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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
RXII
4351
PUT
DELISTED
GALENA BIOPHARMA INC COM
RXII
$341K ﹤0.01%
68,700
+25,700
+60% +$128K
COTY icon
4352
Coty
COTY
$2.51B
$340K ﹤0.01%
22,256
-2,547
-10% -$40K
CATM
4353
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$340K ﹤0.01%
7,826
-76,328
-91% -$3.11M
NBBC
4354
DELISTED
NEWBRIDGE BANCORP CLASS A COM STK (NC)
NBBC
$339K ﹤0.01%
45,200
+21,499
+91% +$155K
FST
4355
PUT
DELISTED
FOREST OIL CORPORATION
FST
$339K ﹤0.01%
93,800
+50,200
+115% +$227K
BDN
4356
Brandywine Realty Trust
BDN
$532M
$337K ﹤0.01%
23,899
-84,746
-78% -$1.15M
SPPI
4357
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$337K ﹤0.01%
38,116
+11,197
+42% +$100K
GEVA
4358
CALL
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
$337K ﹤0.01%
+5,200
New +$309K
HLX icon
4359
PUT
Helix Energy Solutions
HLX
$1.54B
$336K ﹤0.01%
14,500
+11,000
+314% +$257K
MAGN
4360
Magnera Corp
MAGN
$444M
$336K ﹤0.01%
+935
New +$331K
ERF
4361
CALL
DELISTED
Enerplus Corporation
ERF
$336K ﹤0.01%
18,636
-907
-5% -$15.8K
RGC
4362
CALL
DELISTED
Regal Entertainment Group
RGC
$335K ﹤0.01%
17,200
-1,700
-9% -$32.6K
SCNB
4363
DELISTED
Suffolk Bancorp
SCNB
$335K ﹤0.01%
+16,081
New +$312K
VASC
4364
DELISTED
Vascular Solutions Inc
VASC
$335K ﹤0.01%
+14,488
New +$284K
CZNC icon
4365
Citizens & Northern Corp
CZNC
$466M
$334K ﹤0.01%
+16,181
New +$327K
JBLU icon
4366
PUT
JetBlue
JBLU
$2.13B
$334K ﹤0.01%
39,100
+2,400
+7% +$19.1K
MWA icon
4367
Mueller Water Products
MWA
$3.99B
$334K ﹤0.01%
35,644
-10,040
-22% -$85.6K
RJF icon
4368
PUT
Raymond James Financial
RJF
$34.8B
$334K ﹤0.01%
9,600
+4,650
+94% +$144K
CNW
4369
CALL
DELISTED
CON-WAY INC.
CNW
$334K ﹤0.01%
8,400
+200
+2% +$8.38K
WMK icon
4370
Weis Markets
WMK
$1.76B
$333K ﹤0.01%
6,340
-12,863
-67% -$648K
MSM icon
4371
CALL
MSC Industrial Direct
MSM
$6.91B
$332K ﹤0.01%
4,100
-500
-11% -$39.6K
PTEN icon
4372
CALL
Patterson-UTI
PTEN
$4.34B
$332K ﹤0.01%
13,100
-500
-4% -$12K
FLG
4373
CALL
Flagstar Bank National Association
FLG
$5.92B
$332K ﹤0.01%
6,567
-2,666
-29% -$129K
RLH
4374
DELISTED
Red Lions Hotel Corporation
RLH
$332K ﹤0.01%
54,788
-30,202
-36% -$173K
NGL icon
4375
CALL
NGL Energy Partners
NGL
$2.24B
$331K ﹤0.01%
+9,600
New +$306K
173 174
175
176 177

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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.