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 | Miscellaneous | 13.34% |
| 3 | Energy | 13.05% |
| 4 | Financials | 9.97% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Civeo
CVEO
$349M
| $1.05M | ﹤0.01% |
21,237
+12,338
| +139% | +$1.54M |
|
|
BWLD
2452
PUT
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $1.05M | ﹤0.01% |
5,800
+300
| +5% | +$46.6K |
|
|
RUTH
2453
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.04M | ﹤0.01% |
69,514
+49,188
| +242% | +$616K |
|
2454
NatWest
NWG
$73.3B
| $1.04M | ﹤0.01% |
+79,856
| New | +$1.02M |
|
|
WSR
2455
DELISTED
Whitestone REIT
WSR
| $1.04M | ﹤0.01% |
68,672
+22,206
| +48% | +$327K |
|
|
MRO
2456
CALL
DELISTED
Marathon Oil Corporation
MRO
| $1.04M | ﹤0.01% |
36,700
+27,100
| +282% | +$862K |
|
2457
Sibanye-Stillwater
SBSW
$8.68B
| $1.04M | ﹤0.01% |
+145,350
| New | +$1.05M |
|
|
PKD
2458
DELISTED
Parker Drilling Company
PKD
| $1.04M | ﹤0.01% |
22,489
+17,915
| +392% | +$1.04M |
|
|
BID
2459
DELISTED
Sotheby's
BID
| $1.04M | ﹤0.01% |
23,984
-6,547
| -21% | -$259K |
|
|
NMBL
2460
DELISTED
Nimble Storage, Inc.
NMBL
| $1.03M | ﹤0.01% |
+37,608
| New | +$1,000K |
|
2461
PUT
Viatris
VTRS
$19.4B
| $1.03M | ﹤0.01% |
18,300
-59,000
| -76% | -$3.17M |
|
|
JKS
2462
JinkoSolar
JKS
$708M
| $1.03M | ﹤0.01% |
52,288
+22,708
| +77% | +$507K |
|
|
MSCC
2463
DELISTED
Microsemi Corp
MSCC
| $1.03M | ﹤0.01% |
36,337
-20,750
| -36% | -$545K |
|
|
ESI
2464
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
| $1.03M | ﹤0.01% |
107,185
-54,496
| -34% | -$465K |
|
2465
Compass Diversified
CODI
$846M
| $1.03M | ﹤0.01% |
63,241
+38,655
| +157% | +$669K |
|
|
TNGO
2466
DELISTED
Tangoe, Inc.
TNGO
| $1.03M | ﹤0.01% |
+78,822
| New | +$1.06M |
|
|
EOCC
2467
DELISTED
Enel Generacion Chile S.A.
EOCC
| $1.02M | ﹤0.01% |
33,102
+4,406
| +15% | +$136K |
|
2468
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $1.02M | ﹤0.01% |
27,015
+18,849
| +231% | +$730K |
|
|
SFS
2469
DELISTED
Smart & Final Stores, Inc.
SFS
| $1.02M | ﹤0.01% |
64,980
-515,215
| -89% | -$7.52M |
|
2470
KB Home
KBH
$3.35B
| $1.02M | ﹤0.01% |
61,500
-1,846
| -3% | -$29.7K |
|
|
NETI
2471
DELISTED
Eneti Inc.
NETI
| $1.02M | ﹤0.01% |
4,633
-14,289
| -76% | -$6.03M |
|
2472
Marriott Vacations Worldwide
VAC
$3.83B
| $1.02M | ﹤0.01% |
13,637
+8,951
| +191% | +$622K |
|
|
CELGZ
2473
DELISTED
Celgene Corporation Contingent Value Rights
CELGZ
| $1.02M | ﹤0.01% |
322,391
-18,627
| -5% | -$62.8K |
|
2474
CALL
Intuit
INTU
$95.2B
| $1.01M | ﹤0.01% |
+11,000
| New | +$978K |
|
2475
Gogo Inc
GOGO
$370M
| $1.01M | ﹤0.01% |
+61,230
| New | +$998K |
|
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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 $7.42B 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 Miscellaneous and Energy.
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.