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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
MCF
4376
PUT
DELISTED
Contango Oil & Gas Co.
MCF
$331K ﹤0.01%
7,000
+3,200
+84% +$141K
GLAD icon
4377
Gladstone Capital
GLAD
$446M
$330K ﹤0.01%
+17,178
New +$316K
PEG icon
4378
CALL
Public Service Enterprise Group
PEG
$37.9B
$330K ﹤0.01%
10,300
-2,300
-18% -$76.1K
PDCE
4379
PUT
DELISTED
PDC Energy, Inc.
PDCE
$330K ﹤0.01%
6,200
-1,400
-18% -$85.5K
ANV
4380
CALL
DELISTED
Allied Nevada Gold Corp
ANV
$330K ﹤0.01%
93,000
-85,800
-48% -$322K
WPZ
4381
DELISTED
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
$330K ﹤0.01%
+6,896
New +$331K
INN
4382
Summit Hotel Properties
INN
$651M
$329K ﹤0.01%
36,507
+18,282
+100% +$165K
SNBR
4383
DELISTED
Sleep Number
SNBR
$329K ﹤0.01%
15,615
-32,839
-68% -$689K
MNK
4384
PUT
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$329K ﹤0.01%
6,300
+3,500
+125% +$167K
QUNR
4385
DELISTED
Qunar Cayman Islands Limited
QUNR
$329K ﹤0.01%
+12,383
New +$335K
LEG icon
4386
CALL
Leggett & Platt
LEG
$1.32B
$328K ﹤0.01%
10,600
+1,600
+18% +$47.7K
TROX icon
4387
PUT
Tronox
TROX
$952M
$328K ﹤0.01%
+14,200
New +$323K
BELFB
4388
Bel Fuse Inc Class B
BELFB
$4.19B
$327K ﹤0.01%
+15,339
New +$311K
GEVA
4389
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
$327K ﹤0.01%
+5,050
New +$300K
BANR icon
4390
Banner Corp
BANR
$2.52B
$326K ﹤0.01%
7,264
-30,568
-81% -$1.23M
FARO
4391
CALL
DELISTED
Faro Technologies
FARO
$326K ﹤0.01%
5,600
+600
+12% +$29.8K
SAAS
4392
DELISTED
inContact, Inc.
SAAS
$326K ﹤0.01%
+41,792
New +$318K
BEAT
4393
DELISTED
BioTelemetry, Inc.
BEAT
$326K ﹤0.01%
41,114
+27,113
+194% +$253K
BCRX icon
4394
BioCryst Pharmaceuticals
BCRX
$2.49B
$325K ﹤0.01%
+42,803
New +$271K
MOD icon
4395
Modine Manufacturing
MOD
$11.1B
$325K ﹤0.01%
+25,366
New +$340K
EV
4396
CALL
DELISTED
Eaton Vance Corp.
EV
$325K ﹤0.01%
7,600
-1,700
-18% -$70.2K
DF
4397
CALL
DELISTED
Dean Foods Company
DF
$325K ﹤0.01%
18,900
+17,100
+950% +$311K
ARE icon
4398
PUT
Alexandria Real Estate Equities
ARE
$8.28B
$324K ﹤0.01%
5,100
+3,000
+143% +$193K
BDC icon
4399
CALL
Belden
BDC
$5.31B
$324K ﹤0.01%
4,600
-7,500
-62% -$507K
NGD
4400
PUT
DELISTED
New Gold Inc
NGD
$324K ﹤0.01%
61,800
-8,100
-12% -$44.1K
174 175
176
177 178

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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.