whalepapers
Overview/ Bridgewater Associates, LP/ Q3 2017

Bridgewater Associates, LP

CIK 0001350694 · As of Q3 2017 · filed Nov 13, 2017

Q3 2017

Holdings

286 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$3.85B
25.8%
88,342,418 +9,452,305 +12.0% Added
EEM ISHARES MSCI EMERGING MARKET
$2.93B
19.7%
65,439,008 +8,908,922 +15.8% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$2.38B
16.0%
9,483,331 −113,262 −1.2% Reduced
IEMG ISHARES CORE MSCI EMERGING
$1.34B
9.0%
24,792,771 +17,894,537 +259.4% Added
GLD SPDR GOLD SHARES
$473.5M
3.2%
3,894,908 +3,317,644 +574.7% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$293.6M
2.0%
2,421,962 +957,937 +65.4% Added
EWZ ISHARES MSCI BRAZIL ETF
$283.6M
1.9%
6,803,375 +539,720 +8.6% Added
TLT ISHARES 20+ YEAR TREASURY BD
$261.4M
1.8%
2,094,929 +1,358,037 +184.3% Added
TIP ISHARES TIPS BOND ETF
$219.6M
1.5%
1,933,744 +700,354 +56.8% Added
HYG ISHR IBX USD HIYLD CB ETF-UI
$208.7M
1.4%
2,351,829 +1,364,045 +138.1% Added
EMB ISHARES JP MORGAN USD EMERGI
$206.8M
1.4%
1,776,559 +1,097,293 +161.5% Added
IVV ISHARES CORE S&P 500 ETF
$206.6M
1.4%
816,723 +405,414 +98.6% Added
VEA VANGUARD FTSE DEVELOPED ETF
$167.8M
1.1%
3,866,359 +2,469,044 +176.7% Added
EFA ISHARES MSCI EAFE ETF
$167.7M
1.1%
2,448,346 +1,567,260 +177.9% Added
IEFA ISHARES CORE MSCI EAFE ETF
$153.2M
1.0%
2,386,694 +1,548,318 +184.7% Added
IAUUSD ISHARES GOLD TRUST
$138.9M
0.9%
11,280,993 +8,197,824 +265.9% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$62.3M
0.4%
901,889 −1,340,722 −59.8% Reduced
KR KROGER CO
$42.3M
0.3%
2,108,925 +1,574,475 +294.6% Added
EXPRESS SCRIPTS HLDG CO
$37.8M
0.3%
596,933 −15,592 −2.5% Reduced
EWT ISHARES MSCI TAIWAN ETF
$35.5M
0.2%
982,371 Held
M MACY'S INC
$32.2M
0.2%
1,476,073 −59,899 −3.9% Reduced
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$31.4M
0.2%
1,336,054 +294,307 +28.3% Added
BFH BREAD FINANCIAL HOLDINGS INC
$29.1M
0.2%
131,413 +85,502 +186.2% Added
GME GAMESTOP CORP-CLASS A
$26.7M
0.2%
1,290,496 +152,933 +13.4% Added
SW5 SOUTHWESTERN ENERGY CO
$24.0M
0.2%
3,926,863 −4,308,058 −52.3% Reduced
RY ROYAL BANK OF CANADA
$22.6M
0.2%
292,688 Held
MICHAEL KORS HLDGS LTD
$22.2M
0.1%
464,437 +376,556 +428.5% Added
DISCAUSD DISCOVERY INC - A
$21.7M
0.1%
1,016,993 +448,968 +79.0% Added
DVA DAVITA INC
$21.1M
0.1%
354,456 +289,970 +449.7% Added
TD TORONTO-DOMINION BANK
$20.8M
0.1%
369,816 Held
DVN DEVON ENERGY CORP
$20.2M
0.1%
550,902 −330,094 −37.5% Reduced
CLF CLEVELAND-CLIFFS INC
$19.8M
0.1%
2,772,145 +2,772,145 New
GENERAL ELECTRIC CO
$19.8M
0.1%
817,355 +130,037 +18.9% Added
DGX QUEST DIAGNOSTICS INC
$19.5M
0.1%
208,121 +208,121 New
RIG TRANSOCEAN LTD
$18.9M
0.1%
1,760,713 +1,760,713 New
BWA BORGWARNER INC
$18.4M
0.1%
358,448 +77,041 +27.4% Added
ENDPUSD ENDO INTERNATIONAL PLC
$16.9M
0.1%
1,972,219 +432,811 +28.1% Added
ALXN ALEXION PHARMACEUTICALS INC
$16.5M
0.1%
117,418 +111,020 +1735.2% Added
RCL ROYAL CARIBBEAN CRUISES LTD
$16.5M
0.1%
138,938 +105,324 +313.3% Added
MCHP MICROCHIP TECHNOLOGY INC
$16.4M
0.1%
182,745 +135,772 +289.0% Added
BNS BANK OF NOVA SCOTIA
$16.3M
0.1%
254,318 Held
KMB KIMBERLY-CLARK CORP
$15.9M
0.1%
134,770 +134,770 New
SU SUNCOR ENERGY INC
$14.3M
0.1%
409,371 −14,194 −3.4% Reduced
FCX FREEPORT-MCMORAN INC
$13.9M
0.1%
989,866 −410,942 −29.3% Reduced
BIIB BIOGEN INC
$13.8M
0.1%
44,198 −783 −1.7% Reduced
IBM INTL BUSINESS MACHINES CORP
$13.6M
0.1%
93,432 +5,865 +6.7% Added
WU WESTERN UNION CO
$13.5M
0.1%
702,567 +511,522 +267.7% Added
ROST ROSS STORES INC
$13.4M
0.1%
208,150 +122,031 +141.7% Added
INTC INTEL CORP
$13.4M
0.1%
351,286 −608,232 −63.4% Reduced
TGT TARGET CORP
$13.3M
0.1%
225,125 −78,988 −26.0% Reduced
EW EDWARDS LIFESCIENCES CORP
$13.1M
0.1%
119,747 +79,053 +194.3% Added
AZO AUTOZONE INC
$12.8M
0.1%
21,499 +9,742 +82.9% Added
VIAB VIACOM INC-CLASS B
$12.7M
0.1%
456,647 +456,647 New
ILMN ILLUMINA INC
$12.6M
0.1%
63,012 +44,289 +236.5% Added
CELG CELGENE CORP
$12.4M
0.1%
85,286 +44,485 +109.0% Added
T AT&T INC
$12.4M
0.1%
317,106 +217,767 +219.2% Added
X UNITED STATES STEEL CORP
$12.4M
0.1%
483,882 +483,882 New
TSN TYSON FOODS INC-CL A
$12.4M
0.1%
175,685 +51,040 +40.9% Added
PVH PVH CORP
$12.2M
0.1%
96,884 +4,667 +5.1% Added
JNPR* JUNIPER NETWORKS INC
$12.1M
0.1%
433,263 +72,151 +20.0% Added
KEL KELLANOVA
$12.0M
0.1%
193,033 +169,624 +724.6% Added
NTAP NETAPP INC
$12.0M
0.1%
274,012 +152,681 +125.8% Added
NEWFIELD EXPL CO
$12.0M
0.1%
403,483 −422,234 −51.1% Reduced
CNI CANADIAN NATL RAILWAY CO
$11.9M
0.1%
144,517 −4,605 −3.1% Reduced
TXN TEXAS INSTRUMENTS INC
$11.7M
0.1%
130,318 +79,527 +156.6% Added
SPGI S&P GLOBAL INC
$11.5M
0.1%
73,830 +49,736 +206.4% Added
REGN REGENERON PHARMACEUTICALS
$11.5M
0.1%
25,700 +25,700 New
URI UNITED RENTALS INC
$11.5M
0.1%
82,627 +12,015 +17.0% Added
TJX TJX COMPANIES INC
$11.2M
0.1%
152,070 +86,102 +130.5% Added
AMGN AMGEN INC
$11.1M
0.1%
59,273 +32,857 +124.4% Added
KSS KOHLS CORP
$11.0M
0.1%
241,039 −218,437 −47.5% Reduced
UTHR UNITED THERAPEUTICS CORP
$10.9M
0.1%
92,770 +18,802 +25.4% Added
META META PLATFORMS INC-CLASS A
$10.7M
0.1%
62,833 +62,833 New
CNQ CANADIAN NATURAL RESOURCES
$10.5M
0.1%
315,309 −9,925 −3.1% Reduced
MAS MASCO CORP
$9.7M
0.1%
249,478 +3,280 +1.3% Added
PEP PEPSICO INC
$9.7M
0.1%
86,908 +79,319 +1045.2% Added
BMO BANK OF MONTREAL
$9.6M
0.1%
127,610 Held
TRANSCANADA CORP
$9.4M
0.1%
189,768 Held
AMAT APPLIED MATERIALS INC
$9.3M
0.1%
177,647 −36,200 −16.9% Reduced
KSUEUR KANSAS CITY SOUTHERN
$9.0M
0.1%
82,975 +82,975 New
RL RALPH LAUREN CORP
$8.9M
0.1%
100,510 −216,548 −68.3% Reduced
WOO FOOT LOCKER INC
$8.6M
0.1%
245,114 +16,175 +7.1% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$8.6M
0.1%
110,893 +48,346 +77.3% Added
ORLY O'REILLY AUTOMOTIVE INC
$8.1M
0.1%
37,804 +18,586 +96.7% Added
ECL ECOLAB INC
$7.9M
0.1%
61,148 +61,148 New
MSI MOTOROLA SOLUTIONS INC
$7.8M
0.1%
91,922 +28,850 +45.7% Added
CRM SALESFORCE INC
$7.8M
0.1%
83,019 +55,142 +197.8% Added
MA MASTERCARD INC - A
$7.7M
0.1%
54,677 +54,677 New
MFC MANULIFE FINANCIAL CORP
$7.7M
0.1%
380,945 Held
BROOKFIELD ASSET MGMT INC
$7.6M
0.1%
185,392 Held
BCE BCE INC
$7.3M
0.0%
157,052 Held
CA INC
$7.3M
0.0%
219,626 +219,626 New
AIY ACTIVISION BLIZZARD INC
$7.3M
0.0%
112,799 +112,799 New
EA* ELECTRONIC ARTS INC
$7.2M
0.0%
60,956 +45,669 +298.7% Added
DRI DARDEN RESTAURANTS INC
$7.1M
0.0%
89,536 +51,389 +134.7% Added
LRCXEUR LAM RESEARCH CORP
$6.9M
0.0%
37,083 +37,083 New
LABORATORY CORP AMER HLDGS
$6.4M
0.0%
42,662 +42,662 New
NUE NUCOR CORP
$6.4M
0.0%
114,463 −17,499 −13.3% Reduced
FE FIRSTENERGY CORP
$6.4M
0.0%
206,267 −648,837 −75.9% Reduced
LBEUR L BRANDS INC
$6.2M
0.0%
149,677 +68,074 +83.4% Added
CM CAN IMPERIAL BK OF COMMERCE
$6.2M
0.0%
71,219 Held
CTSH COGNIZANT TECH SOLUTIONS-A
$6.2M
0.0%
85,695 +85,695 New
SWKS SKYWORKS SOLUTIONS INC
$6.1M
0.0%
60,315 +36,342 +151.6% Added
CBS CORP NEW
$6.1M
0.0%
105,428 +83,893 +389.6% Added
CAT CATERPILLAR INC
$6.0M
0.0%
48,251 +48,251 New
TOL TOLL BROTHERS INC
$5.8M
0.0%
139,790 +67,409 +93.1% Added
AMT AMERICAN TOWER CORP
$5.8M
0.0%
42,067 +42,067 New
EFX EQUIFAX INC
$5.8M
0.0%
54,250 +52,415 +2856.4% Added
SLF SUN LIFE FINANCIAL INC
$5.3M
0.0%
133,290 Held
MCK MCKESSON CORP
$5.3M
0.0%
34,346 −14,362 −29.5% Reduced
VFC VF CORP
$5.2M
0.0%
81,336 +81,336 New
CANADIAN PAC RY LTD
$5.1M
0.0%
30,503 Held
FNV FRANCO-NEVADA CORP
$4.9M
0.0%
63,886 −58,469 −47.8% Reduced
CPB THE CAMPBELL'S COMPANY
$4.9M
0.0%
105,111 +27,345 +35.2% Added
NVDA NVIDIA CORP
$4.8M
0.0%
26,708 +26,708 New
TU TELUS CORP
$4.6M
0.0%
128,209 Held
SCANA CORP NEW
$4.5M
0.0%
93,475 +93,475 New
CMI CUMMINS INC
$4.5M
0.0%
26,924 +26,924 New
URBN URBAN OUTFITTERS INC
$4.5M
0.0%
188,953 +47,889 +33.9% Added
GOLDCORP INC NEW
$4.4M
0.0%
337,276 −20,872 −5.8% Reduced
AEM AGNICO EAGLE MINES LTD
$4.3M
0.0%
94,551 −7,441 −7.3% Reduced
MGA MAGNA INTERNATIONAL INC
$4.2M
0.0%
79,682 Held
ABX BARRICK GOLD CORP
$4.2M
0.0%
258,611 Held
CCL1EUR CARNIVAL CORP LTD
$4.1M
0.0%
64,186 −43,850 −40.6% Reduced
DE DEERE & CO
$4.0M
0.0%
32,041 +2,752 +9.4% Added
LVS LAS VEGAS SANDS CORP
$3.9M
0.0%
61,541 +28,460 +86.0% Added
JBL JABIL INC
$3.9M
0.0%
137,728 +130,215 +1733.2% Added
MU MICRON TECHNOLOGY INC
$3.9M
0.0%
99,983 +99,983 New
GWW WW GRAINGER INC
$3.9M
0.0%
21,711 −7,019 −24.4% Reduced
PHM PULTEGROUP INC
$3.9M
0.0%
141,495 +141,495 New
BDX BECTON DICKINSON AND CO
$3.8M
0.0%
19,207 +19,207 New
RCI ROGERS COMMUNICATIONS INC-B
$3.7M
0.0%
72,593 Held
WM WASTE MANAGEMENT INC
$3.7M
0.0%
47,450 +7,607 +19.1% Added
BP BP PLC-SPONS ADR
$3.7M
0.0%
96,589 −3,683 −3.7% Reduced
CVX CHEVRON CORP
$3.7M
0.0%
31,298 −2,408 −7.1% Reduced
EXMOC EXXON MOBIL CORP
$3.5M
0.0%
42,845 −421 −1.0% Reduced
RIO RIO TINTO PLC-SPON ADR
$3.5M
0.0%
74,380 −9,194 −11.0% Reduced
WPM WHEATON PRECIOUS METALS CORP
$3.5M
0.0%
183,724 −8,286 −4.3% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$3.5M
0.0%
346,594 −44,480 −11.4% Reduced
LBTYAUSD LIBERTY GLOBAL PLC-A
$3.4M
0.0%
100,400 +100,400 New
BHP BHP GROUP LTD-SPON ADR
$3.4M
0.0%
83,793 −14,704 −14.9% Reduced
CCEP COCA-COLA EUROPACIFIC PARTNE
$3.3M
0.0%
79,807 +40,663 +103.9% Added
HCP INC
$3.3M
0.0%
117,340 +117,340 New
HONGBP HONEYWELL INTERNATIONAL INC
$3.2M
0.0%
22,896 +9,900 +76.2% Added
IMO IMPERIAL OIL LTD
$3.2M
0.0%
101,162 −56,976 −36.0% Reduced
COP CONOCOPHILLIPS
$3.2M
0.0%
63,895 −15,439 −19.5% Reduced
TECK TECK RESOURCES LTD-CLS B
$3.2M
0.0%
152,023 −4,287 −2.7% Reduced
QSR RESTAURANT BRANDS INTERN
$3.1M
0.0%
49,181 Held
AAPL APPLE INC
$3.1M
0.0%
20,165 +20,165 New
POT1EUR POTASH CORP OF SASKATCHEWAN
$3.1M
0.0%
159,481 Held
FTS FORTIS INC
$3.0M
0.0%
83,086 Held
AGRIUM INC
$3.0M
0.0%
27,718 Held
EOG EOG RESOURCES INC
$3.0M
0.0%
30,610 −4,894 −13.8% Reduced
PBA PEMBINA PIPELINE CORP
$2.9M
0.0%
84,157 Held
VALE VALE SA-SP ADR
$2.9M
0.0%
285,321 −16,675 −5.5% Reduced
DISH DISH NETWORK CORP-A
$2.9M
0.0%
52,784 +52,784 New
GROUPE CGI INC
$2.8M
0.0%
53,989 Held
COST COSTCO WHOLESALE CORP
$2.8M
0.0%
16,937 +16,937 New
MHK MOHAWK INDUSTRIES INC
$2.7M
0.0%
11,068 +11,068 New
SPLKCHF SPLUNK INC
$2.7M
0.0%
40,963 +40,963 New
SHW SHERWIN-WILLIAMS CO
$2.7M
0.0%
7,561 +7,561 New
OXY OCCIDENTAL PETROLEUM CORP
$2.6M
0.0%
40,623 −7,765 −16.0% Reduced
XLNXEUR XILINX INC
$2.5M
0.0%
35,403 +27,837 +367.9% Added
ITW ILLINOIS TOOL WORKS
$2.5M
0.0%
16,895 +16,895 New
PRICELINE GRP INC
$2.5M
0.0%
1,357 +1,357 New
ENCANA CORP
$2.4M
0.0%
206,215 Held
THOMSON REUTERS CORP
$2.4M
0.0%
52,663 −3,500 −6.2% Reduced
UNP UNION PACIFIC CORP
$2.4M
0.0%
20,321 +5,296 +35.2% Added
NKE NIKE INC -CL B
$2.3M
0.0%
44,766 +44,766 New
XL GROUP LTD
$2.3M
0.0%
57,682 +57,682 New
EG EVEREST GROUP LTD
$2.3M
0.0%
9,864 +9,864 New
CVE CENOVUS ENERGY INC
$2.2M
0.0%
216,776 −854 −0.4% Reduced
NEM NEWMONT CORP
$2.2M
0.0%
57,509 −15,666 −21.4% Reduced
KGC KINROSS GOLD CORP
$2.1M
0.0%
508,027 −480,730 −48.6% Reduced
UTXCHF RTX CORP
$2.1M
0.0%
18,028 Held
AVB* AVALONBAY COMMUNITIES INC
$2.0M
0.0%
11,465 +11,465 New
TSS TOTAL SYSTEM SERVICES INC
$2.0M
0.0%
30,211 +24,483 +427.4% Added
CTLEUR CENTURYLINK INC
$2.0M
0.0%
103,619 +103,619 New
AETNA INC NEW
$1.9M
0.0%
11,904 +11,904 New
XEL XCEL ENERGY INC
$1.8M
0.0%
39,084 +28,415 +266.3% Added
VTR VENTAS INC
$1.8M
0.0%
27,400 +27,400 New
SJR/BEUR SHAW COMMUNICATIONS INC-B
$1.8M
0.0%
76,957 Held
SPG SIMON PROPERTY GROUP INC
$1.8M
0.0%
10,872 −53,644 −83.1% Reduced
RANDGOLD RES LTD
$1.7M
0.0%
17,744 −2,464 −12.2% Reduced
WELL WELLTOWER INC
$1.7M
0.0%
24,657 +24,657 New
WAT WATERS CORP
$1.7M
0.0%
9,297 +9,297 New
PM PHILIP MORRIS INTERNATIONAL
$1.7M
0.0%
14,901 +14,901 New
SCCO SOUTHERN COPPER CORP
$1.6M
0.0%
41,375 −46,826 −53.1% Reduced
DHR DANAHER CORP
$1.6M
0.0%
18,745 +18,745 New
PC6A PETROCHINA CO LTD -ADR
$1.6M
0.0%
25,048 −1,268 −4.8% Reduced
GIS GENERAL MILLS INC
$1.6M
0.0%
31,017 −5,302 −14.6% Reduced
GIL GILDAN ACTIVEWEAR INC
$1.6M
0.0%
50,345 Held
TEL1USD TE CONNECTIVITY LTD
$1.6M
0.0%
18,767 −5,129 −21.5% Reduced
PNW PINNACLE WEST CAPITAL
$1.5M
0.0%
18,171 +11,601 +176.6% Added
ESS ESSEX PROPERTY TRUST INC
$1.4M
0.0%
5,647 +5,647 New
DFSEUR DISCOVER FINANCIAL SERVICES
$1.4M
0.0%
21,536 −6,733 −23.8% Reduced
PPG PPG INDUSTRIES INC
$1.4M
0.0%
12,663 +12,663 New
PGR PROGRESSIVE CORP
$1.4M
0.0%
28,131 +28,131 New
ICE INTERCONTINENTAL EXCHANGE IN
$1.3M
0.0%
19,481 +9,974 +104.9% Added
TAP MOLSON COORS BEVERAGE CO - B
$1.3M
0.0%
16,261 +16,261 New
APC3EUR ANADARKO PETROLEUM CORP
$1.3M
0.0%
27,112 −8,734 −24.4% Reduced
BB BLACKBERRY LTD
$1.3M
0.0%
118,625 Held
PXDEUR PIONEER NATURAL RESOURCES CO
$1.3M
0.0%
8,876 −1,793 −16.8% Reduced
CNP CENTERPOINT ENERGY INC
$1.3M
0.0%
44,094 +44,094 New
VAREUR VARIAN MEDICAL SYSTEMS INC
$1.3M
0.0%
12,779 −4 −0.0% Reduced
RGLD ROYAL GOLD INC
$1.3M
0.0%
14,770 −4,936 −25.0% Reduced
DDR CORP
$1.2M
0.0%
135,520 +119,713 +757.3% Added
ALL ALLSTATE CORP
$1.2M
0.0%
13,154 +13,154 New
CME CME GROUP INC
$1.2M
0.0%
8,716 −1,661 −16.0% Reduced
CMS CMS ENERGY CORP
$1.2M
0.0%
25,542 +25,542 New
ELV ELEVANCE HEALTH INC
$1.2M
0.0%
6,199 +6,199 New
HIG HARTFORD INSURANCE GROUP INC
$1.2M
0.0%
21,211 +21,211 New
DTE DTE ENERGY COMPANY
$1.2M
0.0%
10,788 +4,156 +62.7% Added
LYB LYONDELLBASELL INDU-CL A
$1.1M
0.0%
11,163 −121,692 −91.6% Reduced
COF CAPITAL ONE FINANCIAL CORP
$1.1M
0.0%
12,617 −7,602 −37.6% Reduced
MCO MOODY'S CORP
$1.1M
0.0%
7,649 −4,562 −37.4% Reduced
EMR EMERSON ELECTRIC CO
$1.0M
0.0%
16,170 +16,170 New
CXOEUR CONCHO RESOURCES INC
$1.0M
0.0%
7,705 −1,409 −15.5% Reduced
VALEANT PHARMACEUTICALS INTL
$1.0M
0.0%
70,269 Held
CRESCENT PT ENERGY CORP
$930K
0.0%
116,095 Held
PXGBX PRAXAIR INC
$927K
0.0%
6,637 +6,637 New
YRI YAMANA GOLD INC
$924K
0.0%
349,291 −26,757 −7.1% Reduced
CB CHUBB LTD
$923K
0.0%
6,472 +6,472 New
ED CONSOLIDATED EDISON INC
$921K
0.0%
11,419 +11,419 New
ES EVERSOURCE ENERGY
$893K
0.0%
14,772 +14,772 New
DELPHI AUTOMOTIVE PLC
$886K
0.0%
9,001 +9,001 New
UNH UNITEDHEALTH GROUP INC
$880K
0.0%
4,492 −865 −16.1% Reduced
9990302D APACHE CORP
$879K
0.0%
19,198 −3,999 −17.2% Reduced
SCHW SCHWAB (CHARLES) CORP
$854K
0.0%
19,522 +19,522 New
FFIV F5 INC
$841K
0.0%
6,974 +6,974 New
AHC HESS CORP
$767K
0.0%
16,357 −3,146 −16.1% Reduced
LNT ALLIANT ENERGY CORP
$758K
0.0%
18,232 +10,213 +127.4% Added
CLRUSD CONTINENTAL RESOURCES INC/OK
$749K
0.0%
19,395 −3,834 −16.5% Reduced
AEE AMEREN CORPORATION
$740K
0.0%
12,791 +3,891 +43.7% Added
NBL2EUR NOBLE ENERGY INC
$728K
0.0%
25,663 −4,820 −15.8% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$715K
0.0%
77,014 −12,828 −14.3% Reduced
FEDERAL REALTY INVT TR
$676K
0.0%
5,445 +5,445 New
CTRA COTERRA ENERGY INC
$670K
0.0%
25,052 −3,303 −11.6% Reduced
GFI GOLD FIELDS LTD-SPONS ADR
$666K
0.0%
154,549 −28,167 −15.4% Reduced
GGP INC
$657K
0.0%
31,656 +31,656 New
ELDORADO GOLD CORP NEW
$654K
0.0%
298,328 −26,546 −8.2% Reduced
APARTMENT INVT & MGMT CO
$618K
0.0%
14,095 −5,582 −28.4% Reduced
EQT EQT CORP
$603K
0.0%
9,241 −1,282 −12.2% Reduced
HN9 HANESBRANDS INC
$603K
0.0%
24,463 +24,463 New
WRKUSD WESTROCK CO
$590K
0.0%
10,396 +10,396 New
INGR INGREDION INC
$583K
0.0%
4,830 +4,830 New
MRO* MARATHON OIL CORP
$577K
0.0%
42,572 −10,149 −19.3% Reduced
XECEUR CIMAREX ENERGY CO
$564K
0.0%
4,960 −82,392 −94.3% Reduced
COOPER COS INC
$544K
0.0%
2,293 +2,293 New
BTG B2GOLD CORP
$515K
0.0%
187,188 −59,424 −24.1% Reduced
KLN KIRKLAND LAKE GOLD LTD
$515K
0.0%
40,035 +40,035 New
TSLA TESLA INC
$514K
0.0%
1,507 +1,507 New
GAP GAP INC
$497K
0.0%
16,827 −534,745 −96.9% Reduced
TIFEUR TIFFANY & CO
$492K
0.0%
5,358 +5,358 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$488K
0.0%
27,700 Held
AIG AMERICAN INTERNATIONAL GROUP
$465K
0.0%
7,578 +7,578 New
SIBANYE STILLWATER
$453K
0.0%
101,575 −8,642 −7.8% Reduced
CLBUSD CORE LABORATORIES N.V.
$436K
0.0%
4,417 +4,417 New
PRU PRUDENTIAL FINANCIAL INC
$428K
0.0%
4,029 −4,577 −53.2% Reduced
HD HOME DEPOT INC
$425K
0.0%
2,597 +2,597 New
LULU LULULEMON ATHLETICA INC
$423K
0.0%
6,799 −68,965 −91.0% Reduced
DAL DELTA AIR LINES INC
$409K
0.0%
8,480 −30,580 −78.3% Reduced
ABT ABBOTT LABORATORIES
$407K
0.0%
7,623 +7,623 New
NGDN NEW GOLD INC
$393K
0.0%
106,168 −275,349 −72.2% Reduced
CMA COMERICA INC
$362K
0.0%
4,746 +4,746 New
TAHOE RES INC
$354K
0.0%
67,542 +4,093 +6.5% Added
AES AES CORP
$343K
0.0%
31,128 −70,087 −69.2% Reduced
NTRS NORTHERN TRUST CORP
$337K
0.0%
3,662 +3,662 New
TRQEUR TURQUOISE HILL RESOURCES LTD
$337K
0.0%
109,032 −260,161 −70.5% Reduced
KIM KIMCO REALTY CORP
$330K
0.0%
16,874 +16,874 New
AMT TD AMERITRADE HOLDING CORP
$321K
0.0%
6,583 +6,583 New
PVG1EUR PRETIUM RESOURCES INC
$318K
0.0%
34,307 −8,701 −20.2% Reduced
AKX ANSYS INC
$315K
0.0%
2,569 −1,196 −31.8% Reduced
GREAT PLAINS ENERGY INC
$283K
0.0%
9,342 +9,342 New
CRL CHARLES RIVER LABORATORIES
$278K
0.0%
2,574 −4,135 −61.6% Reduced
IDXX IDEXX LABORATORIES INC
$271K
0.0%
1,743 +1,743 New
JKHY JACK HENRY & ASSOCIATES INC
$238K
0.0%
2,315 −2,195 −48.7% Reduced
TECH BIO-TECHNE CORP
$236K
0.0%
1,955 −2,923 −59.9% Reduced
BXP BXP INC
$229K
0.0%
1,860 −38,064 −95.3% Reduced
SJM JM SMUCKER CO
$222K
0.0%
2,114 +2,114 New
LNC LINCOLN NATIONAL CORP
$218K
0.0%
2,963 −9,153 −75.5% Reduced
ATR APTARGROUP INC
$215K
0.0%
2,490 −4,007 −61.7% Reduced
OIEUR OWENS-ILLINOIS INC
$208K
0.0%
8,266 −12,755 −60.7% Reduced
CCJ CAMECO CORP
$206K
0.0%
21,432 −88,174 −80.4% Reduced
VMRK VIVMARK RESIDENTIAL
$204K
0.0%
3,093 +3,093 New
NUANEUR NUANCE COMMUNICATIONS INC
$185K
0.0%
11,782 −61,180 −83.9% Reduced

Sold positions

141 closed in Q3 2017 · shares & value as of prior filing
Holding Shares sold Prior value
CHKEUR CHESAPEAKE ENERGY CORP
5,253,784 $26.1M
PG PROCTER & GAMBLE CO
189,167 $16.5M
NOBLE CORP PLC
4,043,232 $14.6M
VRSN VERISIGN INC
129,823 $12.1M
ADBE ADOBE INC
84,446 $11.9M
LUV SOUTHWEST AIRLINES CO
167,833 $10.4M
CLIFFS NAT RES INC
1,441,538 $10.0M
PAYX PAYCHEX INC
175,177 $10.0M
INTU INTUIT INC
68,728 $9.1M
CHRW C.H. ROBINSON WORLDWIDE INC
126,169 $8.7M
BMY BRISTOL-MYERS SQUIBB CO
131,064 $7.3M
CMG CHIPOTLE MEXICAN GRILL INC
17,398 $7.2M
PFE PFIZER INC
183,203 $6.2M
MUR MURPHY OIL CORP
231,642 $5.9M
LEN LENNAR CORP-A
111,328 $5.9M
SYY SYSCO CORP
113,335 $5.7M
SGENEUR SEAGEN INC
106,760 $5.5M
RHT1EUR RED HAT INC
55,409 $5.3M
ENSCO PLC
1,002,299 $5.2M
ACN ACCENTURE PLC-CL A
36,266 $4.5M
GOOGL ALPHABET INC-CL A
4,559 $4.2M
LLY ELI LILLY & CO
51,151 $4.2M
IPG INTERPUBLIC GROUP OF COS INC
128,240 $3.2M
WHR WHIRLPOOL CORP
15,454 $3.0M
CTXSEUR CITRIX SYSTEMS INC
36,577 $2.9M
SWK STANLEY BLACK & DECKER INC
20,052 $2.8M
EMN EASTMAN CHEMICAL CO
33,231 $2.8M
VZ VERIZON COMMUNICATIONS INC
61,657 $2.8M
VRTX VERTEX PHARMACEUTICALS INC
18,673 $2.4M
COR CENCORA INC
21,760 $2.1M
MKC MCCORMICK & CO-NON VTG SHRS
20,716 $2.0M
ORCL ORACLE CORP
36,347 $1.8M
UAL UNITED AIRLINES HOLDINGS INC
24,001 $1.8M
DR PEPPER SNAPPLE GROUP INC
19,746 $1.8M
TMO THERMO FISHER SCIENTIFIC INC
10,194 $1.8M
FAST FASTENAL CO
36,430 $1.6M
ALB ALBEMARLE CORP
14,937 $1.6M
MSFT MICROSOFT CORP
22,144 $1.5M
MRSH MARSH & MCLENNAN COS
19,284 $1.5M
NOC NORTHROP GRUMMAN CORP
5,365 $1.4M
DREUSD DUKE REALTY CORP
47,098 $1.3M
TWENTY FIRST CENTY FOX INC
46,106 $1.3M
JWNUSD NORDSTROM INC
22,847 $1.1M
MNST MONSTER BEVERAGE CORP
21,440 $1.1M
SBNY SIGNATURE BANK
6,921 $993K
CONSOL ENERGY INC
65,283 $975K
FLS FLOWSERVE CORP
20,413 $948K
CMCSA COMCAST CORP-CLASS A
23,260 $905K
MRK MERCK & CO. INC.
13,227 $848K
NYCBEUR NEW YORK COMMUNITY BANCORP
61,158 $803K
RPM RPM INTERNATIONAL INC
13,757 $750K
SRCLEUR STERICYCLE INC
9,555 $729K
ALV AUTOLIV INC
6,140 $674K
SNA SNAP-ON INC
4,201 $664K
AMCX AMC GLOBAL MEDIA INC
12,339 $659K
GLW CORNING INC
20,908 $628K
AFL AFLAC INC
7,969 $619K
CAKE CHEESECAKE FACTORY INC
12,056 $606K
JACK JACK IN THE BOX INC
5,947 $586K
CFR CULLEN/FROST BANKERS INC
5,858 $550K
MET METLIFE INC
9,916 $545K
AJG ARTHUR J GALLAGHER & CO
9,509 $544K
L LOEWS CORP
10,632 $498K
STLD STEEL DYNAMICS INC
13,657 $489K
GS GOLDMAN SACHS GROUP INC
2,165 $480K
CCK CROWN HOLDINGS INC
8,027 $479K
BALL BALL CORP
11,315 $478K
RS RELIANCE INC
6,556 $477K
WEC WEC ENERGY GROUP INC
7,422 $456K
SNPS SYNOPSYS INC
6,140 $448K
FDS FACTSET RESEARCH SYSTEMS INC
2,674 $444K
CVLT COMMVAULT SYSTEMS INC
7,827 $442K
FTNT FORTINET INC
11,749 $440K
CTAS CINTAS CORP
3,262 $411K
MXIM MAXIM INTEGRATED PRODUCTS
8,936 $401K
MDLZ MONDELEZ INTERNATIONAL INC-A
9,162 $396K
SNH1EUR SENIOR HOUSING PROP TRUST
18,937 $387K
SENSATA TECHNOLOGIES HLDG NV
8,505 $363K
NRG NRG ENERGY INC
20,587 $355K
SNI SCRIPPS NETWORKS INTER-CL A
5,139 $351K
UDR UDR INC
9,001 $351K
RRC RANGE RESOURCES CORP
14,859 $344K
UPS UNITED PARCEL SERVICE-CL B
3,087 $341K
CERNCHF CERNER CORP
5,074 $337K
TUP TUPPERWARE BRANDS CORP
4,720 $331K
LIBERTY INTERACTIVE CORP
12,622 $310K
ROCKWELL COLLINS INC
2,829 $297K
ROL ROLLINS INC
7,298 $297K
LP1 LEGGETT & PLATT INC
5,569 $293K
RF REGIONS FINANCIAL CORP
20,021 $293K
CSCO CISCO SYSTEMS INC
9,106 $285K
DLX DELUXE CORP
4,082 $283K
LAMR LAMAR ADVERTISING CO-A
3,774 $278K
FISV FISERV INC
2,266 $277K
MSM MSC INDUSTRIAL DIRECT CO-A
3,131 $269K
MAN MANPOWERGROUP INC
2,393 $267K
OSK OSHKOSH CORP
3,861 $266K
BF/B BROWN-FORMAN CORP-CLASS B
5,285 $257K
CXW CORECIVIC INC
9,236 $255K
H HYATT HOTELS CORP - CL A
4,516 $254K
AVY AVERY DENNISON CORP
2,866 $253K
DUN & BRADSTREET CORP DEL NE
2,338 $253K
RSG REPUBLIC SERVICES INC
3,961 $252K
HRB H&R BLOCK INC
8,117 $251K
AGCO AGCO CORP
3,683 $248K
RRX REGAL REXNORD CORP
3,044 $248K
COLFAX CORP
6,248 $246K
CPRT COPART INC
7,734 $246K
CR1USD CRANE CO
3,098 $246K
GATX GATX CORP
3,822 $246K
AYI ACUITY INC
1,202 $244K
DCI DONALDSON CO INC
5,347 $244K
NFG NATIONAL FUEL GAS CO
4,352 $243K
TROW T ROWE PRICE GROUP INC
3,278 $243K
GGG GRACO INC
2,210 $242K
NWSA NEWS CORP - CLASS A
17,673 $242K
VRSK VERISK ANALYTICS INC
2,872 $242K
PBI PITNEY BOWES INC
15,898 $240K
TIME1EUR TIME INC
16,725 $240K
LECO LINCOLN ELECTRIC HOLDINGS
2,595 $239K
NVR NVR INC
99 $239K
TTC TORO CO
3,435 $238K
WCN WASTE CONNECTIONS INC
3,676 $237K
IEX IDEX CORP
2,090 $236K
HUBB HUBBELL INC
2,068 $234K
WLY WILEY (JOHN) & SONS-CLASS A
4,387 $231K
NDSN NORDSON CORP
1,877 $228K
USB US BANCORP
4,118 $214K
GPN GLOBAL PAYMENTS INC
2,337 $211K
VANTIV INC
3,327 $211K
IRM IRON MOUNTAIN INC
6,038 $207K
JECUSD JACOBS ENGINEERING GROUP INC
3,812 $207K
IT GARTNER INC
1,642 $203K
PWR QUANTA SERVICES INC
6,166 $203K
UFS DOMTAR CORP
5,206 $200K
KBR KBR INC
12,412 $189K
GU9 GUESS? INC
14,439 $185K
CHS1USD CHICO'S FAS INC
19,271 $182K
WPG2EUR WASHINGTON PRIME GROUP INC
18,118 $152K
CBL & ASSOC PPTYS INC
17,840 $150K
TWO HBRS INVT CORP
14,613 $145K

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.