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 | |
|---|---|---|---|---|---|---|
101
Trane Technologies
TT
$99.8B
| $43.8M | 0.13% |
+986,584
| New | +$43.9M |
|
|
FDO
102
DELISTED
FAMILY DOLLAR STORES
FDO
| $43.5M | 0.13% |
+698,396
| New | +$43.3M |
|
103
Travelers Companies
TRV
$75.8B
| $43.4M | 0.13% |
+542,545
| New | +$45.6M |
|
104
Brown & Brown
BRO
$24.4B
| $42.8M | 0.13% |
+2,655,516
| New | +$42M |
|
105
Advance Auto Parts
AAP
$2.57B
| $42.1M | 0.13% |
+519,181
| New | +$43M |
|
106
Baxter International
BAX
$13.6B
| $41.6M | 0.13% |
+1,104,992
| New | +$42.3M |
|
|
DELL
107
DELISTED
DELL INC
DELL
| $41.4M | 0.13% |
+3,106,591
| New | +$42.1M |
|
108
Lear
LEA
$8.56B
| $41.2M | 0.13% |
+681,301
| New | +$39.3M |
|
109
Range Resources
RRC
$9.59B
| $41M | 0.13% |
+530,413
| New | +$40.5M |
|
|
ANDV
110
DELISTED
Andeavor
ANDV
| $40.9M | 0.13% |
+782,343
| New | +$43.8M |
|
111
Keurig Dr Pepper
KDP
$43.6B
| $40.9M | 0.13% |
+889,450
| New | +$42.2M |
|
|
HES
112
DELISTED
Hess
HES
| $40.7M | 0.12% |
+612,856
| New | +$42.4M |
|
113
International Paper
IP
$22B
| $40.6M | 0.12% |
+981,169
| New | +$42.4M |
|
|
DST
114
DELISTED
DST Systems Inc.
DST
| $40.5M | 0.12% |
+1,238,754
| New | +$42.5M |
|
115
MetLife
MET
$60B
| $40.3M | 0.12% |
+989,308
| New | +$36.4M |
|
116
Prudential Financial
PRU
$41.8B
| $40.1M | 0.12% |
+548,965
| New | +$35.6M |
|
|
INVX
117
Innovex International
INVX
$2.05B
| $40.1M | 0.12% |
+443,926
| New | +$38.9M |
|
|
WBC
118
DELISTED
WABCO HOLDINGS INC.
WBC
| $40M | 0.12% |
+535,513
| New | +$38.8M |
|
119
Simon Property Group
SPG
$70.6B
| $39.6M | 0.12% |
+266,397
| New | +$42.7M |
|
120
Targa Resources
TRGP
$64.1B
| $39.5M | 0.12% |
+614,132
| New | +$40.8M |
|
121
Western Digital
WDC
$166B
| $38.8M | 0.12% |
+827,552
| New | +$36.3M |
|
122
Chipotle Mexican Grill
CMG
$46.7B
| $38.7M | 0.12% |
+5,305,050
| New | +$38.1M |
|
123
PUT
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.93B
| $38.5M | 0.12% |
+165,625
| New | +$39.2M |
|
124
Ecolab
ECL
$78.9B
| $38.5M | 0.12% |
+451,952
| New | +$38.2M |
|
|
MDC
125
DELISTED
M.D.C. Holdings, Inc.
MDC
| $38.4M | 0.12% |
+1,641,288
| New | +$42.7M |
|
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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.