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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
+5.26%
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
$224B
AUM Growth
+$21B
Cap. Flow
+$7.48B
Cap. Flow %
3.33%
Top 10 Hldgs %
24.57%
Holding
10,190
New
1,427
Increased
4,227
Reduced
3,278
Closed
1,044

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$798M
2
T icon
AT&T
T
+$527M
3
MCHP icon
Microchip Technology
MCHP
+$472M
4
NFLX icon
Netflix
NFLX
+$446M
5
PNC icon
PNC Financial Services
PNC
+$444M

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$694M
2
KEY icon
KeyCorp
KEY
+$401M
3
DE icon
Deere & Co
DE
+$322M
4
CSX icon
CSX Corp
CSX
+$318M
5
NXPI icon
NXP Semiconductors
NXPI
+$314M

Sector Composition

Rank Sector Weight
1 Financials 5.91%
2 Technology 4.35%
3 Healthcare 4.25%
4 Industrials 4.06%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PETX
9826
CALL
DELISTED
Aratana Therapeutics, Inc.
PETX
-22,000
Closed -$94K
PETX
9827
PUT
DELISTED
Aratana Therapeutics, Inc.
PETX
-12,500
Closed -$53K
BRSS
9828
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
-78,500
Closed -$2.46M
BRSS
9829
PUT
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
-8,400
Closed -$263K
TBRGU
9830
DELISTED
Thunder Bridge Acquisition, Ltd. Unit
TBRGU
-18,433
Closed -$185K
HF
9831
DELISTED
HFF Inc.
HF
-45,615
Closed -$1.57M
LABL
9832
DELISTED
Multi-Color Corp
LABL
-53,147
Closed -$3.44M
UWN
9833
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
-16,362
Closed -$33K
TIER
9834
DELISTED
TIER REIT, Inc.
TIER
-42,355
Closed -$1.01M
KEYW
9835
PUT
DELISTED
The KEYW Holding Corporation
KEYW
-12,300
Closed -$108K
TVPT
9836
PUT
DELISTED
Travelport Worldwide Limited
TVPT
-12,100
Closed -$224K
EPE
9837
CALL
DELISTED
EP Energy Corporation
EPE
-16,000
Closed -$48K
ONCS
9838
DELISTED
OncoSec Medical Incorporated
ONCS
-49
Closed -$15K
IRDMB
9839
DELISTED
Iridium Communications Inc - 6.75% Series B
IRDMB
-18,299
Closed -$10M
BRS
9840
PUT
DELISTED
Bristow Group, Inc.
BRS
-14,700
Closed -$207K
EHIC
9841
DELISTED
eHi Car Services Limited
EHIC
-15,819
Closed -$205K
PLND
9842
DELISTED
VanEck Vectors Poland ETF
PLND
-27,786
Closed -$442K
TIS
9843
DELISTED
Orchids Paper Products, Inc.
TIS
-10,779
Closed -$37.7K
NCOM
9844
DELISTED
National Commerce Corporation
NCOM
-10,193
Closed -$472K
BLMT
9845
DELISTED
BSB Bancorp, Inc.
BLMT
-5,935
Closed -$204K
IPCI
9846
CALL
DELISTED
Intellipharmaceuticals International Inc.
IPCI
-1,840
Closed -$8K
AUSE
9847
DELISTED
WisdomTree Australia Dividend Fund
AUSE
-11,516
Closed -$642K
WMGIZ
9848
DELISTED
Wright Medical Group, Inc. Contingent Value Right
WMGIZ
-11,761
Closed -$15K
ELGX
9849
PUT
DELISTED
Endologix Inc
ELGX
-5,030
Closed -$285K
SPA
9850
PUT
DELISTED
Sparton
SPA
-11,100
Closed -$211K

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Citadel Advisors's Q3 2018 Portfolio in Review

As of Q3 2018, Citadel Advisors held 10,190 positions worth $224B, up 10% from $203B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Citadel Advisors deployed $7.48B of net new capital in Q3 2018, opening 1,427 new positions and adding to 4,227 existing holdings. Its largest new stake was Alibaba: 1,030,311 shares worth $170M.

By sector, the portfolio is most concentrated in Financials at 5.9% of assets, down from 6.2% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Goldman Sachs, an estimated $694M trimmed.

  • Citadel Advisors's largest Q3 2018 buy was Alibaba: 1,030,311 shares worth $170M.
  • Citadel Advisors added most to Morgan Stanley in Q3 2018, an estimated $798M increase.
  • Citadel Advisors's biggest Q3 2018 reduction was Goldman Sachs, cutting an estimated $694M.
  • Citadel Advisors fully exited XL Group Ltd. in Q3 2018, selling an estimated $207M.
  • Citadel Advisors's ten largest holdings make up 25% of its $224B portfolio in Q3 2018.
  • Citadel Advisors opened 1,427 new positions and closed 1,044 in Q3 2018.
  • Citadel Advisors's portfolio value rose 10% quarter-over-quarter to $224B.

Based on Citadel Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.