whalepapers
Overview/ Bridgewater Associates, LP/ Q2 2018

Bridgewater Associates, LP

CIK 0001350694 · As of Q2 2018 · filed Aug 13, 2018

Q2 2018

Holdings

460 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$2.27B
22.7%
8,382,986 −545,037 −6.1% Reduced
VWO VANGUARD FTSE EMERGING MARKE
$2.11B
21.0%
49,907,024 −1,682,087 −3.3% Reduced
IEMG ISHARES CORE MSCI EMERGING
$553.6M
5.5%
10,543,478 +1,600,431 +17.9% Added
GLD SPDR GOLD SHARES
$463.8M
4.6%
3,908,999 Held
EEM ISHARES MSCI EMERGING MARKET
$321.9M
3.2%
7,428,501 −4,062,352 −35.4% Reduced
EWZ ISHARES MSCI BRAZIL ETF
$293.6M
2.9%
9,160,838 +808,488 +9.7% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$286.7M
2.9%
2,502,134 Held
TLT ISHARES 20+ YEAR TREASURY BD
$240.3M
2.4%
1,973,849 Held
IVV ISHARES CORE S&P 500 ETF
$219.8M
2.2%
804,993 Held
HYG ISHR IBX USD HIYLD CB ETF-UI
$214.2M
2.1%
2,518,163 Held
EMB ISHARES JP MORGAN USD EMERGI
$188.1M
1.9%
1,762,022 Held
VEA VANGUARD FTSE DEVELOPED ETF
$165.8M
1.7%
3,865,979 Held
EFA ISHARES MSCI EAFE ETF
$163.9M
1.6%
2,448,104 Held
IEFA ISHARES CORE MSCI EAFE ETF
$151.2M
1.5%
2,386,437 Held
IAUUSD ISHARES GOLD TRUST
$136.0M
1.4%
11,315,785 Held
TIP ISHARES TIPS BOND ETF
$126.4M
1.3%
1,120,184 Held
RY ROYAL BANK OF CANADA
$45.0M
0.4%
598,476 +429,755 +254.7% Added
CVS CVS HEALTH CORP
$45.0M
0.4%
698,767 +28,583 +4.3% Added
TD TORONTO-DOMINION BANK
$44.3M
0.4%
765,681 +552,984 +260.0% Added
CELG CELGENE CORP
$43.4M
0.4%
546,369 +94,005 +20.8% Added
T AT&T INC
$40.8M
0.4%
1,270,443 +220,140 +21.0% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$39.5M
0.4%
657,649 +343,062 +109.1% Added
TOL TOLL BROTHERS INC
$38.0M
0.4%
1,027,048 +798,617 +349.6% Added
CAH CARDINAL HEALTH INC
$36.8M
0.4%
752,906 +146,124 +24.1% Added
EWT ISHARES MSCI TAIWAN ETF
$35.3M
0.4%
980,530 −8 −0.0% Reduced
ORCL ORACLE CORP
$34.7M
0.3%
788,597 +21,963 +2.9% Added
PCG P G & E CORP
$33.0M
0.3%
775,654 −136,837 −15.0% Reduced
CMI CUMMINS INC
$31.3M
0.3%
235,261 +235,261 New
SU SUNCOR ENERGY INC
$29.8M
0.3%
733,430 +488,279 +199.2% Added
BNS BANK OF NOVA SCOTIA
$29.5M
0.3%
520,767 +369,236 +243.7% Added
CAT CATERPILLAR INC
$29.0M
0.3%
213,507 +153,350 +254.9% Added
GME GAMESTOP CORP-CLASS A
$28.2M
0.3%
1,934,374 −1,210,003 −38.5% Reduced
CVX CHEVRON CORP
$26.1M
0.3%
206,513 +181,568 +727.9% Added
AMAT APPLIED MATERIALS INC
$25.5M
0.3%
551,724 +551,724 New
MCD MCDONALD'S CORP
$25.4M
0.3%
162,333 +140,183 +632.9% Added
CNI CANADIAN NATL RAILWAY CO
$24.7M
0.2%
301,682 +220,570 +271.9% Added
TEL1USD TE CONNECTIVITY LTD
$23.7M
0.2%
262,904 +232,285 +758.6% Added
KMB KIMBERLY-CLARK CORP
$22.0M
0.2%
208,490 −100,587 −32.5% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$21.4M
0.2%
91,869 −59,648 −39.4% Reduced
BMO BANK OF MONTREAL
$20.4M
0.2%
264,561 +191,944 +264.3% Added
XECEUR CIMAREX ENERGY CO
$20.4M
0.2%
200,375 −121,278 −37.7% Reduced
NEWFIELD EXPL CO
$20.4M
0.2%
672,996 −1,134,000 −62.8% Reduced
CNQ CANADIAN NATURAL RESOURCES
$20.3M
0.2%
562,696 +358,221 +175.2% Added
LLY ELI LILLY & CO
$19.3M
0.2%
226,525 +727 +0.3% Added
SW5 SOUTHWESTERN ENERGY CO
$19.3M
0.2%
3,640,204 −5,605,895 −60.6% Reduced
IVZ INVESCO LTD
$19.2M
0.2%
721,566 +418,373 +138.0% Added
MU MICRON TECHNOLOGY INC
$18.9M
0.2%
360,008 +76,730 +27.1% Added
DISH DISH NETWORK CORP-A
$18.0M
0.2%
535,515 +185,087 +52.8% Added
X UNITED STATES STEEL CORP
$17.6M
0.2%
506,785 +54,950 +12.2% Added
CLF CLEVELAND-CLIFFS INC
$17.2M
0.2%
2,039,477 −3,173,937 −60.9% Reduced
TRANSCANADA CORP
$17.1M
0.2%
394,302 +266,957 +209.6% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$15.7M
0.2%
84,629 +84,629 New
CM CAN IMPERIAL BK OF COMMERCE
$15.3M
0.2%
176,130 +133,276 +311.0% Added
BMY BRISTOL-MYERS SQUIBB CO
$15.1M
0.2%
273,634 +273,634 New
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$14.9M
0.1%
746,019 −750,098 −50.1% Reduced
BROOKFIELD ASSET MGMT INC
$14.6M
0.1%
359,425 +248,790 +224.9% Added
WMT WALMART INC
$14.4M
0.1%
168,219 +168,219 New
NTR NUTRIEN LTD
$14.3M
0.1%
262,788 +190,027 +261.2% Added
IBM INTL BUSINESS MACHINES CORP
$14.3M
0.1%
102,009 +75,323 +282.3% Added
PFE PFIZER INC
$14.0M
0.1%
386,306 +191,984 +98.8% Added
MFC MANULIFE FINANCIAL CORP
$13.9M
0.1%
774,960 +561,211 +262.6% Added
BCE BCE INC
$13.6M
0.1%
335,333 +253,302 +308.8% Added
JNJ JOHNSON & JOHNSON
$13.3M
0.1%
109,950 +109,950 New
URI UNITED RENTALS INC
$12.6M
0.1%
85,662 +54,774 +177.3% Added
LMT LOCKHEED MARTIN CORP
$12.4M
0.1%
41,875 +41,875 New
AKAM AKAMAI TECHNOLOGIES INC
$12.2M
0.1%
166,054 +166,054 New
PHM PULTEGROUP INC
$11.8M
0.1%
409,300 +409,300 New
MRK MERCK & CO. INC.
$11.5M
0.1%
189,089 −6,921 −3.5% Reduced
DISCAUSD DISCOVERY INC - A
$11.2M
0.1%
408,655 +268,497 +191.6% Added
PRU PRUDENTIAL FINANCIAL INC
$11.1M
0.1%
119,177 +102,693 +623.0% Added
CANADIAN PAC RY LTD
$11.1M
0.1%
60,707 +42,732 +237.7% Added
LYB LYONDELLBASELL INDU-CL A
$10.8M
0.1%
98,512 +1,866 +1.9% Added
IP INTERNATIONAL PAPER CO
$10.6M
0.1%
204,176 −22,823 −10.1% Reduced
SLF SUN LIFE FINANCIAL INC
$10.5M
0.1%
262,520 +182,000 +226.0% Added
PPL PPL CORP
$10.0M
0.1%
349,448 −314,733 −47.4% Reduced
HFCUSD HOLLYFRONTIER CORP
$9.8M
0.1%
142,747 −104,527 −42.3% Reduced
MGA MAGNA INTERNATIONAL INC
$9.8M
0.1%
168,012 +118,359 +238.4% Added
META META PLATFORMS INC-CLASS A
$9.4M
0.1%
48,234 −156,762 −76.5% Reduced
INTC INTEL CORP
$9.2M
0.1%
184,855 +184,855 New
TU TELUS CORP
$9.2M
0.1%
258,524 +175,672 +212.0% Added
RTN1USD RAYTHEON COMPANY
$9.1M
0.1%
46,853 +46,853 New
KSS KOHLS CORP
$9.0M
0.1%
123,066 +123,066 New
INTU INTUIT INC
$8.9M
0.1%
43,546 +40,592 +1374.1% Added
OXY OCCIDENTAL PETROLEUM CORP
$8.8M
0.1%
105,046 +73,969 +238.0% Added
TSN TYSON FOODS INC-CL A
$8.7M
0.1%
126,865 −7,988 −5.9% Reduced
LNC LINCOLN NATIONAL CORP
$8.7M
0.1%
140,181 +107,114 +323.9% Added
CMCSA COMCAST CORP-CLASS A
$8.5M
0.1%
259,927 −174,184 −40.1% Reduced
UPS UNITED PARCEL SERVICE-CL B
$8.3M
0.1%
78,480 +78,480 New
HONGBP HONEYWELL INTERNATIONAL INC
$8.3M
0.1%
57,538 +51,818 +905.9% Added
SBUX STARBUCKS CORP
$8.2M
0.1%
168,609 +168,609 New
VZ VERIZON COMMUNICATIONS INC
$8.2M
0.1%
162,294 −70,073 −30.2% Reduced
KO COCA-COLA CO
$8.1M
0.1%
183,893 −47,959 −20.7% Reduced
SPLKCHF SPLUNK INC
$8.0M
0.1%
80,339 +80,339 New
GIS GENERAL MILLS INC
$7.9M
0.1%
178,795 −179,091 −50.0% Reduced
DIS WALT DISNEY CO
$7.7M
0.1%
73,221 −39,210 −34.9% Reduced
MCK MCKESSON CORP
$7.6M
0.1%
56,752 +51,501 +980.8% Added
FNV FRANCO-NEVADA CORP
$7.4M
0.1%
101,772 +55,206 +118.6% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$7.4M
0.1%
109,461 −94,950 −46.5% Reduced
GS GOLDMAN SACHS GROUP INC
$7.3M
0.1%
33,045 +33,045 New
NUE NUCOR CORP
$7.3M
0.1%
116,611 +98,221 +534.1% Added
GROUPE CGI INC
$7.2M
0.1%
113,786 +75,863 +200.0% Added
URBN URBAN OUTFITTERS INC
$7.2M
0.1%
160,979 +160,979 New
CNP CENTERPOINT ENERGY INC
$7.1M
0.1%
256,768 +90,653 +54.6% Added
BIDU BAIDU INC - SPON ADR
$7.0M
0.1%
28,834 +28,834 New
SHW SHERWIN-WILLIAMS CO
$6.9M
0.1%
17,020 +17,020 New
PBA PEMBINA PIPELINE CORP
$6.9M
0.1%
200,262 +150,847 +305.3% Added
RCI ROGERS COMMUNICATIONS INC-B
$6.9M
0.1%
145,706 +103,612 +246.1% Added
GOLDCORP INC NEW
$6.8M
0.1%
499,131 +255,189 +104.6% Added
TGT TARGET CORP
$6.7M
0.1%
88,372 +29,327 +49.7% Added
TECK TECK RESOURCES LTD-CLS B
$6.7M
0.1%
263,189 +168,810 +178.9% Added
TJX TJX COMPANIES INC
$6.7M
0.1%
70,023 +15,879 +29.3% Added
ABX BARRICK GOLD CORP
$6.7M
0.1%
507,501 +349,625 +221.5% Added
BIIB BIOGEN INC
$6.6M
0.1%
22,819 −54,378 −70.4% Reduced
CBS CORP NEW
$6.6M
0.1%
117,804 −68,091 −36.6% Reduced
BKNG BOOKING HOLDINGS INC
$6.6M
0.1%
3,259 +3,259 New
MICHAEL KORS HLDGS LTD
$6.5M
0.1%
96,872 −62,675 −39.3% Reduced
AEM AGNICO EAGLE MINES LTD
$6.4M
0.1%
139,751 +69,808 +99.8% Added
MA MASTERCARD INC - A
$6.2M
0.1%
31,566 +31,566 New
RL RALPH LAUREN CORP
$6.2M
0.1%
49,214 −6,242 −11.3% Reduced
EXMOC EXXON MOBIL CORP
$6.1M
0.1%
73,409 −50,159 −40.6% Reduced
QSR RESTAURANT BRANDS INTERN
$6.0M
0.1%
100,224 +70,780 +240.4% Added
CCL1EUR CARNIVAL CORP LTD
$6.0M
0.1%
104,664 −20,377 −16.3% Reduced
WU WESTERN UNION CO
$6.0M
0.1%
294,735 −91,672 −23.7% Reduced
WPM WHEATON PRECIOUS METALS CORP
$5.9M
0.1%
269,442 +132,631 +96.9% Added
EOG EOG RESOURCES INC
$5.9M
0.1%
47,736 +24,502 +105.5% Added
AFL AFLAC INC
$5.9M
0.1%
137,959 +118,746 +618.1% Added
VFC VF CORP
$5.9M
0.1%
72,088 +72,088 New
TIFEUR TIFFANY & CO
$5.7M
0.1%
43,108 +43,108 New
FTS FORTIS INC
$5.5M
0.1%
173,373 +125,484 +262.0% Added
MAR MARRIOTT INTERNATIONAL -CL A
$5.4M
0.1%
42,851 +42,851 New
ORLY O'REILLY AUTOMOTIVE INC
$5.4M
0.1%
19,610 −6,353 −24.5% Reduced
ENCANA CORP
$5.4M
0.1%
410,367 +287,603 +234.3% Added
BEN FRANKLIN TEMPLETON INC
$5.2M
0.1%
161,862 −397,197 −71.0% Reduced
UTHR UNITED THERAPEUTICS CORP
$5.1M
0.1%
45,325 −116,024 −71.9% Reduced
IMO IMPERIAL OIL LTD
$4.9M
0.0%
148,070 +72,298 +95.4% Added
CB CHUBB LTD
$4.8M
0.0%
37,660 −2,101 −5.3% Reduced
PCAR PACCAR INC
$4.8M
0.0%
76,847 −19,441 −20.2% Reduced
TRV TRAVELERS COS INC
$4.7M
0.0%
38,700 +33,162 +598.8% Added
ALL ALLSTATE CORP
$4.6M
0.0%
50,452 −848 −1.7% Reduced
WCN WASTE CONNECTIONS INC
$4.5M
0.0%
60,322 +55,847 +1248.0% Added
CVE CENOVUS ENERGY INC
$4.5M
0.0%
434,834 +305,555 +236.4% Added
CCEP COCA-COLA EUROPACIFIC PARTNE
$4.5M
0.0%
110,199 +7,907 +7.7% Added
JD JD.COM INC-ADR
$4.4M
0.0%
113,144 +113,144 New
ADP AUTOMATIC DATA PROCESSING
$4.4M
0.0%
32,793 −16,069 −32.9% Reduced
AZO AUTOZONE INC
$4.4M
0.0%
6,528 −8,079 −55.3% Reduced
RCL ROYAL CARIBBEAN CRUISES LTD
$4.4M
0.0%
42,131 −12,467 −22.8% Reduced
PGR PROGRESSIVE CORP
$4.3M
0.0%
73,080 +56,150 +331.7% Added
THOMSON REUTERS CORP
$4.3M
0.0%
106,401 +76,163 +251.9% Added
PSX PHILLIPS 66
$4.3M
0.0%
37,858 +31,721 +516.9% Added
MUR MURPHY OIL CORP
$4.2M
0.0%
123,343 −48,425 −28.2% Reduced
HSY HERSHEY CO
$4.2M
0.0%
44,645 −5,081 −10.2% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$4.1M
0.0%
19,692 +19,692 New
REGN REGENERON PHARMACEUTICALS
$4.0M
0.0%
11,499 −10,373 −47.4% Reduced
VLO VALERO ENERGY CORP
$3.9M
0.0%
34,765 −49,390 −58.7% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$3.7M
0.0%
70,708 +70,708 New
DE DEERE & CO
$3.7M
0.0%
26,672 +2,173 +8.9% Added
GILD GILEAD SCIENCES INC
$3.7M
0.0%
52,316 +52,316 New
D DOMINION ENERGY INC
$3.6M
0.0%
52,170 −56,746 −52.1% Reduced
SJR/BEUR SHAW COMMUNICATIONS INC-B
$3.5M
0.0%
172,009 +131,138 +320.9% Added
VALEANT PHARMACEUTICALS INTL
$3.4M
0.0%
145,426 +104,480 +255.2% Added
BP BP PLC-SPONS ADR
$3.3M
0.0%
71,699 −3,850 −5.1% Reduced
MS MORGAN STANLEY
$3.2M
0.0%
68,423 +68,423 New
BHP BHP GROUP LTD-SPON ADR
$3.2M
0.0%
64,296 Held
COP CONOCOPHILLIPS
$3.2M
0.0%
45,613 −1,729 −3.7% Reduced
APC3EUR ANADARKO PETROLEUM CORP
$3.1M
0.0%
42,412 +20,833 +96.5% Added
ECL ECOLAB INC
$3.1M
0.0%
22,137 +10,034 +82.9% Added
NTES NETEASE INC-ADR
$3.1M
0.0%
12,217 +12,217 New
JNPR* JUNIPER NETWORKS INC
$3.0M
0.0%
111,144 −223,632 −66.8% Reduced
RIO RIO TINTO PLC-SPON ADR
$3.0M
0.0%
54,278 Held
FDX FEDEX CORP
$2.9M
0.0%
12,958 +12,958 New
PH PARKER HANNIFIN CORP
$2.9M
0.0%
18,860 +18,860 New
DGX QUEST DIAGNOSTICS INC
$2.9M
0.0%
26,555 −92,574 −77.7% Reduced
KGC KINROSS GOLD CORP
$2.9M
0.0%
762,132 +384,175 +101.6% Added
PWR QUANTA SERVICES INC
$2.9M
0.0%
85,568 +53,170 +164.1% Added
DAL DELTA AIR LINES INC
$2.8M
0.0%
57,254 +8,232 +16.8% Added
AMT TD AMERITRADE HOLDING CORP
$2.8M
0.0%
51,021 +51,021 New
OTEX OPEN TEXT CORP
$2.8M
0.0%
78,535 +78,535 New
FFIV F5 INC
$2.7M
0.0%
15,903 −52,191 −76.6% Reduced
H HYATT HOTELS CORP - CL A
$2.7M
0.0%
35,405 +35,405 New
FITB FIFTH THIRD BANCORP
$2.7M
0.0%
93,173 +62,668 +205.4% Added
VRTX VERTEX PHARMACEUTICALS INC
$2.6M
0.0%
15,509 +15,509 New
GIL GILDAN ACTIVEWEAR INC
$2.6M
0.0%
93,404 +62,473 +202.0% Added
VALE VALE SA-SP ADR
$2.6M
0.0%
200,262 −12,066 −5.7% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$2.4M
0.0%
242,518 +26,459 +12.2% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$2.4M
0.0%
28,399 +19,587 +222.3% Added
MCHP MICROCHIP TECHNOLOGY INC
$2.4M
0.0%
26,491 +22,029 +493.7% Added
LVS LAS VEGAS SANDS CORP
$2.4M
0.0%
31,301 −37,855 −54.7% Reduced
PC6A PETROCHINA CO LTD -ADR
$2.3M
0.0%
30,710 +9,368 +43.9% Added
EIX EDISON INTERNATIONAL
$2.3M
0.0%
36,262 +9,401 +35.0% Added
ST SENSATA TECHNOLOGIES HOLDPLC
$2.3M
0.0%
47,560 +32,105 +207.7% Added
BB BLACKBERRY LTD
$2.2M
0.0%
233,263 +160,542 +220.8% Added
COR CENCORA INC
$2.2M
0.0%
26,062 −171,070 −86.8% Reduced
ETR ENTERGY CORP
$2.2M
0.0%
26,777 +26,777 New
ALXN ALEXION PHARMACEUTICALS INC
$2.1M
0.0%
17,053 +17,053 New
RVTY REVVITY INC
$2.1M
0.0%
28,622 +9,110 +46.7% Added
SNPS SYNOPSYS INC
$2.1M
0.0%
24,434 +3,925 +19.1% Added
CCJ CAMECO CORP
$2.1M
0.0%
184,240 +168,111 +1042.3% Added
WHR WHIRLPOOL CORP
$2.0M
0.0%
13,475 −49,458 −78.6% Reduced
AMP AMERIPRISE FINANCIAL INC
$2.0M
0.0%
13,983 +7,672 +121.6% Added
ALV AUTOLIV INC
$1.9M
0.0%
13,498 +13,498 New
PXGBX PRAXAIR INC
$1.9M
0.0%
12,191 −2,477 −16.9% Reduced
GAP GAP INC
$1.9M
0.0%
58,755 −197,509 −77.1% Reduced
GD GENERAL DYNAMICS CORP
$1.9M
0.0%
10,049 +10,049 New
BF/B BROWN-FORMAN CORP-CLASS B
$1.9M
0.0%
37,942 +14,356 +60.9% Added
NEM NEWMONT CORP
$1.8M
0.0%
48,314 −528 −1.1% Reduced
TRMB TRIMBLE INC
$1.8M
0.0%
54,787 +22,606 +70.2% Added
AMZN AMAZON.COM INC
$1.8M
0.0%
1,042 +1,042 New
TSS TOTAL SYSTEM SERVICES INC
$1.8M
0.0%
20,807 −2,607 −11.1% Reduced
FDS FACTSET RESEARCH SYSTEMS INC
$1.7M
0.0%
8,823 −2,288 −20.6% Reduced
CRESCENT PT ENERGY CORP
$1.7M
0.0%
232,216 +162,930 +235.2% Added
NVR NVR INC
$1.7M
0.0%
568 +271 +91.2% Added
MO ALTRIA GROUP INC
$1.7M
0.0%
29,484 +29,484 New
STT STATE STREET CORP
$1.7M
0.0%
17,758 +17,758 New
RGLD ROYAL GOLD INC
$1.6M
0.0%
17,623 −10,363 −37.0% Reduced
AMG AFFILIATED MANAGERS GROUP
$1.6M
0.0%
10,986 +10,986 New
YUMC YUM CHINA HOLDINGS INC
$1.6M
0.0%
42,209 +42,209 New
AVY AVERY DENNISON CORP
$1.6M
0.0%
15,820 −12,153 −43.4% Reduced
DFSEUR DISCOVER FINANCIAL SERVICES
$1.6M
0.0%
22,887 +4,783 +26.4% Added
FLIR FLIR SYSTEMS INC
$1.5M
0.0%
29,240 +21,369 +271.5% Added
RS RELIANCE INC
$1.5M
0.0%
16,731 −20,074 −54.5% Reduced
XYL XYLEM INC
$1.4M
0.0%
21,337 +21,337 New
IEX IDEX CORP
$1.4M
0.0%
10,518 +4,637 +78.8% Added
SCCO SOUTHERN COPPER CORP
$1.4M
0.0%
30,306 −416 −1.4% Reduced
CAKE CHEESECAKE FACTORY INC
$1.4M
0.0%
25,685 −24,549 −48.9% Reduced
RANDGOLD RES LTD
$1.3M
0.0%
17,111 +581 +3.5% Added
NEW ORIENTAL ED & TECH GRP I
$1.3M
0.0%
13,556 +13,556 New
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
$1.3M
0.0%
26,658 +26,658 New
AMCX AMC GLOBAL MEDIA INC
$1.3M
0.0%
20,131 −11,187 −35.7% Reduced
MET METLIFE INC
$1.2M
0.0%
28,655 +10,840 +60.8% Added
PXDEUR PIONEER NATURAL RESOURCES CO
$1.2M
0.0%
6,572 −254 −3.7% Reduced
ROST ROSS STORES INC
$1.2M
0.0%
14,573 +14,573 New
BWA BORGWARNER INC
$1.2M
0.0%
28,463 +28,463 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$1.2M
0.0%
28,904 +28,904 New
HST HOST HOTELS & RESORTS INC
$1.2M
0.0%
56,005 +56,005 New
CRL CHARLES RIVER LABORATORIES
$1.2M
0.0%
10,505 −1,740 −14.2% Reduced
ZION ZIONS BANCORP NA
$1.2M
0.0%
22,110 +507 +2.3% Added
SYMCEUR SYMANTEC CORP
$1.1M
0.0%
55,261 +25,319 +84.6% Added
TECH BIO-TECHNE CORP
$1.1M
0.0%
7,636 −931 −10.9% Reduced
ATHM AUTOHOME INC-ADR
$1.1M
0.0%
10,942 +10,942 New
AXP AMERICAN EXPRESS CO
$1.1M
0.0%
11,241 −16,189 −59.0% Reduced
V VISA INC-CLASS A SHARES
$1.1M
0.0%
8,313 −16,457 −66.4% Reduced
JPM JPMORGAN CHASE & CO
$1.1M
0.0%
10,229 −3,695 −26.5% Reduced
BBTUSD BB&T CORP
$1.1M
0.0%
20,930 −8,789 −29.6% Reduced
VAREUR VARIAN MEDICAL SYSTEMS INC
$1.0M
0.0%
9,062 +7,090 +359.5% Added
PNC PNC FINANCIAL SERVICES GROUP
$1.0M
0.0%
7,499 −1,501 −16.7% Reduced
BALL BALL CORP
$962K
0.0%
27,063 −8,289 −23.4% Reduced
CHH CHOICE HOTELS INTL INC
$959K
0.0%
12,690 −5,069 −28.5% Reduced
CLRUSD CONTINENTAL RESOURCES INC/OK
$955K
0.0%
14,753 −42 −0.3% Reduced
BKIEUR BLACK KNIGHT INC
$951K
0.0%
17,755 −15,698 −46.9% Reduced
MSFT MICROSOFT CORP
$951K
0.0%
9,649 +5,387 +126.4% Added
YRI YAMANA GOLD INC
$944K
0.0%
325,087 +3,889 +1.2% Added
ROP ROPER TECHNOLOGIES INC
$940K
0.0%
3,406 +3,406 New
KRC KILROY REALTY CORP
$939K
0.0%
12,417 +1,664 +15.5% Added
AVB* AVALONBAY COMMUNITIES INC
$927K
0.0%
5,391 +5,391 New
GPN GLOBAL PAYMENTS INC
$927K
0.0%
8,315 −5,556 −40.1% Reduced
FISV FISERV INC
$922K
0.0%
12,443 −9,243 −42.6% Reduced
IRM IRON MOUNTAIN INC
$917K
0.0%
26,186 −20,229 −43.6% Reduced
IT GARTNER INC
$897K
0.0%
6,749 −8,285 −55.1% Reduced
CACI CACI INTERNATIONAL INC -CL A
$896K
0.0%
5,317 −4,662 −46.7% Reduced
PKG PACKAGING CORP OF AMERICA
$895K
0.0%
8,006 −615 −7.1% Reduced
TAL TAL EDUCATION GROUP- ADR
$891K
0.0%
24,205 +24,205 New
DVN DEVON ENERGY CORP
$881K
0.0%
20,032 −1,222 −5.7% Reduced
ESS ESSEX PROPERTY TRUST INC
$853K
0.0%
3,568 +370 +11.6% Added
WELL WELLTOWER INC
$845K
0.0%
13,476 −185,095 −93.2% Reduced
JKHY JACK HENRY & ASSOCIATES INC
$823K
0.0%
6,317 −7,960 −55.8% Reduced
AKX ANSYS INC
$815K
0.0%
4,677 −10,825 −69.8% Reduced
KLN KIRKLAND LAKE GOLD LTD
$815K
0.0%
38,491 +2,632 +7.3% Added
NUANEUR NUANCE COMMUNICATIONS INC
$815K
0.0%
58,672 −158,158 −72.9% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$815K
0.0%
14,649 +10,211 +230.1% Added
RF REGIONS FINANCIAL CORP
$813K
0.0%
45,746 −35,341 −43.6% Reduced
CXOEUR CONCHO RESOURCES INC
$809K
0.0%
5,848 −132 −2.2% Reduced
FTNT FORTINET INC
$804K
0.0%
12,871 −19,386 −60.1% Reduced
WRKUSD WESTROCK CO
$798K
0.0%
13,987 −1,514 −9.8% Reduced
CVLT COMMVAULT SYSTEMS INC
$794K
0.0%
12,051 −17,930 −59.8% Reduced
RGA REINSURANCE GROUP OF AMERICA
$794K
0.0%
5,951 +2,500 +72.4% Added
LII LENNOX INTERNATIONAL INC
$792K
0.0%
3,955 −313 −7.3% Reduced
JECUSD JACOBS ENGINEERING GROUP INC
$785K
0.0%
12,368 −32,972 −72.7% Reduced
T86 TRI POINTE HOMES INC
$783K
0.0%
47,848 −5,856 −10.9% Reduced
MAN MANPOWERGROUP INC
$776K
0.0%
9,022 −8,567 −48.7% Reduced
ALLE ALLEGION PLC
$776K
0.0%
10,033 −337 −3.2% Reduced
OC OWENS CORNING
$769K
0.0%
12,132 −1,301 −9.7% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$768K
0.0%
14,302 −8,883 −38.3% Reduced
AHC HESS CORP
$767K
0.0%
11,467 −1,013 −8.1% Reduced
KBR KBR INC
$766K
0.0%
42,755 −11,912 −21.8% Reduced
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$759K
0.0%
73,809 +73,809 New
CMA COMERICA INC
$752K
0.0%
8,276 −2,850 −25.6% Reduced
INGR INGREDION INC
$734K
0.0%
6,634 +1,091 +19.7% Added
TMK TORCHMARK CORP
$711K
0.0%
8,737 −6,647 −43.2% Reduced
SPGI S&P GLOBAL INC
$702K
0.0%
3,443 −13,622 −79.8% Reduced
BXP BXP INC
$679K
0.0%
5,413 +5,413 New
TUP TUPPERWARE BRANDS CORP
$670K
0.0%
16,256 +16,256 New
DLX DELUXE CORP
$668K
0.0%
10,089 −4,930 −32.8% Reduced
LP1 LEGGETT & PLATT INC
$659K
0.0%
14,759 +14,759 New
COF CAPITAL ONE FINANCIAL CORP
$649K
0.0%
7,063 −7,399 −51.2% Reduced
MRO* MARATHON OIL CORP
$649K
0.0%
31,089 −3,146 −9.2% Reduced
MORN MORNINGSTAR INC
$649K
0.0%
5,059 −6,344 −55.6% Reduced
NWSA NEWS CORP - CLASS A
$644K
0.0%
41,558 −28,287 −40.5% Reduced
NBL2EUR NOBLE ENERGY INC
$644K
0.0%
18,241 −78 −0.4% Reduced
SNA SNAP-ON INC
$643K
0.0%
3,999 −1,632 −29.0% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$642K
0.0%
78,223 +7,327 +10.3% Added
9990302D APACHE CORP
$641K
0.0%
13,712 −1,743 −11.3% Reduced
PLD PROLOGIS INC
$638K
0.0%
9,707 +9,707 New
WLY WILEY (JOHN) & SONS-CLASS A
$638K
0.0%
10,217 −6,858 −40.2% Reduced
CPRT COPART INC
$635K
0.0%
11,225 +4,785 +74.3% Added
CE CELANESE CORP
$592K
0.0%
5,333 −17,231 −76.4% Reduced
ATR APTARGROUP INC
$577K
0.0%
6,174 −9,728 −61.2% Reduced
RMD RESMED INC
$576K
0.0%
5,565 −4,067 −42.2% Reduced
O REALTY INCOME CORP
$574K
0.0%
10,665 −4,892 −31.4% Reduced
ALGN ALIGN TECHNOLOGY INC
$570K
0.0%
1,665 −2,216 −57.1% Reduced
OIEUR OWENS-ILLINOIS INC
$570K
0.0%
33,920 −31,888 −48.5% Reduced
DEI DOUGLAS EMMETT INC
$567K
0.0%
14,120 −7,128 −33.5% Reduced
SLG1USD SL GREEN REALTY CORP
$567K
0.0%
5,638 −2,437 −30.2% Reduced
DLR DIGITAL REALTY TRUST INC
$565K
0.0%
5,061 −2,379 −32.0% Reduced
JLL JONES LANG LASALLE INC
$565K
0.0%
3,404 −1,112 −24.6% Reduced
NOC NORTHROP GRUMMAN CORP
$565K
0.0%
1,835 +1,835 New
ARE ALEXANDRIA REAL ESTATE EQUIT
$564K
0.0%
4,467 −8,213 −64.8% Reduced
ATI ATI INC
$564K
0.0%
22,434 +22,434 New
QURATE RETAIL INC
$564K
0.0%
26,562 +26,562 New
WPG2EUR WASHINGTON PRIME GROUP INC
$564K
0.0%
69,591 −49,859 −41.7% Reduced
CPT CAMDEN PROPERTY TRUST
$562K
0.0%
6,169 −3,159 −33.9% Reduced
HOSPITALITY PPTYS TR
$562K
0.0%
19,635 −11,366 −36.7% Reduced
DREUSD DUKE REALTY CORP
$560K
0.0%
19,284 −10,455 −35.2% Reduced
KIM KIMCO REALTY CORP
$560K
0.0%
32,938 −21,062 −39.0% Reduced
WRI WEINGARTEN REALTY INVESTORS
$560K
0.0%
18,190 −9,638 −34.6% Reduced
ACCUSD AMERICAN CAMPUS COMMUNITIES
$558K
0.0%
13,012 −7,250 −35.8% Reduced
NNN NNN REIT INC
$558K
0.0%
12,704 −7,345 −36.6% Reduced
DDR CORP
$557K
0.0%
31,106 +31,106 New
EXR EXTRA SPACE STORAGE INC
$557K
0.0%
5,582 −4,926 −46.9% Reduced
GFI GOLD FIELDS LTD-SPONS ADR
$557K
0.0%
156,122 +11,515 +8.0% Added
REG REGENCY CENTERS CORP
$557K
0.0%
8,976 −4,294 −32.4% Reduced
SNH1EUR SENIOR HOUSING PROP TRUST
$557K
0.0%
30,818 −18,179 −37.1% Reduced
TWO HBRS INVT CORP
$557K
0.0%
35,251 −14,750 −29.5% Reduced
WAT WATERS CORP
$557K
0.0%
2,879 −6,114 −68.0% Reduced
STLD STEEL DYNAMICS INC
$556K
0.0%
12,100 −20,480 −62.9% Reduced
1741046D STERIS LTD
$556K
0.0%
5,290 −4,770 −47.4% Reduced
COOPER COS INC
$555K
0.0%
2,358 −7,507 −76.1% Reduced
CDP COPT DEFENSE PROPERTIES
$555K
0.0%
19,147 −10,872 −36.2% Reduced
CCK CROWN HOLDINGS INC
$555K
0.0%
12,390 −15,219 −55.1% Reduced
FEDERAL REALTY INVT TR
$555K
0.0%
4,387 −6,280 −58.9% Reduced
LPTUSD LIBERTY PROPERTY TRUST
$555K
0.0%
12,525 −21,173 −62.8% Reduced
MACK CALI RLTY CORP
$555K
0.0%
27,347 −19,493 −41.6% Reduced
HSIC HENRY SCHEIN INC
$555K
0.0%
7,635 −6,345 −45.4% Reduced
EQT EQT CORP
$554K
0.0%
10,037 Held
VMRK VIVMARK RESIDENTIAL
$554K
0.0%
8,706 +8,706 New
BRKR BRUKER CORP
$553K
0.0%
19,029 −12,108 −38.9% Reduced
FLS FLOWSERVE CORP
$553K
0.0%
13,696 −5,123 −27.2% Reduced
STWD STARWOOD PROPERTY TRUST INC
$552K
0.0%
25,443 −12,130 −32.3% Reduced
UDR UDR INC
$552K
0.0%
14,711 −8,848 −37.6% Reduced
HRUSD HEALTHCARE REALTY TRUST INC
$550K
0.0%
18,915 −8,800 −31.8% Reduced
HRC HILL-ROM HOLDINGS INC
$547K
0.0%
6,268 −4,491 −41.7% Reduced
ELME ELME COMMUNITIES
$547K
0.0%
18,037 −10,014 −35.7% Reduced
IDXX IDEXX LABORATORIES INC
$545K
0.0%
2,501 −2,994 −54.5% Reduced
LIFEPOINT HEALTH INC
$545K
0.0%
11,164 −8,088 −42.0% Reduced
PDCOEUR PATTERSON COS INC
$543K
0.0%
23,959 −17,479 −42.2% Reduced
VRSK VERISK ANALYTICS INC
$543K
0.0%
5,048 +1,899 +60.3% Added
THC TENET HEALTHCARE CORP
$534K
0.0%
15,905 −22,753 −58.9% Reduced
CINF CINCINNATI FINANCIAL CORP
$532K
0.0%
7,962 +4,505 +130.3% Added
BIO BIO-RAD LABORATORIES-A
$529K
0.0%
1,832 −1,777 −49.2% Reduced
SCI SERVICE CORP INTERNATIONAL
$523K
0.0%
14,619 −9,003 −38.1% Reduced
TEVA TEVA PHARMACEUTICAL-SP ADR
$516K
0.0%
21,200 Held
APD AIR PRODUCTS & CHEMICALS INC
$513K
0.0%
3,294 +3,294 New
HRSEUR L3HARRIS TECHNOLOGIES INC
$513K
0.0%
3,550 +3,550 New
SINA SINA CORP
$513K
0.0%
6,056 +6,056 New
CSCO CISCO SYSTEMS INC
$500K
0.0%
11,611 +11,611 New
WCGEUR WELLCARE HEALTH PLANS INC
$495K
0.0%
2,010 −2,302 −53.4% Reduced
JBL JABIL INC
$491K
0.0%
17,766 +4,021 +29.3% Added
C CITIGROUP INC
$488K
0.0%
7,289 −22,874 −75.8% Reduced
UNM UNUM GROUP
$481K
0.0%
13,001 −24,659 −65.5% Reduced
HIG HARTFORD INSURANCE GROUP INC
$478K
0.0%
9,346 +9,346 New
MCO MOODY'S CORP
$478K
0.0%
2,805 −1,427 −33.7% Reduced
BTG B2GOLD CORP
$475K
0.0%
183,209 +19,561 +12.0% Added
UFS DOMTAR CORP
$445K
0.0%
9,327 +9,327 New
KEY KEYCORP
$441K
0.0%
22,573 −53,916 −70.5% Reduced
PCH POTLATCHDELTIC CORP
$438K
0.0%
8,620 +8,620 New
BEMIS INC
$432K
0.0%
10,233 +10,233 New
SON SONOCO PRODUCTS CO
$428K
0.0%
8,148 +8,148 New
CTRA COTERRA ENERGY INC
$425K
0.0%
17,844 −53,272 −74.9% Reduced
ALB ALBEMARLE CORP
$417K
0.0%
4,418 −1,060 −19.4% Reduced
LECO LINCOLN ELECTRIC HOLDINGS
$378K
0.0%
4,304 −4,393 −50.5% Reduced
SEIC SEI INVESTMENTS COMPANY
$375K
0.0%
5,993 +5,993 New
GATX GATX CORP
$374K
0.0%
5,037 −6,418 −56.0% Reduced
CTAS CINTAS CORP
$371K
0.0%
2,004 −2,443 −54.9% Reduced
OSK OSHKOSH CORP
$363K
0.0%
5,162 −5,218 −50.3% Reduced
LNT ALLIANT ENERGY CORP
$361K
0.0%
8,536 −5,489 −39.1% Reduced
EXPD EXPEDITORS INTL WASH INC
$361K
0.0%
4,938 −977 −16.5% Reduced
WEC WEC ENERGY GROUP INC
$361K
0.0%
5,588 −3,527 −38.7% Reduced
AEE AMEREN CORPORATION
$360K
0.0%
5,915 −4,232 −41.7% Reduced
DTE DTE ENERGY COMPANY
$360K
0.0%
3,476 −1,996 −36.5% Reduced
OGE OGE ENERGY CORP
$360K
0.0%
10,216 −7,300 −41.7% Reduced
PNW PINNACLE WEST CAPITAL
$360K
0.0%
4,470 −2,673 −37.4% Reduced
ES EVERSOURCE ENERGY
$359K
0.0%
6,126 −3,523 −36.5% Reduced
NFG NATIONAL FUEL GAS CO
$359K
0.0%
6,770 −4,255 −38.6% Reduced
TER TERADYNE INC
$358K
0.0%
9,397 +9,397 New
AWK AMERICAN WATER WORKS CO INC
$357K
0.0%
4,186 −2,778 −39.9% Reduced
AQUA AMERICA INC
$357K
0.0%
10,143 −6,672 −39.7% Reduced
MDU MDU RESOURCES GROUP INC
$357K
0.0%
12,440 −7,802 −38.5% Reduced
XEL XCEL ENERGY INC
$356K
0.0%
7,789 −4,614 −37.2% Reduced
CMS CMS ENERGY CORP
$355K
0.0%
7,501 −4,901 −39.5% Reduced
AES AES CORP
$354K
0.0%
26,370 −23,778 −47.4% Reduced
RRX REGAL REXNORD CORP
$353K
0.0%
4,314 −6,791 −61.2% Reduced
ATO ATMOS ENERGY CORP
$352K
0.0%
3,900 −2,778 −41.6% Reduced
GT GOODYEAR TIRE & RUBBER CO
$351K
0.0%
15,074 +15,074 New
AGCO AGCO CORP
$350K
0.0%
5,757 −18,415 −76.2% Reduced
COLFAX CORP
$350K
0.0%
11,429 −13,556 −54.3% Reduced
GNTX GENTEX CORP
$350K
0.0%
15,212 +15,212 New
SLAB SILICON LABORATORIES INC
$350K
0.0%
3,515 +3,515 New
UGI UGI CORP
$349K
0.0%
6,709 −5,856 −46.6% Reduced
CR1USD CRANE CO
$348K
0.0%
4,344 −4,226 −49.3% Reduced
LKQ LKQ CORP
$348K
0.0%
10,918 +10,918 New
VMI VALMONT INDUSTRIES
$348K
0.0%
2,310 −3,120 −57.5% Reduced
GGG GRACO INC
$347K
0.0%
7,681 −9,690 −55.8% Reduced
TXNM TXNM ENERGY INC
$347K
0.0%
8,914 −5,517 −38.2% Reduced
AYI ACUITY INC
$346K
0.0%
2,989 −2,651 −47.0% Reduced
DCI DONALDSON CO INC
$346K
0.0%
7,667 −10,051 −56.7% Reduced
IDA IDACORP INC
$346K
0.0%
3,754 −2,535 −40.3% Reduced
TTC TORO CO
$346K
0.0%
5,741 −7,023 −55.0% Reduced
HUBB HUBBELL INC
$341K
0.0%
3,228 −3,178 −49.6% Reduced
NDSN NORDSON CORP
$340K
0.0%
2,644 −3,036 −53.5% Reduced
L3 TECHNOLOGIES INC
$317K
0.0%
1,649 +49 +3.1% Added
WFC WELLS FARGO & CO
$315K
0.0%
5,690 −75,376 −93.0% Reduced
RPM RPM INTERNATIONAL INC
$305K
0.0%
5,235 −37,643 −87.8% Reduced
ELDORADO GOLD CORP NEW
$298K
0.0%
295,098 −1,538 −0.5% Reduced
CBT CABOT CORP
$297K
0.0%
4,809 −4,258 −47.0% Reduced
NEU NEWMARKET CORP
$296K
0.0%
733 −506 −40.8% Reduced
YYEUR YY INC-ADR
$296K
0.0%
2,950 +2,950 New
WTW WILLIS TOWERS WATSON PLC
$294K
0.0%
1,942 −7,877 −80.2% Reduced
IFF INTL FLAVORS & FRAGRANCES
$290K
0.0%
2,338 −1,270 −35.2% Reduced
SIBANYE STILLWATER
$283K
0.0%
116,809 +17,857 +18.0% Added
CA INC
$282K
0.0%
7,916 −286,056 −97.3% Reduced
BAC BANK OF AMERICA CORP
$279K
0.0%
9,914 −50,885 −83.7% Reduced
SUNTRUST BKS INC
$279K
0.0%
4,224 −9,230 −68.6% Reduced
TAHOE RES INC
$277K
0.0%
56,389 +2,697 +5.0% Added
PVG1EUR PRETIUM RESOURCES INC
$243K
0.0%
33,154 −47 −0.1% Reduced
CIEN CIENA CORP
$237K
0.0%
8,938 −6,356 −41.6% Reduced
NATIONAL INSTRS CORP
$229K
0.0%
5,457 −2,292 −29.6% Reduced
NGDN NEW GOLD INC
$229K
0.0%
110,029 +10,492 +10.5% Added
KN KNOWLES CORP
$227K
0.0%
14,853 −15,913 −51.7% Reduced
MTD METTLER-TOLEDO INTERNATIONAL
$226K
0.0%
390 −3,028 −88.6% Reduced
TRQEUR TURQUOISE HILL RESOURCES LTD
$226K
0.0%
79,774 Held
VSH VISHAY INTERTECHNOLOGY INC
$225K
0.0%
9,687 −10,993 −53.2% Reduced
AVX CORP NEW
$216K
0.0%
13,766 −8,544 −38.3% Reduced
ARW ARROW ELECTRONICS INC
$214K
0.0%
2,837 +2,837 New
FNF FIDELITY NATIONAL FINANCIAL
$213K
0.0%
5,657 −782 −12.1% Reduced
BIGGQ BIG LOTS INC
$211K
0.0%
5,051 +5,051 New
GU9 GUESS? INC
$210K
0.0%
9,813 +9,813 New
AXE3EUR ANIXTER INTERNATIONAL INC
$208K
0.0%
3,291 +3,291 New
MUSA MURPHY USA INC
$207K
0.0%
2,781 +2,781 New
MTB M & T BANK CORP
$206K
0.0%
1,211 −4,393 −78.4% Reduced
NVDA NVIDIA CORP
$206K
0.0%
871 +871 New
PAG PENSKE AUTOMOTIVE GROUP INC
$205K
0.0%
4,366 +4,366 New
CHS1USD CHICO'S FAS INC
$203K
0.0%
24,935 +5,508 +28.4% Added
TSCO TRACTOR SUPPLY COMPANY
$203K
0.0%
2,659 −11,416 −81.1% Reduced
AEO AMERICAN EAGLE OUTFITTERS
$202K
0.0%
8,693 +8,693 New
SBH SALLY BEAUTY HOLDINGS INC
$202K
0.0%
12,599 +2,006 +18.9% Added
DKS DICK'S SPORTING GOODS INC
$201K
0.0%
5,707 +5,707 New
ROL ROLLINS INC
$201K
0.0%
3,818 −2,760 −42.0% Reduced
ULTA ULTA BEAUTY INC
$201K
0.0%
861 +861 New
CVSA COVISTA INC
$200K
0.0%
4,165 −2,792 −40.1% Reduced
PBI PITNEY BOWES INC
$194K
0.0%
22,663 −6,590 −22.5% Reduced
VIPS VIPSHOP HOLDINGS LTD - ADR
$137K
0.0%
12,658 +12,658 New

Sold positions

93 closed in Q2 2018 · shares & value as of prior filing
Holding Shares sold Prior value
PG PROCTER & GAMBLE CO
390,041 $30.9M
GENERAL ELECTRIC CO
1,470,532 $19.8M
DVA DAVITA INC
223,124 $14.7M
RIG TRANSOCEAN LTD
1,320,394 $13.1M
PEP PEPSICO INC
100,321 $10.9M
CPB THE CAMPBELL'S COMPANY
250,416 $10.8M
AMGN AMGEN INC
62,499 $10.7M
FCX FREEPORT-MCMORAN INC
534,699 $9.4M
DRI DARDEN RESTAURANTS INC
97,969 $8.4M
MAS MASCO CORP
203,738 $8.2M
SWKS SKYWORKS SOLUTIONS INC
71,920 $7.2M
ANDEAVOR
68,095 $6.8M
LUV SOUTHWEST AIRLINES CO
114,762 $6.6M
AAPL APPLE INC
39,105 $6.6M
TXN TEXAS INSTRUMENTS INC
59,711 $6.2M
CERNCHF CERNER CORP
96,707 $5.6M
XLNXEUR XILINX INC
68,361 $4.9M
M MACY'S INC
155,754 $4.6M
ENDPUSD ENDO INTERNATIONAL PLC
762,715 $4.5M
KEL KELLANOVA
68,247 $4.4M
LOW LOWE'S COS INC
44,566 $3.9M
XRAY DENTSPLY SIRONA INC
75,346 $3.8M
WM WASTE MANAGEMENT INC
35,596 $3.0M
BSX BOSTON SCIENTIFIC CORP
100,850 $2.8M
CTSH COGNIZANT TECH SOLUTIONS-A
29,354 $2.4M
USB US BANCORP
42,794 $2.2M
NYCBEUR NEW YORK COMMUNITY BANCORP
153,454 $2.0M
PM PHILIP MORRIS INTERNATIONAL
19,711 $2.0M
RJF RAYMOND JAMES FINANCIAL INC
20,785 $1.9M
SJM JM SMUCKER CO
14,604 $1.8M
MPC MARATHON PETROLEUM CORP
24,453 $1.8M
VMC VULCAN MATERIALS CO
15,301 $1.7M
TAP MOLSON COORS BEVERAGE CO - B
23,099 $1.7M
PBCTEUR PEOPLE'S UNITED FINANCIAL
89,342 $1.7M
ELV ELEVANCE HEALTH INC
7,493 $1.6M
PPG PPG INDUSTRIES INC
14,666 $1.6M
LEUCADIA NATL CORP
68,427 $1.6M
ROK ROCKWELL AUTOMATION INC
8,841 $1.5M
WYNEUR WYNDHAM DESTINATIONS INC
12,626 $1.4M
SBNY SIGNATURE BANK
9,312 $1.3M
LAMR LAMAR ADVERTISING CO-A
20,126 $1.3M
ITW ILLINOIS TOOL WORKS
8,164 $1.3M
NWL NEWELL BRANDS INC
49,655 $1.3M
SGENEUR SEAGEN INC
23,470 $1.2M
UNH UNITEDHEALTH GROUP INC
5,609 $1.2M
PFG PRINCIPAL FINANCIAL GROUP
16,622 $1.0M
CFR CULLEN/FROST BANKERS INC
9,270 $983K
HBAN HUNTINGTON BANCSHARES INC
63,352 $957K
YUSD ALLEGHANY CORP
1,460 $897K
MKC MCCORMICK & CO-NON VTG SHRS
8,309 $884K
AJG ARTHUR J GALLAGHER & CO
12,538 $862K
EXC EXELON CORP
21,713 $847K
DDR CORP
107,166 $786K
APARTMENT INVT & MGMT CO
19,204 $783K
HO1 HOLOGIC INC
20,164 $753K
EWBC EAST WEST BANCORP INC
10,841 $678K
ED CONSOLIDATED EDISON INC
7,850 $612K
GREAT PLAINS ENERGY INC
17,986 $572K
VECTREN CORP
8,805 $563K
VNO VORNADO REALTY TRUST
8,187 $551K
HRL HORMEL FOODS CORP
16,008 $549K
BGUSD BUNGE LTD
5,964 $441K
FLO FLOWERS FOODS INC
19,964 $436K
SMG SCOTTS MIRACLE-GRO CO
5,090 $436K
CHD CHURCH & DWIGHT CO INC
8,460 $426K
TSLA TESLA INC
1,507 $401K
SPG SIMON PROPERTY GROUP INC
2,437 $376K
NOW SERVICENOW INC
2,063 $341K
BCO BRINK'S CO
4,622 $330K
ADI ANALOG DEVICES INC
3,614 $329K
HRB H&R BLOCK INC
12,862 $327K
RSG REPUBLIC SERVICES INC
4,928 $326K
DUN & BRADSTREET CORP DEL NE
2,748 $322K
SRCLEUR STERICYCLE INC
5,486 $321K
CXW CORECIVIC INC
16,182 $316K
FIS FIDELITY NATIONAL INFO SERV
2,969 $286K
ADBE ADOBE INC
1,265 $273K
ERIE ERIE INDEMNITY COMPANY-CL A
2,288 $269K
L LOEWS CORP
5,305 $264K
CLGX CORELOGIC INC
5,811 $263K
FAF FIRST AMERICAN FINANCIAL
4,466 $262K
KMPR KEMPER CORP
4,506 $257K
AGO ASSURED GUARANTY LTD
7,101 $257K
RNR RENAISSANCERE HOLDINGS LTD
1,857 $257K
MCY MERCURY GENERAL CORP
5,583 $256K
WRB WR BERKLEY CORP
3,514 $255K
EG EVEREST GROUP LTD
992 $255K
AFG AMERICAN FINANCIAL GROUP INC
2,259 $254K
CNA CNA FINANCIAL CORP
5,139 $254K
THG HANOVER INSURANCE GROUP INC/
2,146 $253K
ORI OLD REPUBLIC INTL CORP
11,703 $251K
PRA PROASSURANCE CORP
5,103 $248K
TMUS T-MOBILE US INC
3,337 $204K

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.