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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
+4.67%
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
$489B
AUM Growth
+$8.01B
Cap. Flow
-$30B
Cap. Flow %
-6.13%
Top 10 Hldgs %
29.25%
Holding
15,615
New
1,894
Increased
5,213
Reduced
6,341
Closed
1,909

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.71B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$613M
3
AAPL icon
Apple
AAPL
+$478M
4
MA icon
Mastercard
MA
+$450M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$424M

Sector Composition

Rank Sector Weight
1 Technology 3.06%
2 Financials 2.32%
3 Consumer Discretionary 2.21%
4 Healthcare 2.2%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LDL
15426
PUT
DELISTED
Lydall, Inc.
LDL
-32,800
Closed -$2.04M
KCAC
15427
CALL
DELISTED
Kensington Capital Acquisition Corp. II
KCAC
-149,200
Closed -$1.24M
KCAC
15428
DELISTED
Kensington Capital Acquisition Corp. II
KCAC
-500,000
Closed -$5M
CTAC.WS
15429
DELISTED
Cerberus Telecom Acquisition Corp. Warrants included as part of the Units, each whole warrant exerci
CTAC.WS
-200,290
Closed -$200K
CTAC.U
15430
DELISTED
Cerberus Telecom Acquisition Corp. Units, each consisting of one Class A ordinary share and one-thir
CTAC.U
-15,912
Closed -$130K
MAACW
15431
DELISTED
Montes Archimedes Acquisition Corp. Warrant
MAACW
-341,992
Closed -$509K
MAAC
15432
DELISTED
Montes Archimedes Acquisition Corp. Class A Common Stock
MAAC
-3,484,080
Closed -$34.8M
BOCH
15433
DELISTED
Bank of Commerce Holdings (CA)
BOCH
-177,703
Closed -$2.7M
OPP.RT
15434
DELISTED
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Rights (expiring October 1, 2021)
OPP.RT
-93,467
Closed
ALTA
15435
DELISTED
Altabancorp
ALTA
-39,696
Closed -$1.75M
CTAC
15436
DELISTED
Cerberus Telecom Acquisition Corp.
CTAC
-58,483
Closed -$457K
FWP
15437
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
-20,301
Closed -$141K
ONCS
15438
PUT
DELISTED
OncoSec Medical Incorporated
ONCS
-623
Closed -$29K
VISL
15439
PUT
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
-1,935
Closed -$70K
MFGP
15440
PUT
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
-10,200
Closed -$55K
GTYH
15441
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
-16,801
Closed -$126K
RHE
15442
DELISTED
Regional Health Properties, Inc.
RHE
-15,292
Closed -$120K
LVHB
15443
DELISTED
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
-45,029
Closed -$1.57M
MACK
15444
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
-10,622
Closed -$51K
EGPT
15445
DELISTED
VanEck Egypt Index ETF
EGPT
-34,436
Closed -$863K
FRAK
15446
DELISTED
VanEck Vectors Unconventional Oil & Gas ETF
FRAK
-5,910
Closed -$842K
IO
15447
DELISTED
ION Geophysical Corporation
IO
-68,255
Closed -$111K
FBC
15448
CALL
DELISTED
Flagstar Bancorp, Inc. New
FBC
-27,300
Closed -$1.39M
FBC
15449
DELISTED
Flagstar Bancorp, Inc. New
FBC
-8,663
Closed -$440K
FBC
15450
PUT
DELISTED
Flagstar Bancorp, Inc. New
FBC
-23,600
Closed -$1.2M

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Citadel Advisors's Q4 2021 Portfolio in Review

As of Q4 2021, Citadel Advisors held 15,615 positions worth $489B, up 1.7% from $481B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Citadel Advisors withdrew a net $30B in Q4 2021, closing 1,909 positions and reducing 6,341 holdings. Its most notable exit was CIMAREX ENERGY CO, an estimated $279M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.1% of assets, up from 3% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Citadel Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF worth $248M.

  • Citadel Advisors's largest Q4 2021 buy was iShares iBoxx $ High Yield Corporate Bond ETF: 2,847,920 shares worth $248M.
  • Citadel Advisors added most to Amazon in Q4 2021, an estimated $802M increase.
  • Citadel Advisors's biggest Q4 2021 reduction was Tesla, cutting an estimated $1.71B.
  • Citadel Advisors fully exited CIMAREX ENERGY CO in Q4 2021, selling an estimated $279M.
  • Citadel Advisors's ten largest holdings make up 29% of its $489B portfolio in Q4 2021.
  • Citadel Advisors opened 1,894 new positions and closed 1,909 in Q4 2021.
  • Citadel Advisors's portfolio value rose 1.7% quarter-over-quarter to $489B.

Based on Citadel Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.