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 | |
|---|---|---|---|---|---|---|
|
SINA
1501
DELISTED
Sina Corp
SINA
| $4.28M | 0.01% |
114,295
+7,807
| +7% | +$303K |
|
|
FTD
1502
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $4.27M | 0.01% |
122,751
+25,981
| +27% | +$897K |
|
|
VG
1503
DELISTED
Vonage Holdings Corporation
VG
| $4.27M | 0.01% |
1,120,667
+718,171
| +178% | +$2.47M |
|
|
JASO
1504
DELISTED
JA Solar Holdings, Co., Ltd
JASO
| $4.26M | 0.01% |
520,194
-185,992
| -26% | -$1.55M |
|
1505
CALL
Celanese
CE
$4.89B
| $4.26M | 0.01% |
71,000
-1,000
| -1% | -$58.5K |
|
1506
RH
RH
$2.67B
| $4.26M | 0.01% |
44,343
-11,268
| -20% | -$944K |
|
|
BLUE
1507
CALL
DELISTED
bluebird bio
BLUE
| $4.25M | 0.01% |
3,574
| – | – |
|
1508
CALL
Apollo Global Management
APO
$78.6B
| $4.23M | 0.01% |
+179,300
| New | +$4.13M |
|
|
CLDT
1509
Chatham Lodging
CLDT
$642M
| $4.23M | 0.01% |
145,924
-740,470
| -84% | -$19.5M |
|
|
PETM
1510
PUT
DELISTED
PETSMART INC
PETM
| $4.2M | 0.01% |
51,600
+15,100
| +41% | +$1.12M |
|
|
ENBL
1511
CALL
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
| $4.19M | 0.01% |
216,200
-12,700
| -6% | -$281K |
|
|
QLTY
1512
DELISTED
QUALITY DISTR INC FLA
QLTY
| $4.19M | 0.01% |
393,836
+146,134
| +59% | +$1.66M |
|
|
SQNM
1513
DELISTED
SEQUENOM INC NEW
SQNM
| $4.19M | 0.01% |
1,132,260
-1,350,253
| -54% | -$4.37M |
|
|
ADPT
1514
DELISTED
Adeptus Health Inc
ADPT
| $4.18M | 0.01% |
111,874
-117,721
| -51% | -$3.71M |
|
|
AAN.A
1515
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $4.18M | 0.01% |
136,854
-361,466
| -73% | -$11.1M |
|
|
CELG
1516
DELISTED
Celgene Corp
CELG
| $4.18M | 0.01% |
37,394
-6,916
| -16% | -$729K |
|
|
RTN
1517
DELISTED
Raytheon Company
RTN
| $4.17M | 0.01% |
38,524
+7,040
| +22% | +$727K |
|
|
SNC
1518
DELISTED
State National Companies, Inc.
SNC
| $4.16M | 0.01% |
+347,292
| New | +$4.07M |
|
1519
Sociedad Química y Minera de Chile
SQM
$22.6B
| $4.15M | 0.01% |
178,618
+82,496
| +86% | +$1.93M |
|
1520
Valmont Industries
VMI
$9.13B
| $4.14M | 0.01% |
+32,626
| New | +$4.36M |
|
|
ANH
1521
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $4.13M | 0.01% |
786,459
+261,194
| +50% | +$1.36M |
|
1522
BancFirst
BANF
$3.73B
| $4.13M | 0.01% |
130,242
+70,132
| +117% | +$2.26M |
|
1523
Invesco QQQ Trust
QQQ
$486B
| $4.12M | 0.01% |
39,934
-53,267
| -57% | -$5.39M |
|
|
RSE
1524
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $4.11M | 0.01% |
+221,671
| New | +$3.92M |
|
|
LTC
1525
LTC Properties
LTC
$2.19B
| $4.1M | 0.01% |
95,054
-41,146
| -30% | -$1.68M |
|
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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.