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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
+5.89%
1 Year Est. Return
+30.34%
3 Year Est. Return
+94.87%
5 Year Est. Return
+105.94%
10 Year Est. Return
+433.28%
AUM
$87.3B
AUM Growth
+$1.98B
Cap. Flow
-$6.58B
Cap. Flow %
-7.53%
Top 10 Hldgs %
16.66%
Holding
8,883
New
1,058
Increased
3,196
Reduced
3,486
Closed
936

Top Sells

Rank Stock Value
1
HSH
HILLSHIRE BRANDS CO
HSH
+$224M
2
VZ icon
Verizon
VZ
+$191M
3
MET icon
MetLife
MET
+$189M
4
LSI
LSI CORPORATION
LSI
+$189M
5
WFC icon
Wells Fargo
WFC
+$182M

Sector Composition

Rank Sector Weight
1 Financials 8.09%
2 Consumer Discretionary 7.64%
3 Energy 7.19%
4 Industrials 5.71%
5 Technology 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZINC
8501
DELISTED
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
-15,871
Closed -$264K
TAS
8502
DELISTED
TASMAN METALS LTD ORDINARY SHARES (CANADA)
TAS
-24,362
Closed -$35K
ADAT
8503
DELISTED
AUTHENTIDATE HOLDING CORP COM STK (DE)
ADAT
-1,163
Closed -$10K
MDAS
8504
PUT
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
-2,800
Closed -$69K
LBMH
8505
CALL
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
-4,600
Closed -$18K
LBMH
8506
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
-13,254
Closed -$52K
LBMH
8507
PUT
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
-3,500
Closed -$14K
ROYL
8508
DELISTED
ROYALE ENERGY INC
ROYL
-8,398
Closed -$24.8K
DOM
8509
DELISTED
DOMINION RES BLACK WARRIOR TR
DOM
-13,337
Closed -$91K
WAVX
8510
CALL
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
-110
Closed -$1K
WAVX
8511
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
-6,963
Closed -$63K
VRTA
8512
DELISTED
VESTIN REALTY MORTGAGE I INC COM STK NEW
VRTA
-3,002
Closed -$19K
BEE
8513
CALL
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
-2,000
Closed -$20K
BEE
8514
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
-391,892
Closed -$3.99M
CYT
8515
DELISTED
CYTEC INDS INC
CYT
-41,898
Closed -$2.07M
PGI
8516
CALL
DELISTED
PREMIERE GLOBAL SERVICES, INC.
PGI
-600
Closed -$7K
CHOP
8517
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
-3,092
Closed -$36K
CHOP
8518
PUT
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
-200
Closed -$2K
PSEM
8519
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
-21,858
Closed -$172K
IPCM
8520
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
-35,621
Closed -$1.75M
GAME
8521
DELISTED
SHANDA GAMES LTD SPON ADR REPSTG CL A (CAYMAN ISLANDS)
GAME
-17,520
Closed -$114K
TEU
8522
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
-24,361
Closed -$59K
HCBK
8523
CALL
DELISTED
HUDSON CITY BANCORP INC
HCBK
-700
Closed -$7K
HCBK
8524
DELISTED
HUDSON CITY BANCORP INC
HCBK
-69,539
Closed -$683K
GSI
8525
CALL
DELISTED
GENERAL STL HLDGS INC COM NEW (NV)
GSI
-440
Closed -$3K

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Citadel Advisors's Q2 2014 Portfolio in Review

As of Q2 2014, Citadel Advisors held 8,883 positions worth $87.3B, up 2.3% from $85.3B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Citadel Advisors withdrew a net $6.58B in Q2 2014, closing 936 positions and reducing 3,486 holdings. Its most notable exit was LSI CORPORATION, an estimated $189M position sold in full.

By sector, the portfolio is most concentrated in Financials at 8.1% of assets, down from 8.8% a quarter earlier, followed by Consumer Discretionary and Energy.

Against the trend, Citadel Advisors opened a new position in MEMORIAL RESOURCE DEV CORP COM STK (DE) worth $109M.

  • Citadel Advisors's largest Q2 2014 buy was MEMORIAL RESOURCE DEV CORP COM STK (DE): 4,494,314 shares worth $109M.
  • Citadel Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2014, an estimated $689M increase.
  • Citadel Advisors's biggest Q2 2014 reduction was HILLSHIRE BRANDS CO, cutting an estimated $224M.
  • Citadel Advisors fully exited LSI CORPORATION in Q2 2014, selling an estimated $189M.
  • Citadel Advisors's ten largest holdings make up 17% of its $87.3B portfolio in Q2 2014.
  • Citadel Advisors opened 1,058 new positions and closed 936 in Q2 2014.
  • Citadel Advisors's portfolio value rose 2.3% quarter-over-quarter to $87.3B.

Based on Citadel Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.