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Citadel Advisors

Citadel Advisors Portfolio holdings

AUM $618B
1-Year Est. Return 30.34%
 

Citadel Advisors, founded in 1990 by Kenneth C. Griffin as Citadel LLC and headquartered in Chicago, Illinois, is one of the world’s most prominent hedge funds, managing tens of billions in assets through sophisticated quantitative trading strategies. The firm excels in market-making and high-frequency trading across asset classes like equities, fixed income, options, and commodities, leveraging cutting-edge technology and data analysis to generate returns. Citadel operates two main arms: its hedge fund business, which serves institutional and high-net-worth investors, and Citadel Securities, a leading market maker that facilitates a significant portion of U.S. equity and options trades. Known for its secretive, high-performance culture, Citadel has grown into a financial titan under Griffin’s leadership, influencing global markets with its scale and innovation.

This Fund
S&P 500
This Quarter Est. Return
+10%
1 Year Est. Return
+30.34%
3 Year Est. Return
+94.87%
5 Year Est. Return
+105.94%
10 Year Est. Return
+434.06%
AUM
$65.7B
AUM Growth
+$7.59B
Cap. Flow
-$1.34B
Cap. Flow %
-2.05%
Top 10 Hldgs %
12.37%
Holding
7,215
New
735
Increased
2,740
Reduced
3,074
Closed
505

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$245M
2
KEY icon
KeyCorp
KEY
+$199M
3
RTX icon
RTX Corp
RTX
+$183M
4
EMC
EMC CORPORATION
EMC
+$170M
5
RL icon
Ralph Lauren
RL
+$167M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$245M
2
USB icon
US Bancorp
USB
+$216M
3
AAPL icon
Apple
AAPL
+$207M
4
V icon
Visa
V
+$188M
5
BAC icon
Bank of America
BAC
+$177M

Sector Composition

Rank Sector Weight
1 Financials 9.51%
2 Consumer Discretionary 7.62%
3 Energy 7.06%
4 Technology 6.57%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARB
6976
DELISTED
ARBITRON INC (NEW)
ARB
-15,031
Closed -$698K
ARB
6977
PUT
DELISTED
ARBITRON INC (NEW)
ARB
-16,000
Closed -$743K
CNH
6978
CALL
DELISTED
CNH GLOBAL N.V. (NEW)
CNH
-13,600
Closed -$567K
CNH
6979
DELISTED
CNH GLOBAL N.V. (NEW)
CNH
-17,370
Closed -$724K
CNH
6980
PUT
DELISTED
CNH GLOBAL N.V. (NEW)
CNH
-32,300
Closed -$1.35M
SFD
6981
CALL
DELISTED
SMITHFIELD FOODS,INC
SFD
-109,200
Closed -$3.58M
SFD
6982
DELISTED
SMITHFIELD FOODS,INC
SFD
-10,357
Closed -$339K
SFD
6983
PUT
DELISTED
SMITHFIELD FOODS,INC
SFD
-45,200
Closed -$1.48M
WWAV.B
6984
DELISTED
THE WHITEWAVE FOODS COMPANY CLASS B COM STK
WWAV.B
-201,542
Closed -$3.06M
LPR
6985
DELISTED
LONE PINE RES INC
LPR
$0 ﹤0.01%
31,574
-31,048
-50% -$8.32K
TSRX
6986
CALL
DELISTED
TRIUS THERAPEUTICS INC COM STK (DE)
TSRX
-5,100
Closed -$41K
TSRX
6987
DELISTED
TRIUS THERAPEUTICS INC COM STK (DE)
TSRX
-38,816
Closed -$315K
TSRX
6988
PUT
DELISTED
TRIUS THERAPEUTICS INC COM STK (DE)
TSRX
-39,900
Closed -$324K
BMC
6989
CALL
DELISTED
BMC SOFTWARE, INC
BMC
-39,100
Closed -$1.76M
BMC
6990
DELISTED
BMC SOFTWARE, INC
BMC
-2,312,749
Closed -$104M
BMC
6991
PUT
DELISTED
BMC SOFTWARE, INC
BMC
-48,300
Closed -$2.18M
MAXY
6992
DELISTED
MAXYGEN INC
MAXY
-55,886
Closed -$139K
FBN
6993
CALL
DELISTED
FURNITURE BRANDS INT'L INC
FBN
-2,600
Closed -$10K
FBN
6994
DELISTED
FURNITURE BRANDS INT'L INC
FBN
-2,837
Closed -$11K
FBN
6995
PUT
DELISTED
FURNITURE BRANDS INT'L INC
FBN
-2,500
Closed -$10K
BKI
6996
CALL
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
-3,800
Closed -$141K
BKI
6997
PUT
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
-3,500
Closed -$130K
GPR
6998
DELISTED
GEOPETRO RESOURCES CO
GPR
-11,352
Closed -$1K
BZU
6999
DELISTED
BEAZER HOMES USA, INC 7.25% TANGIBLE EQUITY UNITS
BZU
-5
Closed
ASCA
7000
CALL
DELISTED
AMERISTAR CASINOS INC
ASCA
-9,100
Closed -$239K

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Citadel Advisors's Q3 2013 Portfolio in Review

As of Q3 2013, Citadel Advisors held 7,215 positions worth $65.7B, up 13% from $58.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Citadel Advisors's Q3 2013 filing shows 735 new, 2,740 increased, 3,074 reduced and 505 closed positions. Its largest new stake was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M. The largest sale was Pfizer, an estimated $245M.

By sector, the portfolio is most concentrated in Financials at 9.5% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Citadel Advisors's largest Q3 2013 buy was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M.
  • Citadel Advisors added most to Philip Morris in Q3 2013, an estimated $245M increase.
  • Citadel Advisors's biggest Q3 2013 reduction was Pfizer, cutting an estimated $245M.
  • Citadel Advisors fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $166M.
  • Citadel Advisors's ten largest holdings make up 12% of its $65.7B portfolio in Q3 2013.
  • Citadel Advisors opened 735 new positions and closed 505 in Q3 2013.
  • Citadel Advisors's portfolio value rose 13% quarter-over-quarter to $65.7B.

Based on Citadel Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.