Amova Asset Management Americas, Inc. Q4 2016 Filing

Filed February 14, 2017

Portfolio Value

$1.2T

Holdings

293

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (293 positions)

#StockSharesValue% PortfolioType
1
BBL US
1,913,312$60.2B4.84%
2
RDS/ARDS/A US
792,650$43.1B3.47%
3
TTENTOT US
820,512$41.8B3.36%
4
XOMExxon Mobil Corp
456,493$41.2B3.32%
5
RIORIO US
1,067,164$41.0B3.30%
6
Monsanto Co
383,800$40.4B3.25%
7
SLBSchlumberger Ltd
424,471$35.6B2.87%
8
IPInternational Paper Co
659,319$35.0B2.82%
9
HALHalliburton Co
532,500$28.8B2.32%
10
BPBP US
770,238$28.8B2.32%
11
APCAnadarko Petroleum Corp
388,836$27.1B2.18%
12
CVXChevron Corp
222,130$26.1B2.10%
13
MOSMosaic Co/The
878,629$25.8B2.07%
14
ABXBarrick Gold Corp
1,454,900$23.2B1.87%
15
FCXFreeport-McMoRan Inc
1,762,547$23.2B1.87%
16
Dow Chemical Co/The
374,368$21.4B1.72%
17
WYWY US
706,107$21.2B1.71%
18
NBL2EURNoble Energy Inc
542,100$20.6B1.66%
19
NUENucor Corp
343,662$20.5B1.65%
20
Agrium Inc
189,738$19.1B1.54%
21
POT1EURPotash Corp of Saskatchewan I
998,096$18.1B1.45%
22
ADMArcher-Daniels-Midland Co
387,699$17.7B1.42%
23
OXYOccidental Petroleum Corp
247,900$17.7B1.42%
24
SYT US
213,523$16.9B1.36%
25
CTRACabot Oil & Gas Corp
695,857$16.3B1.31%
26
Superior Energy Services Inc
879,492$14.8B1.19%
27
PXDEURPioneer Natural Resources Co
80,700$14.5B1.17%
28
CFCF Industries Holdings Inc
459,530$14.5B1.16%
29
EQTEQT Corp
216,864$14.2B1.14%
30
BKRBaker Hughes Inc
205,345$13.3B1.07%
31
STLDSteel Dynamics Inc
372,100$13.2B1.07%
32
SUSuncor Energy Inc
397,300$13.0B1.04%
33
Goldcorp Inc
944,063$12.8B1.03%
34
AU3EURAU US
1,051,500$11.1B0.89%
35
GPOR1EURGulfport Energy Corp
500,400$10.8B0.87%
36
CXOEURConcho Resources Inc
81,500$10.8B0.87%
37
EOGEOG Resources Inc
106,600$10.8B0.87%
38
Tahoe Resources Inc
1,131,650$10.7B0.86%
39
HESHess Corp
168,670$10.5B0.85%
40
VLOValero Energy Corp
150,900$10.3B0.83%
41
OISOil States International Inc
252,700$9.9B0.79%
42
CRCCanadian Natural Resources Lt
299,330$9.5B0.77%
43
Synergy Resources Corp
1,036,400$9.2B0.74%
44
SMSM Energy Co
251,507$8.7B0.70%
45
MTDRMatador Resources Co
323,700$8.3B0.67%
46
OIIOceaneering International Inc
290,857$8.2B0.66%
47
COPConocoPhillips
155,168$7.8B0.63%
48
SCCOGrupo Mexico SAB de CV
236,970$7.6B0.61%
49
EGOEldorado Gold Corp
2,319,783$7.5B0.60%
50
HFCUSDHollyFrontier Corp
217,800$7.1B0.57%
51
PBRPBR US
688,700$7.0B0.56%
52
NEMNewmont Mining Corp
187,000$6.4B0.51%
53
PC6APTR US
85,333$6.3B0.51%
54
DRQEURDril-Quip Inc
103,049$6.2B0.50%
55
PGProcter & Gamble Co/The
72,888$6.1B0.49%
56
Rowan Cos Plc
321,300$6.1B0.49%
57
CEOCEO US
48,752$6.0B0.49%
58
WFRDWeatherford International PLC
1,199,700$6.0B0.48%
59
BTOB2Gold Corp
2,323,707$5.5B0.44%
60
INTCIntel Corp
151,700$5.5B0.44%
61
SNPUSDSNP US
76,890$5.5B0.44%
62
MLMMartin Marietta Materials Inc
24,111$5.3B0.43%
63
KMIKinder Morgan Inc/DE
245,400$5.1B0.41%
64
USX1United States Steel Corp
151,800$5.0B0.40%
65
MSFTMicrosoft Corp
79,800$5.0B0.40%
66
CSCOCisco Systems Inc
155,300$4.7B0.38%
67
PSXPhillips 66
53,600$4.6B0.37%
68
AAPLApple Inc
36,200$4.2B0.34%
69
4I1Philip Morris International I
44,900$4.1B0.33%
70
Israel Corp Ltd/The
911,526$3.7B0.30%
71
MOAltria Group Inc
55,200$3.7B0.30%
72
QCOMQUALCOMM Inc
56,500$3.7B0.30%
73
TECK/BTeck Resources Ltd
183,151$3.7B0.30%
74
GOLD US
45,743$3.5B0.28%
75
MRKMerck & Co Inc
58,200$3.4B0.28%
76
KOCoca-Cola Co/The
76,500$3.2B0.26%
77
METAFacebook Inc
26,200$3.0B0.24%
78
MCDMcDonald's Corp
24,500$3.0B0.24%
79
TAT&T Inc
61,900$2.6B0.21%
80
ETNEaton Corp PLC
35,000$2.3B0.19%
81
PFEPfizer Inc
69,541$2.3B0.18%
82
ABBVAbbVie Inc
34,600$2.2B0.17%
83
GMGeneral Motors Co
62,000$2.2B0.17%
84
HBANHuntington Bancshares Inc/OH
159,400$2.1B0.17%
85
CELGCelgene Corp
17,900$2.1B0.17%
86
AMZNAmazon.com Inc
2,600$1.9B0.16%
87
PEPPepsiCo Inc
18,200$1.9B0.15%
88
ETREntergy Corp
25,500$1.9B0.15%
89
GOOGAlphabet Inc
2,404$1.9B0.15%
90
KEYKeyCorp
95,700$1.7B0.14%
91
AMTAMT US
16,400$1.7B0.14%
92
SIVBEURSVB Financial Group
10,000$1.7B0.14%
93
JPMJPMorgan Chase & Co
19,749$1.7B0.14%
94
JNJJohnson & Johnson
14,400$1.7B0.13%
95
CMCanadian Imperial Bank of Com
19,500$1.6B0.13%
96
Laboratory Corp of America Ho
12,100$1.6B0.12%
97
MPCMarathon Petroleum Corp
30,500$1.5B0.12%
98
SESpectra Energy Corp
36,800$1.5B0.12%
99
LKQ1LKQ Corp
47,600$1.5B0.12%
100
WFCWells Fargo & Co
25,700$1.4B0.11%
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