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 | |
|---|---|---|---|---|---|---|
126
Truist Financial
TFC
$61.6B
| $38.4M | 0.12% |
+1,132,433
| New | +$36.1M |
|
127
Texas Instruments
TXN
$241B
| $37.8M | 0.12% |
+1,084,681
| New | +$38.8M |
|
128
Johnson Controls International
JCI
$86.7B
| $37.6M | 0.12% |
+1,002,601
| New | +$37.4M |
|
129
Pfizer
PFE
$160B
| $37.6M | 0.12% |
+1,413,312
| New | +$39M |
|
130
PPG Industries
PPG
$25.3B
| $37.4M | 0.11% |
+510,496
| New | +$37.8M |
|
131
Archer Daniels Midland
ADM
$38.7B
| $37.1M | 0.11% |
+1,093,245
| New | +$36.5M |
|
|
NYX
132
DELISTED
NYSE EURONEXT INC
NYX
| $37M | 0.11% |
+894,902
| New | +$35.5M |
|
|
WNR
133
DELISTED
Western Refining Inc
WNR
| $36.4M | 0.11% |
+1,297,420
| New | +$40.4M |
|
134
Hershey
HSY
$37.5B
| $36.4M | 0.11% |
+407,547
| New | +$36M |
|
|
MRO
135
DELISTED
Marathon Oil Corporation
MRO
| $36.2M | 0.11% |
+1,045,685
| New | +$35.3M |
|
136
McDonald's
MCD
$192B
| $36.1M | 0.11% |
+364,943
| New | +$36.5M |
|
137
Tidewater
TDW
$4.74B
| $36.1M | 0.11% |
+19,649
| New | +$34.3M |
|
|
WBS
138
DELISTED
Webster Financial
WBS
| $35.9M | 0.11% |
+1,399,005
| New | +$33M |
|
|
BEAV
139
DELISTED
B/E Aerospace Inc
BEAV
| $35.8M | 0.11% |
+784,800
| New | +$35.3M |
|
140
Verizon
VZ
$205B
| $35.6M | 0.11% |
+706,425
| New | +$36.1M |
|
|
XLNX
141
DELISTED
Xilinx Inc
XLNX
| $35.3M | 0.11% |
+891,576
| New | +$34.2M |
|
142
Devon Energy
DVN
$54B
| $35M | 0.11% |
+675,047
| New | +$37.6M |
|
|
HLSS
143
DELISTED
HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS)
HLSS
| $34.7M | 0.11% |
+1,447,574
| New | +$33.7M |
|
|
MRSH
144
Marsh
MRSH
$91.6B
| $34.7M | 0.11% |
+868,260
| New | +$34M |
|
145
Patterson-UTI
PTEN
$4.71B
| $34.6M | 0.11% |
+1,788,796
| New | +$39M |
|
146
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $34.1M | 0.1% |
+404,750
| New | +$34.2M |
|
|
CBST
147
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $34M | 0.1% |
+704,684
| New | +$34.6M |
|
|
MDR
148
DELISTED
McDermott International
MDR
| $33.9M | 0.1% |
+1,380,909
| New | +$40M |
|
|
BEAM
149
DELISTED
BEAM INC COM STK (DE)
BEAM
| $33.4M | 0.1% |
+529,810
| New | +$34.3M |
|
|
CLP
150
DELISTED
COLONIAL PROPERTIES TRUST
CLP
| $33.3M | 0.1% |
+1,382,319
| New | +$32.1M |
|
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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.