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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
UGI icon
4601
UGI
UGI
$7.59B
$264K ﹤0.01%
9,563
-25,041
-72% -$675K
TPLM
4602
PUT
DELISTED
Triangle Petroleum Corporation
TPLM
$264K ﹤0.01%
31,700
+3,100
+11% +$31.5K
OMED
4603
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
$264K ﹤0.01%
+8,953
New +$164K
BEAT
4604
CALL
DELISTED
BioTelemetry, Inc.
BEAT
$263K ﹤0.01%
33,100
+2,300
+7% +$21.5K
EPAM icon
4605
CALL
EPAM Systems
EPAM
$5.18B
$262K ﹤0.01%
7,500
+1,900
+34% +$67.9K
EPAM icon
4606
EPAM Systems
EPAM
$5.18B
$262K ﹤0.01%
7,475
+288
+4% +$10.3K
IPI icon
4607
Intrepid Potash
IPI
$493M
$262K ﹤0.01%
+1,655
New +$257K
UVV icon
4608
PUT
Universal Corp
UVV
$1.11B
$262K ﹤0.01%
4,800
-8,900
-65% -$462K
TCO
4609
CALL
DELISTED
Taubman Centers Inc.
TCO
$262K ﹤0.01%
4,100
-2,100
-34% -$140K
NSM
4610
DELISTED
Nationstar Mortgage Holdings
NSM
$262K ﹤0.01%
7,082
-6,554
-48% -$294K
LSI
4611
PUT
DELISTED
LSI CORPORATION
LSI
$262K ﹤0.01%
23,800
+2,600
+12% +$22.1K
CVE icon
4612
PUT
Cenovus Energy
CVE
$57.2B
$261K ﹤0.01%
9,100
+2,600
+40% +$75.7K
DAR icon
4613
PUT
Darling Ingredients
DAR
$10.6B
$261K ﹤0.01%
12,500
+5,800
+87% +$124K
ICFI icon
4614
ICF International
ICFI
$1.59B
$261K ﹤0.01%
+7,520
New +$259K
JOE icon
4615
PUT
St. Joe Company
JOE
$3.89B
$261K ﹤0.01%
13,600
+10,400
+325% +$193K
NRP icon
4616
CALL
Natural Resource Partners
NRP
$1.39B
$261K ﹤0.01%
1,310
+890
+212% +$178K
TROX icon
4617
Tronox
TROX
$952M
$261K ﹤0.01%
+11,334
New +$258K
CMRX
4618
DELISTED
Chimerix, Inc.
CMRX
$261K ﹤0.01%
+17,266
New +$275K
CLVS
4619
DELISTED
Clovis Oncology, Inc.
CLVS
$261K ﹤0.01%
+4,332
New +$236K
EEP
4620
DELISTED
Enbridge Energy Partners
EEP
$261K ﹤0.01%
8,727
+5,806
+199% +$173K
BBEP
4621
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
$261K ﹤0.01%
12,808
+9,713
+314% +$185K
BAGL
4622
DELISTED
EINSTEIN NOAH RESTAURANT GROUP, INC CMN STK (DELAWARE)
BAGL
$261K ﹤0.01%
+18,053
New +$301K
ACTG icon
4623
CALL
Acacia Research
ACTG
$448M
$260K ﹤0.01%
17,900
-19,200
-52% -$303K
FNF icon
4624
PUT
Fidelity National Financial
FNF
$13.3B
$260K ﹤0.01%
14,012
-6,481
-32% -$105K
PBPB
4625
CALL
DELISTED
Potbelly
PBPB
$260K ﹤0.01%
+10,700
New +$293K
183 184
185
186 187

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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.