whalepapers
Overview/ Bridgewater Associates, LP/ Q4 2016

Bridgewater Associates, LP

CIK 0001350694 · As of Q4 2016 · filed Feb 10, 2017

Q4 2016

Holdings

267 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$3.30B
31.3%
92,202,194 +11,789,340 +14.7% Added
EEM ISHARES MSCI EMERGING MARKET
$2.44B
23.2%
69,668,055 −1,328,685 −1.9% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$2.26B
21.4%
10,098,300 −789,000 −7.2% Reduced
IEMG ISHARES CORE MSCI EMERGING
$242.5M
2.3%
5,713,056 +4,393,736 +333.0% Added
EWZ ISHARES MSCI BRAZIL ETF
$176.6M
1.7%
5,296,211 +722,400 +15.8% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$114.7M
1.1%
979,155 +59,300 +6.4% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$99.2M
0.9%
1,863,409 +1,754,589 +1612.4% Added
AAPL APPLE INC
$48.2M
0.5%
416,500 +69,900 +20.2% Added
MSFT MICROSOFT CORP
$40.5M
0.4%
652,548 +29,000 +4.7% Added
IVV ISHARES CORE S&P 500 ETF
$39.4M
0.4%
175,000 Held
INTC INTEL CORP
$34.5M
0.3%
952,343 −570,700 −37.5% Reduced
SU SUNCOR ENERGY INC
$33.7M
0.3%
1,022,700 +25,800 +2.6% Added
TAP MOLSON COORS BEVERAGE CO - B
$27.7M
0.3%
284,700 +281,596 +9072.0% Added
UNH UNITEDHEALTH GROUP INC
$26.2M
0.2%
163,900 +163,900 New
CTLEUR CENTURYLINK INC
$25.7M
0.2%
1,081,241 +636,616 +143.2% Added
CSCO CISCO SYSTEMS INC
$25.5M
0.2%
845,390 −14,200 −1.7% Reduced
ENDPUSD ENDO INTERNATIONAL PLC
$25.3M
0.2%
1,537,036 +649,743 +73.2% Added
SW5 SOUTHWESTERN ENERGY CO
$25.2M
0.2%
2,327,323 +877,700 +60.5% Added
EXPRESS SCRIPTS HLDG CO
$24.2M
0.2%
352,411 −50,807 −12.6% Reduced
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$23.8M
0.2%
584,950 +269,140 +85.2% Added
AETNA INC NEW
$23.4M
0.2%
189,000 +189,000 New
NOBLE CORP PLC
$22.3M
0.2%
3,761,230 +452,700 +13.7% Added
CNQ CANADIAN NATURAL RESOURCES
$22.1M
0.2%
693,337 +40,218 +6.2% Added
GME GAMESTOP CORP-CLASS A
$22.1M
0.2%
875,601 +757,901 +643.9% Added
RHT1EUR RED HAT INC
$19.1M
0.2%
273,800 +224,837 +459.2% Added
KEL KELLANOVA
$19.0M
0.2%
257,542 +117,100 +83.4% Added
EXMOC EXXON MOBIL CORP
$18.9M
0.2%
209,200 +20,200 +10.7% Added
IMO IMPERIAL OIL LTD
$18.0M
0.2%
516,150 +6,700 +1.3% Added
IBM INTL BUSINESS MACHINES CORP
$17.6M
0.2%
106,200 +3,100 +3.0% Added
SPG SIMON PROPERTY GROUP INC
$17.2M
0.2%
97,000 +97,000 New
MICHAEL KORS HLDGS LTD
$17.0M
0.2%
396,230 +396,230 New
BLKCHF BLACKROCK INC
$17.0M
0.2%
44,700 +35,200 +370.5% Added
M MACY'S INC
$16.9M
0.2%
473,229 +51,849 +12.3% Added
BP BP PLC-SPONS ADR
$16.6M
0.2%
445,100 −18,800 −4.1% Reduced
MCO MOODY'S CORP
$16.6M
0.2%
175,900 +175,900 New
CVX CHEVRON CORP
$16.5M
0.2%
139,900 −21,100 −13.1% Reduced
GIS GENERAL MILLS INC
$15.9M
0.2%
258,002 +165,402 +178.6% Added
COP CONOCOPHILLIPS
$15.5M
0.1%
308,844 −32,600 −9.5% Reduced
RIO RIO TINTO PLC-SPON ADR
$15.4M
0.1%
401,200 −76,300 −16.0% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$15.2M
0.1%
1,504,400 −205,800 −12.0% Reduced
PPG PPG INDUSTRIES INC
$15.2M
0.1%
160,207 +160,207 New
BHP BHP GROUP LTD-SPON ADR
$15.2M
0.1%
423,811 −44,800 −9.6% Reduced
DKS DICK'S SPORTING GOODS INC
$15.1M
0.1%
284,000 +276,300 +3588.3% Added
MFC MANULIFE FINANCIAL CORP
$14.9M
0.1%
836,700 +836,700 New
TSN TYSON FOODS INC-CL A
$14.6M
0.1%
236,000 +236,000 New
EOG EOG RESOURCES INC
$14.5M
0.1%
143,765 −12,000 −7.7% Reduced
FE FIRSTENERGY CORP
$14.4M
0.1%
466,545 +337,300 +261.0% Added
WMT WALMART INC
$14.3M
0.1%
206,400 +116,300 +129.1% Added
TXN TEXAS INSTRUMENTS INC
$14.0M
0.1%
192,534 −99,247 −34.0% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$13.7M
0.1%
192,600 −27,200 −12.4% Reduced
ROST ROSS STORES INC
$13.5M
0.1%
205,600 +187,039 +1007.7% Added
JCPEUR J.C. PENNEY CO INC
$13.3M
0.1%
1,596,198 +462,198 +40.8% Added
BFH BREAD FINANCIAL HOLDINGS INC
$12.9M
0.1%
56,655 −28,416 −33.4% Reduced
TRANSCANADA CORP
$12.9M
0.1%
284,900 +66,300 +30.3% Added
MXIM MAXIM INTEGRATED PRODUCTS
$12.8M
0.1%
332,493 +86,997 +35.4% Added
LEN LENNAR CORP-A
$12.7M
0.1%
294,971 +256,500 +666.7% Added
GOLDCORP INC NEW
$12.3M
0.1%
903,895 +194,776 +27.5% Added
NEM NEWMONT CORP
$12.0M
0.1%
352,079 +12,915 +3.8% Added
FNV FRANCO-NEVADA CORP
$11.8M
0.1%
197,428 +47,500 +31.7% Added
CERNCHF CERNER CORP
$11.8M
0.1%
249,175 +217,275 +681.1% Added
META META PLATFORMS INC-CLASS A
$11.5M
0.1%
100,000 +75,300 +304.9% Added
URI UNITED RENTALS INC
$11.3M
0.1%
107,489 −145,141 −57.5% Reduced
COR CENCORA INC
$11.3M
0.1%
144,118 +41,926 +41.0% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$11.1M
0.1%
249,307 −72,176 −22.5% Reduced
MEAD JOHNSON NUTRITION CO
$10.9M
0.1%
154,120 +94,994 +160.7% Added
SLF SUN LIFE FINANCIAL INC
$10.8M
0.1%
281,200 +281,200 New
AEM AGNICO EAGLE MINES LTD
$10.8M
0.1%
256,381 +70,449 +37.9% Added
ELV ELEVANCE HEALTH INC
$10.7M
0.1%
74,604 −75 −0.1% Reduced
ORCL ORACLE CORP
$10.6M
0.1%
275,528 +33,700 +13.9% Added
JPM JPMORGAN CHASE & CO
$10.5M
0.1%
121,400 +121,400 New
WFC WELLS FARGO & CO
$10.4M
0.1%
187,900 +187,900 New
JNPR* JUNIPER NETWORKS INC
$10.4M
0.1%
366,298 −719,258 −66.3% Reduced
FCX FREEPORT-MCMORAN INC
$10.1M
0.1%
765,947 +765,947 New
VALE VALE SA-SP ADR
$9.9M
0.1%
1,299,800 −115,500 −8.2% Reduced
APC3EUR ANADARKO PETROLEUM CORP
$9.8M
0.1%
140,580 −14,900 −9.6% Reduced
STZ CONSTELLATION BRANDS INC-A
$9.8M
0.1%
63,913 +45,000 +237.9% Added
TIFEUR TIFFANY & CO
$9.6M
0.1%
124,113 +52,909 +74.3% Added
MCK MCKESSON CORP
$9.5M
0.1%
67,759 +26,400 +63.8% Added
SILVER WHEATON CORP
$9.4M
0.1%
485,894 +118,020 +32.1% Added
STAPLES INC
$9.3M
0.1%
1,022,302 −43,123 −4.0% Reduced
PFE PFIZER INC
$9.2M
0.1%
282,200 −344,139 −54.9% Reduced
TWENTY FIRST CENTY FOX INC
$9.0M
0.1%
322,600 −53,700 −14.3% Reduced
CRM SALESFORCE INC
$8.9M
0.1%
130,584 +130,584 New
CAH CARDINAL HEALTH INC
$8.9M
0.1%
124,000 +26,743 +27.5% Added
LLY ELI LILLY & CO
$8.8M
0.1%
119,400 +99,519 +500.6% Added
ITW ILLINOIS TOOL WORKS
$8.8M
0.1%
71,706 +40,001 +126.2% Added
GAP GAP INC
$8.7M
0.1%
389,000 −76,605 −16.5% Reduced
CPB THE CAMPBELL'S COMPANY
$8.7M
0.1%
143,192 −151,930 −51.5% Reduced
WOO FOOT LOCKER INC
$8.7M
0.1%
122,100 −35,056 −22.3% Reduced
TROW T ROWE PRICE GROUP INC
$8.6M
0.1%
114,738 +17,538 +18.0% Added
SGENEUR SEAGEN INC
$8.6M
0.1%
163,107 +163,107 New
CVS CVS HEALTH CORP
$8.6M
0.1%
109,013 +109,013 New
COACH INC
$8.4M
0.1%
240,695 +194,995 +426.7% Added
EXC EXELON CORP
$8.1M
0.1%
228,700 +129,700 +131.0% Added
HYG ISHR IBX USD HIYLD CB ETF-UI
$8.0M
0.1%
92,900 −1,500 −1.6% Reduced
RANDGOLD RES LTD
$8.0M
0.1%
104,981 +27,000 +34.6% Added
LYB LYONDELLBASELL INDU-CL A
$7.9M
0.1%
92,098 −71,300 −43.6% Reduced
AON PLC
$7.9M
0.1%
70,501 +59,932 +567.1% Added
CVE CENOVUS ENERGY INC
$7.9M
0.1%
519,297 +12,000 +2.4% Added
PXDEUR PIONEER NATURAL RESOURCES CO
$7.7M
0.1%
42,800 −5,400 −11.2% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$7.6M
0.1%
325,673 +325,673 New
LVS LAS VEGAS SANDS CORP
$7.6M
0.1%
142,600 +138,800 +3652.6% Added
AMAT APPLIED MATERIALS INC
$7.6M
0.1%
235,696 −502,987 −68.1% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$7.5M
0.1%
116,721 +52,352 +81.3% Added
BAC BANK OF AMERICA CORP
$7.4M
0.1%
335,300 +335,300 New
IVZ INVESCO LTD
$7.4M
0.1%
242,600 +227,500 +1506.6% Added
LULU LULULEMON ATHLETICA INC
$7.4M
0.1%
113,132 +113,132 New
VRSN VERISIGN INC
$7.2M
0.1%
94,796 +94,796 New
NTAP NETAPP INC
$7.1M
0.1%
200,920 +200,920 New
KSUEUR KANSAS CITY SOUTHERN
$6.9M
0.1%
81,445 +6,947 +9.3% Added
EL ESTEE LAUDER COMPANIES-CL A
$6.8M
0.1%
88,400 +83,500 +1704.1% Added
TJX TJX COMPANIES INC
$6.8M
0.1%
89,841 +72,600 +421.1% Added
AZO AUTOZONE INC
$6.7M
0.1%
8,480 +5,200 +158.5% Added
MS MORGAN STANLEY
$6.4M
0.1%
151,400 +65,900 +77.1% Added
PVH PVH CORP
$6.3M
0.1%
70,200 +70,200 New
UTHR UNITED THERAPEUTICS CORP
$6.3M
0.1%
43,905 −69,900 −61.4% Reduced
SCCO SOUTHERN COPPER CORP
$6.2M
0.1%
194,897 −29,600 −13.2% Reduced
BNY BANK OF NEW YORK MELLON CORP
$6.2M
0.1%
130,800 +24,800 +23.4% Added
ADI ANALOG DEVICES INC
$6.2M
0.1%
85,100 −20,139 −19.1% Reduced
9990302D APACHE CORP
$6.2M
0.1%
97,100 −7,700 −7.3% Reduced
MAS MASCO CORP
$6.1M
0.1%
192,841 −19,157 −9.0% Reduced
CTXSEUR CITRIX SYSTEMS INC
$6.1M
0.1%
67,895 −35,400 −34.3% Reduced
SWKS SKYWORKS SOLUTIONS INC
$6.0M
0.1%
81,010 +24,700 +43.9% Added
MGM MGM RESORTS INTERNATIONAL
$6.0M
0.1%
207,900 +207,900 New
NEE NEXTERA ENERGY INC
$5.9M
0.1%
49,604 +49,604 New
DVN DEVON ENERGY CORP
$5.9M
0.1%
129,700 −14,100 −9.8% Reduced
SCHW SCHWAB (CHARLES) CORP
$5.8M
0.1%
145,900 +78,700 +117.1% Added
GILD GILEAD SCIENCES INC
$5.7M
0.1%
80,272 −235,000 −74.5% Reduced
DVA DAVITA INC
$5.7M
0.1%
88,244 +22,944 +35.1% Added
CHKEUR CHESAPEAKE ENERGY CORP
$5.4M
0.1%
771,600 +404,000 +109.9% Added
EA* ELECTRONIC ARTS INC
$5.3M
0.1%
67,200 +49,800 +286.2% Added
KMB KIMBERLY-CLARK CORP
$5.3M
0.1%
46,200 −28,100 −37.8% Reduced
CCL1EUR CARNIVAL CORP LTD
$5.1M
0.0%
97,062 +64,833 +201.2% Added
CBS CORP NEW
$4.9M
0.0%
77,700 +77,700 New
RGLD ROYAL GOLD INC
$4.9M
0.0%
77,900 +22,400 +40.4% Added
CLRUSD CONTINENTAL RESOURCES INC/OK
$4.9M
0.0%
95,660 −6,600 −6.5% Reduced
LBEUR L BRANDS INC
$4.9M
0.0%
74,800 −77,276 −50.8% Reduced
BDX BECTON DICKINSON AND CO
$4.9M
0.0%
29,515 +24,515 +490.3% Added
CXOEUR CONCHO RESOURCES INC
$4.9M
0.0%
36,838 −3,700 −9.1% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$4.8M
0.0%
460,778 +118,100 +34.5% Added
AHC HESS CORP
$4.8M
0.0%
76,501 −9,599 −11.1% Reduced
GOOGL ALPHABET INC-CL A
$4.8M
0.0%
6,000 −700 −10.4% Reduced
C CITIGROUP INC
$4.6M
0.0%
78,000 +78,000 New
MDT MEDTRONIC PLC
$4.4M
0.0%
62,300 +31,300 +101.0% Added
KGC KINROSS GOLD CORP
$4.4M
0.0%
1,418,950 +377,250 +36.2% Added
ENCANA CORP
$4.3M
0.0%
365,900 +105,100 +40.3% Added
SHW SHERWIN-WILLIAMS CO
$4.3M
0.0%
15,900 +2,800 +21.4% Added
GENERAL GROWTH PPTYS INC NEW
$4.2M
0.0%
167,000 +153,400 +1127.9% Added
XLNXEUR XILINX INC
$4.1M
0.0%
67,918 −36,997 −35.3% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$4.0M
0.0%
28,700 +18,100 +170.8% Added
NBL2EUR NOBLE ENERGY INC
$4.0M
0.0%
105,762 −16,800 −13.7% Reduced
LIBERTY INTERACTIVE CORP
$3.7M
0.0%
186,200 +169,100 +988.9% Added
BEMIS INC
$3.7M
0.0%
77,616 +73,116 +1624.8% Added
INTU INTUIT INC
$3.7M
0.0%
32,300 +32,300 New
MRO* MARATHON OIL CORP
$3.6M
0.0%
205,500 −24,700 −10.7% Reduced
STT STATE STREET CORP
$3.5M
0.0%
45,400 +27,600 +155.1% Added
TEL1USD TE CONNECTIVITY LTD
$3.4M
0.0%
49,038 −98,162 −66.7% Reduced
IP INTERNATIONAL PAPER CO
$3.3M
0.0%
62,819 −113,321 −64.3% Reduced
LMT LOCKHEED MARTIN CORP
$3.3M
0.0%
13,100 +13,100 New
PC6A PETROCHINA CO LTD -ADR
$3.2M
0.0%
43,470 −1,486 −3.3% Reduced
KSS KOHLS CORP
$3.2M
0.0%
64,610 −248,526 −79.4% Reduced
XECEUR CIMAREX ENERGY CO
$3.2M
0.0%
23,359 −3,500 −13.0% Reduced
AFL AFLAC INC
$3.2M
0.0%
45,563 +45,563 New
RJF RAYMOND JAMES FINANCIAL INC
$3.1M
0.0%
45,400 +45,400 New
USB US BANCORP
$3.1M
0.0%
60,900 +60,900 New
ABT ABBOTT LABORATORIES
$3.1M
0.0%
80,200 +18,200 +29.4% Added
TAHOE RES INC
$3.0M
0.0%
323,100 +52,800 +19.5% Added
AMG AFFILIATED MANAGERS GROUP
$3.0M
0.0%
20,700 +20,700 New
DRI DARDEN RESTAURANTS INC
$3.0M
0.0%
41,133 −130,725 −76.1% Reduced
TECK TECK RESOURCES LTD-CLS B
$3.0M
0.0%
147,300 −23,800 −13.9% Reduced
YRI YAMANA GOLD INC
$2.9M
0.0%
1,046,068 +253,400 +32.0% Added
PEG PUBLIC SERVICE ENTERPRISE GP
$2.9M
0.0%
65,854 +10,397 +18.7% Added
EQT EQT CORP
$2.9M
0.0%
43,786 −10,700 −19.6% Reduced
CA INC
$2.9M
0.0%
90,100 +25,600 +39.7% Added
CLX CLOROX COMPANY
$2.8M
0.0%
23,360 −37,620 −61.7% Reduced
MCD MCDONALD'S CORP
$2.8M
0.0%
23,030 −86,257 −78.9% Reduced
CTAS CINTAS CORP
$2.8M
0.0%
24,005 +21,105 +727.8% Added
CTRA COTERRA ENERGY INC
$2.8M
0.0%
117,780 −20,700 −14.9% Reduced
GFI GOLD FIELDS LTD-SPONS ADR
$2.7M
0.0%
911,600 +202,400 +28.5% Added
ELDORADO GOLD CORP NEW
$2.7M
0.0%
824,500 +226,600 +37.9% Added
BEN FRANKLIN TEMPLETON INC
$2.6M
0.0%
66,300 +40,000 +152.1% Added
GWW WW GRAINGER INC
$2.6M
0.0%
11,200 +11,200 New
ED CONSOLIDATED EDISON INC
$2.6M
0.0%
35,100 +35,100 New
CTSH COGNIZANT TECH SOLUTIONS-A
$2.6M
0.0%
45,970 +45,970 New
IFF INTL FLAVORS & FRAGRANCES
$2.5M
0.0%
21,080 +21,080 New
WU WESTERN UNION CO
$2.4M
0.0%
109,947 −131,453 −54.5% Reduced
AMT AMERICAN TOWER CORP
$2.4M
0.0%
22,485 +22,485 New
BTG B2GOLD CORP
$2.3M
0.0%
990,305 +117,805 +13.5% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$2.3M
0.0%
21,800 +21,800 New
NTRS NORTHERN TRUST CORP
$2.2M
0.0%
25,200 −15,300 −37.8% Reduced
KRC KILROY REALTY CORP
$2.2M
0.0%
29,900 +23,400 +360.0% Added
VFC VF CORP
$2.2M
0.0%
40,400 −238,641 −85.5% Reduced
RRC RANGE RESOURCES CORP
$2.1M
0.0%
62,404 −13,400 −17.7% Reduced
AMP AMERIPRISE FINANCIAL INC
$2.1M
0.0%
19,000 +8,100 +74.3% Added
SWK STANLEY BLACK & DECKER INC
$2.1M
0.0%
17,900 +17,900 New
WSM WILLIAMS-SONOMA INC
$2.0M
0.0%
42,300 +42,300 New
DDR CORP
$2.0M
0.0%
133,969 +95,069 +244.4% Added
KIM KIMCO REALTY CORP
$2.0M
0.0%
81,200 +81,200 New
NGDN NEW GOLD INC
$2.0M
0.0%
565,600 +128,200 +29.3% Added
BSX BOSTON SCIENTIFIC CORP
$2.0M
0.0%
91,000 +40,100 +78.8% Added
RL RALPH LAUREN CORP
$1.9M
0.0%
21,400 +21,400 New
ICE INTERCONTINENTAL EXCHANGE IN
$1.9M
0.0%
34,000 +28,700 +541.5% Added
DHI DR HORTON INC
$1.9M
0.0%
67,818 −156,900 −69.8% Reduced
CRESCENT PT ENERGY CORP
$1.8M
0.0%
133,900 −19,900 −12.9% Reduced
TGT TARGET CORP
$1.7M
0.0%
23,075 −86,000 −78.8% Reduced
SIBANYE GOLD LTD
$1.7M
0.0%
234,226 +37,400 +19.0% Added
CHRW C.H. ROBINSON WORLDWIDE INC
$1.6M
0.0%
22,500 −46,500 −67.4% Reduced
TRQEUR TURQUOISE HILL RESOURCES LTD
$1.6M
0.0%
507,100 −98,400 −16.3% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$1.6M
0.0%
13,400 +13,400 New
MNST MONSTER BEVERAGE CORP
$1.6M
0.0%
35,300 +11,990 +51.4% Added
LKQ LKQ CORP
$1.5M
0.0%
49,157 +49,157 New
RCL ROYAL CARIBBEAN CRUISES LTD
$1.5M
0.0%
18,000 +18,000 New
AMT TD AMERITRADE HOLDING CORP
$1.5M
0.0%
33,500 +33,500 New
SYMCEUR SYMANTEC CORP
$1.4M
0.0%
57,564 +8,800 +18.0% Added
LOW LOWE'S COS INC
$1.4M
0.0%
19,200 −124,800 −86.7% Reduced
LABORATORY CORP AMER HLDGS
$1.3M
0.0%
10,400 −20,444 −66.3% Reduced
PSA PUBLIC STORAGE
$1.3M
0.0%
5,879 −9,100 −60.8% Reduced
PPL PPL CORP
$1.3M
0.0%
38,400 +38,400 New
WYNN WYNN RESORTS LTD
$1.2M
0.0%
14,246 +14,246 New
V VISA INC-CLASS A SHARES
$1.2M
0.0%
15,200 +15,200 New
NRG NRG ENERGY INC
$1.2M
0.0%
95,524 −316,750 −76.8% Reduced
LW LAMB WESTON HOLDINGS INC
$1.2M
0.0%
30,417 +30,417 New
NOC NORTHROP GRUMMAN CORP
$1.1M
0.0%
4,900 +4,900 New
ISRG INTUITIVE SURGICAL INC
$1.1M
0.0%
1,700 −5,700 −77.0% Reduced
CCEP COCA-COLA EUROPACIFIC PARTNE
$1.0M
0.0%
33,049 +21,665 +190.3% Added
FTV FORTIVE CORP
$1.0M
0.0%
19,092 Held
CCJ CAMECO CORP
$1.0M
0.0%
96,600 −23,100 −19.3% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$1.0M
0.0%
3,600 −9,869 −73.3% Reduced
CMA COMERICA INC
$1.0M
0.0%
14,700 +14,700 New
CNP CENTERPOINT ENERGY INC
$973K
0.0%
39,500 +39,500 New
BBTUSD BB&T CORP
$907K
0.0%
19,300 +19,300 New
SBH SALLY BEAUTY HOLDINGS INC
$907K
0.0%
34,319 +34,319 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$895K
0.0%
24,700 Held
BWA BORGWARNER INC
$878K
0.0%
22,258 −50,142 −69.3% Reduced
AIY ACTIVISION BLIZZARD INC
$857K
0.0%
23,744 −53,166 −69.1% Reduced
SPLKCHF SPLUNK INC
$670K
0.0%
13,100 +2,500 +23.6% Added
WM WASTE MANAGEMENT INC
$669K
0.0%
9,437 −5,426 −36.5% Reduced
GLW CORNING INC
$611K
0.0%
25,193 −56,707 −69.2% Reduced
SUNTRUST BKS INC
$603K
0.0%
11,000 +11,000 New
EIX EDISON INTERNATIONAL
$590K
0.0%
8,200 +8,200 New
FEDERAL REALTY INVT TR
$583K
0.0%
4,100 +4,100 New
HCP INC
$574K
0.0%
19,300 +19,300 New
MTB M & T BANK CORP
$563K
0.0%
3,600 +3,600 New
CME CME GROUP INC
$519K
0.0%
4,500 −5,400 −54.5% Reduced
CL COLGATE-PALMOLIVE CO
$508K
0.0%
7,768 +7,768 New
FITB FIFTH THIRD BANCORP
$485K
0.0%
18,000 +18,000 New
XL GROUP LTD
$469K
0.0%
12,600 +12,600 New
WHR WHIRLPOOL CORP
$454K
0.0%
2,500 −61,500 −96.1% Reduced
KEY KEYCORP
$422K
0.0%
23,100 +23,100 New
OII OCEANEERING INTL INC
$397K
0.0%
14,063 +14,063 New
HBAN HUNTINGTON BANCSHARES INC
$393K
0.0%
29,700 +29,700 New
RF REGIONS FINANCIAL CORP
$342K
0.0%
23,800 +23,800 New
VZ VERIZON COMMUNICATIONS INC
$331K
0.0%
6,200 −49,400 −88.8% Reduced
AKX ANSYS INC
$305K
0.0%
3,300 +3,300 New
SNPS SYNOPSYS INC
$301K
0.0%
5,106 +5,106 New
LAMR LAMAR ADVERTISING CO-A
$296K
0.0%
4,400 +4,400 New
HIG HARTFORD INSURANCE GROUP INC
$262K
0.0%
5,500 +5,500 New
ATR APTARGROUP INC
$256K
0.0%
3,480 +3,480 New
CCK CROWN HOLDINGS INC
$252K
0.0%
4,800 +4,800 New
MRSH MARSH & MCLENNAN COS
$250K
0.0%
3,700 −16,200 −81.4% Reduced
FDS FACTSET RESEARCH SYSTEMS INC
$229K
0.0%
1,400 −13,000 −90.3% Reduced
PGR PROGRESSIVE CORP
$224K
0.0%
6,300 +6,300 New
DLX DELUXE CORP
$222K
0.0%
3,099 +3,099 New
CVLT COMMVAULT SYSTEMS INC
$221K
0.0%
4,300 +4,300 New
JKHY JACK HENRY & ASSOCIATES INC
$218K
0.0%
2,454 +2,454 New
OIEUR OWENS-ILLINOIS INC
$192K
0.0%
11,000 +11,000 New
NWSA NEWS CORP - CLASS A
$159K
0.0%
13,900 +13,900 New

Sold positions

110 closed in Q4 2016 · shares & value as of prior filing
Holding Shares sold Prior value
BMY BRISTOL-MYERS SQUIBB CO
390,577 $21.1M
RCI ROGERS COMMUNICATIONS INC-B
371,700 $15.7M
CAG CONAGRA BRANDS INC
305,276 $14.4M
TU TELUS CORP
425,300 $14.0M
ADBE ADOBE INC
125,900 $13.7M
UPS UNITED PARCEL SERVICE-CL B
118,100 $12.9M
KO COCA-COLA CO
292,606 $12.4M
MSI MOTOROLA SOLUTIONS INC
154,998 $11.8M
MHK MOHAWK INDUSTRIES INC
57,457 $11.5M
HD HOME DEPOT INC
87,200 $11.2M
DISH DISH NETWORK CORP-A
192,006 $10.5M
LRCXEUR LAM RESEARCH CORP
102,880 $9.7M
DISCAUSD DISCOVERY INC - A
357,335 $9.6M
FFIV F5 INC
73,910 $9.2M
NVDA NVIDIA CORP
123,321 $8.4M
DOEUR DIAMOND OFFSHORE DRILLING
425,690 $7.5M
DR PEPPER SNAPPLE GROUP INC
72,295 $6.6M
KR KROGER CO
214,610 $6.4M
TOL TOLL BROTHERS INC
201,739 $6.0M
DHR DANAHER CORP
75,600 $5.9M
EW EDWARDS LIFESCIENCES CORP
45,065 $5.4M
VLO VALERO ENERGY CORP
101,600 $5.4M
JNJ JOHNSON & JOHNSON
44,400 $5.2M
ENSCO PLC
599,804 $5.1M
NUE NUCOR CORP
92,083 $4.6M
GS GOLDMAN SACHS GROUP INC
28,100 $4.5M
LEVEL 3 COMMUNICATIONS INC
88,800 $4.1M
NKE NIKE INC -CL B
78,028 $4.1M
MPC MARATHON PETROLEUM CORP
100,100 $4.1M
SPGI S&P GLOBAL INC
31,100 $3.9M
HSY HERSHEY CO
40,471 $3.9M
FDX FEDEX CORP
22,136 $3.9M
CELG CELGENE CORP
35,700 $3.7M
EMN EASTMAN CHEMICAL CO
53,800 $3.6M
ETN EATON CORP PLC
50,992 $3.4M
PANERA BREAD CO
14,700 $2.9M
TESORO CORP
32,600 $2.6M
SBUX STARBUCKS CORP
44,900 $2.4M
FLR FLUOR CORP
43,866 $2.3M
SBA COMMUNICATIONS CORP
19,604 $2.2M
FAST FASTENAL CO
52,411 $2.2M
LP1 LEGGETT & PLATT INC
46,300 $2.1M
BCRUSD CR BARD INC
6,915 $1.6M
URBN URBAN OUTFITTERS INC
44,210 $1.5M
0WE WEATHERFORD INTERNATIONAL PL
252,400 $1.4M
AXP AMERICAN EXPRESS CO
20,700 $1.3M
NYCBEUR NEW YORK COMMUNITY BANCORP
84,500 $1.2M
MO ALTRIA GROUP INC
18,000 $1.1M
MA MASTERCARD INC - A
11,109 $1.1M
EMR EMERSON ELECTRIC CO
19,800 $1.1M
FBIN FORTUNE BRANDS INNOVATIONS I
18,400 $1.1M
FLS FLOWSERVE CORP
22,100 $1.1M
PRICELINE GRP INC
700 $1.0M
SJM JM SMUCKER CO
7,200 $976K
WYNEUR WYNDHAM DESTINATIONS INC
13,600 $916K
NDAQ NASDAQ INC
13,100 $885K
AMCX AMC GLOBAL MEDIA INC
16,500 $856K
BMRN BIOMARIN PHARMACEUTICAL INC
8,926 $826K
BA BOEING CO
4,856 $640K
PCAR PACCAR INC
10,600 $623K
CHTR CHARTER COMMUNICATIONS INC-A
2,200 $594K
APD AIR PRODUCTS & CHEMICALS INC
3,600 $541K
EQIX EQUINIX INC
1,400 $504K
ANF ABERCROMBIE & FITCH CO-CL A
30,500 $485K
AN AUTONATION INC
9,618 $468K
MLM MARTIN MARIETTA MATERIALS
2,600 $466K
GNCIQ GNC HOLDINGS INC-CL A
21,261 $434K
CSRA INC
14,900 $401K
SLG1USD SL GREEN REALTY CORP
3,700 $400K
SRCLEUR STERICYCLE INC
4,900 $393K
ASH ASHLAND INC
3,300 $383K
TRIP TRIPADVISOR INC
5,852 $370K
AVB* AVALONBAY COMMUNITIES INC
1,800 $320K
COF CAPITAL ONE FINANCIAL CORP
4,400 $316K
MKC MCCORMICK & CO-NON VTG SHRS
3,100 $310K
DNKN DUNKIN' BRANDS GROUP INC
5,900 $307K
OASEUR OASIS PETROLEUM INC
26,000 $298K
PNR PENTAIR PLC
4,600 $296K
FLT1EUR FLEETCOR TECHNOLOGIES INC
1,700 $295K
SENSATA TECHNOLOGIES HLDG NV
7,556 $293K
REALOGY HLDGS CORP
11,300 $292K
MSGS MADISON SQUARE GARDEN SPORTS
1,700 $288K
CALPINE CORP
22,700 $287K
CBRE CBRE GROUP INC - A
10,100 $283K
BIIB BIOGEN INC
900 $282K
FLEX FLEX LTD
20,729 $282K
FNF FIDELITY NATIONAL FINANCIAL
7,500 $277K
AGCO AGCO CORP
5,600 $276K
TCO TAUBMAN CENTERS INC
3,700 $275K
SBNY SIGNATURE BANK
2,300 $272K
CYH COMMUNITY HEALTH SYSTEMS INC
23,400 $270K
WCGEUR WELLCARE HEALTH PLANS INC
2,300 $269K
XRAY DENTSPLY SIRONA INC
4,500 $267K
SEALED AIR CORP NEW
5,730 $263K
COST COSTCO WHOLESALE CORP
1,700 $259K
FMC FMC CORP
5,323 $257K
BCO BRINK'S CO
6,893 $256K
VRSK VERISK ANALYTICS INC
3,100 $252K
OC OWENS CORNING
4,600 $246K
WTW WILLIS TOWERS WATSON PLC
1,823 $242K
MAN MANPOWERGROUP INC
3,319 $240K
ADP AUTOMATIC DATA PROCESSING
2,700 $238K
T86 TRI POINTE HOMES INC
18,091 $238K
ULTA ULTA BEAUTY INC
1,000 $238K
DEVRY ED GROUP INC
10,100 $233K
BALL BALL CORP
2,800 $229K
LINKEDIN CORP
1,200 $229K
TIME1EUR TIME INC
15,526 $225K
NYT NEW YORK TIMES CO-A
18,000 $215K
NUANEUR NUANCE COMMUNICATIONS INC
12,648 $183K

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.