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 | |
|---|---|---|---|---|---|---|
1401
Sabesp
SBS
$16.9B
| $2.62M | 0.01% |
+1,295,556
| New | +$3.36M |
|
1402
Wendy's
WEN
$1.74B
| $2.61M | 0.01% |
+448,065
| New | +$2.6M |
|
1403
CALL
Valero Energy
VLO
$98B
| $2.61M | 0.01% |
+75,100
| New | +$2.86M |
|
|
INN
1404
Summit Hotel Properties
INN
$669M
| $2.61M | 0.01% |
+276,219
| New | +$2.74M |
|
|
THR
1405
DELISTED
Thermon Group Holdings
THR
| $2.61M | 0.01% |
+127,913
| New | +$2.56M |
|
1406
Exelixis
EXEL
$14.1B
| $2.61M | 0.01% |
+574,151
| New | +$2.72M |
|
1407
Kohl's
KSS
$2B
| $2.6M | 0.01% |
+51,518
| New | +$2.55M |
|
1408
Meritage Homes
MTH
$4.79B
| $2.6M | 0.01% |
+120,022
| New | +$2.8M |
|
|
IPCM
1409
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $2.6M | 0.01% |
+50,592
| New | +$2.37M |
|
1410
Avista
AVA
$3.16B
| $2.6M | 0.01% |
+96,086
| New | +$2.64M |
|
|
JWN
1411
DELISTED
Nordstrom
JWN
| $2.6M | 0.01% |
+43,291
| New | +$2.51M |
|
|
KNGT
1412
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $2.59M | 0.01% |
+153,892
| New | +$2.59M |
|
1413
Ironwood Pharmaceuticals
IRWD
$725M
| $2.59M | 0.01% |
+310,955
| New | +$3.77M |
|
|
CVG
1414
DELISTED
Convergys
CVG
| $2.59M | 0.01% |
+148,350
| New | +$2.58M |
|
|
WRI
1415
DELISTED
Weingarten Realty Investors
WRI
| $2.58M | 0.01% |
+83,890
| New | +$2.74M |
|
1416
First Industrial Realty Trust
FR
$8.42B
| $2.58M | 0.01% |
+169,796
| New | +$2.89M |
|
|
CAJ
1417
DELISTED
Canon, Inc.
CAJ
| $2.57M | 0.01% |
+78,204
| New | +$2.76M |
|
1418
Ventas
VTR
$48.1B
| $2.57M | 0.01% |
+32,352
| New | +$2.78M |
|
1419
First Majestic Silver
AG
$10.5B
| $2.56M | 0.01% |
+241,437
| New | +$2.8M |
|
1420
Community Health Systems
CYH
$419M
| $2.56M | 0.01% |
+66,004
| New | +$2.49M |
|
1421
Flex
FLEX
$40.4B
| $2.55M | 0.01% |
+437,540
| New | +$2.38M |
|
1422
Cigna
CI
$73.8B
| $2.54M | 0.01% |
+35,024
| New | +$2.36M |
|
|
BYI
1423
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $2.54M | 0.01% |
+44,965
| New | +$2.41M |
|
1424
CALL
FirstEnergy
FE
$27B
| $2.54M | 0.01% |
+67,900
| New | +$2.86M |
|
1425
Bank of Montreal
BMO
$121B
| $2.53M | 0.01% |
+43,640
| New | +$2.64M |
|
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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.