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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
ABG icon
4551
Asbury Automotive
ABG
$3.78B
$760K ﹤0.01%
+12,437
New +$687K
DRIP icon
4552
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$99.5M
$760K ﹤0.01%
108
+45
+71% +$433K
FXB icon
4553
Invesco CurrencyShares British Pound Sterling Trust
FXB
$65M
$760K ﹤0.01%
+5,830
New +$743K
SPWR
4554
CALL
DELISTED
SunPower Corporation Common Stock
SPWR
$760K ﹤0.01%
159,266
-353,806
-69% -$2.14M
NTRI
4555
PUT
DELISTED
NutriSystem, Inc.
NTRI
$760K ﹤0.01%
13,600
-10,100
-43% -$547K
CYH icon
4556
CALL
Community Health Systems
CYH
$423M
$759K ﹤0.01%
98,800
-37,700
-28% -$294K
EEMV icon
4557
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.61B
$759K ﹤0.01%
+13,068
New +$751K
TEP
4558
DELISTED
Tallgrass Energy Partners, LP
TEP
$759K ﹤0.01%
15,854
+9,905
+166% +$480K
WBII
4559
DELISTED
WBI BullBear Global Income ETF
WBII
$758K ﹤0.01%
29,756
-1,968
-6% -$50.1K
BLUE
4560
DELISTED
bluebird bio
BLUE
$757K ﹤0.01%
425
-4,223
-91% -$5.9M
CVNA icon
4561
PUT
Carvana
CVNA
$83.1B
$757K ﹤0.01%
+258,000
New +$941K
TCRT icon
4562
PUT
Alaunos Therapeutics
TCRT
$4.71M
$757K ﹤0.01%
822
-92
-10% -$81.7K
TCX icon
4563
Tucows
TCX
$126M
$756K ﹤0.01%
12,915
-360
-3% -$19.5K
GNBC
4564
DELISTED
Green Bancorp, Inc
GNBC
$756K ﹤0.01%
31,954
+21,516
+206% +$459K
HCCI
4565
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
$755K ﹤0.01%
+34,716
New +$647K
WMC
4566
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$755K ﹤0.01%
7,210
-740
-9% -$77.3K
HTBK
4567
DELISTED
Heritage Commerce
HTBK
$754K ﹤0.01%
+52,955
New +$725K
CBSH icon
4568
Commerce Bancshares
CBSH
$8.64B
$753K ﹤0.01%
20,226
+14,129
+232% +$513K
EEHB
4569
DELISTED
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
$753K ﹤0.01%
37,875
-78,152
-67% -$1.55M
AGCO icon
4570
CALL
AGCO
AGCO
$7.1B
$752K ﹤0.01%
10,200
+3,300
+48% +$231K
CDK
4571
PUT
DELISTED
CDK Global, Inc.
CDK
$751K ﹤0.01%
11,900
+7,000
+143% +$441K
MULE
4572
PUT
DELISTED
MuleSoft, Inc.
MULE
$751K ﹤0.01%
37,300
+6,100
+20% +$136K
REV
4573
PUT
DELISTED
Revlon, Inc.
REV
$751K ﹤0.01%
30,600
+19,600
+178% +$379K
ACWI icon
4574
PUT
iShares MSCI ACWI ETF
ACWI
$33.6B
$750K ﹤0.01%
10,900
+6,400
+142% +$430K
CBRE icon
4575
CALL
CBRE Group
CBRE
$44.3B
$750K ﹤0.01%
19,800
+6,400
+48% +$235K
181 182
183
184 185

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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.