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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘16
DSI icon
1301
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
6 38 32 266%
WSM icon
1302
Williams-Sonoma
WSM
$29.4B
6 132 126 878%
DSGR icon
1303
Distribution Solutions Group
DSGR
$1.62B
6 20 14 296%
CFO icon
1304
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$404M
6 14 8 107%
SGC icon
1305
Superior Group of Companies
SGC
$211M
6 18 12 33%
WHR icon
1306
Whirlpool
WHR
$1.86B
6 230 224 82.4%
DLS icon
1307
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
6 45 39 39%
BUI icon
1308
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$676M
6 12 6 29.6%
DBB icon
1309
Invesco DB Base Metals Fund
DBB
$355M
6 14 8 75.1%
CFA icon
1310
VictoryShares US 500 Volatility Wtd ETF
CFA
$519M
6 9 3 155%
AKBA icon
1311
Akebia Therapeutics
AKBA
$196M
6 33 27 92.2%
TOL icon
1312
Toll Brothers
TOL
$12.3B
6 130 124 349%
CSV icon
1313
Carriage Services
CSV
$574M
6 40 34 52.7%
ALT icon
1314
Altimmune
ALT
$453M
6 20 14 99.7%
CSQ icon
1315
Calamos Strategic Total Return Fund
CSQ
$3.22B
6 37 31 95%
TFLO icon
1316
iShares Treasury Floating Rate Bond ETF
TFLO
$7.07B
6 7 1 0.9%
VVR icon
1317
Invesco Senior Income Trust
VVR
$442M
6 34 28 33.7%
NICE icon
1318
Nice
NICE
$6.71B
6 52 46 71.2%
FBND icon
1319
Fidelity Total Bond ETF
FBND
$28.3B
6 13 7 14.2%
SFL icon
1320
SFL Corp
SFL
$1.75B
6 51 45 14.3%
GRC icon
1321
Gorman-Rupp
GRC
$1.88B
6 34 28 178%
OXSQ icon
1322
Oxford Square Capital
OXSQ
$149M
6 30 24 76.3%
UL icon
1323
Unilever
UL
$140B
6 187 181 21.6%
UCTT icon
1324
Ultra Clean Holdings
UCTT
$2.47B
6 33 27 636%
PRGS icon
1325
Progress Software
PRGS
$1.66B
6 66 60 48.9%