Bridgewater Associates 13F holdings, Q4 2019
Holdings as of December 31, 2019 · filings on SEC EDGAR · latest filing →
Bridgewater Associates disclosed 471 US equity positions worth $9.8bn in its Q4 2019 13F filing. The largest position was SPY at 23.0% of the reported book, followed by VWO and IVV. Against the Q3 2019 filing, it opened 12 new positions, added to 7 and reduced 20 among the top 50 holdings.
What did Bridgewater Associates own in Q4 2019? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2019 |
|---|---|---|---|---|---|---|---|
| 1 | SPY SPDR S&P 500 ETF TR | 23.0% | $2.2bn | 6,989,665 | -1% | reduced | |
| 2 | VWO VANGUARD INTL EQUITY INDEX F | 11.2% | $1.1bn | 24,757,646 | -34% | reduced | |
| 3 | IVV ISHARES TR | 7.2% | $707.2m | 2,188,003 | 0% | held | |
| 4 | GLD SPDR GOLD TRUST | 5.9% | $579.7m | 4,056,627 | 0% | held | |
| 5 | EWZ ISHARES INC | 5.3% | $521.3m | 10,987,334 | -13% | reduced | |
| 6 | ISHARES INC | 4.3% | $425.6m | 7,916,557 | -54% | reduced | |
| 7 | LQD ISHARES TR | 3.0% | $298.3m | 2,330,933 | -0% | held | |
| 8 | HYG ISHARES TR | 2.7% | $269.2m | 3,060,858 | -0% | held | |
| 9 | TLT ISHARES TR | 2.7% | $262.7m | 1,939,329 | 2% | added | |
| 10 | EFA ISHARES TR | 1.9% | $188.5m | 2,714,309 | 0% | held | |
| 11 | VEA VANGUARD TAX MANAGED INTL FD | 1.9% | $188.5m | 4,277,546 | 0% | held | |
| 12 | EWT ISHARES INC | 1.9% | $181.3m | 4,407,898 | 10% | added | |
| 13 | EWY ISHARES INC | 1.8% | $178.4m | 2,869,202 | -19% | reduced | |
| 14 | ISHARES TR | 1.8% | $174.2m | 2,670,507 | 0% | held | |
| 15 | IAU ISHARES GOLD TRUST | 1.7% | $169.4m | 11,679,855 | 0% | held | |
| 16 | EEM ISHARES TR | 1.6% | $160.2m | 3,571,143 | -72% | reduced | |
| 17 | EMB ISHARES TR | 1.5% | $150.3m | 1,311,709 | -2% | reduced | |
| 18 | INDA ISHARES TR | 1.4% | $132.3m | 3,762,595 | 3% | added | |
| 19 | JPM JPMORGAN CHASE & CO | Financial Services | 0.9% | $90.5m | 649,376 | – | new |
| 20 | BAC BANK AMER CORP | Financial Services | 0.7% | $66.1m | 1,877,448 | – | new |
| 21 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.7% | $66.0m | 311,204 | -3% | reduced |
| 22 | WFC WELLS FARGO CO NEW | Financial Services | 0.5% | $47.5m | 883,420 | – | new |
| 23 | EWW ISHARES INC | 0.4% | $43.8m | 973,570 | 14% | added | |
| 24 | ISHARES TR | 0.4% | $42.2m | 658,795 | 9% | added | |
| 25 | FXI ISHARES TR | 0.4% | $41.0m | 940,619 | 9% | added | |
| 26 | RY ROYAL BK CDA MONTREAL QUE | Financial Services | 0.4% | $37.3m | 470,918 | -1% | reduced |
| 27 | C CITIGROUP INC | Financial Services | 0.4% | $36.1m | 452,049 | – | new |
| 28 | TIP ISHARES TR | 0.3% | $33.9m | 291,159 | 9% | added | |
| 29 | TD TORONTO DOMINION BK ONT | Financial Services | 0.3% | $33.8m | 601,144 | -1% | reduced |
| 30 | BNS BANK N S HALIFAX | Financial Services | 0.2% | $23.3m | 411,537 | -1% | reduced |
| 31 | CNI CANADIAN NATL RY CO | Industrials | 0.2% | $21.6m | 237,955 | -1% | reduced |
| 32 | SU SUNCOR ENERGY INC NEW | Energy | 0.2% | $19.8m | 602,100 | -1% | reduced |
| 33 | USB US BANCORP DEL | Financial Services | 0.2% | $19.3m | 325,383 | – | new |
| 34 | TSLA TESLA INC | Consumer Cyclical | 0.2% | $17.8m | 42,484 | – | new |
| 35 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.2% | $17.6m | 76,326 | – | new |
| 36 | MS MORGAN STANLEY | Financial Services | 0.2% | $17.2m | 335,701 | – | new |
| 37 | TRP TC ENERGY CORP | Energy | 0.2% | $16.6m | 311,513 | -1% | reduced |
| 38 | JD JD COM INC | Consumer Cyclical | 0.2% | $16.5m | 467,916 | -1% | reduced |
| 39 | BMO BANK MONTREAL QUE | Financial Services | 0.2% | $16.1m | 208,020 | -1% | reduced |
| 40 | BLK BLACKROCK INC | Financial Services | 0.2% | $16.1m | 32,065 | – | new |
| 41 | BROOKFIELD ASSET MGMT INC | 0.2% | $16.1m | 277,824 | -1% | reduced | |
| 42 | NTES NETEASE INC | Communication Services | 0.2% | $15.9m | 51,909 | -0% | held |
| 43 | CNQ CANADIAN NAT RES LTD | Energy | 0.2% | $15.2m | 470,461 | -0% | held |
| 44 | PNC PNC FINL SVCS GROUP INC | Financial Services | 0.1% | $14.5m | 90,809 | – | new |
| 45 | BIDU BAIDU INC | Communication Services | 0.1% | $13.8m | 108,821 | -0% | held |
| 46 | BFH ALLIANCE DATA SYSTEMS CORP | Financial Services | 0.1% | $13.4m | 119,534 | -79% | reduced |
| 47 | VFC V F CORP | Consumer Cyclical | 0.1% | $13.1m | 131,601 | – | new |
| 48 | SCHW THE CHARLES SCHWAB CORPORATI | Financial Services | 0.1% | $12.7m | 266,344 | – | new |
| 49 | MFC MANULIFE FINL CORP | Financial Services | 0.1% | $12.3m | 603,070 | -1% | reduced |
| 50 | CANADIAN PAC RY LTD | 0.1% | $12.2m | 47,856 | -1% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.