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 |
NRG Energy
NRG
|
+$151M |
| 2 |
BHI
Baker Hughes
BHI
|
+$149M |
| 3 |
PPL
PPL Corp
PPL
|
+$144M |
| 4 |
Duke Energy
DUK
|
+$140M |
| 5 |
NextEra Energy
NEE
|
+$140M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 9.38% |
| 2 | Healthcare | 6.72% |
| 3 | Financials | 6.52% |
| 4 | Consumer Discretionary | 6.5% |
| 5 | Utilities | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
TJX Companies
TJX
$155B
| $11.3M | 0.03% |
+449,966
| New | +$11.1M |
|
|
BBG
552
DELISTED
Bill Barrett Corp
BBG
| $11.3M | 0.03% |
+556,493
| New | +$11.8M |
|
|
TWC
553
PUT
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $11.2M | 0.03% |
+100,000
| New | +$9.67M |
|
554
Chevron
CVX
$399B
| $11.2M | 0.03% |
+94,957
| New | +$11.5M |
|
555
WEC Energy
WEC
$35.1B
| $11.2M | 0.03% |
+273,647
| New | +$11.6M |
|
556
State Street
STT
$52.5B
| $11.2M | 0.03% |
+171,861
| New | +$10.7M |
|
557
Spire
SR
$4.87B
| $11.2M | 0.03% |
+244,973
| New | +$11.2M |
|
558
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.62B
| $11.1M | 0.03% |
+9,315
| New | +$11.9M |
|
559
Nasdaq
NDAQ
$55.3B
| $11.1M | 0.03% |
+1,016,778
| New | +$10.4M |
|
560
PUT
Amazon
AMZN
$2.83T
| $11.1M | 0.03% |
+800,000
| New | +$10.7M |
|
561
Acacia Research
ACTG
$441M
| $11.1M | 0.03% |
+496,363
| New | +$12.5M |
|
562
Marriott International
MAR
$93.7B
| $11M | 0.03% |
+272,400
| New | +$11.4M |
|
563
Emerson Electric
EMR
$87.8B
| $11M | 0.03% |
+201,283
| New | +$11.3M |
|
|
RAX
564
CALL
DELISTED
Rackspace Hosting Inc
RAX
| $11M | 0.03% |
+289,100
| New | +$12.1M |
|
|
CAB
565
DELISTED
Cabela's Inc
CAB
| $10.9M | 0.03% |
+167,879
| New | +$10.9M |
|
566
Alcoa
AA
$12.9B
| $10.9M | 0.03% |
+578,022
| New | +$11.6M |
|
|
PL
567
DELISTED
PROTECTIVE LIFE CORP
PL
| $10.8M | 0.03% |
+281,907
| New | +$10.7M |
|
568
Kratos Defense & Security Solutions
KTOS
$9.99B
| $10.8M | 0.03% |
+1,669,580
| New | +$9.39M |
|
569
CALL
Apple
AAPL
$4.54T
| $10.8M | 0.03% |
+761,600
| New | +$11.7M |
|
|
ESC
570
DELISTED
EMERITUS CORP
ESC
| $10.7M | 0.03% |
+461,137
| New | +$11.7M |
|
|
ROC
571
DELISTED
ROCKWOOD HLDGS INC
ROC
| $10.7M | 0.03% |
+166,822
| New | +$10.8M |
|
572
CALL
Plains All American Pipeline
PAA
$17.6B
| $10.6M | 0.03% |
+190,000
| New | +$10.8M |
|
|
XLS
573
DELISTED
EXELIS INC COM STK
XLS
| $10.5M | 0.03% |
+816,748
| New | +$8.98M |
|
574
AT&T
T
$176B
| $10.5M | 0.03% |
+392,864
| New | +$10.9M |
|
575
MasTec
MTZ
$20.7B
| $10.4M | 0.03% |
+317,360
| New | +$9.56M |
|
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Israel Englander's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Israel Englander, which disclosed 2,944 positions worth $32.6B. Its ten largest holdings account for 33% of the portfolio.
Its largest position is NRG Energy: 5,629,282 shares worth $150M.
By sector, the portfolio is most concentrated in Energy at 9.4% of assets, followed by Healthcare and Financials.
- Israel Englander's largest Q2 2013 buy was NRG Energy: 5,629,282 shares worth $150M.
- Israel Englander's ten largest holdings make up 33% of its $32.6B portfolio in Q2 2013.
- Israel Englander disclosed 2,944 positions in Q2 2013, its first 13F filing on record.
Based on Millennium Management's 13F filing for Q2 2013, filed 14 Aug 2013.