whalepapers
Overview/ Bridgewater Associates, LP/ Q3 2015

Bridgewater Associates, LP

CIK 0001350694 · As of Q3 2015 · filed Nov 12, 2015

Q3 2015

Holdings

430 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$2.23B
29.8%
67,362,170 −45,423,479 −40.3% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$1.96B
26.3%
10,236,900 −230,300 −2.2% Reduced
EEM ISHARES MSCI EMERGING MARKET
$1.20B
16.0%
36,508,933 −25,650,268 −41.3% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$96.3M
1.3%
829,855 +600 +0.1% Added
IVV ISHARES CORE S&P 500 ETF
$33.7M
0.5%
175,000 Held
CTLEUR CENTURYLINK INC
$33.6M
0.4%
1,336,974 +651,463 +95.0% Added
KO COCA-COLA CO
$33.3M
0.4%
830,374 +97,500 +13.3% Added
ENSCO PLC
$31.1M
0.4%
2,206,465 +1,361,118 +161.0% Added
AAPL APPLE INC
$30.3M
0.4%
274,852 −256,645 −48.3% Reduced
PEP PEPSICO INC
$27.4M
0.4%
290,403 +229,194 +374.4% Added
GOOGLE INC
$25.7M
0.3%
40,226 +19,036 +89.8% Added
VZ VERIZON COMMUNICATIONS INC
$25.2M
0.3%
578,665 +288,000 +99.1% Added
SYMCEUR SYMANTEC CORP
$25.0M
0.3%
1,286,416 +1,208,380 +1548.5% Added
MONSANTO CO NEW
$24.9M
0.3%
292,299 +67,900 +30.3% Added
EMN EASTMAN CHEMICAL CO
$24.7M
0.3%
381,038 +335,500 +736.7% Added
VIAB VIACOM INC-CLASS B
$24.4M
0.3%
565,245 +403,621 +249.7% Added
KSS KOHLS CORP
$23.7M
0.3%
511,367 +431,500 +540.3% Added
NOBLE CORP PLC
$22.6M
0.3%
2,074,855 +1,260,653 +154.8% Added
MOS MOSAIC CO
$22.5M
0.3%
724,600 +598,000 +472.4% Added
IP INTERNATIONAL PAPER CO
$22.0M
0.3%
582,149 +403,855 +226.5% Added
GILD GILEAD SCIENCES INC
$21.8M
0.3%
222,121 +140,400 +171.8% Added
AMAT APPLIED MATERIALS INC
$21.7M
0.3%
1,479,057 +966,506 +188.6% Added
MSFT MICROSOFT CORP
$20.8M
0.3%
471,008 +398,643 +550.9% Added
UTXCHF RTX CORP
$19.9M
0.3%
223,909 +202,300 +936.2% Added
EXC EXELON CORP
$19.9M
0.3%
668,386 +655,412 +5051.7% Added
VLO VALERO ENERGY CORP
$18.9M
0.3%
314,157 +179,800 +133.8% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$18.8M
0.3%
330,074 +235,600 +249.4% Added
RL RALPH LAUREN CORP
$18.5M
0.2%
156,858 +156,858 New
T AT&T INC
$18.5M
0.2%
567,975 +567,975 New
WHOLE FOODS MKT INC
$18.4M
0.2%
581,664 +274,857 +89.6% Added
CA INC
$17.7M
0.2%
649,976 +579,312 +819.8% Added
FDX FEDEX CORP
$17.7M
0.2%
123,082 +123,082 New
BCE BCE INC
$16.3M
0.2%
399,400 +356,700 +835.4% Added
QCOM QUALCOMM INC
$16.2M
0.2%
301,665 +84,900 +39.2% Added
HST HOST HOTELS & RESORTS INC
$16.0M
0.2%
1,014,218 +1,014,218 New
ETR ENTERGY CORP
$15.9M
0.2%
244,451 +28,399 +13.1% Added
JNJ JOHNSON & JOHNSON
$15.6M
0.2%
167,593 −27,400 −14.1% Reduced
META META PLATFORMS INC-CLASS A
$15.5M
0.2%
171,900 +156,600 +1023.5% Added
ORCL ORACLE CORP
$15.3M
0.2%
424,628 +424,628 New
URI UNITED RENTALS INC
$14.7M
0.2%
244,862 +169,718 +225.9% Added
GAP GAP INC
$14.6M
0.2%
511,621 +419,376 +454.6% Added
DGX QUEST DIAGNOSTICS INC
$14.5M
0.2%
236,592 +166,203 +236.1% Added
MU MICRON TECHNOLOGY INC
$14.3M
0.2%
954,874 +231,900 +32.1% Added
SPECTRA ENERGY CORP
$14.3M
0.2%
543,278 +300,456 +123.7% Added
FCX FREEPORT-MCMORAN INC
$14.2M
0.2%
1,465,609 +1,212,509 +479.1% Added
WHR WHIRLPOOL CORP
$13.8M
0.2%
93,669 +93,669 New
COACH INC
$13.4M
0.2%
464,778 +354,672 +322.1% Added
CSCO CISCO SYSTEMS INC
$13.3M
0.2%
506,980 +69,100 +15.8% Added
NTAP NETAPP INC
$13.3M
0.2%
449,573 +303,626 +208.0% Added
IBM INTL BUSINESS MACHINES CORP
$13.2M
0.2%
91,211 +1,167 +1.3% Added
WYNN WYNN RESORTS LTD
$12.7M
0.2%
239,500 +239,500 New
MRK MERCK & CO. INC.
$12.4M
0.2%
251,746 +234,605 +1368.7% Added
LRCXEUR LAM RESEARCH CORP
$12.3M
0.2%
188,937 +171,200 +965.2% Added
CSX CSX CORP
$11.8M
0.2%
438,805 +438,805 New
FE FIRSTENERGY CORP
$11.6M
0.2%
369,675 +369,675 New
BP BP PLC-SPONS ADR
$11.4M
0.2%
373,900 +20,300 +5.7% Added
CVX CHEVRON CORP
$11.4M
0.2%
144,800 +13,300 +10.1% Added
COP CONOCOPHILLIPS
$11.3M
0.2%
235,900 +18,100 +8.3% Added
EXMOC EXXON MOBIL CORP
$11.3M
0.2%
152,100 −79,668 −34.4% Reduced
CMI CUMMINS INC
$11.3M
0.2%
103,900 +86,600 +500.6% Added
GOLDCORP INC NEW
$11.1M
0.1%
888,861 −60,500 −6.4% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$11.1M
0.1%
167,400 −20,000 −10.7% Reduced
EOG EOG RESOURCES INC
$11.0M
0.1%
150,900 +8,500 +6.0% Added
WU WESTERN UNION CO
$10.9M
0.1%
594,189 +449,200 +309.8% Added
PPG PPG INDUSTRIES INC
$10.9M
0.1%
123,985 +123,985 New
PFE PFIZER INC
$10.9M
0.1%
345,708 +266,600 +337.0% Added
RIO RIO TINTO PLC-SPON ADR
$10.4M
0.1%
306,300 −11,100 −3.5% Reduced
X UNITED STATES STEEL CORP
$10.3M
0.1%
990,071 +574,826 +138.4% Added
BHP BHP GROUP LTD-SPON ADR
$10.1M
0.1%
320,011 +25,100 +8.5% Added
SU SUNCOR ENERGY INC
$10.1M
0.1%
377,800 −472,000 −55.5% Reduced
NEM NEWMONT CORP
$10.0M
0.1%
625,274 −70,215 −10.1% Reduced
STAPLES INC
$9.9M
0.1%
847,135 +847,135 New
AMZN AMAZON.COM INC
$9.7M
0.1%
18,906 +18,906 New
M MACY'S INC
$9.6M
0.1%
187,971 +148,400 +375.0% Added
E M C CORP MASS
$9.5M
0.1%
392,019 +144,822 +58.6% Added
ABX BARRICK GOLD CORP
$9.3M
0.1%
1,463,603 −37,397 −2.5% Reduced
PCAR PACCAR INC
$9.3M
0.1%
177,395 +153,900 +655.0% Added
APC3EUR ANADARKO PETROLEUM CORP
$8.8M
0.1%
145,100 +11,600 +8.7% Added
TU TELUS CORP
$8.8M
0.1%
279,300 +248,900 +818.8% Added
DNREUR DENBURY INC-PRE BANKRUPTCY
$8.7M
0.1%
3,553,063 +2,825,253 +388.2% Added
LYB LYONDELLBASELL INDU-CL A
$8.7M
0.1%
103,772 +103,772 New
AMGN AMGEN INC
$8.6M
0.1%
62,033 +19,460 +45.7% Added
CRM SALESFORCE INC
$8.5M
0.1%
123,054 +26,131 +27.0% Added
RCI ROGERS COMMUNICATIONS INC-B
$8.5M
0.1%
247,300 +221,600 +862.3% Added
TGT TARGET CORP
$8.4M
0.1%
107,115 +35,415 +49.4% Added
EXPRESS SCRIPTS HLDG CO
$8.4M
0.1%
103,662 +18,000 +21.0% Added
MEAD JOHNSON NUTRITION CO
$8.4M
0.1%
118,768 +118,768 New
RHT1EUR RED HAT INC
$8.3M
0.1%
115,590 +44,300 +62.1% Added
INTC INTEL CORP
$8.3M
0.1%
275,015 +9,312 +3.5% Added
ADM ARCHER-DANIELS-MIDLAND CO
$8.3M
0.1%
199,703 +132,800 +198.5% Added
GLW CORNING INC
$8.2M
0.1%
480,676 +120,100 +33.3% Added
TESORO CORP
$8.1M
0.1%
83,623 +69,100 +475.8% Added
UNH UNITEDHEALTH GROUP INC
$8.1M
0.1%
69,792 −30,200 −30.2% Reduced
FNV FRANCO-NEVADA CORP
$7.9M
0.1%
179,828 +17,100 +10.5% Added
LUV SOUTHWEST AIRLINES CO
$7.9M
0.1%
206,514 +206,514 New
SHW SHERWIN-WILLIAMS CO
$7.8M
0.1%
34,791 +31,000 +817.7% Added
MET METLIFE INC
$7.7M
0.1%
162,945 +38,000 +30.4% Added
WMT WALMART INC
$7.7M
0.1%
118,088 +1,984 +1.7% Added
XEROX CORP
$7.6M
0.1%
781,083 +194,495 +33.2% Added
PBR PETROLEO BRASILEIRO-SPON ADR
$7.6M
0.1%
1,746,700 +185,300 +11.9% Added
ETN EATON CORP PLC
$7.4M
0.1%
144,731 +141,051 +3832.9% Added
IMO IMPERIAL OIL LTD
$7.2M
0.1%
227,900 −251,300 −52.4% Reduced
DOW CHEM CO
$7.1M
0.1%
168,095 +168,095 New
CAH CARDINAL HEALTH INC
$7.0M
0.1%
90,732 −18,568 −17.0% Reduced
WDC WESTERN DIGITAL CORP
$6.9M
0.1%
87,339 +37,700 +75.9% Added
BFH BREAD FINANCIAL HOLDINGS INC
$6.9M
0.1%
26,765 +26,765 New
ROK ROCKWELL AUTOMATION INC
$6.9M
0.1%
67,909 +26,500 +64.0% Added
RANDGOLD RES LTD
$6.8M
0.1%
114,700 +16,700 +17.0% Added
DUK DUKE ENERGY CORP
$6.7M
0.1%
93,376 −90,800 −49.3% Reduced
AEM AGNICO EAGLE MINES LTD
$6.7M
0.1%
263,591 −29,000 −9.9% Reduced
SCCO SOUTHERN COPPER CORP
$6.6M
0.1%
248,396 +42,713 +20.8% Added
SANDISK CORP
$6.6M
0.1%
121,200 +30,100 +33.0% Added
SILVER WHEATON CORP
$6.5M
0.1%
541,592 +64,120 +13.4% Added
FLR FLUOR CORP
$6.4M
0.1%
151,902 +71,748 +89.5% Added
ADI ANALOG DEVICES INC
$6.4M
0.1%
113,792 +113,792 New
FFIV F5 INC
$6.3M
0.1%
54,808 +36,900 +206.1% Added
YUM YUM! BRANDS INC
$6.3M
0.1%
79,345 +79,345 New
FOSL FOSSIL GROUP INC
$6.1M
0.1%
109,088 −74,352 −40.5% Reduced
TOL TOLL BROTHERS INC
$6.1M
0.1%
177,645 −42,200 −19.2% Reduced
LABORATORY CORP AMER HLDGS
$6.1M
0.1%
56,011 +16,020 +40.1% Added
LEVEL 3 COMMUNICATIONS INC
$6.0M
0.1%
138,400 −63,900 −31.6% Reduced
VALE VALE SA-SP ADR
$5.8M
0.1%
1,380,300 +220,700 +19.0% Added
CNQ CANADIAN NATURAL RESOURCES
$5.7M
0.1%
293,300 −355,100 −54.8% Reduced
NRG NRG ENERGY INC
$5.7M
0.1%
381,883 +381,883 New
PRU PRUDENTIAL FINANCIAL INC
$5.7M
0.1%
74,317 +11,700 +18.7% Added
MMM 3M CO
$5.6M
0.1%
39,836 +29,950 +303.0% Added
KLAC KLA CORP
$5.6M
0.1%
111,925 −7,302 −6.1% Reduced
SWKS SKYWORKS SOLUTIONS INC
$5.3M
0.1%
62,702 +62,702 New
MXIM MAXIM INTEGRATED PRODUCTS
$5.3M
0.1%
157,542 +157,542 New
EMR EMERSON ELECTRIC CO
$5.2M
0.1%
117,268 +70,800 +152.4% Added
PXDEUR PIONEER NATURAL RESOURCES CO
$5.1M
0.1%
41,800 +3,100 +8.0% Added
ELV ELEVANCE HEALTH INC
$5.1M
0.1%
36,141 +2,600 +7.8% Added
MCK MCKESSON CORP
$4.9M
0.1%
26,713 −3,000 −10.1% Reduced
CF CF INDUSTRIES HOLDINGS INC
$4.9M
0.1%
109,236 +109,236 New
PRICELINE GRP INC
$4.9M
0.1%
3,960 +1,900 +92.2% Added
CNP CENTERPOINT ENERGY INC
$4.9M
0.1%
270,109 +91,909 +51.6% Added
PSX PHILLIPS 66
$4.8M
0.1%
62,150 +11,100 +21.7% Added
URBN URBAN OUTFITTERS INC
$4.8M
0.1%
162,489 +162,489 New
TXT TEXTRON INC
$4.8M
0.1%
126,669 +57,068 +82.0% Added
LNC LINCOLN NATIONAL CORP
$4.6M
0.1%
97,621 +51,000 +109.4% Added
NUE NUCOR CORP
$4.6M
0.1%
121,625 +121,625 New
COR CENCORA INC
$4.5M
0.1%
47,443 +5,100 +12.0% Added
PVH PVH CORP
$4.5M
0.1%
44,000 +25,181 +133.8% Added
DVN DEVON ENERGY CORP
$4.4M
0.1%
117,700 +11,100 +10.4% Added
BIIB BIOGEN INC
$4.3M
0.1%
14,766 +14,766 New
LVS LAS VEGAS SANDS CORP
$4.2M
0.1%
111,492 +111,492 New
AFL AFLAC INC
$4.2M
0.1%
72,485 +5,600 +8.4% Added
9990302D APACHE CORP
$4.2M
0.1%
107,300 +8,800 +8.9% Added
AHC HESS CORP
$4.1M
0.1%
82,000 +7,100 +9.5% Added
RGLD ROYAL GOLD INC
$4.1M
0.1%
86,300 +15,500 +21.9% Added
BCRUSD CR BARD INC
$4.0M
0.1%
21,738 +1,600 +7.9% Added
PEG PUBLIC SERVICE ENTERPRISE GP
$3.9M
0.1%
92,657 −121,737 −56.8% Reduced
VMW* VMWARE INC-CLASS A
$3.9M
0.1%
49,126 +36,900 +301.8% Added
JOY GLOBAL INC
$3.9M
0.1%
258,297 +258,297 New
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$3.9M
0.1%
470,600 +25,800 +5.8% Added
MDT MEDTRONIC PLC
$3.8M
0.1%
57,186 −27,946 −32.8% Reduced
BA BOEING CO
$3.8M
0.1%
28,856 −5,000 −14.8% Reduced
EA* ELECTRONIC ARTS INC
$3.7M
0.1%
55,270 +20,831 +60.5% Added
TMO THERMO FISHER SCIENTIFIC INC
$3.7M
0.0%
30,504 −13,219 −30.2% Reduced
ALCOA INC
$3.7M
0.0%
379,916 −455,123 −54.5% Reduced
MAR MARRIOTT INTERNATIONAL -CL A
$3.7M
0.0%
53,653 +53,653 New
NBL2EUR NOBLE ENERGY INC
$3.6M
0.0%
120,952 +20,300 +20.2% Added
TEL1USD TE CONNECTIVITY LTD
$3.6M
0.0%
60,059 +42,800 +248.0% Added
ISRG INTUITIVE SURGICAL INC
$3.6M
0.0%
7,824 +2,785 +55.3% Added
FMC FMC CORP
$3.6M
0.0%
105,555 +85,200 +418.6% Added
CTXSEUR CITRIX SYSTEMS INC
$3.6M
0.0%
51,480 −11,000 −17.6% Reduced
ST JUDE MED INC
$3.5M
0.0%
55,216 +55,216 New
COLFAX CORP
$3.5M
0.0%
116,300 +89,607 +335.7% Added
TXN TEXAS INSTRUMENTS INC
$3.4M
0.0%
69,408 +12,100 +21.1% Added
MAS MASCO CORP
$3.3M
0.0%
132,101 −35,900 −21.4% Reduced
ABT ABBOTT LABORATORIES
$3.3M
0.0%
82,457 +54,000 +189.8% Added
CVE CENOVUS ENERGY INC
$3.3M
0.0%
218,300 −257,100 −54.1% Reduced
TSN TYSON FOODS INC-CL A
$3.3M
0.0%
75,785 −40,108 −34.6% Reduced
CXOEUR CONCHO RESOURCES INC
$3.2M
0.0%
32,600 −7,733 −19.2% Reduced
MRSH MARSH & MCLENNAN COS
$3.2M
0.0%
61,290 +45,043 +277.2% Added
DOV DOVER CORP
$3.1M
0.0%
54,083 −3,604 −6.2% Reduced
CLRUSD CONTINENTAL RESOURCES INC/OK
$3.0M
0.0%
105,100 −4,037 −3.7% Reduced
MRO* MARATHON OIL CORP
$3.0M
0.0%
192,200 +16,300 +9.3% Added
WM WASTE MANAGEMENT INC
$2.9M
0.0%
57,513 −12,200 −17.5% Reduced
EQT EQT CORP
$2.8M
0.0%
43,629 +4,229 +10.7% Added
LOW LOWE'S COS INC
$2.8M
0.0%
40,692 +40,692 New
NEE NEXTERA ENERGY INC
$2.7M
0.0%
28,068 −13,500 −32.5% Reduced
HONGBP HONEYWELL INTERNATIONAL INC
$2.6M
0.0%
27,795 +13,200 +90.4% Added
WRKUSD WESTROCK CO
$2.6M
0.0%
50,348 +50,348 New
CTRA COTERRA ENERGY INC
$2.6M
0.0%
117,500 +10,500 +9.8% Added
AES AES CORP
$2.6M
0.0%
261,115 +261,115 New
ELDORADO GOLD CORP NEW
$2.5M
0.0%
797,500 +59,900 +8.1% Added
CBS CORP NEW
$2.5M
0.0%
62,373 −11,581 −15.7% Reduced
PC6A PETROCHINA CO LTD -ADR
$2.5M
0.0%
35,697 −9,700 −21.4% Reduced
GFI GOLD FIELDS LTD-SPONS ADR
$2.4M
0.0%
918,400 +72,400 +8.6% Added
CERNCHF CERNER CORP
$2.2M
0.0%
37,477 −31,300 −45.5% Reduced
SW5 SOUTHWESTERN ENERGY CO
$2.2M
0.0%
176,701 −34,982 −16.5% Reduced
YRI YAMANA GOLD INC
$2.1M
0.0%
1,224,700 −23,800 −1.9% Reduced
KGC KINROSS GOLD CORP
$2.1M
0.0%
1,202,800 −2,200 −0.2% Reduced
TYCO INTL PLC
$2.1M
0.0%
61,819 −65,800 −51.6% Reduced
NSC NORFOLK SOUTHERN CORP
$2.1M
0.0%
26,893 +26,893 New
TECK TECK RESOURCES LTD-CLS B
$2.0M
0.0%
411,200 +148,800 +56.7% Added
JWNUSD NORDSTROM INC
$1.8M
0.0%
25,543 +25,543 New
ZBH ZIMMER BIOMET HOLDINGS INC
$1.7M
0.0%
18,309 +3,681 +25.2% Added
BSX BOSTON SCIENTIFIC CORP
$1.7M
0.0%
103,684 −14,700 −12.4% Reduced
PAYX PAYCHEX INC
$1.7M
0.0%
35,355 −118,259 −77.0% Reduced
SBH SALLY BEAUTY HOLDINGS INC
$1.6M
0.0%
69,206 +69,206 New
CRESCENT PT ENERGY CORP
$1.6M
0.0%
142,700 +26,500 +22.8% Added
RRC RANGE RESOURCES CORP
$1.5M
0.0%
48,100 +4,000 +9.1% Added
LINKEDIN CORP
$1.5M
0.0%
8,000 +6,200 +344.4% Added
WAB WABTEC CORP
$1.5M
0.0%
16,828 +8,800 +109.6% Added
SNI SCRIPPS NETWORKS INTER-CL A
$1.5M
0.0%
29,848 +26,254 +730.5% Added
NWL NEWELL BRANDS INC
$1.5M
0.0%
36,700 +36,700 New
ENCANA CORP
$1.5M
0.0%
226,700 −270,900 −54.4% Reduced
CCI CROWN CASTLE INC
$1.4M
0.0%
18,257 +18,257 New
JECUSD JACOBS ENGINEERING GROUP INC
$1.4M
0.0%
38,381 +28,900 +304.8% Added
SENSATA TECHNOLOGIES HLDG NV
$1.4M
0.0%
32,416 +22,916 +241.2% Added
WYNEUR WYNDHAM DESTINATIONS INC
$1.4M
0.0%
19,800 +14,300 +260.0% Added
FLS FLOWSERVE CORP
$1.4M
0.0%
33,762 +24,500 +264.5% Added
SGENEUR SEAGEN INC
$1.4M
0.0%
36,000 +36,000 New
CHKEUR CHESAPEAKE ENERGY CORP
$1.4M
0.0%
188,600 +26,600 +16.4% Added
HSY HERSHEY CO
$1.4M
0.0%
14,883 −3,393 −18.6% Reduced
TRQEUR TURQUOISE HILL RESOURCES LTD
$1.3M
0.0%
519,300 +30,000 +6.1% Added
RS RELIANCE INC
$1.3M
0.0%
24,350 +24,350 New
CCJ CAMECO CORP
$1.3M
0.0%
107,500 +3,800 +3.7% Added
DLX DELUXE CORP
$1.3M
0.0%
22,671 +22,671 New
CRL CHARLES RIVER LABORATORIES
$1.3M
0.0%
19,687 +19,687 New
MUR MURPHY OIL CORP
$1.2M
0.0%
50,600 +4,000 +8.6% Added
TECH BIO-TECHNE CORP
$1.2M
0.0%
12,978 +12,978 New
TSCO TRACTOR SUPPLY COMPANY
$1.2M
0.0%
14,216 +14,216 New
ADP AUTOMATIC DATA PROCESSING
$1.2M
0.0%
14,666 −30,360 −67.4% Reduced
DONNELLEY R R & SONS CO
$1.2M
0.0%
80,800 +80,800 New
CTSH COGNIZANT TECH SOLUTIONS-A
$1.2M
0.0%
18,496 +11,800 +176.2% Added
BMY BRISTOL-MYERS SQUIBB CO
$1.2M
0.0%
19,528 +19,528 New
NGDN NEW GOLD INC
$1.1M
0.0%
509,400 −10,500 −2.0% Reduced
RVTY REVVITY INC
$1.1M
0.0%
24,716 +24,716 New
WLY WILEY (JOHN) & SONS-CLASS A
$1.1M
0.0%
22,647 +22,647 New
LP1 LEGGETT & PLATT INC
$1.1M
0.0%
26,727 +26,727 New
FBIN FORTUNE BRANDS INNOVATIONS I
$1.1M
0.0%
23,180 +23,180 New
AVY AVERY DENNISON CORP
$1.1M
0.0%
19,302 +19,302 New
C CITIGROUP INC
$1.1M
0.0%
21,322 +21,322 New
WAT WATERS CORP
$1.1M
0.0%
8,904 +5,239 +142.9% Added
MADISON SQUARE GARDEN CO
$1.0M
0.0%
14,378 +11,100 +338.6% Added
UHS UNIVERSAL HEALTH SERVICES-B
$1.0M
0.0%
8,200 +8,200 New
IFF INTL FLAVORS & FRAGRANCES
$1.0M
0.0%
9,863 +9,863 New
ARW ARROW ELECTRONICS INC
$985K
0.0%
17,826 +17,826 New
RJF RAYMOND JAMES FINANCIAL INC
$976K
0.0%
19,657 +19,657 New
HSIC HENRY SCHEIN INC
$960K
0.0%
7,235 +7,235 New
AEP AMERICAN ELECTRIC POWER
$945K
0.0%
16,616 −77,800 −82.4% Reduced
FDS FACTSET RESEARCH SYSTEMS INC
$943K
0.0%
5,900 +5,900 New
ROST ROSS STORES INC
$940K
0.0%
19,400 −7,892 −28.9% Reduced
ROP ROPER TECHNOLOGIES INC
$922K
0.0%
5,887 +5,887 New
AKX ANSYS INC
$913K
0.0%
10,361 +10,361 New
SEIC SEI INVESTMENTS COMPANY
$878K
0.0%
18,196 +18,196 New
HN9 HANESBRANDS INC
$857K
0.0%
29,600 +29,600 New
REGN REGENERON PHARMACEUTICALS
$837K
0.0%
1,800 +1,000 +125.0% Added
HRSEUR L3HARRIS TECHNOLOGIES INC
$827K
0.0%
11,300 +11,300 New
COLM COLUMBIA SPORTSWEAR CO
$812K
0.0%
13,811 +13,811 New
KEY KEYCORP
$805K
0.0%
61,874 +61,874 New
EFX EQUIFAX INC
$803K
0.0%
8,263 +8,263 New
DKS DICK'S SPORTING GOODS INC
$781K
0.0%
15,735 +6,200 +65.0% Added
L-3 COMMUNICATIONS HLDGS INC
$773K
0.0%
7,400 +7,400 New
OII OCEANEERING INTL INC
$771K
0.0%
19,631 +4,100 +26.4% Added
SUNTRUST BKS INC
$770K
0.0%
20,128 +20,128 New
TUP TUPPERWARE BRANDS CORP
$769K
0.0%
15,537 +15,537 New
AME AMETEK INC
$761K
0.0%
14,540 +14,540 New
RHI ROBERT HALF INC
$761K
0.0%
14,874 +14,874 New
VRSK VERISK ANALYTICS INC
$760K
0.0%
10,285 +10,285 New
DAL DELTA AIR LINES INC
$745K
0.0%
16,605 +16,605 New
ROL ROLLINS INC
$744K
0.0%
27,688 +27,688 New
COCA COLA ENTERPRISES INC NE
$734K
0.0%
15,176 −8,000 −34.5% Reduced
MTD METTLER-TOLEDO INTERNATIONAL
$729K
0.0%
2,561 +2,561 New
BDX BECTON DICKINSON AND CO
$726K
0.0%
5,469 −9,889 −64.4% Reduced
KBR KBR INC
$725K
0.0%
43,500 +43,500 New
PWR QUANTA SERVICES INC
$722K
0.0%
29,807 +29,807 New
SNA SNAP-ON INC
$718K
0.0%
4,758 +4,758 New
DENTSPLY INTL INC NEW
$708K
0.0%
14,000 +14,000 New
RMD RESMED INC
$703K
0.0%
13,788 +7,800 +130.3% Added
AMCX AMC GLOBAL MEDIA INC
$701K
0.0%
9,579 +9,579 New
LII LENNOX INTERNATIONAL INC
$700K
0.0%
6,174 +6,174 New
CABELAS INC
$694K
0.0%
15,229 +15,229 New
DEVRY ED GROUP INC
$693K
0.0%
25,455 +25,455 New
DUN & BRADSTREET CORP DEL NE
$693K
0.0%
6,600 +6,600 New
JNPR* JUNIPER NETWORKS INC
$693K
0.0%
26,938 −86,300 −76.2% Reduced
HRB H&R BLOCK INC
$692K
0.0%
19,113 +5,200 +37.4% Added
RSG REPUBLIC SERVICES INC
$689K
0.0%
16,735 +16,735 New
BF/B BROWN-FORMAN CORP-CLASS B
$687K
0.0%
7,091 +7,091 New
PBI PITNEY BOWES INC
$683K
0.0%
34,400 +34,400 New
JKHY JACK HENRY & ASSOCIATES INC
$682K
0.0%
9,801 +9,801 New
IHS INC
$678K
0.0%
5,849 +5,849 New
CTAS CINTAS CORP
$674K
0.0%
7,859 +7,859 New
SRCLEUR STERICYCLE INC
$674K
0.0%
4,837 +3,100 +178.5% Added
NUANEUR NUANCE COMMUNICATIONS INC
$671K
0.0%
41,007 +41,007 New
FICO FAIR ISAAC CORP
$666K
0.0%
7,882 +7,882 New
CORRECTIONS CORP AMER NEW
$665K
0.0%
22,496 +22,496 New
WASTE CONNECTIONS INC
$661K
0.0%
13,616 +13,616 New
CONSOL ENERGY INC
$656K
0.0%
66,920 +9,100 +15.7% Added
CVLT COMMVAULT SYSTEMS INC
$655K
0.0%
19,300 +19,300 New
MD PEDIATRIX MEDICAL GROUP INC
$655K
0.0%
8,534 +8,534 New
CITUSD CIT GROUP INC
$652K
0.0%
16,300 +16,300 New
DHR DANAHER CORP
$646K
0.0%
7,585 −14,818 −66.1% Reduced
NDAQ NASDAQ INC
$640K
0.0%
12,000 +12,000 New
AVT AVNET INC
$637K
0.0%
14,931 +5,200 +53.4% Added
JPM JPMORGAN CHASE & CO
$631K
0.0%
10,342 +10,342 New
WELL WELLTOWER INC
$628K
0.0%
9,271 +9,271 New
LKQ LKQ CORP
$625K
0.0%
22,022 +22,022 New
PAG PENSKE AUTOMOTIVE GROUP INC
$612K
0.0%
12,625 +12,625 New
BIGGQ BIG LOTS INC
$610K
0.0%
12,736 +12,736 New
GU9 GUESS? INC
$610K
0.0%
28,578 +28,578 New
TECD1USD TECH DATA CORP
$606K
0.0%
8,848 +8,848 New
DDS DILLARDS INC-CL A
$604K
0.0%
6,907 +4,500 +187.0% Added
PANERA BREAD CO
$600K
0.0%
3,100 −1,200 −27.9% Reduced
FMC TECHNOLOGIES INC
$598K
0.0%
19,296 −156,661 −89.0% Reduced
ASHLAND INC NEW
$593K
0.0%
5,890 +4,000 +211.6% Added
AXE3EUR ANIXTER INTERNATIONAL INC
$586K
0.0%
10,142 +10,142 New
IDXX IDEXX LABORATORIES INC
$581K
0.0%
7,826 +3,600 +85.2% Added
DPZ DOMINO'S PIZZA INC
$572K
0.0%
5,300 +5,300 New
WOO FOOT LOCKER INC
$569K
0.0%
7,911 −181,402 −95.8% Reduced
CHH CHOICE HOTELS INTL INC
$567K
0.0%
11,908 +11,908 New
CAKE CHEESECAKE FACTORY INC
$560K
0.0%
10,372 +10,372 New
H HYATT HOTELS CORP - CL A
$560K
0.0%
11,900 +11,900 New
TDS TELEPHONE AND DATA SYSTEMS
$557K
0.0%
22,300 +22,300 New
JACK JACK IN THE BOX INC
$539K
0.0%
7,000 +7,000 New
LEUCADIA NATL CORP
$529K
0.0%
26,100 +26,100 New
XL GROUP PLC
$524K
0.0%
14,440 +14,440 New
WSM WILLIAMS-SONOMA INC
$521K
0.0%
6,825 +6,825 New
SJM JM SMUCKER CO
$511K
0.0%
4,483 −100 −2.2% Reduced
WFC WELLS FARGO & CO
$492K
0.0%
9,581 +9,581 New
ALK ALASKA AIR GROUP INC
$489K
0.0%
6,150 +6,150 New
TRIP TRIPADVISOR INC
$485K
0.0%
7,700 +7,700 New
GENERAL GROWTH PPTYS INC NEW
$480K
0.0%
18,500 +18,500 New
BAC BANK OF AMERICA CORP
$477K
0.0%
30,591 +30,591 New
VNO VORNADO REALTY TRUST
$473K
0.0%
5,230 +2,400 +84.8% Added
AJG ARTHUR J GALLAGHER & CO
$472K
0.0%
11,428 +11,428 New
PLD PROLOGIS INC
$472K
0.0%
12,145 +12,145 New
ALGN ALIGN TECHNOLOGY INC
$471K
0.0%
8,300 +8,300 New
STLD STEEL DYNAMICS INC
$470K
0.0%
27,354 +27,354 New
APH AMPHENOL CORP-CL A
$466K
0.0%
9,143 +4,100 +81.3% Added
PMC-SIERRA INC
$464K
0.0%
68,605 +68,605 New
SLAB SILICON LABORATORIES INC
$464K
0.0%
11,168 +11,168 New
AEO AMERICAN EAGLE OUTFITTERS
$463K
0.0%
29,600 +29,600 New
CYEUR CYPRESS SEMICONDUCTOR CORP
$459K
0.0%
53,891 +53,891 New
INTERSIL CORP
$457K
0.0%
39,100 +39,100 New
FAIRCHILD SEMICONDUCTOR INTL
$455K
0.0%
32,405 +32,405 New
ATR APTARGROUP INC
$449K
0.0%
6,800 +6,800 New
FITB FIFTH THIRD BANCORP
$442K
0.0%
23,400 +23,400 New
EAT BRINKER INTERNATIONAL INC
$438K
0.0%
8,324 +8,324 New
ALV AUTOLIV INC
$436K
0.0%
4,000 −1,800 −31.0% Reduced
MO ALTRIA GROUP INC
$435K
0.0%
8,000 −48,600 −85.9% Reduced
VCA INC
$432K
0.0%
8,198 +8,198 New
COOPER COS INC
$431K
0.0%
2,897 +2,897 New
LIFEPOINT HEALTH INC
$430K
0.0%
6,061 +6,061 New
WLK WESTLAKE CORP
$430K
0.0%
8,292 +8,292 New
JBHT HUNT (JB) TRANSPRT SVCS INC
$428K
0.0%
6,000 +6,000 New
PDCOEUR PATTERSON COS INC
$428K
0.0%
9,902 +9,902 New
BRKR BRUKER CORP
$424K
0.0%
25,806 +25,806 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$423K
0.0%
42,900 +42,900 New
STERIS CORP
$423K
0.0%
6,505 +6,505 New
IVZ INVESCO LTD
$422K
0.0%
13,500 −5,900 −30.4% Reduced
HRC HILL-ROM HOLDINGS INC
$420K
0.0%
8,078 +8,078 New
CE CELANESE CORP
$413K
0.0%
6,976 +6,976 New
ALB ALBEMARLE CORP
$412K
0.0%
9,344 +1,600 +20.7% Added
OIEUR OWENS-ILLINOIS INC
$412K
0.0%
19,878 +10,400 +109.7% Added
AIRGAS INC
$411K
0.0%
4,600 +4,600 New
JBL JABIL INC
$410K
0.0%
18,319 −66,000 −78.3% Reduced
ATI ATI INC
$408K
0.0%
28,800 +28,800 New
CCK CROWN HOLDINGS INC
$408K
0.0%
8,928 +3,400 +61.5% Added
CBT CABOT CORP
$403K
0.0%
12,765 +12,765 New
CIEN CIENA CORP
$403K
0.0%
19,431 +19,431 New
FLIR FLIR SYSTEMS INC
$402K
0.0%
14,365 +14,365 New
LXKEUR LEXMARK INTERNATIONAL INC-A
$402K
0.0%
13,860 +13,860 New
BIO BIO-RAD LABORATORIES-A
$400K
0.0%
2,978 +2,978 New
SCI SERVICE CORP INTERNATIONAL
$400K
0.0%
14,776 +14,776 New
VALSPAR CORP
$398K
0.0%
5,532 +5,532 New
QLOGIC CORP
$397K
0.0%
38,700 +38,700 New
NATIONAL INSTRS CORP
$395K
0.0%
14,200 +14,200 New
NEU NEWMARKET CORP
$393K
0.0%
1,100 +1,100 New
THC TENET HEALTHCARE CORP
$393K
0.0%
10,647 +10,647 New
TRMB TRIMBLE INC
$392K
0.0%
23,879 +23,879 New
POLYCOM INC
$391K
0.0%
37,300 +37,300 New
VSH VISHAY INTERTECHNOLOGY INC
$391K
0.0%
40,333 +40,333 New
RPM RPM INTERNATIONAL INC
$390K
0.0%
9,310 +9,310 New
BROCADE COMMUNICATIONS SYS I
$380K
0.0%
36,600 +36,600 New
AVX CORP NEW
$365K
0.0%
27,861 +27,861 New
CYH COMMUNITY HEALTH SYSTEMS INC
$364K
0.0%
8,517 +8,517 New
HIG HARTFORD INSURANCE GROUP INC
$355K
0.0%
7,756 +7,756 New
FNF FIDELITY NATIONAL FINANCIAL
$332K
0.0%
9,366 +9,366 New
UFS DOMTAR CORP
$329K
0.0%
9,200 +9,200 New
MCHP MICROCHIP TECHNOLOGY INC
$326K
0.0%
7,574 −83,698 −91.7% Reduced
AMG AFFILIATED MANAGERS GROUP
$317K
0.0%
1,854 +1,854 New
PCH POTLATCHDELTIC CORP
$314K
0.0%
10,896 +10,896 New
PKG PACKAGING CORP OF AMERICA
$313K
0.0%
5,199 −7,000 −57.4% Reduced
BEMIS INC
$312K
0.0%
7,890 +7,890 New
WDR WADDELL & REED FINANCIAL-A
$311K
0.0%
8,939 +8,939 New
ARCC ARES CAPITAL CORP
$310K
0.0%
21,400 +21,400 New
FHI FEDERATED HERMES INC
$309K
0.0%
10,700 +10,700 New
GHLEUR GREENHILL & CO INC
$309K
0.0%
10,857 +10,857 New
SON SONOCO PRODUCTS CO
$309K
0.0%
8,200 +8,200 New
EVEUR EATON VANCE CORP
$308K
0.0%
9,210 +9,210 New
JANUS CAP GROUP INC
$308K
0.0%
22,619 +22,619 New
BRO BROWN & BROWN INC
$301K
0.0%
9,712 +9,712 New
LEA LEAR CORP
$294K
0.0%
2,700 +2,700 New
UNM UNUM GROUP
$286K
0.0%
8,900 +8,900 New
STWD STARWOOD PROPERTY TRUST INC
$285K
0.0%
13,900 −18,700 −57.4% Reduced
TMK TORCHMARK CORP
$280K
0.0%
4,959 +4,959 New
TSS TOTAL SYSTEM SERVICES INC
$276K
0.0%
6,082 +6,082 New
GNTX GENTEX CORP
$268K
0.0%
17,300 +17,300 New
GPC GENUINE PARTS CO
$263K
0.0%
3,174 +3,174 New
ROCKWELL COLLINS INC
$262K
0.0%
3,200 +3,200 New
THO THOR INDUSTRIES INC
$259K
0.0%
5,000 +5,000 New
HII HUNTINGTON INGALLS INDUSTRIE
$257K
0.0%
2,400 +2,400 New
HXL HEXCEL CORP
$251K
0.0%
5,600 +5,600 New
OSK OSHKOSH CORP
$233K
0.0%
6,400 +6,400 New
KMT KENNAMETAL INC
$231K
0.0%
9,288 +9,288 New
AYI ACUITY INC
$228K
0.0%
1,297 +1,297 New
MSM MSC INDUSTRIAL DIRECT CO-A
$225K
0.0%
3,692 +3,692 New
DCI DONALDSON CO INC
$223K
0.0%
7,934 +7,934 New
GGG GRACO INC
$221K
0.0%
3,300 +3,300 New
CR1USD CRANE CO
$220K
0.0%
4,710 +4,710 New
LECO LINCOLN ELECTRIC HOLDINGS
$220K
0.0%
4,195 +4,195 New
GATX GATX CORP
$219K
0.0%
4,957 +4,957 New
TTC TORO CO
$219K
0.0%
3,100 +3,100 New
IEX IDEX CORP
$218K
0.0%
3,063 +3,063 New
VMI VALMONT INDUSTRIES
$218K
0.0%
2,300 +2,300 New
CLARCOR INC
$216K
0.0%
4,539 +4,539 New
NDSN NORDSON CORP
$216K
0.0%
3,434 +3,434 New
RRX REGAL REXNORD CORP
$215K
0.0%
3,800 +3,800 New
TRN TRINITY INDUSTRIES INC
$215K
0.0%
9,462 +9,462 New
HUBBELL INC
$212K
0.0%
2,501 +2,501 New
ERIE ERIE INDEMNITY COMPANY-CL A
$210K
0.0%
2,527 +2,527 New
HBAN HUNTINGTON BANCSHARES INC
$195K
0.0%
18,431 +18,431 New
GNW GENWORTH FINANCIAL INC
$194K
0.0%
42,097 +42,097 New
ORI OLD REPUBLIC INTL CORP
$178K
0.0%
11,405 +11,405 New
GRPNCHF GROUPON INC
$119K
0.0%
36,427 +36,427 New
TWO HBRS INVT CORP
$119K
0.0%
13,442 +13,442 New

Sold positions

87 closed in Q3 2015 · shares & value as of prior filing
Holding Shares sold Prior value
CMG CHIPOTLE MEXICAN GRILL INC
28,699 $17.4M
ENB ENBRIDGE INC
253,300 $11.9M
VAREUR VARIAN MEDICAL SYSTEMS INC
129,674 $10.9M
SYY SYSCO CORP
295,656 $10.7M
CMCSA COMCAST CORP-CLASS A
154,486 $9.3M
TRANSCANADA CORP
219,200 $8.9M
BRK/B BERKSHIRE HATHAWAY INC-CL B
59,890 $8.2M
INTU INTUIT INC
72,272 $7.3M
IPG INTERPUBLIC GROUP OF COS INC
357,414 $6.9M
DVA DAVITA INC
79,526 $6.3M
SYK STRYKER CORP
65,733 $6.3M
SO SOUTHERN CO
127,341 $5.3M
PCG P G & E CORP
97,684 $4.8M
SLB SLB LTD
54,387 $4.7M
ED CONSOLIDATED EDISON INC
80,586 $4.7M
EW EDWARDS LIFESCIENCES CORP
31,948 $4.5M
HUM HUMANA INC
23,611 $4.5M
VTR VENTAS INC
71,783 $4.5M
LINEAR TECHNOLOGY CORP
100,593 $4.4M
SWK STANLEY BLACK & DECKER INC
39,573 $4.2M
GS GOLDMAN SACHS GROUP INC
19,317 $4.0M
CAMERON INTERNATIONAL CORP
76,465 $4.0M
CPB THE CAMPBELL'S COMPANY
83,841 $4.0M
GIS GENERAL MILLS INC
69,381 $3.9M
CHRW C.H. ROBINSON WORLDWIDE INC
57,174 $3.6M
MLM MARTIN MARIETTA MATERIALS
23,657 $3.3M
MS MORGAN STANLEY
80,255 $3.1M
HD HOME DEPOT INC
27,480 $3.1M
BLKCHF BLACKROCK INC
8,606 $3.0M
PH PARKER HANNIFIN CORP
24,005 $2.8M
NOVEUR NATIONAL OILWELL VARCO INC
56,065 $2.7M
AZO AUTOZONE INC
3,868 $2.6M
DU PONT E I DE NEMOURS & CO
39,159 $2.5M
CLBUSD CORE LABORATORIES N.V.
17,448 $2.0M
VRSN VERISIGN INC
32,131 $2.0M
DRI DARDEN RESTAURANTS INC
27,594 $2.0M
APD AIR PRODUCTS & CHEMICALS INC
13,569 $1.9M
0WE WEATHERFORD INTERNATIONAL PL
138,848 $1.7M
BNY BANK OF NEW YORK MELLON CORP
39,210 $1.6M
THE ADT CORPORATION
46,900 $1.6M
BEN FRANKLIN TEMPLETON INC
31,462 $1.5M
ITW ILLINOIS TOOL WORKS
14,879 $1.4M
EXPE EXPEDIA GROUP INC
11,720 $1.3M
SCHW SCHWAB (CHARLES) CORP
39,200 $1.3M
STT STATE STREET CORP
14,200 $1.1M
SBUX STARBUCKS CORP
20,092 $1.1M
CALPINE CORP
59,125 $1.1M
EIX EDISON INTERNATIONAL
18,337 $1.0M
TROW T ROWE PRICE GROUP INC
13,100 $1.0M
ACN ACCENTURE PLC-CL A
9,400 $910K
AGO ASSURED GUARANTY LTD
36,981 $887K
NNN NNN REIT INC
23,383 $819K
REG REGENCY CENTERS CORP
13,600 $802K
PRECISION CASTPARTS CORP
3,656 $731K
GWRUSD GENESEE & WYOMING INC-CL A
9,463 $721K
AMP AMERIPRISE FINANCIAL INC
5,466 $683K
KEL KELLANOVA
10,611 $665K
LMEUR LEGG MASON INC
12,529 $646K
AON PLC
6,404 $638K
CLX CLOROX COMPANY
5,946 $619K
RITE AID CORP
70,374 $588K
DEI DOUGLAS EMMETT INC
21,800 $587K
SLG1USD SL GREEN REALTY CORP
5,238 $576K
AEE AMEREN CORPORATION
15,070 $568K
NTRS NORTHERN TRUST CORP
7,100 $543K
HEALTH CARE REIT INC
8,071 $530K
AMT TD AMERITRADE HOLDING CORP
14,341 $528K
ES EVERSOURCE ENERGY
10,724 $487K
CMS CMS ENERGY CORP
15,239 $485K
DREUSD DUKE REALTY CORP
25,926 $481K
WY WEYERHAEUSER CO
14,573 $459K
TCO TAUBMAN CENTERS INC
6,344 $441K
FLEX FLEX LTD
39,024 $441K
TWENTY FIRST CENTY FOX INC
13,400 $436K
LAMR LAMAR ADVERTISING CO-A
7,520 $432K
L LOEWS CORP
11,200 $431K
GREAT PLAINS ENERGY INC
17,685 $427K
AGL RES INC
8,600 $400K
TIFEUR TIFFANY & CO
4,086 $375K
WEC WEC ENERGY GROUP INC
8,254 $371K
IRM IRON MOUNTAIN INC
11,603 $360K
BXP BXP INC
2,931 $355K
SPG SIMON PROPERTY GROUP INC
1,942 $336K
UAL UNITED AIRLINES HOLDINGS INC
6,300 $334K
HCP INC
8,200 $299K
DTE DTE ENERGY COMPANY
3,400 $254K
BGUSD BUNGE LTD
2,891 $254K

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.