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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
+4.61%
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
$91.6B
AUM Growth
-$13.7B
Cap. Flow
-$23.5B
Cap. Flow %
-25.65%
Top 10 Hldgs %
15.39%
Holding
9,881
New
1,019
Increased
3,092
Reduced
4,313
Closed
1,198

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$596M
2
HON icon
Honeywell
HON
+$400M
3
LOW icon
Lowe's Companies
LOW
+$340M
4
BABA icon
Alibaba
BABA
+$281M
5
HES
Hess
HES
+$223M

Sector Composition

Rank Sector Weight
1 Financials 7.63%
2 Consumer Discretionary 6.85%
3 Technology 6.32%
4 Energy 5.91%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WGA
9601
DELISTED
AG&E Holdings Inc
WGA
-39,227
Closed -$17K
DARA
9602
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
-59,655
Closed -$51K
LOOK
9603
DELISTED
LOOKSMART LTD COM
LOOK
-13,556
Closed -$7K
CVOL
9604
DELISTED
CITIGROUP FUNDING INC C TRACKS ETN BASED ON CITI (DE)
CVOL
-13,598
Closed -$11K
CELGZ
9605
DELISTED
Celgene Corporation Contingent Value Rights
CELGZ
-12,087
Closed -$19K
ASCMA
9606
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
-34,500
Closed -$945K
CMCSK
9607
CALL
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
-44,400
Closed -$2.54M
CMCSK
9608
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
-25,060
Closed -$1.43M
CMCSK
9609
PUT
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
-61,100
Closed -$3.5M
MEILZ
9610
DELISTED
METHES ENERGIES INTL LTD WT PUR COM CL B EXP
MEILZ
$0 ﹤0.01%
+100
New
USATP
9611
DELISTED
USA Technologies, Inc. - Preferred Stock
USATP
$0 ﹤0.01%
+12
New +$186
CALI
9612
DELISTED
China Auto Logistics Inc
CALI
-24,289
Closed -$20K
CTIC
9613
PUT
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
-410
Closed -$6K
RAS
9614
CALL
DELISTED
RAIT Financial Trust
RAS
-48,500
Closed -$241K
PSTB
9615
DELISTED
Park Sterling Corp.
PSTB
-6,945
Closed -$47K
KEM
9616
CALL
DELISTED
KEMET Corporation
KEM
-6,000
Closed -$11K
KEM
9617
DELISTED
KEMET Corporation
KEM
-102,970
Closed -$189K
KEM
9618
PUT
DELISTED
KEMET Corporation
KEM
-1,700
Closed -$3K
MRGE
9619
CALL
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
-1,400
Closed -$10K
MRGE
9620
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
-26,055
Closed -$185K
MRGE
9621
PUT
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
-2,300
Closed -$16K
NTR
9622
CALL
DELISTED
NEW YORK MORTGAGE TRUST INC
NTR
-100
Closed -$1K
NETE
9623
DELISTED
NETEGRITY INC
NETE
-124,339
Closed -$20K
IBTX
9624
DELISTED
Independent Bank Group, Inc.
IBTX
-8,427
Closed -$324K
LUNA
9625
DELISTED
Luna Innovations Incorporated
LUNA
-11,170
Closed -$10K

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Citadel Advisors's Q4 2015 Portfolio in Review

As of Q4 2015, Citadel Advisors held 9,881 positions worth $91.6B, down 13% from $105B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Citadel Advisors withdrew a net $23.5B in Q4 2015, closing 1,198 positions and reducing 4,313 holdings. Its most notable exit was HP, an estimated $182M position sold in full.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 8.2% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Citadel Advisors opened a new position in Alphabet (Google) Class A worth $627M.

  • Citadel Advisors's largest Q4 2015 buy was Alphabet (Google) Class A: 16,114,160 shares worth $627M.
  • Citadel Advisors added most to Honeywell in Q4 2015, an estimated $400M increase.
  • Citadel Advisors's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $545M.
  • Citadel Advisors fully exited HP in Q4 2015, selling an estimated $182M.
  • Citadel Advisors's ten largest holdings make up 15% of its $91.6B portfolio in Q4 2015.
  • Citadel Advisors opened 1,019 new positions and closed 1,198 in Q4 2015.
  • Citadel Advisors's portfolio value fell 13% quarter-over-quarter to $91.6B.

Based on Citadel Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.