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Ken Griffin

Ken Griffin Citadel Advisors

AUM $875B
1-Year Est. Return 40.91%
 

Ken Griffin founded Citadel, one of the world’s largest and most successful hedge funds. Starting his trading career from his Harvard dorm room at a young age, Griffin quickly developed a keen sense for markets and built Citadel into a global powerhouse with billions in assets under management. Known for his quantitative and technology-driven strategies, Griffin has also made headlines for significant philanthropic contributions, supporting causes in education, the arts, and public institutions. Over the years, he has earned recognition as one of the preeminent figures in modern finance.

This Fund
S&P 500
This Quarter Est. Return
+10.05%
1 Year Est. Return
+40.91%
3 Year Est. Return
+115.85%
5 Year Est. Return
+132.1%
10 Year Est. Return
+518.81%
AUM
$76.8B
AUM Growth
+$11.1B
Cap. Flow
+$658M
Cap. Flow %
0.86%
Top 10 Hldgs %
13.3%
Holding
7,546
New
827
Increased
3,072
Reduced
2,907
Closed
547

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$614M
2
AAPL icon
Apple
AAPL
+$555M
3
AMZN icon
Amazon
AMZN
+$318M
4
BMY icon
Bristol-Myers Squibb
BMY
+$314M
5
RL icon
Ralph Lauren
RL
+$211M

Top Sells

Rank Stock Value
1
SBAC icon
SBA Communications
SBAC
+$202M
2
ROST icon
Ross Stores
ROST
+$193M
3
RTX icon
RTX Corp
RTX
+$192M
4
PRU icon
Prudential Financial
PRU
+$162M
5
PM icon
Philip Morris
PM
+$161M

Sector Composition

Rank Sector Weight
1 Financials 10.14%
2 Consumer Discretionary 9.71%
3 Energy 7.11%
4 Technology 6.79%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AROC icon
4051
PUT
Archrock
AROC
$6.08B
$438K ﹤0.01%
12,800
-24,200
-65% -$746K
WST icon
4052
West Pharmaceutical
WST
$24.6B
$438K ﹤0.01%
8,921
-33,406
-79% -$1.56M
TREX icon
4053
CALL
Trex
TREX
$5.06B
$437K ﹤0.01%
44,000
-3,200
-7% -$26.2K
TT icon
4054
PUT
Trane Technologies
TT
$106B
$437K ﹤0.01%
7,100
-35,844
-83% -$1.97M
BONT
4055
DELISTED
Bon-Ton Stores Inc/The
BONT
$437K ﹤0.01%
26,833
-7,408
-22% -$103K
PFS icon
4056
Provident Financial Services
PFS
$3.21B
$436K ﹤0.01%
22,577
-7,989
-26% -$147K
WDR
4057
PUT
DELISTED
Waddell & Reed Financial, Inc.
WDR
$436K ﹤0.01%
6,700
-1,500
-18% -$91.8K
SMA
4058
DELISTED
SYMMETRY MEDICAL INC
SMA
$436K ﹤0.01%
43,214
-28,601
-40% -$249K
WAC
4059
CALL
DELISTED
Walter Investment Mgt Corp
WAC
$435K ﹤0.01%
12,300
-18,100
-60% -$682K
SIRO
4060
CALL
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
$435K ﹤0.01%
6,200
-2,000
-24% -$139K
LUMO
4061
CALL
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$434K ﹤0.01%
2,189
-1,011
-32% -$180K
CFN
4062
PUT
DELISTED
CAREFUSION CORPORATION
CFN
$434K ﹤0.01%
10,900
-25,100
-70% -$976K
CRK icon
4063
CALL
Comstock Resources
CRK
$4.13B
$433K ﹤0.01%
4,740
+4,140
+690% +$360K
WHG icon
4064
Westwood Holdings Group
WHG
$186M
$433K ﹤0.01%
+6,998
New +$381K
FRED
4065
DELISTED
Fred's Inc
FRED
$433K ﹤0.01%
23,394
+205
+0.9% +$3.41K
BBEP
4066
CALL
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
$433K ﹤0.01%
21,300
+2,300
+12% +$43.9K
DTE icon
4067
PUT
DTE Energy
DTE
$29.3B
$432K ﹤0.01%
7,638
-1,997
-21% -$114K
HOPE icon
4068
Hope Bancorp
HOPE
$1.85B
$432K ﹤0.01%
26,029
-55,383
-68% -$856K
RHI icon
4069
PUT
Robert Half
RHI
$4.42B
$432K ﹤0.01%
10,300
+7,700
+296% +$303K
WKC icon
4070
PUT
World Kinect Corp
WKC
$1.85B
$432K ﹤0.01%
10,000
+3,100
+45% +$122K
RPTP
4071
CALL
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
$432K ﹤0.01%
33,200
+16,400
+98% +$226K
OSIS icon
4072
PUT
OSI Systems
OSIS
$3.76B
$430K ﹤0.01%
8,100
-6,200
-43% -$424K
RPTP
4073
PUT
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
$430K ﹤0.01%
33,000
+30,100
+1,038% +$415K
PLXS icon
4074
PUT
Plexus
PLXS
$7.13B
$429K ﹤0.01%
9,900
+8,700
+725% +$345K
TZOO icon
4075
PUT
Travelzoo
TZOO
$72.8M
$429K ﹤0.01%
20,100
+6,400
+47% +$141K
161 162
163
164 165

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Ken Griffin's Q4 2013 Portfolio in Review

As of Q4 2013, Ken Griffin held 7,546 positions worth $76.8B, up 17% from $65.7B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Ken Griffin's Q4 2013 filing shows 827 new, 3,072 increased, 2,907 reduced and 547 closed positions. Its largest new stake was Antero Resources: 2,586,508 shares worth $164M. The largest sale was SBA Communications, an estimated $202M.

By sector, the portfolio is most concentrated in Financials at 10% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Ken Griffin's largest Q4 2013 buy was Antero Resources: 2,586,508 shares worth $164M.
  • Ken Griffin added most to Alphabet (Google) Class C in Q4 2013, an estimated $614M increase.
  • Ken Griffin's biggest Q4 2013 reduction was SBA Communications, cutting an estimated $202M.
  • Ken Griffin fully exited ELAN CORP ADS(RP1 ORD4IRISH PN in Q4 2013, selling an estimated $100M.
  • Ken Griffin's ten largest holdings make up 13% of its $76.8B portfolio in Q4 2013.
  • Ken Griffin opened 827 new positions and closed 547 in Q4 2013.
  • Ken Griffin's portfolio value rose 17% quarter-over-quarter to $76.8B.

Based on Citadel Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.