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 | |
|---|---|---|---|---|---|---|
|
MORE
1776
DELISTED
Monogram Residential Trust, Inc.
MORE
| $2.69M | 0.01% |
+290,000
| New | +$2.68M |
|
|
B
1777
DELISTED
Barnes Group Inc.
B
| $2.68M | 0.01% |
72,380
-214,639
| -75% | -$7.53M |
|
1778
PUT
United Airlines
UAL
$38.1B
| $2.68M | 0.01% |
40,000
+35,500
| +789% | +$1.97M |
|
|
ARR
1779
Armour Residential REIT
ARR
$2.32B
| $2.67M | 0.01% |
18,149
-2,280
| -11% | -$355K |
|
|
CBPO
1780
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $2.67M | 0.01% |
39,658
+29,727
| +299% | +$1.84M |
|
1781
Verisk Analytics
VRSK
$24.5B
| $2.66M | 0.01% |
+41,580
| New | +$2.59M |
|
1782
Acadia Realty Trust
AKR
$2.92B
| $2.66M | 0.01% |
83,040
-141,828
| -63% | -$4.39M |
|
1783
PUT
Cisco
CSCO
$438B
| $2.66M | 0.01% |
95,600
+400
| +0.4% | +$10.3K |
|
|
ROC
1784
DELISTED
ROCKWOOD HLDGS INC
ROC
| $2.66M | 0.01% |
33,700
-786,386
| -96% | -$60.6M |
|
1785
Tennant Co
TNC
$1.19B
| $2.65M | 0.01% |
36,756
+6,652
| +22% | +$463K |
|
1786
Banco Bilbao Vizcaya Argentaria
BBVA
$160B
| $2.64M | 0.01% |
+295,991
| New | +$3.01M |
|
|
TLMR
1787
DELISTED
TALMER BANCORP INC (MI)
TLMR
| $2.64M | 0.01% |
188,185
+136,322
| +263% | +$1.91M |
|
|
GDP
1788
DELISTED
GOODRICH PETROLEUM CORP(NEW)
GDP
| $2.64M | 0.01% |
594,946
-994,390
| -63% | -$7.75M |
|
|
MR
1789
CALL
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
| $2.64M | 0.01% |
+100,000
| New | +$2.93M |
|
1790
Southwest Gas
SWX
$6.45B
| $2.64M | 0.01% |
42,659
-157,009
| -79% | -$8.91M |
|
1791
Trip.com Group
TCOM
$29B
| $2.63M | 0.01% |
115,816
-1,072,346
| -90% | -$28.1M |
|
1792
W.P. Carey
WPC
$16.4B
| $2.63M | 0.01% |
38,314
+20,829
| +119% | +$1.38M |
|
|
KEG
1793
DELISTED
KEY ENERGY SERVICES INC
KEG
| $2.63M | 0.01% |
1,573,829
+1,523,451
| +3,024% | +$2.54M |
|
|
TOWR
1794
DELISTED
Tower International, Inc.
TOWR
| $2.63M | 0.01% |
102,760
-41,609
| -29% | -$1M |
|
1795
Ryanair
RYAAY
$29.7B
| $2.61M | 0.01% |
+89,417
| New | +$2.24M |
|
1796
CALL
lululemon athletica
LULU
$13.4B
| $2.61M | 0.01% |
46,800
-24,800
| -35% | -$1.13M |
|
|
EFOR
1797
Everforth Inc
EFOR
$1.29B
| $2.61M | 0.01% |
78,533
-136,534
| -63% | -$4.1M |
|
1798
CALL
Lazard
LAZ
$4.27B
| $2.61M | 0.01% |
52,100
+2,100
| +4% | +$104K |
|
1799
CALL
Westlake Chemical Partners
WLKP
$762M
| $2.6M | 0.01% |
+89,700
| New | +$2.56M |
|
|
AY
1800
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $2.6M | 0.01% |
95,223
-64,104
| -40% | -$1.9M |
|
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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.