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 | |
|---|---|---|---|---|---|---|
976
CALL
United States Oil Fund
USO
$2.07B
| $10.2M | 0.02% |
+62,500
| New | +$13.9M |
|
977
Fomento Económico Mexicano
FMX
$41.6B
| $10.2M | 0.02% |
115,598
+96,059
| +492% | +$8.8M |
|
|
DS
978
DELISTED
Drive Shack Inc.
DS
| $10.2M | 0.02% |
2,266,339
+2,159,884
| +2,029% | +$9.93M |
|
979
Sunstone Hotel Investors
SHO
$2.1B
| $10.1M | 0.02% |
614,250
-349,228
| -36% | -$5.39M |
|
|
GWB
980
DELISTED
Great Western Bancorp, Inc.
GWB
| $10.1M | 0.02% |
+444,875
| New | +$9.39M |
|
|
BLOX
981
DELISTED
Infoblox Inc
BLOX
| $10.1M | 0.02% |
500,250
+217,667
| +77% | +$3.64M |
|
982
Sony
SONY
$142B
| $10.1M | 0.02% |
2,467,250
+1,588,630
| +181% | +$6.26M |
|
|
INFN
983
DELISTED
Infinera Corporation Common Stock
INFN
| $10.1M | 0.02% |
685,898
+265,799
| +63% | +$3.52M |
|
|
VVC
984
DELISTED
Vectren Corporation
VVC
| $10.1M | 0.02% |
217,654
+172,235
| +379% | +$7.56M |
|
985
Helmerich & Payne
HP
$4.25B
| $10M | 0.02% |
148,801
-50,247
| -25% | -$3.91M |
|
986
Fulton Financial
FULT
$4.5B
| $10M | 0.02% |
811,097
+405,854
| +100% | +$4.78M |
|
|
ILG
987
DELISTED
ILG, Inc Common Stock
ILG
| $10M | 0.02% |
479,825
+127,470
| +36% | +$2.69M |
|
988
Arrow Electronics
ARW
$10.3B
| $10M | 0.02% |
172,936
+17,848
| +12% | +$993K |
|
|
CPE
989
DELISTED
Callon Petroleum Company
CPE
| $9.98M | 0.02% |
183,045
+125,753
| +219% | +$7.43M |
|
990
Walt Disney
DIS
$191B
| $9.95M | 0.02% |
105,639
+28,597
| +37% | +$2.58M |
|
991
TherapeuticsMD
TXMD
$24M
| $9.94M | 0.02% |
44,672
-948
| -2% | -$196K |
|
|
CKEC
992
DELISTED
Carmike Cinemas Inc
CKEC
| $9.93M | 0.02% |
377,964
+149,358
| +65% | +$4.27M |
|
|
CBD
993
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $9.93M | 0.02% |
269,477
+130,481
| +94% | +$5.28M |
|
994
Terreno Realty
TRNO
$7.51B
| $9.91M | 0.02% |
480,537
+467,605
| +3,616% | +$9.6M |
|
995
AGNC Investment
AGNC
$13B
| $9.9M | 0.02% |
453,706
-50,738
| -10% | -$1.14M |
|
|
DOC
996
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $9.9M | 0.02% |
596,516
-6,605
| -1% | -$101K |
|
|
SWC
997
DELISTED
Stillwater Mining Co
SWC
| $9.87M | 0.02% |
669,890
-281,350
| -30% | -$3.86M |
|
|
BIN
998
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $9.87M | 0.02% |
328,124
+41,656
| +15% | +$1.19M |
|
999
REX American Resources
REX
$1.4B
| $9.83M | 0.02% |
951,732
-160,086
| -14% | -$1.77M |
|
1000
Acco Brands
ACCO
$387M
| $9.82M | 0.02% |
1,089,631
+947,714
| +668% | +$7.81M |
|
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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.