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 | |
|---|---|---|---|---|---|---|
|
SPR
651
DELISTED
Spirit AeroSystems
SPR
| $9.14M | 0.03% |
+425,351
| New | +$8.79M |
|
652
Kennametal
KMT
$2.23B
| $9.12M | 0.03% |
+234,909
| New | +$9.39M |
|
653
O'Reilly Automotive
ORLY
$73.4B
| $9.12M | 0.03% |
+1,214,415
| New | +$8.74M |
|
654
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
| $9.09M | 0.03% |
+100,000
| New | +$9.39M |
|
|
QEP
655
DELISTED
QEP RESOURCES, INC.
QEP
| $9.03M | 0.03% |
+325,093
| New | +$9.44M |
|
656
Prologis
PLD
$136B
| $9.03M | 0.03% |
+239,289
| New | +$9.72M |
|
|
TYC
657
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $9.02M | 0.03% |
+261,447
| New | +$8.97M |
|
|
WW
658
CALL
DELISTED
WW International
WW
| $9.02M | 0.03% |
+196,000
| New | +$8.55M |
|
659
Royal Caribbean
RCL
$78.4B
| $9M | 0.03% |
+269,968
| New | +$9.37M |
|
660
Norfolk Southern
NSC
$79.3B
| $9M | 0.03% |
+123,848
| New | +$9.45M |
|
661
Intel
INTC
$461B
| $8.99M | 0.03% |
+371,148
| New | +$8.77M |
|
662
Costco
COST
$431B
| $8.96M | 0.03% |
+81,028
| New | +$8.86M |
|
663
Invesco QQQ Trust
QQQ
$483B
| $8.95M | 0.03% |
+125,600
| New | +$8.97M |
|
664
Donaldson
DCI
$10.7B
| $8.94M | 0.03% |
+250,729
| New | +$9.11M |
|
665
Constellium
CSTM
$3.61B
| $8.94M | 0.03% |
+553,541
| New | +$8.35M |
|
666
Equinor
EQNR
$101B
| $8.93M | 0.03% |
+431,763
| New | +$9.92M |
|
|
MNTA
667
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $8.9M | 0.03% |
+590,935
| New | +$7.8M |
|
|
PDCO
668
DELISTED
Patterson Companies, Inc.
PDCO
| $8.86M | 0.03% |
+235,599
| New | +$8.98M |
|
|
SWN
669
CALL
DELISTED
Southwestern Energy Company
SWN
| $8.85M | 0.03% |
+242,200
| New | +$9M |
|
|
KW
670
DELISTED
Kennedy-Wilson Holdings
KW
| $8.84M | 0.03% |
+531,503
| New | +$8.82M |
|
671
CALL
Lumen
LUMN
$5.85B
| $8.84M | 0.03% |
+250,000
| New | +$9.09M |
|
|
ELN
672
PUT
DELISTED
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
| $8.84M | 0.03% |
+625,000
| New | +$7.73M |
|
673
Dillards
DDS
$10B
| $8.8M | 0.03% |
+107,367
| New | +$9.08M |
|
674
Southern Company
SO
$104B
| $8.8M | 0.03% |
+199,347
| New | +$9.17M |
|
675
Chubb
CB
$133B
| $8.79M | 0.03% |
+98,286
| New | +$8.8M |
|
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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.