Israel Englander Millennium Management
Israel “Izzy” Englander is the founder of Millennium Management, one of the world’s largest multi-strategy hedge fund platforms. Millennium allocates capital across hundreds of independent teams rather than a single house view, with rigorous risk controls at the platform level. Englander’s model has been highly influential in the rise of pod-shop multi-manager structures across the industry.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
+$294M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$293M |
| 3 |
WLL
Whiting Petroleum Corporation
WLL
|
+$213M |
| 4 |
Xcel Energy
XEL
|
+$178M |
| 5 |
McDonald's
MCD
|
+$173M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BHI
Baker Hughes
BHI
|
+$255M |
| 2 |
Exelon
EXC
|
+$209M |
| 3 |
AbbVie
ABBV
|
+$199M |
| 4 |
CenterPoint Energy
CNP
|
+$130M |
| 5 |
American Electric Power
AEP
|
+$124M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.56% |
| 2 | Energy | 13.05% |
| 3 | Financials | 9.97% |
| 4 | Industrials | 8.17% |
| 5 | Consumer Discretionary | 7.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
301
Exelon
EXC
$45.1B
| $41.3M | 0.09% |
1,561,030
-8,129,567
| -84% | -$209M |
|
|
TCF
302
DELISTED
TCF Financial Corporation
TCF
| $41.1M | 0.09% |
2,589,126
+2,401,630
| +1,281% | +$36.9M |
|
|
WFM
303
DELISTED
Whole Foods Market Inc
WFM
| $41M | 0.09% |
813,939
+698,299
| +604% | +$30.8M |
|
304
ScottsMiracle-Gro
SMG
$3.55B
| $40.9M | 0.09% |
656,460
+413,047
| +170% | +$24.6M |
|
|
HCBK
305
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $40.9M | 0.09% |
4,039,590
+2,617,462
| +184% | +$25.3M |
|
306
Ironwood Pharmaceuticals
IRWD
$709M
| $40.9M | 0.09% |
3,185,085
+1,588,435
| +99% | +$18.2M |
|
|
RDS.A
307
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $40.3M | 0.09% |
644,181
+613,243
| +1,982% | +$39.6M |
|
|
DTV
308
DELISTED
DIRECTV COM STK (DE)
DTV
| $40.2M | 0.09% |
464,224
-363,173
| -44% | -$31.2M |
|
309
Johnson Controls International
JCI
$86.7B
| $39.5M | 0.08% |
+780,787
| New | +$38.2M |
|
310
Zoetis
ZTS
$32.1B
| $39.5M | 0.08% |
917,012
+540,059
| +143% | +$21.9M |
|
311
BP
BP
$115B
| $39.2M | 0.08% |
+1,238,449
| New | +$41.6M |
|
|
HOS
312
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $39.2M | 0.08% |
+1,568,048
| New | +$43.2M |
|
313
Restaurant Brands International
QSR
$28.2B
| $38.9M | 0.08% |
+997,637
| New | +$38.3M |
|
314
Stellantis
STLA
$20.4B
| $38.5M | 0.08% |
+5,104,504
| New | +$37.8M |
|
|
TWO
315
Two Harbors Investment
TWO
$1.27B
| $38.4M | 0.08% |
478,937
-24,540
| -5% | -$1.99M |
|
316
Albemarle
ALB
$16.9B
| $38.3M | 0.08% |
636,410
+164,733
| +35% | +$9.7M |
|
317
Western Digital
WDC
$166B
| $38.3M | 0.08% |
457,245
-790,179
| -63% | -$59.7M |
|
|
WDR
318
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $38.3M | 0.08% |
767,815
+94,406
| +14% | +$4.5M |
|
|
PXD
319
CALL
DELISTED
Pioneer Natural Resource Co.
PXD
| $38.2M | 0.08% |
256,500
-1,500
| -0.6% | -$248K |
|
320
DigitalBridge
DBRG
$2.95B
| $38.2M | 0.08% |
422,822
+173,396
| +70% | +$13.7M |
|
321
Oneok
OKE
$58.8B
| $38.1M | 0.08% |
765,044
+601,820
| +369% | +$33.2M |
|
322
Howard Hughes
HHH
$3.97B
| $38M | 0.08% |
305,931
+198,014
| +183% | +$26.5M |
|
323
Lennox International
LII
$13.9B
| $38M | 0.08% |
400,084
+51,670
| +15% | +$4.59M |
|
|
CMRX
324
DELISTED
Chimerix, Inc.
CMRX
| $37.9M | 0.08% |
941,606
+798,224
| +557% | +$27M |
|
325
Lennar Class A
LEN
$21B
| $37.7M | 0.08% |
+884,766
| New | +$36.6M |
|
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Israel Englander's Q4 2014 Portfolio in Review
As of Q4 2014, Israel Englander held 4,655 positions worth $47.2B, up 19% from $39.5B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Israel Englander deployed $7.43B of net new capital in Q4 2014, opening 1,009 new positions and adding to 1,528 existing holdings. Its largest new stake was Coca-Cola: 2,223,712 shares worth $93.9M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 13% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Baker Hughes, an estimated $255M trimmed.
- Israel Englander's largest Q4 2014 buy was Coca-Cola: 2,223,712 shares worth $93.9M.
- Israel Englander added most to CAMERON INTERNATIONAL CORPORATION in Q4 2014, an estimated $294M increase.
- Israel Englander's biggest Q4 2014 reduction was Baker Hughes, cutting an estimated $255M.
- Israel Englander fully exited COVIDIEN PLC COM SHS NEW (IRELAND) in Q4 2014, selling an estimated $69M.
- Israel Englander's ten largest holdings make up 9.1% of its $47.2B portfolio in Q4 2014.
- Israel Englander opened 1,009 new positions and closed 792 in Q4 2014.
- Israel Englander's portfolio value rose 19% quarter-over-quarter to $47.2B.
Based on Millennium Management's 13F filing for Q4 2014, filed 17 Feb 2015.