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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
+26.18%
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
$280B
AUM Growth
+$58B
Cap. Flow
-$9.91B
Cap. Flow %
-3.53%
Top 10 Hldgs %
32.38%
Holding
11,014
New
1,506
Increased
4,384
Reduced
3,586
Closed
1,324

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$861M
2
AAPL icon
Apple
AAPL
+$417M
3
JPM icon
JPMorgan Chase
JPM
+$350M
4
TMUS icon
T-Mobile US
TMUS
+$337M
5
AON icon
Aon
AON
+$296M

Sector Composition

Rank Sector Weight
1 Healthcare 3.4%
2 Technology 3.32%
3 Consumer Discretionary 2.87%
4 Financials 2.84%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EE
10826
DELISTED
El Paso Electric Company
EE
-57,221
Closed -$3.87M
DO
10827
CALL
DELISTED
Diamond Offshore Drilling
DO
-355,100
Closed -$650K
DO
10828
PUT
DELISTED
Diamond Offshore Drilling
DO
-341,600
Closed -$625K
OIL
10829
CALL
DELISTED
iPath Series B S&P GSCI Crude Oil ETN
OIL
-25,600
Closed -$106K
OIL
10830
DELISTED
iPath Series B S&P GSCI Crude Oil ETN
OIL
-12,286
Closed -$51K
OIL
10831
PUT
DELISTED
iPath Series B S&P GSCI Crude Oil ETN
OIL
-30,500
Closed -$126K
MNR
10832
DELISTED
Monmouth Real Estate Investment Corp
MNR
-244,284
Closed -$3.17M
GPM
10833
DELISTED
Guggenheim Enhanced Equity Income Fund
GPM
-16,289
Closed -$80K
EMCG
10834
DELISTED
WisdomTree Emerging Markets Consumer Growth Fund
EMCG
-85,086
Closed -$1.51M
LAC
10835
DELISTED
Lithium Americas Corp. Common Shares
LAC
-41,353
Closed -$109K
DWT
10836
DELISTED
VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER
DWT
-196,136
Closed -$2.88M
THER
10837
DELISTED
THERATECHNOLOGIES INC COM
THER
-12,800
Closed -$21K
SAFE
10838
DELISTED
Safehold Inc.
SAFE
-5,603
Closed -$307K

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Citadel Advisors's Q2 2020 Portfolio in Review

As of Q2 2020, Citadel Advisors held 11,014 positions worth $280B, up 26% from $222B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Citadel Advisors withdrew a net $9.91B in Q2 2020, closing 1,324 positions and reducing 3,586 holdings. Its most notable exit was Allergan plc, an estimated $603M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 3.4% of assets, down from 4% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Citadel Advisors opened a new position in Becton Dickinson worth $266M.

  • Citadel Advisors's largest Q2 2020 buy was Becton Dickinson: 1,140,373 shares worth $266M.
  • Citadel Advisors added most to Amazon in Q2 2020, an estimated $861M increase.
  • Citadel Advisors's biggest Q2 2020 reduction was Charter Communications, cutting an estimated $504M.
  • Citadel Advisors fully exited Allergan plc in Q2 2020, selling an estimated $603M.
  • Citadel Advisors's ten largest holdings make up 32% of its $280B portfolio in Q2 2020.
  • Citadel Advisors opened 1,506 new positions and closed 1,324 in Q2 2020.
  • Citadel Advisors's portfolio value rose 26% quarter-over-quarter to $280B.

Based on Citadel Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.