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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
-0.55%
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
$95.5B
AUM Growth
+$8.22B
Cap. Flow
+$4.75B
Cap. Flow %
4.97%
Top 10 Hldgs %
15.6%
Holding
8,903
New
941
Increased
3,966
Reduced
2,947
Closed
819

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$573M
2
AAPL icon
Apple
AAPL
+$465M
3
IVZ icon
Invesco
IVZ
+$235M
4
V icon
Visa
V
+$219M
5
C icon
Citigroup
C
+$198M

Sector Composition

Rank Sector Weight
1 Financials 7.67%
2 Consumer Discretionary 7.23%
3 Energy 7.11%
4 Healthcare 5.3%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FU
8751
CALL
DELISTED
FAB UNIVERSAL CORP COM
FU
-3,500
Closed -$11K
FU
8752
DELISTED
FAB UNIVERSAL CORP COM
FU
-53,457
Closed -$164K
QGENF
8753
CALL
DELISTED
QIAGEN NV
QGENF
-2,300
Closed -$56K
QGENF
8754
DELISTED
QIAGEN NV
QGENF
-822
Closed -$20K
QGENF
8755
PUT
DELISTED
QIAGEN NV
QGENF
-10,200
Closed -$249K
KNGT
8756
CALL
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
-100
Closed -$2K
KNGT
8757
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
-20,202
Closed -$480K
PLM
8758
DELISTED
PolyMet Mining Corp.
PLM
-1,229
Closed -$13K
CHA
8759
DELISTED
China Telecom Corporation, LTD
CHA
-8,435
Closed -$413K
SMI
8760
DELISTED
Semiconductor Manufacturing Intl
SMI
-11,399
Closed -$48K
ENV
8761
DELISTED
ENVESTNET, INC.
ENV
-3,849
Closed -$176K
RNWK
8762
CALL
DELISTED
RealNetworks Inc
RNWK
-2,300
Closed -$18K
NIHD
8763
CALL
DELISTED
NII HOLDINGS INC CL B
NIHD
-53,900
Closed -$30K
NIHD
8764
DELISTED
NII HOLDINGS INC CL B
NIHD
-138,774
Closed -$76K
NIHD
8765
PUT
DELISTED
NII HOLDINGS INC CL B
NIHD
-61,200
Closed -$34K
ASTI
8766
DELISTED
ASCENT SOLAR TECHNOLOGIES INC COM STK
ASTI
-3,705
Closed -$16K
WPZ
8767
DELISTED
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
-12,451
Closed -$620K
FXCB
8768
DELISTED
FOX CHASE BANCORP INC COM STK (MD)
FXCB
-14,699
Closed -$248K
ARP
8769
DELISTED
ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS
ARP
-11,687
Closed -$233K
FSGI
8770
DELISTED
FIRST SECURITY GROUP, INC.
FSGI
-41,131
Closed -$89K
LLEX
8771
DELISTED
LILIS ENERGY, INC COM STK
LLEX
-10,813
Closed -$19K
HR
8772
CALL
DELISTED
Healthcare Realty Trust Incorporated
HR
-700
Closed -$18K

Similar funds

Citadel Advisors's Q3 2014 Portfolio in Review

As of Q3 2014, Citadel Advisors held 8,903 positions worth $95.5B, up 9.4% from $87.3B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Citadel Advisors deployed $4.75B of net new capital in Q3 2014, opening 941 new positions and adding to 3,966 existing holdings. Its largest new stake was Liberty TripAdvisor Holdings, Inc. Series A: 5,382,881 shares worth $182M.

By sector, the portfolio is most concentrated in Financials at 7.7% of assets, down from 8.1% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $573M trimmed.

  • Citadel Advisors's largest Q3 2014 buy was Liberty TripAdvisor Holdings, Inc. Series A: 5,382,881 shares worth $182M.
  • Citadel Advisors added most to Invesco QQQ Trust in Q3 2014, an estimated $293M increase.
  • Citadel Advisors's biggest Q3 2014 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $573M.
  • Citadel Advisors fully exited INTERMUNE INC in Q3 2014, selling an estimated $52.7M.
  • Citadel Advisors's ten largest holdings make up 16% of its $95.5B portfolio in Q3 2014.
  • Citadel Advisors opened 941 new positions and closed 819 in Q3 2014.
  • Citadel Advisors's portfolio value rose 9.4% quarter-over-quarter to $95.5B.

Based on Citadel Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.