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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
+4.98%
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
$130B
AUM Growth
+$12.3B
Cap. Flow
+$1.54B
Cap. Flow %
1.18%
Top 10 Hldgs %
17.24%
Holding
8,628
New
1,223
Increased
3,315
Reduced
2,707
Closed
1,164

Top Buys

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$540M
2
CFG icon
Citizens Financial Group
CFG
+$304M
3
ADI icon
Analog Devices
ADI
+$303M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$293M
5
TRV icon
Travelers Companies
TRV
+$281M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$548M
2
MU icon
Micron Technology
MU
+$461M
3
C icon
Citigroup
C
+$334M
4
AVGO icon
Broadcom
AVGO
+$319M
5
ABBV icon
AbbVie
ABBV
+$267M

Sector Composition

Rank Sector Weight
1 Technology 7.23%
2 Financials 5.58%
3 Industrials 4.98%
4 Consumer Discretionary 4.95%
5 Healthcare 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANF icon
4226
PUT
Abercrombie & Fitch
ANF
$4.8B
$953K ﹤0.01%
66,000
-29,400
-31% -$336K
BCO icon
4227
Brink's
BCO
$4.71B
$953K ﹤0.01%
11,311
-24,023
-68% -$1.83M
EMB icon
4228
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$953K ﹤0.01%
8,188
-883
-10% -$102K
SOHU
4229
CALL
Sohu.com
SOHU
$378M
$953K ﹤0.01%
17,500
+1,200
+7% +$62.7K
SPHD icon
4230
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.44B
$953K ﹤0.01%
23,241
+8,211
+55% +$332K
EVBG
4231
DELISTED
Everbridge, Inc. Common Stock
EVBG
$953K ﹤0.01%
36,067
+9,950
+38% +$233K
PWP
4232
DELISTED
POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO
PWP
$953K ﹤0.01%
31,167
+20,873
+203% +$638K
PNR icon
4233
CALL
Pentair
PNR
$10.6B
$951K ﹤0.01%
20,846
+11,614
+126% +$499K
CASS icon
4234
Cass Information Systems
CASS
$748M
$949K ﹤0.01%
19,745
+11,556
+141% +$551K
UFCS icon
4235
United Fire Group
UFCS
$1.4B
$949K ﹤0.01%
20,718
+7,884
+61% +$342K
TFCF
4236
CALL
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$949K ﹤0.01%
36,800
+25,600
+229% +$695K
FGM icon
4237
First Trust Germany AlphaDEX Fund
FGM
$98.5M
$948K ﹤0.01%
+19,835
New +$910K
TV icon
4238
CALL
Televisa
TV
$1.53B
$947K ﹤0.01%
38,400
+6,300
+20% +$162K
SBNY
4239
CALL
DELISTED
Signature Bank
SBNY
$947K ﹤0.01%
7,400
+1,200
+19% +$158K
FXO icon
4240
First Trust Financials AlphaDEX Fund
FXO
$1.15B
$946K ﹤0.01%
+31,859
New +$925K
SPXC icon
4241
SPX Corp
SPXC
$10.9B
$946K ﹤0.01%
32,237
-94,761
-75% -$2.49M
FDD icon
4242
First Trust STOXX European Select Dividend Income Fund
FDD
$916M
$945K ﹤0.01%
69,276
-16,491
-19% -$220K
IPCC
4243
DELISTED
Infinity Property & Casualty C
IPCC
$945K ﹤0.01%
10,029
+7,237
+259% +$672K
JKS
4244
JinkoSolar
JKS
$877M
$944K ﹤0.01%
+37,834
New +$985K
NVO
4245
PUT
Novo Nordisk
NVO
$201B
$944K ﹤0.01%
39,200
-51,400
-57% -$1.16M
MYOK
4246
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$944K ﹤0.01%
+22,039
New +$703K
STL
4247
DELISTED
Sterling Bancorp
STL
$944K ﹤0.01%
38,305
-18,918
-33% -$431K
AL
4248
CALL
DELISTED
Air Lease Corp
AL
$942K ﹤0.01%
22,100
+1,200
+6% +$47.9K
BTE icon
4249
Baytex Energy
BTE
$3.06B
$942K ﹤0.01%
312,849
+285,183
+1,031% +$747K
CRC
4250
PUT
DELISTED
California Resources Corporation
CRC
$942K ﹤0.01%
90,100
+19,900
+28% +$159K
168 169
170
171 172

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Ken Griffin's Q3 2017 Portfolio in Review

As of Q3 2017, Ken Griffin held 8,628 positions worth $130B, up 10% from $118B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Ken Griffin's Q3 2017 filing shows 1,223 new, 3,315 increased, 2,707 reduced and 1,164 closed positions. Its largest new stake was Goldman Sachs: 2,394,331 shares worth $568M. The largest sale was Visa, an estimated $548M.

By sector, the portfolio is most concentrated in Technology at 7.2% of assets, down from 7.4% a quarter earlier, followed by Financials and Industrials.

  • Ken Griffin's largest Q3 2017 buy was Goldman Sachs: 2,394,331 shares worth $568M.
  • Ken Griffin added most to Citizens Financial Group in Q3 2017, an estimated $304M increase.
  • Ken Griffin's biggest Q3 2017 reduction was Visa, cutting an estimated $548M.
  • Ken Griffin fully exited Citigroup in Q3 2017, selling an estimated $334M.
  • Ken Griffin's ten largest holdings make up 17% of its $130B portfolio in Q3 2017.
  • Ken Griffin opened 1,223 new positions and closed 1,164 in Q3 2017.
  • Ken Griffin's portfolio value rose 10% quarter-over-quarter to $130B.

Based on Citadel Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.