INDA ISHARES MSCI INDIA ETF
$768K
0.0%
21,784 +21,784 New
CCK CROWN HOLDINGS INC
$764K
0.0%
13,992 +13,992 New
VMC VULCAN MATERIALS CO
$738K
0.0%
6,229 +6,229 New
TRN TRINITY INDUSTRIES INC
$733K
0.0%
33,720 +33,720 New
CBRE CBRE GROUP INC - A
$722K
0.0%
14,606 +14,606 New
GOOGL ALPHABET INC-CL A
$707K
0.0%
601 −4,625 −88.5% Reduced
SEALED AIR CORP NEW
$698K
0.0%
15,152 +15,152 New
SWKS SKYWORKS SOLUTIONS INC
$686K
0.0%
8,313 −418,349 −98.1% Reduced
LKQ LKQ CORP
$678K
0.0%
23,892 +23,892 New
FLEX FLEX LTD
$677K
0.0%
67,718 +67,718 New
NTRS NORTHERN TRUST CORP
$665K
0.0%
7,359 −60,037 −89.1% Reduced
VNO VORNADO REALTY TRUST
$642K
0.0%
9,513 −11,814 −55.4% Reduced
WP WORLDPAY INC-CLASS A
$638K
0.0%
5,617 +5,617 New
NYT NEW YORK TIMES CO-A
$636K
0.0%
19,366 +19,366 New
MTB M & T BANK CORP
$631K
0.0%
4,017 −12,956 −76.3% Reduced
9990302D APACHE CORP
$601K
0.0%
17,350 −13,584 −43.9% Reduced
CRESCENT PT ENERGY CORP
$600K
0.0%
185,233 −41,509 −18.3% Reduced
USB US BANCORP
$590K
0.0%
12,238 +12,238 New
QEP QEP RESOURCES INC
$589K
0.0%
75,652 +75,652 New
AFG AMERICAN FINANCIAL GROUP INC
$583K
0.0%
6,056 −4,891 −44.7% Reduced
MOMOUSD MOMO INC-SPON ADR
$566K
0.0%
14,792 +745 +5.3% Added
MSGS MADISON SQUARE GARDEN SPORTS
$565K
0.0%
1,927 +1,927 New
NBL2EUR NOBLE ENERGY INC
$551K
0.0%
22,285 −1,111 −4.7% Reduced
VIPS VIPSHOP HOLDINGS LTD - ADR
$479K
0.0%
59,711 +1,215 +2.1% Added
TMK TORCHMARK CORP
$458K
0.0%
5,592 −8,881 −61.4% Reduced
SINA SINA CORP
$451K
0.0%
7,612 +108 +1.4% Added
BTG B2GOLD CORP
$448K
0.0%
160,113 −7,515 −4.5% Reduced
CVLT COMMVAULT SYSTEMS INC
$431K
0.0%
6,662 +6,662 New
PTC PTC INC
$427K
0.0%
4,634 +4,634 New
JOBSUSD 51JOB INC-ADR
$424K
0.0%
5,447 +271 +5.2% Added
DPZ DOMINO'S PIZZA INC
$421K
0.0%
1,632 +1,632 New
SIBANYE STILLWATER
$393K
0.0%
95,231 +2,818 +3.0% Added
NUANEUR NUANCE COMMUNICATIONS INC
$373K
0.0%
22,038 +22,038 New
LNG CHENIERE ENERGY INC
$334K
0.0%
4,879 +4,879 New
YYEUR YY INC-ADR
$317K
0.0%
3,769 +54 +1.5% Added
GDS GDS HOLDINGS LTD - ADR
$311K
0.0%
8,705 +8,705 New
JACK JACK IN THE BOX INC
$306K
0.0%
3,775 +3,775 New
TSS TOTAL SYSTEM SERVICES INC
$299K
0.0%
3,149 −19,605 −86.2% Reduced
PVG1EUR PRETIUM RESOURCES INC
$239K
0.0%
27,944 −2,173 −7.2% Reduced
CL COLGATE-PALMOLIVE CO
$216K
0.0%
3,145 −576,766 −99.5% Reduced
TRQEUR TURQUOISE HILL RESOURCES LTD
$161K
0.0%
97,920 +3,838 +4.1% Added
YRI YAMANA GOLD INC
$71K
0.0%
27,161 −47,769 −63.8% Reduced
SFUNUSD FANG HOLDINGS LTD - ADR
$32K
0.0%
23,796 −2,113 −8.2% Reduced

Sold positions

254 closed in Q1 2019 · shares & value as of prior filing
Holding Shares sold Prior value
X UNITED STATES STEEL CORP
3,669,907 $66.9M
CELG CELGENE CORP
878,145 $56.3M
GENERAL ELECTRIC CO
4,812,124 $36.4M
AMP AMERIPRISE FINANCIAL INC
335,850 $35.1M
IVZ INVESCO LTD
1,960,843 $32.8M
ALXN ALEXION PHARMACEUTICALS INC
277,885 $27.1M
WHR WHIRLPOOL CORP
222,235 $23.8M
LRCXEUR LAM RESEARCH CORP
158,753 $21.6M
CTSH COGNIZANT TECH SOLUTIONS-A
306,763 $19.5M
GIS GENERAL MILLS INC
479,354 $18.7M
MICHAEL KORS HLDGS LTD
459,987 $17.4M
GME GAMESTOP CORP-CLASS A
1,362,110 $17.2M
AMAT APPLIED MATERIALS INC
506,450 $16.6M
PPL PPL CORP
420,277 $11.9M
CNX CNX RESOURCES CORP
971,423 $11.1M
AIY ACTIVISION BLIZZARD INC
227,164 $10.6M
PCG P G & E CORP
417,895 $9.9M
MS MORGAN STANLEY
225,598 $8.9M
PCAR PACCAR INC
149,581 $8.5M
TRV TRAVELERS COS INC
69,427 $8.3M
ALL ALLSTATE CORP
96,712 $8.0M
BWA BORGWARNER INC
213,419 $7.4M
FCX FREEPORT-MCMORAN INC
715,777 $7.4M
AIG AMERICAN INTERNATIONAL GROUP
180,411 $7.1M
SPLKCHF SPLUNK INC
67,304 $7.1M
PGR PROGRESSIVE CORP
115,272 $7.0M
GROUPE CGI INC
110,888 $6.8M
LVS LAS VEGAS SANDS CORP
119,032 $6.2M
GAP GAP INC
237,903 $6.1M
FDS FACTSET RESEARCH SYSTEMS INC
27,685 $5.5M
MCO MOODY'S CORP
39,299 $5.5M
SNPS SYNOPSYS INC
62,709 $5.3M
SUNTRUST BKS INC
95,664 $4.8M
SNA SNAP-ON INC
30,790 $4.5M
AKX ANSYS INC
29,799 $4.3M
DAL DELTA AIR LINES INC
83,225 $4.2M
RCL ROYAL CARIBBEAN CRUISES LTD
41,958 $4.1M
FTNT FORTINET INC
57,426 $4.0M
JKHY JACK HENRY & ASSOCIATES INC
31,892 $4.0M
MCHP MICROCHIP TECHNOLOGY INC
55,628 $4.0M
AAPL APPLE INC
25,216 $4.0M
CERNCHF CERNER CORP
73,234 $3.8M
PWR QUANTA SERVICES INC
111,545 $3.4M
PM PHILIP MORRIS INTERNATIONAL
49,384 $3.3M
CAKE CHEESECAKE FACTORY INC
75,191 $3.3M
IT GARTNER INC
25,524 $3.3M
CHH CHOICE HOTELS INTL INC
44,988 $3.2M
H HYATT HOTELS CORP - CL A
47,609 $3.2M
NOC NORTHROP GRUMMAN CORP
12,634 $3.1M
LP1 LEGGETT & PLATT INC
85,689 $3.1M
F FORD MOTOR CO
383,051 $2.9M
FISV FISERV INC
39,536 $2.9M
TUP TUPPERWARE BRANDS CORP
88,832 $2.8M
EA* ELECTRONIC ARTS INC
34,581 $2.7M
CSX CSX CORP
43,690 $2.7M
IRM IRON MOUNTAIN INC
81,746 $2.6M
PNC PNC FINANCIAL SERVICES GROUP
22,629 $2.6M
SEIC SEI INVESTMENTS COMPANY
56,169 $2.6M
ADM ARCHER-DANIELS-MIDLAND CO
61,184 $2.5M
PKG PACKAGING CORP OF AMERICA
28,538 $2.4M
LNT ALLIANT ENERGY CORP
56,172 $2.4M
COOPER COS INC
9,032 $2.3M
QURATE RETAIL INC
117,673 $2.3M
DREUSD DUKE REALTY CORP
86,793 $2.2M
TAP MOLSON COORS BEVERAGE CO - B
38,935 $2.2M
DNKN DUNKIN' BRANDS GROUP INC
33,751 $2.2M
FEDERAL REALTY INVT TR
18,173 $2.1M
STWD STARWOOD PROPERTY TRUST INC
107,907 $2.1M
CMS CMS ENERGY CORP
41,773 $2.1M
SJM JM SMUCKER CO
21,806 $2.0M
TRMB TRIMBLE INC
61,480 $2.0M
XEL XCEL ENERGY INC
40,102 $2.0M
CFR CULLEN/FROST BANKERS INC
22,447 $2.0M
KIM KIMCO REALTY CORP
132,954 $1.9M
DLR DIGITAL REALTY TRUST INC
17,792 $1.9M
UGI UGI CORP
35,399 $1.9M
APARTMENT INVT & MGMT CO
42,442 $1.9M
KRC KILROY REALTY CORP
29,407 $1.8M
AES AES CORP
126,823 $1.8M
REGN REGENERON PHARMACEUTICALS
4,842 $1.8M
TECH BIO-TECHNE CORP
12,267 $1.8M
BF/B BROWN-FORMAN CORP-CLASS B
37,298 $1.8M
KBR KBR INC
114,830 $1.7M
OC OWENS CORNING
39,302 $1.7M
ALLE ALLEGION PLC
21,685 $1.7M
LII LENNOX INTERNATIONAL INC
7,857 $1.7M
CRL CHARLES RIVER LABORATORIES
15,166 $1.7M
JECUSD JACOBS ENGINEERING GROUP INC
29,297 $1.7M
ESS ESSEX PROPERTY TRUST INC
6,940 $1.7M
T86 TRI POINTE HOMES INC
153,888 $1.7M
AWK AMERICAN WATER WORKS CO INC
18,450 $1.7M
NVR NVR INC
687 $1.7M
UNM UNUM GROUP
55,152 $1.6M
CACI CACI INTERNATIONAL INC -CL A
11,229 $1.6M
HONGBP HONEYWELL INTERNATIONAL INC
12,170 $1.6M
GPN GLOBAL PAYMENTS INC
15,517 $1.6M
INGR INGREDION INC
17,499 $1.6M
EVEUR EATON VANCE CORP
45,371 $1.6M
BKIEUR BLACK KNIGHT INC
34,746 $1.6M
IDXX IDEXX LABORATORIES INC
8,348 $1.6M
ARCC ARES CAPITAL CORP
99,253 $1.5M
WEC WEC ENERGY GROUP INC
22,310 $1.5M
BIO BIO-RAD LABORATORIES-A
6,590 $1.5M
ALV AUTOLIV INC
21,485 $1.5M
NFG NATIONAL FUEL GAS CO
29,103 $1.5M
RVTY REVVITY INC
18,528 $1.5M
HSIC HENRY SCHEIN INC
18,271 $1.4M
NWSA NEWS CORP - CLASS A
126,159 $1.4M
PNW PINNACLE WEST CAPITAL
16,781 $1.4M
WLY WILEY (JOHN) & SONS-CLASS A
30,451 $1.4M
RS RELIANCE INC
20,083 $1.4M
MORN MORNINGSTAR INC
12,848 $1.4M
HO1 HOLOGIC INC
34,277 $1.4M
ST SENSATA TECHNOLOGIES HOLDPLC
31,305 $1.4M
MSCI MSCI INC
9,431 $1.4M
DLX DELUXE CORP
36,121 $1.4M
JEF JEFFERIES FINANCIAL GROUP IN
79,009 $1.4M
FLS FLOWSERVE CORP
35,967 $1.4M
AVB* AVALONBAY COMMUNITIES INC
7,663 $1.3M
REG REGENCY CENTERS CORP
22,170 $1.3M
TIFEUR TIFFANY & CO
15,715 $1.3M
HRL HORMEL FOODS CORP
29,104 $1.2M
O REALTY INCOME CORP
18,749 $1.2M
AEE AMEREN CORPORATION
17,916 $1.2M
NDAQ NASDAQ INC
14,287 $1.2M
DTE DTE ENERGY COMPANY
10,394 $1.1M
ES EVERSOURCE ENERGY
17,573 $1.1M
CINF CINCINNATI FINANCIAL CORP
14,454 $1.1M
CPT CAMDEN PROPERTY TRUST
12,687 $1.1M
WTW WILLIS TOWERS WATSON PLC
7,342 $1.1M
BALL BALL CORP
23,277 $1.1M
WCGEUR WELLCARE HEALTH PLANS INC
4,528 $1.1M
RPM RPM INTERNATIONAL INC
18,100 $1.1M
TEL1USD TE CONNECTIVITY LTD
13,426 $1.0M
PXDEUR PIONEER NATURAL RESOURCES CO
7,686 $1.0M
ROP ROPER TECHNOLOGIES INC
3,773 $1.0M
JLL JONES LANG LASALLE INC
7,934 $1.0M
OGE OGE ENERGY CORP
25,493 $999K
MKC MCCORMICK & CO-NON VTG SHRS
7,025 $978K
HN9 HANESBRANDS INC
76,536 $959K
SCI SERVICE CORP INTERNATIONAL
23,784 $958K
WRKUSD WESTROCK CO
25,236 $953K
LAMR LAMAR ADVERTISING CO-A
13,733 $950K
MSM MSC INDUSTRIAL DIRECT CO-A
12,228 $941K
BRKR BRUKER CORP
31,339 $933K
HRC HILL-ROM HOLDINGS INC
10,522 $932K
1741046D STERIS LTD
8,726 $932K
RMD RESMED INC
8,119 $925K
WAT WATERS CORP
4,905 $925K
XRAY DENTSPLY SIRONA INC
24,774 $922K
THC TENET HEALTHCARE CORP
52,869 $906K
PDCOEUR PATTERSON COS INC
45,931 $903K
ALGN ALIGN TECHNOLOGY INC
4,274 $895K
CPRT COPART INC
18,547 $886K
GNTX GENTEX CORP
42,887 $867K
THO THOR INDUSTRIES INC
16,628 $865K
IEX IDEX CORP
6,843 $864K
HRB H&R BLOCK INC
33,567 $852K
ARE ALEXANDRIA REAL ESTATE EQUIT
7,358 $848K
GT GOODYEAR TIRE & RUBBER CO
41,491 $847K
IDA IDACORP INC
8,893 $828K
TXNM TXNM ENERGY INC
20,102 $826K
ATO ATMOS ENERGY CORP
8,869 $822K
MDU MDU RESOURCES GROUP INC
34,223 $816K
AQUA AMERICA INC
23,818 $814K
UDR UDR INC
19,819 $785K
MET METLIFE INC
17,979 $738K
TSCO TRACTOR SUPPLY COMPANY
8,682 $724K
IFF INTL FLAVORS & FRAGRANCES
5,044 $677K
NEU NEWMARKET CORP
1,627 $670K
CBT CABOT CORP
15,485 $665K
ARW ARROW ELECTRONICS INC
8,869 $612K
STLD STEEL DYNAMICS INC
20,292 $610K
OIEUR OWENS-ILLINOIS INC
35,153 $606K
ATR APTARGROUP INC
6,403 $602K
ATI ATI INC
27,369 $596K
FIS FIDELITY NATIONAL INFO SERV
5,747 $589K
FLO FLOWERS FOODS INC
31,287 $578K
SMG SCOTTS MIRACLE-GRO CO
9,329 $573K
BGUSD BUNGE LTD
10,609 $567K
LINDE PLC
3,522 $550K
AVX CORP NEW
34,408 $525K
NDSN NORDSON CORP
4,372 $522K
COLFAX CORP
24,812 $519K
LECO LINCOLN ELECTRIC HOLDINGS
6,561 $517K
DCI DONALDSON CO INC
11,878 $515K
GGG GRACO INC
12,311 $515K
VMI VALMONT INDUSTRIES
4,642 $515K
CR1USD CRANE CO
7,117 $514K
HUBB HUBBELL INC
5,178 $514K
MTD METTLER-TOLEDO INTERNATIONAL
908 $514K
AGCO AGCO CORP
9,218 $513K
TTC TORO CO
9,156 $512K
AYI ACUITY INC
4,445 $511K
NATIONAL INSTRS CORP
11,261 $511K
AME AMETEK INC
7,529 $510K
VSH VISHAY INTERTECHNOLOGY INC
28,299 $510K
CIEN CIENA CORP
14,882 $505K
KMT KENNAMETAL INC
15,168 $505K
OSK OSHKOSH CORP
8,234 $505K
RRX REGAL REXNORD CORP
7,209 $505K
GATX GATX CORP
7,087 $502K
JBL JABIL INC
20,070 $498K
KN KNOWLES CORP
37,335 $497K
YUSD ALLEGHANY CORP
766 $477K
VRSK VERISK ANALYTICS INC
4,181 $456K
AVY AVERY DENNISON CORP
5,033 $452K
SRCLEUR STERICYCLE INC
12,282 $451K
CVSA COVISTA INC
9,501 $450K
RSG REPUBLIC SERVICES INC
6,210 $448K
PBI PITNEY BOWES INC
75,674 $447K
ROL ROLLINS INC
12,260 $443K
CXW CORECIVIC INC
24,634 $439K
HRUSD HEALTHCARE REALTY TRUST INC
14,941 $425K
ELME ELME COMMUNITIES
18,474 $425K
MACK CALI RLTY CORP
21,647 $424K
CDP COPT DEFENSE PROPERTIES
20,137 $423K
DEI DOUGLAS EMMETT INC
12,388 $423K
ACCUSD AMERICAN CAMPUS COMMUNITIES
10,183 $421K
EXR EXTRA SPACE STORAGE INC
4,654 $421K
LPTUSD LIBERTY PROPERTY TRUST
10,021 $420K
NNN NNN REIT INC
8,647 $419K
HOSPITALITY PPTYS TR
17,522 $418K
SNH1EUR SENIOR HOUSING PROP TRUST
35,696 $418K
TCO TAUBMAN CENTERS INC
9,055 $412K
WRI WEINGARTEN REALTY INVESTORS
16,626 $412K
TWO HBRS INVT CORP
32,011 $411K
SLG1USD SL GREEN REALTY CORP
5,188 $410K
WPG2EUR WASHINGTON PRIME GROUP INC
83,769 $407K
SITCUSD SITE CENTERS CORP
36,682 $406K
ETRA E*TRADE FINANCIAL CORP
8,664 $380K
BRO BROWN & BROWN INC
13,364 $368K
AJG ARTHUR J GALLAGHER & CO
4,974 $367K
WDR WADDELL & REED FINANCIAL-A
20,275 $367K
CCEP COCA-COLA EUROPACIFIC PARTNE
7,919 $363K
FHI FEDERATED HERMES INC
13,580 $361K
LMEUR LEGG MASON INC
13,847 $353K
CHD CHURCH & DWIGHT CO INC
4,384 $288K
GLW CORNING INC
9,174 $277K
NVDA NVIDIA CORP
1,913 $255K
ULTA ULTA BEAUTY INC
996 $244K
AEO AMERICAN EAGLE OUTFITTERS
12,494 $242K
BIGGQ BIG LOTS INC
8,348 $241K
MUSA MURPHY USA INC
3,151 $241K
SBH SALLY BEAUTY HOLDINGS INC
14,067 $240K
AXE3EUR ANIXTER INTERNATIONAL INC
4,401 $239K
PAG PENSKE AUTOMOTIVE GROUP INC
5,930 $239K
DKS DICK'S SPORTING GOODS INC
7,569 $236K
GU9 GUESS? INC
11,384 $236K
RANDGOLD RES LTD
2,699 $224K
WTWEUR WW INTERNATIONAL INC
5,777 $223K
TAHOE RES INC
47,268 $172K
NGDN NEW GOLD INC
79,689 $61K
EGO ELDORADO GOLD CORP
14,040 $41K

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.