whalepapers
Overview/ Bridgewater Associates, LP/ Q2 2016

Bridgewater Associates, LP

CIK 0001350694 · As of Q2 2016 · filed Aug 10, 2016

Q2 2016

Holdings

340 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$2.47B
30.9%
70,001,189 −4,829,600 −6.5% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$2.14B
26.8%
10,221,200 −101,000 −1.0% Reduced
EEM ISHARES MSCI EMERGING MARKET
$1.31B
16.5%
38,191,833 −4,682,700 −10.9% Reduced
EWZ ISHARES MSCI BRAZIL ETF
$125.4M
1.6%
4,157,211 +3,138,700 +308.2% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$110.2M
1.4%
897,555 +53,400 +6.3% Added
ABX BARRICK GOLD CORP
$45.1M
0.6%
2,112,956 +903,853 +74.8% Added
IVV ISHARES CORE S&P 500 ETF
$36.8M
0.5%
175,000 Held
GOLDCORP INC NEW
$32.9M
0.4%
1,719,325 +753,530 +78.0% Added
BFH BREAD FINANCIAL HOLDINGS INC
$32.8M
0.4%
167,251 +59,087 +54.6% Added
INTC INTEL CORP
$32.4M
0.4%
988,043 +2,100 +0.2% Added
GILD GILEAD SCIENCES INC
$31.3M
0.4%
374,672 +124,851 +50.0% Added
LYB LYONDELLBASELL INDU-CL A
$26.3M
0.3%
353,116 +253,400 +254.1% Added
COR CENCORA INC
$25.3M
0.3%
319,092 +75,100 +30.8% Added
AEM AGNICO EAGLE MINES LTD
$24.6M
0.3%
459,027 +204,100 +80.1% Added
EXPRESS SCRIPTS HLDG CO
$23.6M
0.3%
311,618 −82,600 −21.0% Reduced
STAPLES INC
$22.7M
0.3%
2,637,617 +2,120,111 +409.7% Added
SU SUNCOR ENERGY INC
$22.3M
0.3%
808,800 +312,800 +63.1% Added
SILVER WHEATON CORP
$19.9M
0.2%
845,201 +373,581 +79.2% Added
PFE PFIZER INC
$19.7M
0.2%
560,639 +100,600 +21.9% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$19.7M
0.2%
455,501 −6,534 −1.4% Reduced
JNPR* JUNIPER NETWORKS INC
$19.6M
0.2%
871,009 +300,271 +52.6% Added
CTLEUR CENTURYLINK INC
$18.8M
0.2%
648,370 +363,186 +127.4% Added
NOBLE CORP PLC
$18.6M
0.2%
2,254,112 +1,540,953 +216.1% Added
CNQ CANADIAN NATURAL RESOURCES
$16.6M
0.2%
539,719 +192,519 +55.4% Added
MET METLIFE INC
$16.5M
0.2%
415,045 +334,000 +412.1% Added
RIO RIO TINTO PLC-SPON ADR
$16.3M
0.2%
520,900 +4,000 +0.8% Added
TOL TOLL BROTHERS INC
$16.3M
0.2%
604,652 +46,652 +8.4% Added
BP BP PLC-SPONS ADR
$16.1M
0.2%
453,800 −16,300 −3.5% Reduced
FDX FEDEX CORP
$16.0M
0.2%
105,536 +68,500 +185.0% Added
BHP BHP GROUP LTD-SPON ADR
$15.8M
0.2%
551,911 −2,600 −0.5% Reduced
JNJ JOHNSON & JOHNSON
$15.7M
0.2%
129,700 +129,700 New
CVX CHEVRON CORP
$15.3M
0.2%
146,000 −3,700 −2.5% Reduced
MSFT MICROSOFT CORP
$15.3M
0.2%
299,048 −341,200 −53.3% Reduced
EXMOC EXXON MOBIL CORP
$15.3M
0.2%
163,200 −5,600 −3.3% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$15.2M
0.2%
200,900 −9,100 −4.3% Reduced
COP CONOCOPHILLIPS
$15.0M
0.2%
343,544 −16,500 −4.6% Reduced
MRK MERCK & CO. INC.
$14.5M
0.2%
251,546 +40,800 +19.4% Added
PH PARKER HANNIFIN CORP
$14.4M
0.2%
133,700 +133,700 New
DISCAUSD DISCOVERY INC - A
$14.3M
0.2%
568,164 +481,727 +557.3% Added
CVS CVS HEALTH CORP
$14.3M
0.2%
149,700 +149,700 New
URI UNITED RENTALS INC
$14.2M
0.2%
211,276 −31,634 −13.0% Reduced
MDLZ MONDELEZ INTERNATIONAL INC-A
$13.8M
0.2%
303,700 +67,065 +28.3% Added
BMY BRISTOL-MYERS SQUIBB CO
$13.7M
0.2%
186,454 +99,609 +114.7% Added
EOG EOG RESOURCES INC
$13.6M
0.2%
163,065 −11,200 −6.4% Reduced
KSS KOHLS CORP
$13.4M
0.2%
353,509 +264,342 +296.5% Added
IMO IMPERIAL OIL LTD
$13.2M
0.2%
420,500 +150,500 +55.7% Added
MSI MOTOROLA SOLUTIONS INC
$13.1M
0.2%
198,230 +172,530 +671.3% Added
MCD MCDONALD'S CORP
$12.9M
0.2%
106,987 −18,839 −15.0% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$12.9M
0.2%
1,797,900 −97,400 −5.1% Reduced
ENSCO PLC
$12.8M
0.2%
1,319,514 −583,548 −30.7% Reduced
BIIB BIOGEN INC
$12.4M
0.2%
51,461 +28,355 +122.7% Added
M MACY'S INC
$12.2M
0.2%
362,280 +121,400 +50.4% Added
TXN TEXAS INSTRUMENTS INC
$12.1M
0.2%
192,381 −14,000 −6.8% Reduced
TESORO CORP
$11.9M
0.1%
159,508 +59,300 +59.2% Added
AAPL APPLE INC
$11.6M
0.1%
121,200 +15,200 +14.3% Added
DISH DISH NETWORK CORP-A
$11.4M
0.1%
217,195 −35,562 −14.1% Reduced
SBUX STARBUCKS CORP
$11.4M
0.1%
199,175 −69,200 −25.8% Reduced
NEM NEWMONT CORP
$11.4M
0.1%
290,179 −207,193 −41.7% Reduced
AMAT APPLIED MATERIALS INC
$11.3M
0.1%
469,583 +136,500 +41.0% Added
CAH CARDINAL HEALTH INC
$11.2M
0.1%
143,581 +50,149 +53.7% Added
WOO FOOT LOCKER INC
$11.1M
0.1%
201,656 +117,901 +140.8% Added
PEP PEPSICO INC
$11.0M
0.1%
103,500 +48,800 +89.2% Added
LNC LINCOLN NATIONAL CORP
$10.9M
0.1%
282,200 +81,174 +40.4% Added
NTAP NETAPP INC
$10.9M
0.1%
444,638 +88,493 +24.8% Added
CSCO CISCO SYSTEMS INC
$10.6M
0.1%
367,990 +7,200 +2.0% Added
TGT TARGET CORP
$10.3M
0.1%
147,382 +46,700 +46.4% Added
YRI YAMANA GOLD INC
$10.2M
0.1%
1,959,868 +845,100 +75.8% Added
NUE NUCOR CORP
$10.2M
0.1%
205,983 +162,500 +373.7% Added
WU WESTERN UNION CO
$10.0M
0.1%
523,041 +147,700 +39.4% Added
FFIV F5 INC
$10.0M
0.1%
87,460 +14,937 +20.6% Added
VFC VF CORP
$10.0M
0.1%
161,900 +161,900 New
RCL ROYAL CARIBBEAN CRUISES LTD
$9.7M
0.1%
144,274 +74,274 +106.1% Added
MXIM MAXIM INTEGRATED PRODUCTS
$9.6M
0.1%
268,844 +190,344 +242.5% Added
EMN EASTMAN CHEMICAL CO
$9.4M
0.1%
138,800 +73,283 +111.9% Added
FNV FRANCO-NEVADA CORP
$9.4M
0.1%
124,128 −24,300 −16.4% Reduced
DHI DR HORTON INC
$9.1M
0.1%
288,718 +1,600 +0.6% Added
CTXSEUR CITRIX SYSTEMS INC
$9.0M
0.1%
112,338 −3,805 −3.3% Reduced
VLO VALERO ENERGY CORP
$8.6M
0.1%
169,291 +41,000 +32.0% Added
PVH PVH CORP
$8.3M
0.1%
87,792 +61,100 +228.9% Added
EMR EMERSON ELECTRIC CO
$8.3M
0.1%
158,317 +131,317 +486.4% Added
VMW* VMWARE INC-CLASS A
$8.1M
0.1%
141,162 −406,875 −74.2% Reduced
APC3EUR ANADARKO PETROLEUM CORP
$8.0M
0.1%
149,380 −14,000 −8.6% Reduced
AMT AMERICAN TOWER CORP
$7.9M
0.1%
69,800 +8,312 +13.5% Added
PXDEUR PIONEER NATURAL RESOURCES CO
$7.8M
0.1%
51,300 −200 −0.4% Reduced
IVZ INVESCO LTD
$7.7M
0.1%
300,822 +300,822 New
GAP GAP INC
$7.6M
0.1%
359,813 +359,813 New
BA BOEING CO
$7.5M
0.1%
57,456 +18,800 +48.6% Added
RANDGOLD RES LTD
$7.3M
0.1%
65,581 −14,000 −17.6% Reduced
VALE VALE SA-SP ADR
$7.3M
0.1%
1,439,700 −85,800 −5.6% Reduced
PPG PPG INDUSTRIES INC
$7.2M
0.1%
69,020 +69,020 New
LRCXEUR LAM RESEARCH CORP
$6.8M
0.1%
81,080 −21,300 −20.8% Reduced
UTHR UNITED THERAPEUTICS CORP
$6.8M
0.1%
64,100 −21,733 −25.3% Reduced
HYG ISHR IBX USD HIYLD CB ETF-UI
$6.8M
0.1%
79,700 +79,700 New
DIS WALT DISNEY CO
$6.7M
0.1%
68,800 −141,500 −67.3% Reduced
ETN EATON CORP PLC
$6.7M
0.1%
112,292 +87,461 +352.2% Added
SWKS SKYWORKS SOLUTIONS INC
$6.6M
0.1%
104,469 +45,956 +78.5% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$6.4M
0.1%
112,500 +94,900 +539.2% Added
PRU PRUDENTIAL FINANCIAL INC
$6.4M
0.1%
89,917 +53,600 +147.6% Added
ADBE ADOBE INC
$6.3M
0.1%
66,200 −82,079 −55.4% Reduced
SCCO SOUTHERN COPPER CORP
$6.3M
0.1%
234,997 −8,703 −3.6% Reduced
MCK MCKESSON CORP
$6.2M
0.1%
33,359 +20,359 +156.6% Added
9990302D APACHE CORP
$6.2M
0.1%
110,900 −10,200 −8.4% Reduced
IP INTERNATIONAL PAPER CO
$6.2M
0.1%
145,509 +34,287 +30.8% Added
DRI DARDEN RESTAURANTS INC
$6.2M
0.1%
97,162 −40,739 −29.5% Reduced
LLY ELI LILLY & CO
$6.1M
0.1%
77,462 +2,340 +3.1% Added
TEL1USD TE CONNECTIVITY LTD
$6.0M
0.1%
105,900 +12,669 +13.6% Added
CCL1EUR CARNIVAL CORP LTD
$6.0M
0.1%
134,811 −34,038 −20.2% Reduced
DVA DAVITA INC
$5.9M
0.1%
75,970 +69,370 +1051.1% Added
AMGN AMGEN INC
$5.8M
0.1%
38,300 +38,300 New
SPGI S&P GLOBAL INC
$5.8M
0.1%
54,243 +54,243 New
MHK MOHAWK INDUSTRIES INC
$5.8M
0.1%
30,557 +21,457 +235.8% Added
TRANSCANADA CORP
$5.8M
0.1%
128,800 +128,800 New
GD GENERAL DYNAMICS CORP
$5.8M
0.1%
41,600 −90,102 −68.4% Reduced
MLM MARTIN MARIETTA MATERIALS
$5.8M
0.1%
30,089 +24,489 +437.3% Added
CVE CENOVUS ENERGY INC
$5.8M
0.1%
418,200 +151,900 +57.0% Added
MAS MASCO CORP
$5.7M
0.1%
185,415 +43,400 +30.6% Added
FMC TECHNOLOGIES INC
$5.7M
0.1%
214,000 −2,492 −1.2% Reduced
YUM YUM! BRANDS INC
$5.7M
0.1%
68,407 −44,200 −39.3% Reduced
ELV ELEVANCE HEALTH INC
$5.6M
0.1%
43,000 +24,100 +127.5% Added
WHR WHIRLPOOL CORP
$5.6M
0.1%
33,800 +31,732 +1534.4% Added
BWA BORGWARNER INC
$5.6M
0.1%
188,546 +95,151 +101.9% Added
DVN DEVON ENERGY CORP
$5.5M
0.1%
151,500 −15,000 −9.0% Reduced
AHC HESS CORP
$5.5M
0.1%
90,800 −11,700 −11.4% Reduced
TXT TEXTRON INC
$5.4M
0.1%
148,800 −54,612 −26.8% Reduced
INTU INTUIT INC
$5.4M
0.1%
48,611 −2,500 −4.9% Reduced
URBN URBAN OUTFITTERS INC
$5.4M
0.1%
196,329 +76,216 +63.5% Added
EA* ELECTRONIC ARTS INC
$5.3M
0.1%
69,800 −626 −0.9% Reduced
VRSN VERISIGN INC
$5.2M
0.1%
60,601 +57,301 +1736.4% Added
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$5.1M
0.1%
284,378 −54,200 −16.0% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$5.0M
0.1%
99,274 −77,871 −44.0% Reduced
HD HOME DEPOT INC
$5.0M
0.1%
39,000 −13,080 −25.1% Reduced
AXP AMERICAN EXPRESS CO
$4.9M
0.1%
81,100 −30,808 −27.5% Reduced
BCRUSD CR BARD INC
$4.9M
0.1%
20,815 −2,500 −10.7% Reduced
CLRUSD CONTINENTAL RESOURCES INC/OK
$4.8M
0.1%
105,460 −12,200 −10.4% Reduced
CXOEUR CONCHO RESOURCES INC
$4.7M
0.1%
39,653 −1,200 −2.9% Reduced
COF CAPITAL ONE FINANCIAL CORP
$4.7M
0.1%
73,500 +73,500 New
NBL2EUR NOBLE ENERGY INC
$4.5M
0.1%
126,362 −11,200 −8.1% Reduced
KGC KINROSS GOLD CORP
$4.4M
0.1%
906,500 −65,400 −6.7% Reduced
PRICELINE GRP INC
$4.4M
0.1%
3,500 −3,051 −46.6% Reduced
GOOGL ALPHABET INC-CL A
$4.3M
0.1%
6,100 −4,826 −44.2% Reduced
LOW LOWE'S COS INC
$4.3M
0.1%
53,800 +10,808 +25.1% Added
PCAR PACCAR INC
$4.2M
0.1%
81,759 +29,703 +57.1% Added
EQT EQT CORP
$4.2M
0.1%
53,686 +3,100 +6.1% Added
FCX FREEPORT-MCMORAN INC
$4.1M
0.1%
369,991 −31,700 −7.9% Reduced
ABT ABBOTT LABORATORIES
$4.1M
0.1%
104,100 +92,700 +813.2% Added
NVDA NVIDIA CORP
$3.9M
0.0%
82,121 −8,100 −9.0% Reduced
ADI ANALOG DEVICES INC
$3.8M
0.0%
67,281 +13,700 +25.6% Added
FE FIRSTENERGY CORP
$3.7M
0.0%
107,345 −2,200 −2.0% Reduced
AIY ACTIVISION BLIZZARD INC
$3.7M
0.0%
93,510 −23,403 −20.0% Reduced
LINEAR TECHNOLOGY CORP
$3.7M
0.0%
79,439 −65,078 −45.0% Reduced
KO COCA-COLA CO
$3.7M
0.0%
81,000 +81,000 New
ORCL ORACLE CORP
$3.7M
0.0%
89,228 −4,900 −5.2% Reduced
VAREUR VARIAN MEDICAL SYSTEMS INC
$3.7M
0.0%
44,400 −61,843 −58.2% Reduced
MRO* MARATHON OIL CORP
$3.6M
0.0%
240,800 −23,700 −9.0% Reduced
CPB THE CAMPBELL'S COMPANY
$3.6M
0.0%
54,114 +36,163 +201.5% Added
CMI CUMMINS INC
$3.6M
0.0%
31,900 +9,550 +42.7% Added
CTRA COTERRA ENERGY INC
$3.6M
0.0%
138,200 −10,300 −6.9% Reduced
RGLD ROYAL GOLD INC
$3.4M
0.0%
47,600 −7,900 −14.2% Reduced
FOSL FOSSIL GROUP INC
$3.4M
0.0%
119,587 +119,587 New
DR PEPPER SNAPPLE GROUP INC
$3.4M
0.0%
35,188 −22,527 −39.0% Reduced
EW EDWARDS LIFESCIENCES CORP
$3.4M
0.0%
33,800 +15,000 +79.8% Added
GWW WW GRAINGER INC
$3.4M
0.0%
14,818 +4,200 +39.6% Added
UNH UNITEDHEALTH GROUP INC
$3.3M
0.0%
23,400 −22,500 −49.0% Reduced
XECEUR CIMAREX ENERGY CO
$3.3M
0.0%
27,659 +27,659 New
STT STATE STREET CORP
$3.3M
0.0%
60,800 +60,800 New
EL ESTEE LAUDER COMPANIES-CL A
$3.2M
0.0%
35,639 +35,639 New
CERNCHF CERNER CORP
$3.2M
0.0%
54,000 −29,332 −35.2% Reduced
TAHOE RES INC
$3.2M
0.0%
211,500 +211,500 New
DAL DELTA AIR LINES INC
$3.1M
0.0%
85,800 +63,800 +290.0% Added
MGM MGM RESORTS INTERNATIONAL
$3.0M
0.0%
134,700 +112,600 +509.5% Added
ROK ROCKWELL AUTOMATION INC
$3.0M
0.0%
25,700 +2,000 +8.4% Added
GFI GOLD FIELDS LTD-SPONS ADR
$2.9M
0.0%
585,400 −75,900 −11.5% Reduced
META META PLATFORMS INC-CLASS A
$2.7M
0.0%
23,600 −39,500 −62.6% Reduced
SWK STANLEY BLACK & DECKER INC
$2.6M
0.0%
23,816 +23,816 New
ADM ARCHER-DANIELS-MIDLAND CO
$2.6M
0.0%
60,000 +60,000 New
LABORATORY CORP AMER HLDGS
$2.5M
0.0%
19,513 −8,687 −30.8% Reduced
ACN ACCENTURE PLC-CL A
$2.5M
0.0%
22,300 +22,300 New
HONGBP HONEYWELL INTERNATIONAL INC
$2.5M
0.0%
21,197 +13,400 +171.9% Added
CRESCENT PT ENERGY CORP
$2.4M
0.0%
153,100 −5,300 −3.3% Reduced
AMP AMERIPRISE FINANCIAL INC
$2.4M
0.0%
26,200 +26,200 New
APD AIR PRODUCTS & CHEMICALS INC
$2.3M
0.0%
16,500 +16,500 New
ELDORADO GOLD CORP NEW
$2.3M
0.0%
523,500 −81,100 −13.4% Reduced
ITW ILLINOIS TOOL WORKS
$2.3M
0.0%
22,279 −13,500 −37.7% Reduced
AKAM AKAMAI TECHNOLOGIES INC
$2.3M
0.0%
41,200 −105,036 −71.8% Reduced
TECK TECK RESOURCES LTD-CLS B
$2.3M
0.0%
175,500 −9,200 −5.0% Reduced
TSN TYSON FOODS INC-CL A
$2.2M
0.0%
33,648 +33,648 New
RRC RANGE RESOURCES CORP
$2.2M
0.0%
51,604 −700 −1.3% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$2.2M
0.0%
8,169 −15,300 −65.2% Reduced
DHR DANAHER CORP
$2.2M
0.0%
21,885 −56,900 −72.2% Reduced
SIBANYE GOLD LTD
$2.2M
0.0%
162,126 +162,126 New
HFCUSD HOLLYFRONTIER CORP
$2.2M
0.0%
92,036 −20,190 −18.0% Reduced
AMG AFFILIATED MANAGERS GROUP
$2.1M
0.0%
14,800 +14,800 New
TRQEUR TURQUOISE HILL RESOURCES LTD
$2.1M
0.0%
617,100 +12,100 +2.0% Added
XLNXEUR XILINX INC
$2.0M
0.0%
44,315 −42,185 −48.8% Reduced
HBAN HUNTINGTON BANCSHARES INC
$2.0M
0.0%
221,600 +221,600 New
ALK ALASKA AIR GROUP INC
$2.0M
0.0%
33,900 +33,900 New
KSUEUR KANSAS CITY SOUTHERN
$2.0M
0.0%
21,848 −5,900 −21.3% Reduced
GLW CORNING INC
$2.0M
0.0%
95,500 −76,517 −44.5% Reduced
LEVEL 3 COMMUNICATIONS INC
$1.9M
0.0%
36,400 −16,060 −30.6% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.8M
0.0%
12,466 +12,466 New
NRG NRG ENERGY INC
$1.8M
0.0%
120,149 −398,901 −76.9% Reduced
JLL JONES LANG LASALLE INC
$1.7M
0.0%
17,600 +17,600 New
BTG B2GOLD CORP
$1.7M
0.0%
673,200 +673,200 New
UNM UNUM GROUP
$1.7M
0.0%
52,300 +52,300 New
N2EUR NETSUITE INC
$1.6M
0.0%
22,600 +22,600 New
NGDN NEW GOLD INC
$1.6M
0.0%
358,700 −51,700 −12.6% Reduced
EWBC EAST WEST BANCORP INC
$1.5M
0.0%
45,300 +45,300 New
MAN MANPOWERGROUP INC
$1.5M
0.0%
23,900 +23,900 New
LEA LEAR CORP
$1.5M
0.0%
15,100 +15,100 New
CSX CSX CORP
$1.5M
0.0%
57,600 −43,000 −42.7% Reduced
ZION ZIONS BANCORP NA
$1.5M
0.0%
59,112 +59,112 New
RHI ROBERT HALF INC
$1.5M
0.0%
38,800 +38,800 New
RJF RAYMOND JAMES FINANCIAL INC
$1.5M
0.0%
30,000 +30,000 New
FLS FLOWSERVE CORP
$1.5M
0.0%
32,400 +32,400 New
TWENTY FIRST CENTY FOX INC
$1.4M
0.0%
53,200 −151,100 −74.0% Reduced
PC6A PETROCHINA CO LTD -ADR
$1.4M
0.0%
20,809 Held
CE CELANESE CORP
$1.4M
0.0%
21,500 +21,500 New
TIFEUR TIFFANY & CO
$1.4M
0.0%
22,900 +22,900 New
CCJ CAMECO CORP
$1.4M
0.0%
126,900 +1,300 +1.0% Added
CITUSD CIT GROUP INC
$1.4M
0.0%
42,400 −5,600 −11.7% Reduced
KEY KEYCORP
$1.3M
0.0%
120,100 +120,100 New
AMCX AMC GLOBAL MEDIA INC
$1.3M
0.0%
21,728 +15,395 +243.1% Added
MRSH MARSH & MCLENNAN COS
$1.3M
0.0%
18,890 −20,800 −52.4% Reduced
DOV DOVER CORP
$1.3M
0.0%
18,500 +18,500 New
WAB WABTEC CORP
$1.2M
0.0%
17,699 +17,699 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$1.2M
0.0%
24,700 Held
ENCANA CORP
$1.2M
0.0%
158,500 +158,500 New
SEIC SEI INVESTMENTS COMPANY
$1.2M
0.0%
25,000 +25,000 New
LEN LENNAR CORP-A
$1.2M
0.0%
25,700 +25,700 New
LUV SOUTHWEST AIRLINES CO
$1.2M
0.0%
29,954 −61,258 −67.2% Reduced
SBNY SIGNATURE BANK
$1.1M
0.0%
8,900 +8,900 New
PFG PRINCIPAL FINANCIAL GROUP
$1.1M
0.0%
26,900 +18,600 +224.1% Added
RF REGIONS FINANCIAL CORP
$1.1M
0.0%
129,900 +129,900 New
UAL UNITED AIRLINES HOLDINGS INC
$1.1M
0.0%
26,900 +26,900 New
CCK CROWN HOLDINGS INC
$1.1M
0.0%
21,000 +21,000 New
WM WASTE MANAGEMENT INC
$1.1M
0.0%
16,063 +3,100 +23.9% Added
ARW ARROW ELECTRONICS INC
$1.0M
0.0%
16,600 +16,600 New
PBCTEUR PEOPLE'S UNITED FINANCIAL
$1.0M
0.0%
69,900 +69,900 New
SNI SCRIPPS NETWORKS INTER-CL A
$978K
0.0%
15,700 +15,700 New
CBRE CBRE GROUP INC - A
$919K
0.0%
34,700 +34,700 New
IT GARTNER INC
$906K
0.0%
9,300 +9,300 New
CHRW C.H. ROBINSON WORLDWIDE INC
$898K
0.0%
12,100 −33,556 −73.5% Reduced
AGCO AGCO CORP
$891K
0.0%
18,900 +18,900 New
AMT TD AMERITRADE HOLDING CORP
$891K
0.0%
31,300 +31,300 New
JECUSD JACOBS ENGINEERING GROUP INC
$877K
0.0%
17,600 +17,600 New
CLBUSD CORE LABORATORIES N.V.
$867K
0.0%
7,000 +7,000 New
LKQ LKQ CORP
$862K
0.0%
27,200 +27,200 New
NTRS NORTHERN TRUST CORP
$848K
0.0%
12,800 +12,800 New
CFR CULLEN/FROST BANKERS INC
$846K
0.0%
13,272 +13,272 New
SNA SNAP-ON INC
$836K
0.0%
5,300 +5,300 New
CL COLGATE-PALMOLIVE CO
$827K
0.0%
11,300 +11,300 New
GENERAL ELECTRIC CO
$815K
0.0%
25,900 +25,900 New
MSM MSC INDUSTRIAL DIRECT CO-A
$804K
0.0%
11,400 +11,400 New
WRKUSD WESTROCK CO
$797K
0.0%
20,500 +20,500 New
AME AMETEK INC
$781K
0.0%
16,900 +16,900 New
ROCKWELL COLLINS INC
$766K
0.0%
9,000 +9,000 New
IFF INTL FLAVORS & FRAGRANCES
$744K
0.0%
5,900 +5,900 New
TAP MOLSON COORS BEVERAGE CO - B
$728K
0.0%
7,200 +7,200 New
JOHNSON CTLS INC
$727K
0.0%
16,433 −119,200 −87.9% Reduced
CELG CELGENE CORP
$720K
0.0%
7,300 +3,200 +78.0% Added
FMC FMC CORP
$704K
0.0%
15,200 +15,200 New
TSS TOTAL SYSTEM SERVICES INC
$701K
0.0%
13,200 +13,200 New
PKG PACKAGING CORP OF AMERICA
$696K
0.0%
10,400 +10,400 New
MTD METTLER-TOLEDO INTERNATIONAL
$693K
0.0%
1,900 +1,900 New
MEAD JOHNSON NUTRITION CO
$690K
0.0%
7,600 +3,467 +83.9% Added
PSX PHILLIPS 66
$677K
0.0%
8,529 −3,600 −29.7% Reduced
HST HOST HOTELS & RESORTS INC
$676K
0.0%
41,700 −49,958 −54.5% Reduced
NKE NIKE INC -CL B
$668K
0.0%
12,100 +12,100 New
FIS FIDELITY NATIONAL INFO SERV
$656K
0.0%
8,900 +8,900 New
AVY AVERY DENNISON CORP
$650K
0.0%
8,700 +8,700 New
BDX BECTON DICKINSON AND CO
$634K
0.0%
3,737 −7,200 −65.8% Reduced
FDS FACTSET RESEARCH SYSTEMS INC
$630K
0.0%
3,900 +3,900 New
BF/B BROWN-FORMAN CORP-CLASS B
$619K
0.0%
6,200 +6,200 New
PWR QUANTA SERVICES INC
$610K
0.0%
26,400 +26,400 New
NYCBEUR NEW YORK COMMUNITY BANCORP
$586K
0.0%
39,100 +39,100 New
XYL XYLEM INC
$585K
0.0%
13,100 +13,100 New
RS RELIANCE INC
$577K
0.0%
7,500 +7,500 New
HN9 HANESBRANDS INC
$563K
0.0%
22,400 −18,500 −45.2% Reduced
SENSATA TECHNOLOGIES HLDG NV
$548K
0.0%
15,700 +15,700 New
BXP BXP INC
$541K
0.0%
4,100 −4,457 −52.1% Reduced
BGUSD BUNGE LTD
$538K
0.0%
9,100 +9,100 New
APH AMPHENOL CORP-CL A
$533K
0.0%
9,300 +9,300 New
KEL KELLANOVA
$523K
0.0%
6,400 +6,400 New
FBIN FORTUNE BRANDS INNOVATIONS I
$516K
0.0%
8,900 +8,900 New
CHTR CHARTER COMMUNICATIONS INC-A
$503K
0.0%
2,200 +2,200 New
LIBERTY INTERACTIVE CORP
$502K
0.0%
19,800 +19,800 New
JBL JABIL INC
$499K
0.0%
27,000 +27,000 New
ALB ALBEMARLE CORP
$492K
0.0%
6,200 +6,200 New
WTW WILLIS TOWERS WATSON PLC
$485K
0.0%
3,900 +3,900 New
MA MASTERCARD INC - A
$484K
0.0%
5,500 +5,500 New
ASHLAND INC NEW
$482K
0.0%
4,200 +4,200 New
RVTY REVVITY INC
$477K
0.0%
9,100 +9,100 New
NDAQ NASDAQ INC
$446K
0.0%
6,900 +6,900 New
JBHT HUNT (JB) TRANSPRT SVCS INC
$445K
0.0%
5,500 +5,500 New
NUANEUR NUANCE COMMUNICATIONS INC
$438K
0.0%
28,000 −480,442 −94.5% Reduced
LMEUR LEGG MASON INC
$425K
0.0%
14,400 +14,400 New
EFX EQUIFAX INC
$424K
0.0%
3,300 +3,300 New
LP1 LEGGETT & PLATT INC
$419K
0.0%
8,200 +8,200 New
PSA PUBLIC STORAGE
$409K
0.0%
1,600 +1,600 New
ROP ROPER TECHNOLOGIES INC
$409K
0.0%
2,400 +2,400 New
HSIC HENRY SCHEIN INC
$407K
0.0%
2,300 +2,300 New
SYMCEUR SYMANTEC CORP
$406K
0.0%
19,764 −43,700 −68.9% Reduced
TRIP TRIPADVISOR INC
$399K
0.0%
6,200 +6,200 New
L LOEWS CORP
$390K
0.0%
9,500 +9,500 New
FITB FIFTH THIRD BANCORP
$387K
0.0%
22,000 +22,000 New
PLD PROLOGIS INC
$387K
0.0%
7,900 −10,945 −58.1% Reduced
SBH SALLY BEAUTY HOLDINGS INC
$385K
0.0%
13,100 +13,100 New
DKS DICK'S SPORTING GOODS INC
$379K
0.0%
8,400 +8,400 New
XRAY DENTSPLY SIRONA INC
$372K
0.0%
6,000 +6,000 New
STZ CONSTELLATION BRANDS INC-A
$366K
0.0%
2,213 −26,200 −92.2% Reduced
WAT WATERS CORP
$366K
0.0%
2,600 +2,600 New
LMT LOCKHEED MARTIN CORP
$347K
0.0%
1,400 +1,400 New
EXPD EXPEDITORS INTL WASH INC
$343K
0.0%
7,000 +7,000 New
BEN FRANKLIN TEMPLETON INC
$320K
0.0%
9,600 +9,600 New
VMRK VIVMARK RESIDENTIAL
$317K
0.0%
4,607 +4,607 New
CTAS CINTAS CORP
$314K
0.0%
3,200 +3,200 New
PDCOEUR PATTERSON COS INC
$306K
0.0%
6,400 +6,400 New
VRSK VERISK ANALYTICS INC
$300K
0.0%
3,700 +3,700 New
TSCO TRACTOR SUPPLY COMPANY
$292K
0.0%
3,200 +3,200 New
WYNEUR WYNDHAM DESTINATIONS INC
$285K
0.0%
4,000 +4,000 New
TMK TORCHMARK CORP
$284K
0.0%
4,600 +4,600 New
FISV FISERV INC
$283K
0.0%
2,600 +2,600 New
AIZ ASSURANT INC
$280K
0.0%
3,246 +3,246 New
CAT CATERPILLAR INC
$280K
0.0%
3,700 +3,700 New
JKHY JACK HENRY & ASSOCIATES INC
$255K
0.0%
2,925 +2,925 New
AKX ANSYS INC
$254K
0.0%
2,800 +2,800 New
CVLT COMMVAULT SYSTEMS INC
$250K
0.0%
5,786 +5,786 New
OII OCEANEERING INTL INC
$233K
0.0%
7,800 +7,800 New
FLO FLOWERS FOODS INC
$227K
0.0%
12,100 +12,100 New
LINKEDIN CORP
$227K
0.0%
1,200 −1,000 −45.5% Reduced
BSX BOSTON SCIENTIFIC CORP
$226K
0.0%
9,684 −26,500 −73.2% Reduced
UTXCHF RTX CORP
$226K
0.0%
2,200 −4,719 −68.2% Reduced
TUP TUPPERWARE BRANDS CORP
$214K
0.0%
3,800 +3,800 New
KBR KBR INC
$201K
0.0%
15,200 +15,200 New
UHS UNIVERSAL HEALTH SERVICES-B
$201K
0.0%
1,500 +1,500 New
FLEX FLEX LTD
$201K
0.0%
17,000 +17,000 New
OIEUR OWENS-ILLINOIS INC
$182K
0.0%
10,100 +10,100 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$164K
0.0%
14,800 −65,900 −81.7% Reduced
CHS1USD CHICO'S FAS INC
$127K
0.0%
11,900 +11,900 New
GNW GENWORTH FINANCIAL INC
$42K
0.0%
16,200 +16,200 New

Sold positions

52 closed in Q2 2016 · shares & value as of prior filing
Holding Shares sold Prior value
MU MICRON TECHNOLOGY INC
2,256,761 $23.6M
RL RALPH LAUREN CORP
201,155 $19.4M
T AT&T INC
351,847 $13.8M
QCOM QUALCOMM INC
258,247 $13.2M
POT1EUR POTASH CORP OF SASKATCHEWAN
721,300 $12.3M
VZ VERIZON COMMUNICATIONS INC
220,065 $11.9M
RHT1EUR RED HAT INC
139,767 $10.4M
MAR MARRIOTT INTERNATIONAL -CL A
139,328 $9.9M
AGRIUM INC
108,106 $9.5M
MMM 3M CO
42,436 $7.1M
CRM SALESFORCE INC
92,321 $6.8M
AZO AUTOZONE INC
7,968 $6.3M
ST JUDE MED INC
114,830 $6.3M
SPECTRA ENERGY CORP
205,256 $6.3M
D DOMINION ENERGY INC
81,316 $6.1M
HSY HERSHEY CO
59,883 $5.5M
COCA COLA ENTERPRISES INC NE
99,474 $5.0M
KR KROGER CO
105,500 $4.0M
RCI ROGERS COMMUNICATIONS INC-B
99,700 $4.0M
WHOLE FOODS MKT INC
128,824 $4.0M
CNP CENTERPOINT ENERGY INC
180,156 $3.8M
VNO VORNADO REALTY TRUST
39,646 $3.7M
ISRG INTUITIVE SURGICAL INC
6,124 $3.7M
WSM WILLIAMS-SONOMA INC
54,300 $3.0M
RMD RESMED INC
49,576 $2.9M
UPS UNITED PARCEL SERVICE-CL B
26,533 $2.8M
WBA* WALGREENS BOOTS ALLIANCE INC
32,760 $2.8M
UNP UNION PACIFIC CORP
30,200 $2.4M
MOS MOSAIC CO
74,911 $2.0M
CLX CLOROX COMPANY
15,817 $2.0M
ETR ENTERGY CORP
24,776 $2.0M
HO1 HOLOGIC INC
52,900 $1.8M
EXC EXELON CORP
46,458 $1.7M
DE DEERE & CO
15,600 $1.2M
CCI CROWN CASTLE INC
13,400 $1.2M
WY WEYERHAEUSER CO
34,809 $1.1M
MO ALTRIA GROUP INC
16,300 $1.0M
MNST MONSTER BEVERAGE CORP
6,874 $917K
PEG PUBLIC SERVICE ENTERPRISE GP
19,258 $908K
GENERAL GROWTH PPTYS INC NEW
27,900 $829K
WELL WELLTOWER INC
11,935 $828K
NEE NEXTERA ENERGY INC
6,868 $813K
SPG SIMON PROPERTY GROUP INC
3,842 $798K
MSGS MADISON SQUARE GARDEN SPORTS
4,792 $797K
XL GROUP PLC
21,540 $793K
SO SOUTHERN CO
14,100 $729K
HIG HARTFORD INSURANCE GROUP INC
13,056 $602K
SPLKCHF SPLUNK INC
12,300 $602K
MD PEDIATRIX MEDICAL GROUP INC
7,732 $500K
ALL ALLSTATE CORP
6,300 $424K
REGN REGENERON PHARMACEUTICALS
900 $324K
CAG CONAGRA BRANDS INC
5,294 $236K

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.