whalepapers
Overview/ Bridgewater Associates, LP/ Q2 2013

Bridgewater Associates, LP

CIK 0001350694 · As of Q2 2013 · filed Aug 13, 2013

Q2 2013

Holdings

323 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$3.85B
33.7%
99,189,020
SPY SS SPDR S&P 500 ETF TRUST-US
$3.18B
27.8%
19,818,900
EEM ISHARES MSCI EMERGING MARKET
$3.12B
27.3%
81,119,678
LQD ISHR IBX USD INVGD CB ETF-UI
$41.3M
0.4%
363,755
ORCL ORACLE CORP
$29.9M
0.3%
973,582
IVV ISHARES CORE S&P 500 ETF
$28.2M
0.2%
175,000
QCOM QUALCOMM INC
$22.9M
0.2%
375,465
FFIV F5 INC
$21.3M
0.2%
310,094
ALLERGAN INC
$21.0M
0.2%
249,341
TESORO CORP
$20.1M
0.2%
384,022
E M C CORP MASS
$19.4M
0.2%
821,662
VLO VALERO ENERGY CORP
$19.0M
0.2%
546,257
BRK/B BERKSHIRE HATHAWAY INC-CL B
$18.8M
0.2%
167,539
BEN FRANKLIN TEMPLETON INC
$18.3M
0.2%
134,638
UTXCHF RTX CORP
$18.3M
0.2%
196,560
CTSH COGNIZANT TECH SOLUTIONS-A
$17.9M
0.2%
285,218
MU MICRON TECHNOLOGY INC
$17.5M
0.2%
1,219,160
KO COCA-COLA CO
$17.1M
0.1%
426,200
HFCUSD HOLLYFRONTIER CORP
$16.9M
0.1%
394,951
SU SUNCOR ENERGY INC
$16.8M
0.1%
571,500
CTXSEUR CITRIX SYSTEMS INC
$16.5M
0.1%
274,000
CHUBB CORP
$16.2M
0.1%
191,495
MONSANTO CO NEW
$15.9M
0.1%
160,530
UNH UNITEDHEALTH GROUP INC
$14.8M
0.1%
225,769
INTC INTEL CORP
$13.9M
0.1%
573,853
INTU INTUIT INC
$13.7M
0.1%
224,939
CTLEUR CENTURYLINK INC
$13.5M
0.1%
382,275
EXMOC EXXON MOBIL CORP
$13.5M
0.1%
149,471
MCHP MICROCHIP TECHNOLOGY INC
$13.1M
0.1%
351,811
IMO IMPERIAL OIL LTD
$12.9M
0.1%
338,800
RHT1EUR RED HAT INC
$11.7M
0.1%
243,842
KLAC KLA CORP
$11.6M
0.1%
207,899
PHM PULTEGROUP INC
$11.6M
0.1%
609,589
CNQ CANADIAN NATURAL RESOURCES
$11.3M
0.1%
401,400
MXIM MAXIM INTEGRATED PRODUCTS
$10.0M
0.1%
361,528
CVE CENOVUS ENERGY INC
$9.7M
0.1%
341,500
AXP AMERICAN EXPRESS CO
$9.7M
0.1%
129,537
SCCO SOUTHERN COPPER CORP
$9.1M
0.1%
328,223
BROADCOM CORP
$9.0M
0.1%
266,391
AZO AUTOZONE INC
$8.9M
0.1%
21,110
FE FIRSTENERGY CORP
$8.9M
0.1%
237,406
HD HOME DEPOT INC
$8.8M
0.1%
114,080
CVX CHEVRON CORP
$8.8M
0.1%
74,535
ENB ENBRIDGE INC
$8.4M
0.1%
200,400
OXY OCCIDENTAL PETROLEUM CORP
$8.4M
0.1%
94,100
CHRW C.H. ROBINSON WORLDWIDE INC
$8.3M
0.1%
148,184
EXPRESS SCRIPTS HLDG CO
$8.3M
0.1%
134,288
TYCO INTERNATIONAL LTD
$8.2M
0.1%
249,977
AMGN AMGEN INC
$8.2M
0.1%
83,244
NTAP NETAPP INC
$8.1M
0.1%
213,113
TRANSCANADA CORP
$8.0M
0.1%
186,500
T AT&T INC
$8.0M
0.1%
226,000
GOLDCORP INC NEW
$8.0M
0.1%
323,007
WYNN WYNN RESORTS LTD
$8.0M
0.1%
62,405
ABX BARRICK GOLD CORP
$7.5M
0.1%
479,200
XEROX CORP
$7.5M
0.1%
828,697
COP CONOCOPHILLIPS
$7.5M
0.1%
123,800
RIO RIO TINTO PLC-SPON ADR
$7.4M
0.1%
179,800
BP BP PLC-SPONS ADR
$7.3M
0.1%
175,200
VALE VALE SA-SP ADR
$7.1M
0.1%
539,900
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$7.0M
0.1%
98,328
ROST ROSS STORES INC
$6.9M
0.1%
106,811
CA INC
$6.9M
0.1%
240,210
BHP BHP GROUP LTD-SPON ADR
$6.9M
0.1%
118,811
MSI MOTOROLA SOLUTIONS INC
$6.8M
0.1%
118,649
LRCXEUR LAM RESEARCH CORP
$6.8M
0.1%
154,415
MAR MARRIOTT INTERNATIONAL -CL A
$6.8M
0.1%
168,971
AMAT APPLIED MATERIALS INC
$6.7M
0.1%
450,999
TXN TEXAS INSTRUMENTS INC
$6.6M
0.1%
190,400
PBR PETROLEO BRASILEIRO-SPON ADR
$6.6M
0.1%
493,000
NOC NORTHROP GRUMMAN CORP
$6.5M
0.1%
78,936
NEM NEWMONT CORP
$6.3M
0.1%
211,126
BA BOEING CO
$6.3M
0.1%
61,041
WMT WALMART INC
$6.2M
0.1%
83,504
LORILLARD INC
$6.2M
0.1%
142,120
IBM INTL BUSINESS MACHINES CORP
$6.2M
0.1%
32,220
M MACY'S INC
$6.0M
0.1%
125,871
IP INTERNATIONAL PAPER CO
$5.8M
0.1%
131,424
APC3EUR ANADARKO PETROLEUM CORP
$5.7M
0.1%
66,799
MET METLIFE INC
$5.6M
0.0%
121,864
DLTR DOLLAR TREE INC
$5.4M
0.0%
107,063
FCX FREEPORT-MCMORAN INC
$5.3M
0.0%
192,885
VRSN VERISIGN INC
$5.3M
0.0%
117,715
ISRG INTUITIVE SURGICAL INC
$5.2M
0.0%
10,359
MCK MCKESSON CORP
$5.2M
0.0%
45,627
ENCANA CORP
$5.1M
0.0%
300,700
PRU PRUDENTIAL FINANCIAL INC
$4.9M
0.0%
67,076
ST JUDE MED INC
$4.8M
0.0%
105,185
ZBH ZIMMER BIOMET HOLDINGS INC
$4.6M
0.0%
61,550
EOG EOG RESOURCES INC
$4.6M
0.0%
35,000
HUM HUMANA INC
$4.6M
0.0%
53,975
TALISMAN ENERGY INC
$4.5M
0.0%
399,600
TROW T ROWE PRICE GROUP INC
$4.5M
0.0%
61,138
PEP PEPSICO INC
$4.3M
0.0%
52,486
YRI YAMANA GOLD INC
$4.3M
0.0%
451,300
9990302D APACHE CORP
$4.3M
0.0%
50,700
COCA COLA ENTERPRISES INC NE
$4.2M
0.0%
118,300
VAREUR VARIAN MEDICAL SYSTEMS INC
$4.1M
0.0%
60,756
GS GOLDMAN SACHS GROUP INC
$4.0M
0.0%
26,217
AAPL APPLE INC
$4.0M
0.0%
9,971
BAX BAXTER INTERNATIONAL INC
$4.0M
0.0%
57,080
ROK ROCKWELL AUTOMATION INC
$3.9M
0.0%
47,300
AKAM AKAMAI TECHNOLOGIES INC
$3.9M
0.0%
91,799
SILVER WHEATON CORP
$3.9M
0.0%
198,300
CPB THE CAMPBELL'S COMPANY
$3.9M
0.0%
86,682
ORLY O'REILLY AUTOMOTIVE INC
$3.8M
0.0%
33,526
C CITIGROUP INC
$3.7M
0.0%
76,522
AFL AFLAC INC
$3.6M
0.0%
62,148
KGC KINROSS GOLD CORP
$3.6M
0.0%
702,600
BCE BCE INC
$3.6M
0.0%
87,600
WFC WELLS FARGO & CO
$3.5M
0.0%
85,881
COF CAPITAL ONE FINANCIAL CORP
$3.5M
0.0%
56,166
MRO* MARATHON OIL CORP
$3.5M
0.0%
101,200
JPM JPMORGAN CHASE & CO
$3.4M
0.0%
65,342
GAP GAP INC
$3.4M
0.0%
81,678
LBEUR L BRANDS INC
$3.4M
0.0%
68,200
RANDGOLD RES LTD
$3.3M
0.0%
51,700
SW5 SOUTHWESTERN ENERGY CO
$3.3M
0.0%
89,696
KSS KOHLS CORP
$3.2M
0.0%
63,879
AIG AMERICAN INTERNATIONAL GROUP
$3.2M
0.0%
71,000
RCI ROGERS COMMUNICATIONS INC-B
$3.1M
0.0%
80,600
XLNXEUR XILINX INC
$3.1M
0.0%
77,993
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$3.1M
0.0%
214,400
AHC HESS CORP
$3.0M
0.0%
44,800
NVDA NVIDIA CORP
$3.0M
0.0%
211,405
TU TELUS CORP
$3.0M
0.0%
101,700
WELLPOINT INC
$3.0M
0.0%
36,126
ALTERA CORP
$2.9M
0.0%
88,981
WY WEYERHAEUSER CO
$2.9M
0.0%
102,366
MSFT MICROSOFT CORP
$2.9M
0.0%
84,204
LINEAR TECHNOLOGY CORP
$2.9M
0.0%
78,598
AEM AGNICO EAGLE MINES LTD
$2.9M
0.0%
104,158
LABORATORY CORP AMER HLDGS
$2.8M
0.0%
27,900
NBL2EUR NOBLE ENERGY INC
$2.8M
0.0%
46,252
DVN DEVON ENERGY CORP
$2.8M
0.0%
53,200
EXPD EXPEDITORS INTL WASH INC
$2.8M
0.0%
72,490
FNV FRANCO-NEVADA CORP
$2.7M
0.0%
76,100
FOSL FOSSIL GROUP INC
$2.7M
0.0%
26,114
BAC BANK OF AMERICA CORP
$2.7M
0.0%
209,091
ELDORADO GOLD CORP NEW
$2.6M
0.0%
428,300
PXDEUR PIONEER NATURAL RESOURCES CO
$2.6M
0.0%
17,700
PTEN PATTERSON-UTI ENERGY INC
$2.5M
0.0%
130,514
BCRUSD CR BARD INC
$2.5M
0.0%
22,886
MCO MOODY'S CORP
$2.4M
0.0%
39,700
MS MORGAN STANLEY
$2.3M
0.0%
95,855
GLW CORNING INC
$2.3M
0.0%
162,600
BIIB BIOGEN INC
$2.3M
0.0%
10,512
CIGNA CORPORATION
$2.3M
0.0%
31,081
CME CME GROUP INC
$2.2M
0.0%
29,611
GFI GOLD FIELDS LTD-SPONS ADR
$2.2M
0.0%
425,600
CAH CARDINAL HEALTH INC
$2.2M
0.0%
46,346
PGR PROGRESSIVE CORP
$2.2M
0.0%
85,097
PC6A PETROCHINA CO LTD -ADR
$2.1M
0.0%
19,022
CLRUSD CONTINENTAL RESOURCES INC/OK
$2.1M
0.0%
24,200
KRAFT FOODS GROUP INC
$1.9M
0.0%
34,874
AETNA INC NEW
$1.9M
0.0%
30,577
USB US BANCORP
$1.9M
0.0%
52,984
URBN URBAN OUTFITTERS INC
$1.9M
0.0%
47,184
MYLAN INC
$1.9M
0.0%
61,097
SYMCEUR SYMANTEC CORP
$1.8M
0.0%
80,266
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$1.8M
0.0%
143,090
CHKEUR CHESAPEAKE ENERGY CORP
$1.8M
0.0%
87,200
RRC RANGE RESOURCES CORP
$1.7M
0.0%
21,400
TECK TECK RESOURCES LTD-CLS B
$1.6M
0.0%
76,900
NGDN NEW GOLD INC
$1.6M
0.0%
252,200
COR CENCORA INC
$1.5M
0.0%
27,645
MUR MURPHY OIL CORP
$1.5M
0.0%
25,300
LEUCADIA NATL CORP
$1.5M
0.0%
58,500
CTRA COTERRA ENERGY INC
$1.5M
0.0%
21,400
RGLD ROYAL GOLD INC
$1.5M
0.0%
35,800
MEDTRONIC INC
$1.5M
0.0%
29,045
SYK STRYKER CORP
$1.5M
0.0%
23,000
LEN LENNAR CORP-A
$1.4M
0.0%
39,500
DVA DAVITA INC
$1.4M
0.0%
11,400
LUV SOUTHWEST AIRLINES CO
$1.4M
0.0%
106,300
EBAY EBAY INC
$1.3M
0.0%
25,050
MPC MARATHON PETROLEUM CORP
$1.3M
0.0%
17,800
BDX BECTON DICKINSON AND CO
$1.2M
0.0%
12,533
EQT EQT CORP
$1.2M
0.0%
15,300
META META PLATFORMS INC-CLASS A
$1.2M
0.0%
48,700
RTN1USD RAYTHEON COMPANY
$1.2M
0.0%
18,319
TRV TRAVELERS COS INC
$1.2M
0.0%
14,981
WDC WESTERN DIGITAL CORP
$1.2M
0.0%
19,000
SPG SIMON PROPERTY GROUP INC
$1.1M
0.0%
7,142
BNY BANK OF NEW YORK MELLON CORP
$1.1M
0.0%
39,710
LMT LOCKHEED MARTIN CORP
$1.1M
0.0%
10,176
VALSPAR CORP
$1.1M
0.0%
17,011
COBALT INTL ENERGY INC
$1.1M
0.0%
41,300
PSX PHILLIPS 66
$1.1M
0.0%
18,450
CAG CONAGRA BRANDS INC
$1.1M
0.0%
30,669
CCJ CAMECO CORP
$1.1M
0.0%
52,000
SLB SLB LTD
$995K
0.0%
13,887
WHR WHIRLPOOL CORP
$984K
0.0%
8,607
PLD PROLOGIS INC
$979K
0.0%
25,945
PPG PPG INDUSTRIES INC
$954K
0.0%
6,516
VTR VENTAS INC
$933K
0.0%
13,428
BLKCHF BLACKROCK INC
$925K
0.0%
3,600
REGN REGENERON PHARMACEUTICALS
$922K
0.0%
4,100
HMY HARMONY GOLD MNG-SPON ADR
$891K
0.0%
233,800
CERNCHF CERNER CORP
$889K
0.0%
9,252
HST HOST HOTELS & RESORTS INC
$881K
0.0%
52,218
IAG IAMGOLD CORP
$881K
0.0%
210,200
BXP BXP INC
$866K
0.0%
8,215
DNREUR DENBURY INC-PRE BANKRUPTCY
$859K
0.0%
49,594
HO1 HOLOGIC INC
$845K
0.0%
43,800
TUP TUPPERWARE BRANDS CORP
$839K
0.0%
10,800
XECEUR CIMAREX ENERGY CO
$833K
0.0%
12,820
AMERICAN CAPITAL AGENCY CORP
$830K
0.0%
36,090
FEDERAL REALTY INVT TR
$819K
0.0%
7,900
MOS MOSAIC CO
$818K
0.0%
15,200
CONSOL ENERGY INC
$814K
0.0%
30,020
MTD METTLER-TOLEDO INTERNATIONAL
$805K
0.0%
4,000
WDR WADDELL & REED FINANCIAL-A
$792K
0.0%
18,213
CF CF INDUSTRIES HOLDINGS INC
$789K
0.0%
4,600
STWD STARWOOD PROPERTY TRUST INC
$785K
0.0%
31,700
TRQEUR TURQUOISE HILL RESOURCES LTD
$767K
0.0%
129,700
IHS INC
$762K
0.0%
7,300
ALK ALASKA AIR GROUP INC
$754K
0.0%
14,500
AVPUSD AVON PRODUCTS INC
$753K
0.0%
35,800
MLM MARTIN MARIETTA MATERIALS
$738K
0.0%
7,500
O REALTY INCOME CORP
$729K
0.0%
17,400
IVZ INVESCO LTD
$693K
0.0%
21,800
DREUSD DUKE REALTY CORP
$677K
0.0%
43,409
TJX TJX COMPANIES INC
$661K
0.0%
13,199
ACE LTD
$652K
0.0%
7,285
IACIEUR IAC/INTERACTIVECORP
$651K
0.0%
13,679
CE CELANESE CORP
$645K
0.0%
14,400
NWL NEWELL BRANDS INC
$635K
0.0%
24,200
DDR CORP
$623K
0.0%
37,400
AMG AFFILIATED MANAGERS GROUP
$617K
0.0%
3,762
FBIN FORTUNE BRANDS INNOVATIONS I
$604K
0.0%
15,600
SPX CORP
$604K
0.0%
8,390
TCO TAUBMAN CENTERS INC
$599K
0.0%
7,976
HCP INC
$591K
0.0%
13,000
KIM KIMCO REALTY CORP
$591K
0.0%
27,600
PNW PINNACLE WEST CAPITAL
$577K
0.0%
10,400
MCGRAW HILL FINL INC
$572K
0.0%
10,763
PSA PUBLIC STORAGE
$567K
0.0%
3,700
OKE ONEOK INC
$554K
0.0%
13,400
AGCO AGCO CORP
$552K
0.0%
11,000
SBA COMMUNICATIONS CORP
$548K
0.0%
7,400
OIS OIL STATES INTERNATIONAL INC
$547K
0.0%
5,900
AES AES CORP
$546K
0.0%
45,500
WHITING PETE CORP NEW
$535K
0.0%
11,600
PEABODY ENERGY CORP
$530K
0.0%
36,200
RCL ROYAL CARIBBEAN CRUISES LTD
$523K
0.0%
15,700
PM PHILIP MORRIS INTERNATIONAL
$520K
0.0%
6,000
CCK CROWN HOLDINGS INC
$518K
0.0%
12,600
GWRUSD GENESEE & WYOMING INC-CL A
$518K
0.0%
6,100
TWO HBRS INVT CORP
$514K
0.0%
50,142
VMRK VIVMARK RESIDENTIAL
$495K
0.0%
8,534
GIS GENERAL MILLS INC
$495K
0.0%
10,206
FLS FLOWSERVE CORP
$491K
0.0%
9,095
RIG TRANSOCEAN LTD
$488K
0.0%
10,178
CABELAS INC
$479K
0.0%
7,400
KMX CARMAX INC
$467K
0.0%
10,114
PNC PNC FINANCIAL SERVICES GROUP
$467K
0.0%
6,400
PANERA BREAD CO
$465K
0.0%
2,500
AEP AMERICAN ELECTRIC POWER
$462K
0.0%
10,313
FIS FIDELITY NATIONAL INFO SERV
$458K
0.0%
10,700
MEAD JOHNSON NUTRITION CO
$452K
0.0%
5,700
VALIDUS HOLDINGS LTD
$444K
0.0%
12,300
ENSCO PLC
$442K
0.0%
7,600
NNN NNN REIT INC
$433K
0.0%
12,600
HUN HUNTSMAN CORP
$432K
0.0%
26,100
GOOGLE INC
$431K
0.0%
489
INTERNATIONAL GAME TECHNOLOG
$424K
0.0%
25,400
SEALED AIR CORP NEW
$421K
0.0%
17,599
AME AMETEK INC
$420K
0.0%
9,940
CBL & ASSOC PPTYS INC
$398K
0.0%
18,596
MEADWESTVACO CORP
$396K
0.0%
11,600
SUNTRUST BKS INC
$396K
0.0%
12,528
FAMILY DLR STORES INC
$393K
0.0%
6,300
FITB FIFTH THIRD BANCORP
$392K
0.0%
21,700
LNC LINCOLN NATIONAL CORP
$354K
0.0%
9,718
PWR QUANTA SERVICES INC
$349K
0.0%
13,200
TW TELECOM INC
$343K
0.0%
12,190
TRMB TRIMBLE INC
$342K
0.0%
13,151
DFSEUR DISCOVER FINANCIAL SERVICES
$329K
0.0%
6,900
VMW* VMWARE INC-CLASS A
$328K
0.0%
4,900
CITUSD CIT GROUP INC
$326K
0.0%
7,000
L-3 COMMUNICATIONS HLDGS INC
$326K
0.0%
3,799
SLG1USD SL GREEN REALTY CORP
$326K
0.0%
3,700
HILLSHIRE BRANDS CO
$324K
0.0%
9,800
RACKSPACE HOSTING INC
$322K
0.0%
8,510
TAP MOLSON COORS BEVERAGE CO - B
$321K
0.0%
6,700
ACN ACCENTURE PLC-CL A
$317K
0.0%
4,400
ALB ALBEMARLE CORP
$315K
0.0%
5,055
QEP QEP RESOURCES INC
$308K
0.0%
11,100
CORRECTIONS CORP AMER NEW
$304K
0.0%
8,989
BBTUSD BB&T CORP
$302K
0.0%
8,900
LEA LEAR CORP
$302K
0.0%
5,000
JAHEUR JARDEN CORP
$298K
0.0%
6,800
DLR DIGITAL REALTY TRUST INC
$280K
0.0%
4,587
DGX QUEST DIAGNOSTICS INC
$279K
0.0%
4,598
RYN RAYONIER INC
$271K
0.0%
4,900
RSG REPUBLIC SERVICES INC
$269K
0.0%
7,935
NVR NVR INC
$268K
0.0%
291
PALL CORP
$263K
0.0%
3,952
OC OWENS CORNING
$262K
0.0%
6,700
SIGMA ALDRICH CORP
$260K
0.0%
3,227
MAC MACERICH CO
$256K
0.0%
4,200
DR PEPPER SNAPPLE GROUP INC
$253K
0.0%
5,500
CONCUR TECHNOLOGIES INC
$252K
0.0%
3,100
URI UNITED RENTALS INC
$250K
0.0%
5,000
MATX MATSON INC
$249K
0.0%
9,967
PFG PRINCIPAL FINANCIAL GROUP
$247K
0.0%
6,600
SNH1EUR SENIOR HOUSING PROP TRUST
$244K
0.0%
9,400
MADISON SQUARE GARDEN CO
$233K
0.0%
3,938
EFX EQUIFAX INC
$230K
0.0%
3,900
DRCEUR DRESSER-RAND GROUP INC
$228K
0.0%
3,800
HRL HORMEL FOODS CORP
$228K
0.0%
5,913
APARTMENT INVT & MGMT CO
$227K
0.0%
7,568
OII OCEANEERING INTL INC
$226K
0.0%
3,131
L LOEWS CORP
$222K
0.0%
5,000
LEVEL 3 COMMUNICATIONS INC
$215K
0.0%
10,189
WISCONSIN ENERGY CORP
$213K
0.0%
5,200
AMP AMERIPRISE FINANCIAL INC
$210K
0.0%
2,600
DKS DICK'S SPORTING GOODS INC
$210K
0.0%
4,200
FMC FMC CORP
$208K
0.0%
3,410
HRSEUR L3HARRIS TECHNOLOGIES INC
$207K
0.0%
4,204
KEY KEYCORP
$114K
0.0%
10,342
BROCADE COMMUNICATIONS SYS I
$61K
0.0%
10,587

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.