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 |
American Electric Power
AEP
|
+$119M |
| 2 |
PPL
PPL Corp
PPL
|
+$104M |
| 3 |
CMS Energy
CMS
|
+$101M |
| 4 |
Johnson & Johnson
JNJ
|
+$75M |
| 5 |
Home Depot
HD
|
+$71.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Duke Energy
DUK
|
+$125M |
| 2 |
Ameren
AEE
|
+$85.8M |
| 3 |
TWX
Time Warner Inc
TWX
|
+$76.1M |
| 4 |
Starwood Property Trust
STWD
|
+$72.3M |
| 5 |
DFS
Discover Financial Services
DFS
|
+$69.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 33.61% |
| 2 | Energy | 11.48% |
| 3 | Healthcare | 8.5% |
| 4 | Consumer Discretionary | 7.28% |
| 5 | Utilities | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
CALL
Bunge Global
BG
$21.4B
| $1.16M | ﹤0.01% |
+15,300
| New | +$1.16M |
|
|
HSP
2002
PUT
DELISTED
HOSPIRA INC
HSP
| $1.16M | ﹤0.01% |
+29,600
| New | +$1.18M |
|
2003
Sun Communities
SUI
$15.2B
| $1.16M | ﹤0.01% |
27,217
+19,239
| +241% | +$908K |
|
|
CPL
2004
DELISTED
CPFL Energia S.A.
CPL
| $1.16M | ﹤0.01% |
+71,078
| New | +$1.19M |
|
2005
CALL
Biogen
BIIB
$32.6B
| $1.16M | ﹤0.01% |
+4,800
| New | +$1.07M |
|
2006
International Bancshares
IBOC
$4.39B
| $1.15M | ﹤0.01% |
+53,375
| New | +$1.25M |
|
|
KATE
2007
PUT
DELISTED
Kate Spade & Company
KATE
| $1.15M | ﹤0.01% |
+45,900
| New | +$1.12M |
|
|
SIAL
2008
CALL
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $1.15M | ﹤0.01% |
+13,500
| New | +$1.14M |
|
2009
EyePoint Inc
EYPT
$391M
| $1.15M | ﹤0.01% |
+28,000
| New | +$1.03M |
|
2010
Lennar Class B
LEN.B
$20.1B
| $1.15M | ﹤0.01% |
+42,922
| New | +$1.09M |
|
2011
Littelfuse
LFUS
$10.6B
| $1.15M | ﹤0.01% |
14,642
+1,582
| +12% | +$125K |
|
2012
Chunghwa Telecom
CHT
$33.3B
| $1.14M | ﹤0.01% |
36,239
+29,039
| +403% | +$927K |
|
|
GWPH
2013
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $1.14M | ﹤0.01% |
+65,885
| New | +$757K |
|
2014
Ternium
TX
$10.9B
| $1.14M | ﹤0.01% |
+47,496
| New | +$1.12M |
|
|
GNK
2015
PUT
DELISTED
GENCO SHIPPING & TRADING LTD
GNK
| $1.14M | ﹤0.01% |
290,000
-290,000
| -50% | -$782K |
|
2016
General Dynamics
GD
$103B
| $1.14M | ﹤0.01% |
13,004
-141,749
| -92% | -$12M |
|
|
BCOV
2017
DELISTED
Brightcove, Inc.
BCOV
| $1.14M | ﹤0.01% |
101,168
+17,166
| +20% | +$173K |
|
|
AVX
2018
DELISTED
AVX Corporation
AVX
| $1.14M | ﹤0.01% |
86,645
-91,116
| -51% | -$1.18M |
|
2019
First Bancorp
FBP
$4.24B
| $1.14M | ﹤0.01% |
+199,982
| New | +$1.41M |
|
2020
Asia Pacific Wire & Cable
APWC
$58.6M
| $1.13M | ﹤0.01% |
304,161
| – | – |
|
2021
Citi Trends
CTRN
$578M
| $1.13M | ﹤0.01% |
64,689
+51,851
| +404% | +$819K |
|
|
WILN
2022
DELISTED
Wi-LAN Inc.
WILN
| $1.13M | ﹤0.01% |
+292,422
| New | +$1.08M |
|
|
XXIA
2023
DELISTED
Ixia
XXIA
| $1.13M | ﹤0.01% |
+71,799
| New | +$1.11M |
|
|
STR
2024
CALL
DELISTED
QUESTAR CORP
STR
| $1.13M | ﹤0.01% |
50,000
-227,500
| -82% | -$5.25M |
|
2025
Trustmark
TRMK
$2.68B
| $1.12M | ﹤0.01% |
43,832
-106,749
| -71% | -$2.79M |
|
Similar funds
Israel Englander's Q3 2013 Portfolio in Review
As of Q3 2013, Israel Englander held 3,899 positions worth $31.1B, down 4.8% from $32.6B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Israel Englander's Q3 2013 filing shows 955 new, 1,173 increased, 1,073 reduced and 642 closed positions. Its largest new stake was Johnson & Johnson: 836,108 shares worth $72.5M. The largest sale was Duke Energy, an estimated $125M.
By sector, the portfolio is most concentrated in Miscellaneous at 34% of assets, down from 42% a quarter earlier, followed by Energy and Healthcare.
- Israel Englander's largest Q3 2013 buy was Johnson & Johnson: 836,108 shares worth $72.5M.
- Israel Englander added most to American Electric Power in Q3 2013, an estimated $119M increase.
- Israel Englander's biggest Q3 2013 reduction was Duke Energy, cutting an estimated $125M.
- Israel Englander fully exited BMC SOFTWARE, INC in Q3 2013, selling an estimated $60.2M.
- Israel Englander's ten largest holdings make up 22% of its $31.1B portfolio in Q3 2013.
- Israel Englander opened 955 new positions and closed 642 in Q3 2013.
- Israel Englander's portfolio value fell 4.8% quarter-over-quarter to $31.1B.
Based on Millennium Management's 13F filing for Q3 2013, filed 14 Nov 2013.