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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
+4.92%
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
$102B
AUM Growth
+$6.21B
Cap. Flow
-$328M
Cap. Flow %
-0.32%
Top 10 Hldgs %
16.35%
Holding
9,167
New
1,076
Increased
3,582
Reduced
3,580
Closed
702

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 8.48%
2 Financials 7.3%
3 Industrials 6.42%
4 Technology 5.35%
5 Energy 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KYTH
8851
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
-6,216
Closed -$217K
CMGE
8852
DELISTED
CHINA MOBILE GAMES & ENTMT GRP LTD SPON ADR (CYM)
CMGE
-9,654
Closed -$203K
MCRL
8853
PUT
DELISTED
MICREL INC
MCRL
-300
Closed -$4K
CTRX
8854
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
-28,663
Closed -$1.35M
BALT
8855
CALL
DELISTED
BALTIC TRADING LIMITED COMMON STOCK
BALT
-1,500
Closed -$6K
ANR
8856
DELISTED
Alpha Natural Resources Inc
ANR
-395,925
Closed -$806K
VPCO
8857
DELISTED
VAPOR CORP DEL COM STK
VPCO
-2,633
Closed -$19K
WLT
8858
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
-276,184
Closed -$606K
ZGNX
8859
PUT
DELISTED
Zogenix, Inc.
ZGNX
-75
Closed -$1K
LO
8860
DELISTED
LORILLARD INC COM STK
LO
-13,137
Closed -$813K
API
8861
DELISTED
Advanced Photonix Inc
API
-15,036
Closed -$8K
ENTR
8862
CALL
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
-600
Closed -$2K
ENTR
8863
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
-14,059
Closed -$37K
ENTR
8864
PUT
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
-2,500
Closed -$7K
MVNR
8865
DELISTED
MAVENIR SYS INC COM STK (DE)
MVNR
-16,364
Closed -$205K
AVIV
8866
DELISTED
AVIV REIT INC COM STK (MD)
AVIV
-42,799
Closed -$1.13M
BRP
8867
DELISTED
BROOKFIELD RESIDENTIAL PROPERTIES INC
BRP
-12,323
Closed -$233K
BPZ
8868
CALL
DELISTED
BPZ RESOURCES INC COM STK
BPZ
-3,500
Closed -$7K
PTP
8869
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
-833,393
Closed -$50.7M
BSDM
8870
CALL
DELISTED
BSD MEDICAL CORP (DEL)
BSDM
-3,100
Closed -$2K
BSDM
8871
DELISTED
BSD MEDICAL CORP (DEL)
BSDM
-4,475
Closed -$3K
BSDM
8872
PUT
DELISTED
BSD MEDICAL CORP (DEL)
BSDM
-7,900
Closed -$4K
MWIV
8873
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
-2,780
Closed -$412K
NPSP
8874
DELISTED
NPS PHARMACEUTICALS INC
NPSP
-47,731
Closed -$1.42M
ATEA
8875
DELISTED
ASTEA INTERNATIONAL INC
ATEA
-10,035
Closed -$20K

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Citadel Advisors's Q4 2014 Portfolio in Review

As of Q4 2014, Citadel Advisors held 9,167 positions worth $102B, up 6.5% from $95.5B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Citadel Advisors's Q4 2014 filing shows 1,076 new, 3,582 increased, 3,580 reduced and 702 closed positions. Its largest new stake was SIGMA - ALDRICH CORP: 1,469,606 shares worth $202M. The largest sale was COVIDIEN PLC COM SHS NEW (IRELAND), an estimated $288M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 8.5% of assets, up from 7.2% a quarter earlier, followed by Financials and Industrials.

  • Citadel Advisors's largest Q4 2014 buy was SIGMA - ALDRICH CORP: 1,469,606 shares worth $202M.
  • Citadel Advisors added most to State Street SPDR S&P 500 ETF Trust in Q4 2014, an estimated $1.04B increase.
  • Citadel Advisors's biggest Q4 2014 reduction was Union Pacific, cutting an estimated $283M.
  • Citadel Advisors fully exited COVIDIEN PLC COM SHS NEW (IRELAND) in Q4 2014, selling an estimated $288M.
  • Citadel Advisors's ten largest holdings make up 16% of its $102B portfolio in Q4 2014.
  • Citadel Advisors opened 1,076 new positions and closed 702 in Q4 2014.
  • Citadel Advisors's portfolio value rose 6.5% quarter-over-quarter to $102B.

Based on Citadel Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.