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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
EXA
4276
DELISTED
EXA Corporation
EXA
$921K ﹤0.01%
+38,103
New +$556K
EDC icon
4277
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$167M
$920K ﹤0.01%
8,700
-600
-6% -$60.9K
RRTS
4278
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$920K ﹤0.01%
3,860
+529
+16% +$97.2K
AERI
4279
CALL
DELISTED
Aerie Pharmaceuticals
AERI
$919K ﹤0.01%
18,900
– –
IBCP icon
4280
Independent Bank Corp
IBCP
$850M
$918K ﹤0.01%
+40,540
New +$847K
POT
4281
CALL
DELISTED
Potash Corp Of Saskatchewan
POT
$916K ﹤0.01%
47,600
-4,400
-8% -$78.4K
MAIN icon
4282
CALL
Main Street Capital
MAIN
$5.5B
$914K ﹤0.01%
23,000
+9,200
+67% +$361K
OIL
4283
PUT
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$914K ﹤0.01%
169,900
-2,100
-1% -$10.6K
DOG
4284
ProShares Short Dow30
DOG
$87.3M
$913K ﹤0.01%
13,794
+11,169
+425% +$758K
SWIR
4285
DELISTED
Sierra Wireless
SWIR
$913K ﹤0.01%
+42,479
New +$1.05M
BIVV
4286
CALL
DELISTED
Bioverativ Inc. Common Stock
BIVV
$913K ﹤0.01%
16,000
+1,500
+10% +$87.9K
LGND icon
4287
CALL
Ligand Pharmaceuticals
LGND
$5.87B
$912K ﹤0.01%
10,740
+4,168
+63% +$330K
VXUS icon
4288
Vanguard Total International Stock ETF
VXUS
$164B
$911K ﹤0.01%
16,647
-7,541
-31% -$405K
WIFI
4289
DELISTED
Boingo Wireless, Inc.
WIFI
$911K ﹤0.01%
42,647
+5,592
+15% +$103K
LW icon
4290
PUT
Lamb Weston
LW
$7.3B
$910K ﹤0.01%
19,400
-1,800
-8% -$80.8K
SBNY
4291
PUT
DELISTED
Signature Bank
SBNY
$909K ﹤0.01%
7,100
+1,900
+37% +$249K
CQP icon
4292
Cheniere Energy
CQP
$33.4B
$908K ﹤0.01%
+31,489
New +$910K
DLB icon
4293
Dolby
DLB
$5.84B
$908K ﹤0.01%
15,779
-51,602
-77% -$2.7M
NDAQ icon
4294
PUT
Nasdaq
NDAQ
$54.2B
$908K ﹤0.01%
35,100
+19,800
+129% +$492K
AMP icon
4295
Ameriprise Financial
AMP
$50.3B
$907K ﹤0.01%
6,104
-18,535
-75% -$2.59M
GRC icon
4296
Gorman-Rupp
GRC
$2.13B
$906K ﹤0.01%
27,823
-11,516
-29% -$331K
HTGC icon
4297
Hercules Capital
HTGC
$3.13B
$905K ﹤0.01%
70,167
+57,516
+455% +$738K
SCHG icon
4298
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$904K ﹤0.01%
109,488
+51,304
+88% +$416K
AMTD
4299
DELISTED
TD Ameritrade Holding Corp
AMTD
$903K ﹤0.01%
18,504
-16,671
-47% -$748K
LAD icon
4300
PUT
Lithia Motors
LAD
$8.3B
$902K ﹤0.01%
7,500
+300
+4% +$31.4K
170 171
172
173 174

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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.