whalepapers
Overview/ Bridgewater Associates, LP/ Q3 2018

Bridgewater Associates, LP

CIK 0001350694 · As of Q3 2018 · filed Nov 13, 2018

Q3 2018

Holdings

354 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$2.28B
23.6%
7,849,878 −533,108 −6.4% Reduced
VWO VANGUARD FTSE EMERGING MARKE
$2.08B
21.6%
50,761,836 +854,812 +1.7% Added
IEMG ISHARES CORE MSCI EMERGING
$588.7M
6.1%
11,370,046 +826,568 +7.8% Added
GLD SPDR GOLD SHARES
$440.8M
4.6%
3,908,999 Held
EEM ISHARES MSCI EMERGING MARKET
$340.7M
3.5%
7,937,172 +508,671 +6.8% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$287.6M
3.0%
2,502,134 Held
IVV ISHARES CORE S&P 500 ETF
$235.6M
2.4%
804,993 Held
TLT ISHARES 20+ YEAR TREASURY BD
$231.5M
2.4%
1,973,849 Held
HYG ISHR IBX USD HIYLD CB ETF-UI
$217.7M
2.3%
2,518,163 Held
EMB ISHARES JP MORGAN USD EMERGI
$190.0M
2.0%
1,762,022 Held
VEA VANGUARD FTSE DEVELOPED ETF
$167.3M
1.7%
3,865,979 Held
EFA ISHARES MSCI EAFE ETF
$166.4M
1.7%
2,448,104 Held
IEFA ISHARES CORE MSCI EAFE ETF
$152.9M
1.6%
2,386,437 Held
EWZ ISHARES MSCI BRAZIL ETF
$150.1M
1.6%
4,449,828 −4,711,010 −51.4% Reduced
IAUUSD ISHARES GOLD TRUST
$129.3M
1.3%
11,315,785 Held
TIP ISHARES TIPS BOND ETF
$123.9M
1.3%
1,120,184 Held
RY ROYAL BANK OF CANADA
$56.0M
0.6%
699,313 +100,837 +16.8% Added
TD TORONTO-DOMINION BANK
$54.3M
0.6%
893,616 +127,935 +16.7% Added
TOL TOLL BROTHERS INC
$43.7M
0.5%
1,321,750 +294,702 +28.7% Added
CELG CELGENE CORP
$38.1M
0.4%
426,026 −120,343 −22.0% Reduced
EWT ISHARES MSCI TAIWAN ETF
$37.0M
0.4%
980,515 −15 −0.0% Reduced
BNS BANK OF NOVA SCOTIA
$36.2M
0.4%
606,941 +86,174 +16.5% Added
X UNITED STATES STEEL CORP
$33.3M
0.3%
1,092,463 +585,678 +115.6% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$33.2M
0.3%
486,063 +376,602 +344.1% Added
SU SUNCOR ENERGY INC
$32.7M
0.3%
844,910 +111,480 +15.2% Added
CNI CANADIAN NATL RAILWAY CO
$31.6M
0.3%
353,046 +51,364 +17.0% Added
T AT&T INC
$31.5M
0.3%
936,869 −333,574 −26.3% Reduced
INTC INTEL CORP
$31.2M
0.3%
660,539 +475,684 +257.3% Added
PHM PULTEGROUP INC
$26.1M
0.3%
1,051,770 +642,470 +157.0% Added
BMO BANK OF MONTREAL
$25.5M
0.3%
309,332 +44,771 +16.9% Added
NEWFIELD EXPL CO
$24.9M
0.3%
862,195 +189,199 +28.1% Added
IVZ INVESCO LTD
$23.5M
0.2%
1,028,073 +306,507 +42.5% Added
BFH BREAD FINANCIAL HOLDINGS INC
$23.4M
0.2%
99,167 +7,298 +7.9% Added
GENERAL ELECTRIC CO
$22.7M
0.2%
2,012,662 +2,012,662 New
AMAT APPLIED MATERIALS INC
$22.0M
0.2%
568,949 +17,225 +3.1% Added
TEL1USD TE CONNECTIVITY LTD
$21.4M
0.2%
243,134 −19,770 −7.5% Reduced
CNQ CANADIAN NATURAL RESOURCES
$21.1M
0.2%
645,635 +82,939 +14.7% Added
MU MICRON TECHNOLOGY INC
$20.5M
0.2%
454,046 +94,038 +26.1% Added
LYB LYONDELLBASELL INDU-CL A
$20.4M
0.2%
198,761 +100,249 +101.8% Added
CM CAN IMPERIAL BK OF COMMERCE
$19.4M
0.2%
207,167 +31,037 +17.6% Added
TRANSCANADA CORP
$18.5M
0.2%
457,779 +63,477 +16.1% Added
DISH DISH NETWORK CORP-A
$18.5M
0.2%
516,510 −19,005 −3.5% Reduced
BROOKFIELD ASSET MGMT INC
$18.5M
0.2%
414,926 +55,501 +15.4% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$18.3M
0.2%
1,220,998 +474,979 +63.7% Added
NTR NUTRIEN LTD
$17.6M
0.2%
305,793 +43,005 +16.4% Added
URBN URBAN OUTFITTERS INC
$17.4M
0.2%
425,989 +265,010 +164.6% Added
PVH PVH CORP
$17.1M
0.2%
118,228 +118,228 New
GAP GAP INC
$16.9M
0.2%
586,184 +527,429 +897.7% Added
MFC MANULIFE FINANCIAL CORP
$16.3M
0.2%
913,735 +138,775 +17.9% Added
GME GAMESTOP CORP-CLASS A
$16.3M
0.2%
1,065,329 −869,045 −44.9% Reduced
BCE BCE INC
$16.1M
0.2%
398,159 +62,826 +18.7% Added
BMY BRISTOL-MYERS SQUIBB CO
$16.0M
0.2%
257,070 −16,564 −6.1% Reduced
WHR WHIRLPOOL CORP
$15.7M
0.2%
132,246 +118,771 +881.4% Added
CMI CUMMINS INC
$15.7M
0.2%
107,225 −128,036 −54.4% Reduced
CANADIAN PAC RY LTD
$14.9M
0.2%
70,683 +9,976 +16.4% Added
LLY ELI LILLY & CO
$14.5M
0.2%
135,421 −91,104 −40.2% Reduced
URI UNITED RENTALS INC
$14.3M
0.1%
87,211 +1,549 +1.8% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$14.1M
0.1%
85,278 +649 +0.8% Added
DVA DAVITA INC
$13.6M
0.1%
190,154 +190,154 New
WU WESTERN UNION CO
$13.4M
0.1%
701,521 +406,786 +138.0% Added
PFE PFIZER INC
$13.2M
0.1%
298,598 −87,708 −22.7% Reduced
SLF SUN LIFE FINANCIAL INC
$12.1M
0.1%
304,805 +42,285 +16.1% Added
KSS KOHLS CORP
$11.9M
0.1%
160,201 +37,135 +30.2% Added
CMCSA COMCAST CORP-CLASS A
$11.9M
0.1%
337,003 +77,076 +29.7% Added
CVX CHEVRON CORP
$11.9M
0.1%
97,212 −109,301 −52.9% Reduced
GIS GENERAL MILLS INC
$11.9M
0.1%
276,956 +98,161 +54.9% Added
HSY HERSHEY CO
$11.2M
0.1%
109,681 +65,036 +145.7% Added
TU TELUS CORP
$11.1M
0.1%
300,160 +41,636 +16.1% Added
MICHAEL KORS HLDGS LTD
$11.1M
0.1%
161,170 +64,298 +66.4% Added
JNJ JOHNSON & JOHNSON
$10.8M
0.1%
77,815 −32,135 −29.2% Reduced
RTN1USD RAYTHEON COMPANY
$10.1M
0.1%
48,732 +1,879 +4.0% Added
WYNN WYNN RESORTS LTD
$10.0M
0.1%
78,808 +78,808 New
IBM INTL BUSINESS MACHINES CORP
$9.8M
0.1%
64,548 −37,461 −36.7% Reduced
CAT CATERPILLAR INC
$9.7M
0.1%
63,304 −150,203 −70.4% Reduced
CAH CARDINAL HEALTH INC
$9.6M
0.1%
178,549 −574,357 −76.3% Reduced
NUE NUCOR CORP
$9.4M
0.1%
147,627 +31,016 +26.6% Added
TSN TYSON FOODS INC-CL A
$9.2M
0.1%
154,354 +27,489 +21.7% Added
SWKS SKYWORKS SOLUTIONS INC
$9.0M
0.1%
99,345 +99,345 New
MGA MAGNA INTERNATIONAL INC
$9.0M
0.1%
171,150 +3,138 +1.9% Added
RCI ROGERS COMMUNICATIONS INC-B
$8.8M
0.1%
170,840 +25,134 +17.2% Added
COP CONOCOPHILLIPS
$8.7M
0.1%
112,056 +66,443 +145.7% Added
M MACY'S INC
$8.5M
0.1%
243,849 +243,849 New
GROUPE CGI INC
$8.4M
0.1%
131,076 +17,290 +15.2% Added
ABX BARRICK GOLD CORP
$8.4M
0.1%
759,367 +251,866 +49.6% Added
IP INTERNATIONAL PAPER CO
$8.3M
0.1%
168,538 −35,638 −17.5% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$8.3M
0.1%
104,648 +78,157 +295.0% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$8.2M
0.1%
112,587 −545,062 −82.9% Reduced
FDX FEDEX CORP
$8.1M
0.1%
33,673 +20,715 +159.9% Added
PBA PEMBINA PIPELINE CORP
$8.0M
0.1%
235,660 +35,398 +17.7% Added
MRK MERCK & CO. INC.
$7.9M
0.1%
111,299 −77,790 −41.1% Reduced
VFC VF CORP
$7.3M
0.1%
78,529 +6,441 +8.9% Added
FNV FRANCO-NEVADA CORP
$7.3M
0.1%
117,368 +15,596 +15.3% Added
ROST ROSS STORES INC
$7.3M
0.1%
73,510 +58,937 +404.4% Added
TECK TECK RESOURCES LTD-CLS B
$7.3M
0.1%
302,186 +38,997 +14.8% Added
CVS CVS HEALTH CORP
$7.3M
0.1%
92,216 −606,551 −86.8% Reduced
BIIB BIOGEN INC
$7.2M
0.1%
20,432 −2,387 −10.5% Reduced
SW5 SOUTHWESTERN ENERGY CO
$7.0M
0.1%
1,365,464 −2,274,740 −62.5% Reduced
HFCUSD HOLLYFRONTIER CORP
$7.0M
0.1%
99,731 −43,016 −30.1% Reduced
QSR RESTAURANT BRANDS INTERN
$6.9M
0.1%
117,089 +16,865 +16.8% Added
SHW SHERWIN-WILLIAMS CO
$6.9M
0.1%
15,128 −1,892 −11.1% Reduced
UTHR UNITED THERAPEUTICS CORP
$6.9M
0.1%
53,726 +8,401 +18.5% Added
ILMN ILLUMINA INC
$6.8M
0.1%
18,618 +18,618 New
XECEUR CIMAREX ENERGY CO
$6.8M
0.1%
73,055 −127,320 −63.5% Reduced
MCD MCDONALD'S CORP
$6.8M
0.1%
40,436 −121,897 −75.1% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$6.7M
0.1%
81,282 −23,764 −22.6% Reduced
BIDU BAIDU INC - SPON ADR
$6.6M
0.1%
28,834 Held
FTS FORTIS INC
$6.6M
0.1%
202,798 +29,425 +17.0% Added
ENCANA CORP
$6.3M
0.1%
477,148 +66,781 +16.3% Added
PSX PHILLIPS 66
$6.1M
0.1%
54,226 +16,368 +43.2% Added
CL COLGATE-PALMOLIVE CO
$6.1M
0.1%
90,945 +90,945 New
WCN WASTE CONNECTIONS INC
$6.0M
0.1%
75,771 +15,449 +25.6% Added
RL RALPH LAUREN CORP
$5.9M
0.1%
43,142 −6,072 −12.3% Reduced
LMT LOCKHEED MARTIN CORP
$5.9M
0.1%
17,034 −24,841 −59.3% Reduced
DHI DR HORTON INC
$5.9M
0.1%
139,696 +139,696 New
GOLDCORP INC NEW
$5.9M
0.1%
575,729 +76,598 +15.3% Added
CTRA COTERRA ENERGY INC
$5.8M
0.1%
257,080 +239,236 +1340.7% Added
BWA BORGWARNER INC
$5.8M
0.1%
135,040 +106,577 +374.4% Added
MOS MOSAIC CO
$5.7M
0.1%
175,630 +175,630 New
THOMSON REUTERS CORP
$5.7M
0.1%
124,094 +17,693 +16.6% Added
MPC MARATHON PETROLEUM CORP
$5.6M
0.1%
70,382 +70,382 New
AKAM AKAMAI TECHNOLOGIES INC
$5.3M
0.1%
73,002 −93,052 −56.0% Reduced
AEM AGNICO EAGLE MINES LTD
$5.3M
0.1%
155,805 +16,054 +11.5% Added
NRG NRG ENERGY INC
$5.2M
0.1%
140,157 +140,157 New
WPM WHEATON PRECIOUS METALS CORP
$5.2M
0.1%
296,649 +27,207 +10.1% Added
REGN REGENERON PHARMACEUTICALS
$5.2M
0.1%
12,772 +1,273 +11.1% Added
CPRT COPART INC
$5.1M
0.1%
98,996 +87,771 +781.9% Added
IMO IMPERIAL OIL LTD
$5.1M
0.1%
157,720 +9,650 +6.5% Added
CVE CENOVUS ENERGY INC
$5.1M
0.1%
506,183 +71,349 +16.4% Added
CTXSEUR CITRIX SYSTEMS INC
$5.1M
0.1%
45,651 +45,651 New
LBTYAUSD LIBERTY GLOBAL PLC-A
$4.8M
0.0%
166,144 +166,144 New
TXN TEXAS INSTRUMENTS INC
$4.5M
0.0%
41,789 +41,789 New
MO ALTRIA GROUP INC
$4.4M
0.0%
72,937 +43,453 +147.4% Added
BHC BAUSCH HEALTH COS INC
$4.4M
0.0%
169,886 +169,886 New
MCK MCKESSON CORP
$4.3M
0.0%
32,716 −24,036 −42.4% Reduced
AZO AUTOZONE INC
$4.1M
0.0%
5,269 −1,259 −19.3% Reduced
TGT TARGET CORP
$4.1M
0.0%
46,239 −42,133 −47.7% Reduced
SJR/BEUR SHAW COMMUNICATIONS INC-B
$4.0M
0.0%
202,836 +30,827 +17.9% Added
EOG EOG RESOURCES INC
$3.8M
0.0%
29,901 −17,835 −37.4% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$3.7M
0.0%
10,769 −8,841 −45.1% Reduced
OTEX OPEN TEXT CORP
$3.7M
0.0%
96,886 +18,351 +23.4% Added
CLF CLEVELAND-CLIFFS INC
$3.7M
0.0%
288,629 −1,750,848 −85.8% Reduced
WM WASTE MANAGEMENT INC
$3.6M
0.0%
40,273 +40,273 New
DGX QUEST DIAGNOSTICS INC
$3.6M
0.0%
33,261 +6,706 +25.3% Added
JD JD.COM INC-ADR
$3.5M
0.0%
135,070 +21,926 +19.4% Added
COF CAPITAL ONE FINANCIAL CORP
$3.5M
0.0%
37,062 +29,999 +424.7% Added
MNST MONSTER BEVERAGE CORP
$3.5M
0.0%
59,223 +59,223 New
NTES NETEASE INC-ADR
$3.3M
0.0%
14,583 +2,366 +19.4% Added
ROK ROCKWELL AUTOMATION INC
$3.3M
0.0%
17,681 +17,681 New
GIL GILDAN ACTIVEWEAR INC
$3.3M
0.0%
107,502 +14,098 +15.1% Added
GD GENERAL DYNAMICS CORP
$3.1M
0.0%
15,135 +5,086 +50.6% Added
LUV SOUTHWEST AIRLINES CO
$3.0M
0.0%
48,428 +48,428 New
MUR MURPHY OIL CORP
$3.0M
0.0%
90,591 −32,752 −26.6% Reduced
BB BLACKBERRY LTD
$3.0M
0.0%
263,003 +29,740 +12.7% Added
CCEP COCA-COLA EUROPACIFIC PARTNE
$2.9M
0.0%
64,767 −45,432 −41.2% Reduced
BHP BHP GROUP LTD-SPON ADR
$2.7M
0.0%
53,725 −10,571 −16.4% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$2.7M
0.0%
221,778 −20,740 −8.6% Reduced
GILD GILEAD SCIENCES INC
$2.7M
0.0%
34,650 −17,666 −33.8% Reduced
VALE VALE SA-SP ADR
$2.6M
0.0%
177,495 −22,767 −11.4% Reduced
RIO RIO TINTO PLC-SPON ADR
$2.6M
0.0%
51,579 −2,699 −5.0% Reduced
EXMOC EXXON MOBIL CORP
$2.6M
0.0%
30,734 −42,675 −58.1% Reduced
CNX CNX RESOURCES CORP
$2.6M
0.0%
179,942 +179,942 New
LRCXEUR LAM RESEARCH CORP
$2.6M
0.0%
16,817 +16,817 New
TJX TJX COMPANIES INC
$2.5M
0.0%
22,282 −47,741 −68.2% Reduced
BP BP PLC-SPONS ADR
$2.5M
0.0%
53,549 −18,150 −25.3% Reduced
GS GOLDMAN SACHS GROUP INC
$2.4M
0.0%
10,886 −22,159 −67.1% Reduced
CBS CORP NEW
$2.4M
0.0%
41,836 −75,968 −64.5% Reduced
CCJ CAMECO CORP
$2.4M
0.0%
210,618 +26,378 +14.3% Added
GOOGL ALPHABET INC-CL A
$2.4M
0.0%
1,983 +1,983 New
PG PROCTER & GAMBLE CO
$2.4M
0.0%
28,325 +28,325 New
BXP BXP INC
$2.4M
0.0%
19,097 +13,684 +252.8% Added
AMT TD AMERITRADE HOLDING CORP
$2.3M
0.0%
44,071 −6,950 −13.6% Reduced
VTR VENTAS INC
$2.3M
0.0%
42,095 +42,095 New
KGC KINROSS GOLD CORP
$2.3M
0.0%
830,857 +68,725 +9.0% Added
PXDEUR PIONEER NATURAL RESOURCES CO
$2.2M
0.0%
12,774 +6,202 +94.4% Added
DE DEERE & CO
$2.2M
0.0%
14,382 −12,290 −46.1% Reduced
DLR DIGITAL REALTY TRUST INC
$2.1M
0.0%
18,978 +13,917 +275.0% Added
MSFT MICROSOFT CORP
$2.1M
0.0%
18,010 +8,361 +86.7% Added
ORCL ORACLE CORP
$2.0M
0.0%
39,614 −748,983 −95.0% Reduced
MXIM MAXIM INTEGRATED PRODUCTS
$2.0M
0.0%
35,827 +35,827 New
AAPL APPLE INC
$2.0M
0.0%
8,863 +8,863 New
BKNG BOOKING HOLDINGS INC
$2.0M
0.0%
1,007 −2,252 −69.1% Reduced
CRM SALESFORCE INC
$2.0M
0.0%
12,277 +12,277 New
RHT1EUR RED HAT INC
$1.8M
0.0%
13,499 +13,499 New
MAN MANPOWERGROUP INC
$1.8M
0.0%
20,542 +11,520 +127.7% Added
CRESCENT PT ENERGY CORP
$1.7M
0.0%
270,261 +38,045 +16.4% Added
NEM NEWMONT CORP
$1.7M
0.0%
55,975 +7,661 +15.9% Added
EW EDWARDS LIFESCIENCES CORP
$1.7M
0.0%
9,590 +9,590 New
SYK STRYKER CORP
$1.6M
0.0%
9,239 +9,239 New
GLW CORNING INC
$1.6M
0.0%
46,204 +46,204 New
TRV TRAVELERS COS INC
$1.6M
0.0%
12,507 −26,193 −67.7% Reduced
LVS LAS VEGAS SANDS CORP
$1.6M
0.0%
27,166 −4,135 −13.2% Reduced
PPL PPL CORP
$1.6M
0.0%
54,882 −294,566 −84.3% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.6M
0.0%
6,418 −13,274 −67.4% Reduced
META META PLATFORMS INC-CLASS A
$1.5M
0.0%
9,420 −38,814 −80.5% Reduced
NDAQ NASDAQ INC
$1.5M
0.0%
18,046 +18,046 New
HTHT H WORLD GROUP LTD-ADR
$1.5M
0.0%
46,992 +46,992 New
YUMC YUM CHINA HOLDINGS INC
$1.5M
0.0%
42,209 Held
PRU PRUDENTIAL FINANCIAL INC
$1.5M
0.0%
14,593 −104,584 −87.8% Reduced
MA MASTERCARD INC - A
$1.4M
0.0%
6,388 −25,178 −79.8% Reduced
LNC LINCOLN NATIONAL CORP
$1.4M
0.0%
20,941 −119,240 −85.1% Reduced
WMT WALMART INC
$1.4M
0.0%
14,907 −153,312 −91.1% Reduced
NNN NNN REIT INC
$1.4M
0.0%
31,175 +18,471 +145.4% Added
PBCTEUR PEOPLE'S UNITED FINANCIAL
$1.4M
0.0%
81,239 +81,239 New
APD AIR PRODUCTS & CHEMICALS INC
$1.4M
0.0%
8,278 +4,984 +151.3% Added
MTB M & T BANK CORP
$1.4M
0.0%
8,359 +7,148 +590.3% Added
MCO MOODY'S CORP
$1.4M
0.0%
8,166 +5,361 +191.1% Added
ETR ENTERGY CORP
$1.3M
0.0%
16,334 −10,443 −39.0% Reduced
APC3EUR ANADARKO PETROLEUM CORP
$1.3M
0.0%
19,606 −22,806 −53.8% Reduced
NVR NVR INC
$1.3M
0.0%
517 −51 −9.0% Reduced
CHRW C.H. ROBINSON WORLDWIDE INC
$1.2M
0.0%
12,626 +12,626 New
SCCO SOUTHERN COPPER CORP
$1.2M
0.0%
28,587 −1,719 −5.7% Reduced
SNPS SYNOPSYS INC
$1.2M
0.0%
12,496 −11,938 −48.9% Reduced
ST SENSATA TECHNOLOGIES HOLDPLC
$1.2M
0.0%
24,063 −23,497 −49.4% Reduced
CSL CARLISLE COS INC
$1.2M
0.0%
9,754 +9,754 New
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
$1.2M
0.0%
31,824 +5,166 +19.4% Added
BA BOEING CO
$1.2M
0.0%
3,125 +3,125 New
JBL JABIL INC
$1.1M
0.0%
40,671 +22,905 +128.9% Added
SPLKCHF SPLUNK INC
$1.1M
0.0%
9,099 −71,240 −88.7% Reduced
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$1.0M
0.0%
102,185 +28,376 +38.4% Added
RANDGOLD RES LTD
$1.0M
0.0%
14,520 −2,591 −15.1% Reduced
AFL AFLAC INC
$1.0M
0.0%
21,601 −116,358 −84.3% Reduced
WEC WEC ENERGY GROUP INC
$1.0M
0.0%
15,158 +9,570 +171.3% Added
ATHM AUTOHOME INC-ADR
$1.0M
0.0%
13,062 +2,120 +19.4% Added
NEW ORIENTAL ED & TECH GRP I
$1.0M
0.0%
13,556 Held
RGLD ROYAL GOLD INC
$987K
0.0%
12,807 −4,816 −27.3% Reduced
OGE OGE ENERGY CORP
$972K
0.0%
26,760 +16,544 +161.9% Added
KRC KILROY REALTY CORP
$949K
0.0%
13,237 +820 +6.6% Added
WTW WILLIS TOWERS WATSON PLC
$937K
0.0%
6,648 +4,706 +242.3% Added
AMZN AMAZON.COM INC
$935K
0.0%
467 −575 −55.2% Reduced
CLRUSD CONTINENTAL RESOURCES INC/OK
$927K
0.0%
13,571 −1,182 −8.0% Reduced
F FORD MOTOR CO
$924K
0.0%
99,838 +99,838 New
PWR QUANTA SERVICES INC
$879K
0.0%
26,326 −59,242 −69.2% Reduced
CTAS CINTAS CORP
$862K
0.0%
4,357 +2,353 +117.4% Added
TAP MOLSON COORS BEVERAGE CO - B
$856K
0.0%
13,924 +13,924 New
DFSEUR DISCOVER FINANCIAL SERVICES
$854K
0.0%
11,167 −11,720 −51.2% Reduced
LP1 LEGGETT & PLATT INC
$840K
0.0%
19,177 +4,418 +29.9% Added
JLL JONES LANG LASALLE INC
$839K
0.0%
5,812 +2,408 +70.7% Added
EXR EXTRA SPACE STORAGE INC
$834K
0.0%
9,628 +4,046 +72.5% Added
PSA PUBLIC STORAGE
$831K
0.0%
4,121 +4,121 New
XRAY DENTSPLY SIRONA INC
$830K
0.0%
21,985 +21,985 New
SBNY SIGNATURE BANK
$828K
0.0%
7,210 +7,210 New
CB CHUBB LTD
$810K
0.0%
6,058 −31,602 −83.9% Reduced
AHC HESS CORP
$793K
0.0%
11,078 −389 −3.4% Reduced
CME CME GROUP INC
$788K
0.0%
4,632 +4,632 New
FDS FACTSET RESEARCH SYSTEMS INC
$777K
0.0%
3,473 −5,350 −60.6% Reduced
DVN DEVON ENERGY CORP
$764K
0.0%
19,135 −897 −4.5% Reduced
ES EVERSOURCE ENERGY
$750K
0.0%
12,204 +6,078 +99.2% Added
BBTUSD BB&T CORP
$739K
0.0%
15,227 −5,703 −27.2% Reduced
MRO* MARATHON OIL CORP
$731K
0.0%
31,416 +327 +1.1% Added
VMRK VIVMARK RESIDENTIAL
$730K
0.0%
11,011 +2,305 +26.5% Added
AIG AMERICAN INTERNATIONAL GROUP
$722K
0.0%
13,565 −57,143 −80.8% Reduced
ICE INTERCONTINENTAL EXCHANGE IN
$722K
0.0%
9,638 +9,638 New
LNT ALLIANT ENERGY CORP
$718K
0.0%
16,866 +8,330 +97.6% Added
EQT EQT CORP
$700K
0.0%
15,816 +5,779 +57.6% Added
DTE DTE ENERGY COMPANY
$695K
0.0%
6,372 +2,896 +83.3% Added
9990302D APACHE CORP
$684K
0.0%
14,357 +645 +4.7% Added
KLN KIRKLAND LAKE GOLD LTD
$683K
0.0%
36,041 −2,450 −6.4% Reduced
JEF JEFFERIES FINANCIAL GROUP IN
$672K
0.0%
30,599 +30,599 New
HCP INC
$666K
0.0%
25,308 +25,308 New
ARE ALEXANDRIA REAL ESTATE EQUIT
$644K
0.0%
5,122 +655 +14.7% Added
ALL ALLSTATE CORP
$631K
0.0%
6,393 −44,059 −87.3% Reduced
BIO BIO-RAD LABORATORIES-A
$631K
0.0%
2,016 +184 +10.0% Added
TAL TAL EDUCATION GROUP- ADR
$622K
0.0%
24,205 Held
NTAP NETAPP INC
$620K
0.0%
7,219 +7,219 New
HST HOST HOTELS & RESORTS INC
$606K
0.0%
28,740 −27,265 −48.7% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$599K
0.0%
69,766 −8,457 −10.8% Reduced
CNP CENTERPOINT ENERGY INC
$590K
0.0%
21,349 −235,419 −91.7% Reduced
STWD STARWOOD PROPERTY TRUST INC
$590K
0.0%
27,402 +1,959 +7.7% Added
BF/B BROWN-FORMAN CORP-CLASS B
$588K
0.0%
11,634 −26,308 −69.3% Reduced
NBL2EUR NOBLE ENERGY INC
$569K
0.0%
18,241 Held
WFC WELLS FARGO & CO
$567K
0.0%
10,785 +5,095 +89.5% Added
DAL DELTA AIR LINES INC
$561K
0.0%
9,709 −47,545 −83.0% Reduced
ESS ESSEX PROPERTY TRUST INC
$560K
0.0%
2,268 −1,300 −36.4% Reduced
MOMOUSD MOMO INC-SPON ADR
$559K
0.0%
12,772 +12,772 New
AKX ANSYS INC
$558K
0.0%
2,991 −1,686 −36.0% Reduced
NYCBEUR NEW YORK COMMUNITY BANCORP
$548K
0.0%
52,829 +52,829 New
VLO VALERO ENERGY CORP
$526K
0.0%
4,622 −30,143 −86.7% Reduced
SRCLEUR STERICYCLE INC
$521K
0.0%
8,878 +8,878 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$508K
0.0%
23,600 +2,400 +11.3% Added
SINA SINA CORP
$494K
0.0%
7,112 +1,056 +17.4% Added
CAKE CHEESECAKE FACTORY INC
$491K
0.0%
9,171 −16,514 −64.3% Reduced
SLG1USD SL GREEN REALTY CORP
$487K
0.0%
4,992 −646 −11.5% Reduced
TUP TUPPERWARE BRANDS CORP
$485K
0.0%
14,512 −1,744 −10.7% Reduced
CPT CAMDEN PROPERTY TRUST
$475K
0.0%
5,075 −1,094 −17.7% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$463K
0.0%
8,837 −5,465 −38.2% Reduced
AVB* AVALONBAY COMMUNITIES INC
$456K
0.0%
2,517 −2,874 −53.3% Reduced
ALV AUTOLIV INC
$455K
0.0%
5,252 −8,246 −61.1% Reduced
PLD PROLOGIS INC
$455K
0.0%
6,712 −2,995 −30.9% Reduced
JKHY JACK HENRY & ASSOCIATES INC
$454K
0.0%
2,835 −3,482 −55.1% Reduced
NUANEUR NUANCE COMMUNICATIONS INC
$450K
0.0%
25,975 −32,697 −55.7% Reduced
SNA SNAP-ON INC
$449K
0.0%
2,443 −1,556 −38.9% Reduced
FTNT FORTINET INC
$437K
0.0%
4,732 −8,139 −63.2% Reduced
AMCX AMC GLOBAL MEDIA INC
$431K
0.0%
6,503 −13,628 −67.7% Reduced
SO SOUTHERN CO
$427K
0.0%
9,789 +9,789 New
FITB FIFTH THIRD BANCORP
$421K
0.0%
15,089 −78,084 −83.8% Reduced
HBAN HUNTINGTON BANCSHARES INC
$415K
0.0%
27,809 +27,809 New
O REALTY INCOME CORP
$412K
0.0%
7,238 −3,427 −32.1% Reduced
CRL CHARLES RIVER LABORATORIES
$410K
0.0%
3,046 −7,459 −71.0% Reduced
TECH BIO-TECHNE CORP
$395K
0.0%
1,933 −5,703 −74.7% Reduced
GT GOODYEAR TIRE & RUBBER CO
$378K
0.0%
16,171 +1,097 +7.3% Added
YRI YAMANA GOLD INC
$372K
0.0%
149,216 −175,871 −54.1% Reduced
GNTX GENTEX CORP
$368K
0.0%
17,148 +1,936 +12.7% Added
AGNC AGNC INVESTMENT CORP
$367K
0.0%
19,703 +19,703 New
JOBSUSD 51JOB INC-ADR
$362K
0.0%
4,704 +4,704 New
BTG B2GOLD CORP
$361K
0.0%
158,887 −24,322 −13.3% Reduced
VIPS VIPSHOP HOLDINGS LTD - ADR
$340K
0.0%
54,516 +41,858 +330.7% Added
FEDERAL REALTY INVT TR
$339K
0.0%
2,677 −1,710 −39.0% Reduced
SEIC SEI INVESTMENTS COMPANY
$337K
0.0%
5,516 −477 −8.0% Reduced
RPM RPM INTERNATIONAL INC
$332K
0.0%
5,120 −115 −2.2% Reduced
IRM IRON MOUNTAIN INC
$329K
0.0%
9,520 −16,666 −63.6% Reduced
CHH CHOICE HOTELS INTL INC
$319K
0.0%
3,832 −8,858 −69.8% Reduced
H HYATT HOTELS CORP - CL A
$317K
0.0%
3,986 −31,419 −88.7% Reduced
HRB H&R BLOCK INC
$286K
0.0%
11,122 +11,122 New
JECUSD JACOBS ENGINEERING GROUP INC
$276K
0.0%
3,603 −8,765 −70.9% Reduced
FLIR FLIR SYSTEMS INC
$275K
0.0%
4,474 −24,766 −84.7% Reduced
REG REGENCY CENTERS CORP
$274K
0.0%
4,230 −4,746 −52.9% Reduced
PCAR PACCAR INC
$273K
0.0%
4,005 −72,842 −94.8% Reduced
ROP ROPER TECHNOLOGIES INC
$271K
0.0%
914 −2,492 −73.2% Reduced
ALLE ALLEGION PLC
$271K
0.0%
2,989 −7,044 −70.2% Reduced
BKIEUR BLACK KNIGHT INC
$270K
0.0%
5,188 −12,567 −70.8% Reduced
GDS GDS HOLDINGS LTD - ADR
$266K
0.0%
7,572 +7,572 New
T86 TRI POINTE HOMES INC
$264K
0.0%
21,311 −26,537 −55.5% Reduced
YYEUR YY INC-ADR
$264K
0.0%
3,521 +571 +19.4% Added
KBR KBR INC
$263K
0.0%
12,464 −30,291 −70.8% Reduced
LII LENNOX INTERNATIONAL INC
$263K
0.0%
1,206 −2,749 −69.5% Reduced
VNO VORNADO REALTY TRUST
$263K
0.0%
3,597 +3,597 New
FISV FISERV INC
$260K
0.0%
3,151 −9,292 −74.7% Reduced
RF REGIONS FINANCIAL CORP
$258K
0.0%
14,055 −31,691 −69.3% Reduced
XEL XCEL ENERGY INC
$258K
0.0%
5,455 −2,334 −30.0% Reduced
GPN GLOBAL PAYMENTS INC
$255K
0.0%
1,998 −6,317 −76.0% Reduced
OC OWENS CORNING
$255K
0.0%
4,705 −7,427 −61.2% Reduced
RSG REPUBLIC SERVICES INC
$250K
0.0%
3,445 +3,445 New
PVG1EUR PRETIUM RESOURCES INC
$246K
0.0%
32,374 −780 −2.4% Reduced
IT GARTNER INC
$244K
0.0%
1,539 −5,210 −77.2% Reduced
TSS TOTAL SYSTEM SERVICES INC
$244K
0.0%
2,468 −18,339 −88.1% Reduced
DLX DELUXE CORP
$242K
0.0%
4,254 −5,835 −57.8% Reduced
CMS CMS ENERGY CORP
$240K
0.0%
4,898 −2,603 −34.7% Reduced
CACI CACI INTERNATIONAL INC -CL A
$240K
0.0%
1,303 −4,014 −75.5% Reduced
CMA COMERICA INC
$238K
0.0%
2,634 −5,642 −68.2% Reduced
NWSA NEWS CORP - CLASS A
$230K
0.0%
17,406 −24,152 −58.1% Reduced
SJM JM SMUCKER CO
$230K
0.0%
2,237 +2,237 New
SIBANYE STILLWATER
$227K
0.0%
91,026 −25,783 −22.1% Reduced
CFR CULLEN/FROST BANKERS INC
$225K
0.0%
2,153 +2,153 New
MORN MORNINGSTAR INC
$224K
0.0%
1,778 −3,281 −64.9% Reduced
SEALED AIR CORP NEW
$223K
0.0%
5,561 +5,561 New
EXPD EXPEDITORS INTL WASH INC
$220K
0.0%
2,986 −1,952 −39.5% Reduced
WLY WILEY (JOHN) & SONS-CLASS A
$218K
0.0%
3,595 −6,622 −64.8% Reduced
DNKN DUNKIN' BRANDS GROUP INC
$202K
0.0%
2,745 +2,745 New
TRQEUR TURQUOISE HILL RESOURCES LTD
$164K
0.0%
76,953 −2,821 −3.5% Reduced
TAHOE RES INC
$153K
0.0%
55,279 −1,110 −2.0% Reduced
ELDORADO GOLD CORP NEW
$122K
0.0%
139,433 −155,665 −52.8% Reduced
WPG2EUR WASHINGTON PRIME GROUP INC
$98K
0.0%
13,359 −56,232 −80.8% Reduced
NGDN NEW GOLD INC
$63K
0.0%
79,689 −30,340 −27.6% Reduced
SFUNUSD FANG HOLDINGS LTD - ADR
$61K
0.0%
23,556 +23,556 New

Sold positions

170 closed in Q3 2018 · shares & value as of prior filing
Holding Shares sold Prior value
PCG P G & E CORP
775,654 $33.0M
KMB KIMBERLY-CLARK CORP
208,490 $22.0M
DISCAUSD DISCOVERY INC - A
408,655 $11.2M
INTU INTUIT INC
43,546 $8.9M
UPS UNITED PARCEL SERVICE-CL B
78,480 $8.3M
HONGBP HONEYWELL INTERNATIONAL INC
57,538 $8.3M
SBUX STARBUCKS CORP
168,609 $8.2M
VZ VERIZON COMMUNICATIONS INC
162,294 $8.2M
KO COCA-COLA CO
183,893 $8.1M
DIS WALT DISNEY CO
73,221 $7.7M
CCL1EUR CARNIVAL CORP LTD
104,664 $6.0M
TIFEUR TIFFANY & CO
43,108 $5.7M
MAR MARRIOTT INTERNATIONAL -CL A
42,851 $5.4M
BEN FRANKLIN TEMPLETON INC
161,862 $5.2M
ADP AUTOMATIC DATA PROCESSING
32,793 $4.4M
RCL ROYAL CARIBBEAN CRUISES LTD
42,131 $4.4M
PGR PROGRESSIVE CORP
73,080 $4.3M
D DOMINION ENERGY INC
52,170 $3.6M
VALEANT PHARMACEUTICALS INTL
145,426 $3.4M
MS MORGAN STANLEY
68,423 $3.2M
ECL ECOLAB INC
22,137 $3.1M
JNPR* JUNIPER NETWORKS INC
111,144 $3.0M
PH PARKER HANNIFIN CORP
18,860 $2.9M
FFIV F5 INC
15,903 $2.7M
VRTX VERTEX PHARMACEUTICALS INC
15,509 $2.6M
MSM MSC INDUSTRIAL DIRECT CO-A
28,399 $2.4M
PC6A PETROCHINA CO LTD -ADR
30,710 $2.3M
EIX EDISON INTERNATIONAL
36,262 $2.3M
COR CENCORA INC
26,062 $2.2M
ALXN ALEXION PHARMACEUTICALS INC
17,053 $2.1M
RVTY REVVITY INC
28,622 $2.1M
AMP AMERIPRISE FINANCIAL INC
13,983 $2.0M
PXGBX PRAXAIR INC
12,191 $1.9M
TRMB TRIMBLE INC
54,787 $1.8M
STT STATE STREET CORP
17,758 $1.7M
AMG AFFILIATED MANAGERS GROUP
10,986 $1.6M
AVY AVERY DENNISON CORP
15,820 $1.6M
RS RELIANCE INC
16,731 $1.5M
XYL XYLEM INC
21,337 $1.4M
IEX IDEX CORP
10,518 $1.4M
MET METLIFE INC
28,655 $1.2M
MDLZ MONDELEZ INTERNATIONAL INC-A
28,904 $1.2M
ZION ZIONS BANCORP NA
22,110 $1.2M
SYMCEUR SYMANTEC CORP
55,261 $1.1M
AXP AMERICAN EXPRESS CO
11,241 $1.1M
V VISA INC-CLASS A SHARES
8,313 $1.1M
JPM JPMORGAN CHASE & CO
10,229 $1.1M
VAREUR VARIAN MEDICAL SYSTEMS INC
9,062 $1.0M
PNC PNC FINANCIAL SERVICES GROUP
7,499 $1.0M
BALL BALL CORP
27,063 $962K
PKG PACKAGING CORP OF AMERICA
8,006 $895K
WELL WELLTOWER INC
13,476 $845K
AXS AXIS CAPITAL HOLDINGS LTD
14,649 $815K
CXOEUR CONCHO RESOURCES INC
5,848 $809K
WRKUSD WESTROCK CO
13,987 $798K
CVLT COMMVAULT SYSTEMS INC
12,051 $794K
RGA REINSURANCE GROUP OF AMERICA
5,951 $794K
INGR INGREDION INC
6,634 $734K
TMK TORCHMARK CORP
8,737 $711K
SPGI S&P GLOBAL INC
3,443 $702K
CE CELANESE CORP
5,333 $592K
ATR APTARGROUP INC
6,174 $577K
RMD RESMED INC
5,565 $576K
ALGN ALIGN TECHNOLOGY INC
1,665 $570K
OIEUR OWENS-ILLINOIS INC
33,920 $570K
DEI DOUGLAS EMMETT INC
14,120 $567K
NOC NORTHROP GRUMMAN CORP
1,835 $565K
ATI ATI INC
22,434 $564K
QURATE RETAIL INC
26,562 $564K
HOSPITALITY PPTYS TR
19,635 $562K
DREUSD DUKE REALTY CORP
19,284 $560K
KIM KIMCO REALTY CORP
32,938 $560K
WRI WEINGARTEN REALTY INVESTORS
18,190 $560K
ACCUSD AMERICAN CAMPUS COMMUNITIES
13,012 $558K
DDR CORP
31,106 $557K
GFI GOLD FIELDS LTD-SPONS ADR
156,122 $557K
SNH1EUR SENIOR HOUSING PROP TRUST
30,818 $557K
TWO HBRS INVT CORP
35,251 $557K
WAT WATERS CORP
2,879 $557K
STLD STEEL DYNAMICS INC
12,100 $556K
1741046D STERIS LTD
5,290 $556K
COOPER COS INC
2,358 $555K
CDP COPT DEFENSE PROPERTIES
19,147 $555K
CCK CROWN HOLDINGS INC
12,390 $555K
LPTUSD LIBERTY PROPERTY TRUST
12,525 $555K
MACK CALI RLTY CORP
27,347 $555K
HSIC HENRY SCHEIN INC
7,635 $555K
BRKR BRUKER CORP
19,029 $553K
FLS FLOWSERVE CORP
13,696 $553K
UDR UDR INC
14,711 $552K
HRUSD HEALTHCARE REALTY TRUST INC
18,915 $550K
HRC HILL-ROM HOLDINGS INC
6,268 $547K
ELME ELME COMMUNITIES
18,037 $547K
IDXX IDEXX LABORATORIES INC
2,501 $545K
LIFEPOINT HEALTH INC
11,164 $545K
PDCOEUR PATTERSON COS INC
23,959 $543K
VRSK VERISK ANALYTICS INC
5,048 $543K
THC TENET HEALTHCARE CORP
15,905 $534K
CINF CINCINNATI FINANCIAL CORP
7,962 $532K
SCI SERVICE CORP INTERNATIONAL
14,619 $523K
HRSEUR L3HARRIS TECHNOLOGIES INC
3,550 $513K
CSCO CISCO SYSTEMS INC
11,611 $500K
WCGEUR WELLCARE HEALTH PLANS INC
2,010 $495K
C CITIGROUP INC
7,289 $488K
UNM UNUM GROUP
13,001 $481K
HIG HARTFORD INSURANCE GROUP INC
9,346 $478K
UFS DOMTAR CORP
9,327 $445K
KEY KEYCORP
22,573 $441K
PCH POTLATCHDELTIC CORP
8,620 $438K
BEMIS INC
10,233 $432K
SON SONOCO PRODUCTS CO
8,148 $428K
ALB ALBEMARLE CORP
4,418 $417K
LECO LINCOLN ELECTRIC HOLDINGS
4,304 $378K
GATX GATX CORP
5,037 $374K
OSK OSHKOSH CORP
5,162 $363K
AEE AMEREN CORPORATION
5,915 $360K
PNW PINNACLE WEST CAPITAL
4,470 $360K
NFG NATIONAL FUEL GAS CO
6,770 $359K
TER TERADYNE INC
9,397 $358K
AWK AMERICAN WATER WORKS CO INC
4,186 $357K
AQUA AMERICA INC
10,143 $357K
MDU MDU RESOURCES GROUP INC
12,440 $357K
AES AES CORP
26,370 $354K
RRX REGAL REXNORD CORP
4,314 $353K
ATO ATMOS ENERGY CORP
3,900 $352K
AGCO AGCO CORP
5,757 $350K
COLFAX CORP
11,429 $350K
SLAB SILICON LABORATORIES INC
3,515 $350K
UGI UGI CORP
6,709 $349K
CR1USD CRANE CO
4,344 $348K
LKQ LKQ CORP
10,918 $348K
VMI VALMONT INDUSTRIES
2,310 $348K
GGG GRACO INC
7,681 $347K
TXNM TXNM ENERGY INC
8,914 $347K
AYI ACUITY INC
2,989 $346K
DCI DONALDSON CO INC
7,667 $346K
IDA IDACORP INC
3,754 $346K
TTC TORO CO
5,741 $346K
HUBB HUBBELL INC
3,228 $341K
NDSN NORDSON CORP
2,644 $340K
L3 TECHNOLOGIES INC
1,649 $317K
CBT CABOT CORP
4,809 $297K
NEU NEWMARKET CORP
733 $296K
IFF INTL FLAVORS & FRAGRANCES
2,338 $290K
CA INC
7,916 $282K
BAC BANK OF AMERICA CORP
9,914 $279K
SUNTRUST BKS INC
4,224 $279K
CIEN CIENA CORP
8,938 $237K
NATIONAL INSTRS CORP
5,457 $229K
KN KNOWLES CORP
14,853 $227K
MTD METTLER-TOLEDO INTERNATIONAL
390 $226K
VSH VISHAY INTERTECHNOLOGY INC
9,687 $225K
AVX CORP NEW
13,766 $216K
ARW ARROW ELECTRONICS INC
2,837 $214K
FNF FIDELITY NATIONAL FINANCIAL
5,657 $213K
BIGGQ BIG LOTS INC
5,051 $211K
GU9 GUESS? INC
9,813 $210K
AXE3EUR ANIXTER INTERNATIONAL INC
3,291 $208K
MUSA MURPHY USA INC
2,781 $207K
NVDA NVIDIA CORP
871 $206K
PAG PENSKE AUTOMOTIVE GROUP INC
4,366 $205K
CHS1USD CHICO'S FAS INC
24,935 $203K
TSCO TRACTOR SUPPLY COMPANY
2,659 $203K
AEO AMERICAN EAGLE OUTFITTERS
8,693 $202K
SBH SALLY BEAUTY HOLDINGS INC
12,599 $202K
DKS DICK'S SPORTING GOODS INC
5,707 $201K
ROL ROLLINS INC
3,818 $201K
ULTA ULTA BEAUTY INC
861 $201K
CVSA COVISTA INC
4,165 $200K
PBI PITNEY BOWES INC
22,663 $194K

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.