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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
-14.49%
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
$183B
AUM Growth
-$41.5B
Cap. Flow
-$8B
Cap. Flow %
-4.38%
Top 10 Hldgs %
23.66%
Holding
10,385
New
1,236
Increased
3,761
Reduced
3,800
Closed
1,371

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.68B
2
SYF icon
Synchrony
SYF
+$441M
3
META icon
Meta Platforms (Facebook)
META
+$370M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$349M
5
CMCSA icon
Comcast
CMCSA
+$338M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$783M
2
MS icon
Morgan Stanley
MS
+$518M
3
LOW icon
Lowe's Companies
LOW
+$474M
4
V icon
Visa
V
+$425M
5
NFLX icon
Netflix
NFLX
+$419M

Sector Composition

Rank Sector Weight
1 Financials 5.01%
2 Technology 4.76%
3 Consumer Discretionary 3.82%
4 Industrials 3.81%
5 Communication Services 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYZ icon
4651
iShares US Telecommunications ETF
IYZ
$1.23B
$1.34M ﹤0.01%
51,034
-19,914
-28% -$558K
IWN icon
4652
CALL
iShares Russell 2000 Value ETF
IWN
$14.7B
$1.34M ﹤0.01%
12,500
-14,400
-54% -$1.73M
RRGB icon
4653
PUT
Red Robin
RRGB
$192M
$1.34M ﹤0.01%
50,300
-50,700
-50% -$1.71M
NSTG
4654
DELISTED
NanoString Technologies, Inc.
NSTG
$1.34M ﹤0.01%
90,597
+68,261
+306% +$1.08M
AGCO icon
4655
CALL
AGCO
AGCO
$7.1B
$1.34M ﹤0.01%
24,100
+9,200
+62% +$520K
NDLS icon
4656
Noodles & Co
NDLS
$107M
$1.34M ﹤0.01%
+23,981
New +$1.78M
STRL icon
4657
Sterling Infrastructure
STRL
$17.6B
$1.34M ﹤0.01%
123,185
+10,071
+9% +$122K
FXD icon
4658
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
$1.34M ﹤0.01%
+36,369
New +$1.45M
SHE icon
4659
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$339M
$1.34M ﹤0.01%
+21,022
New +$1.5M
CEZ
4660
DELISTED
VictoryShares Emerging Market Volatility Wtd ETF
CEZ
$1.34M ﹤0.01%
55,731
+29,545
+113% +$745K
PAGP icon
4661
CALL
Plains GP Holdings
PAGP
$5.11B
$1.34M ﹤0.01%
66,600
+11,500
+21% +$255K
AMX icon
4662
America Movil
AMX
$70.3B
$1.34M ﹤0.01%
93,900
+83,252
+782% +$1.2M
ARWR icon
4663
PUT
Arrowhead Research
ARWR
$12.2B
$1.34M ﹤0.01%
107,700
+9,500
+10% +$130K
CPF icon
4664
Central Pacific Financial
CPF
$996M
$1.34M ﹤0.01%
54,943
-139,282
-72% -$3.67M
PFG icon
4665
CALL
Principal Financial Group
PFG
$24.4B
$1.34M ﹤0.01%
30,300
-5,600
-16% -$276K
ZGNX
4666
PUT
DELISTED
Zogenix, Inc.
ZGNX
$1.34M ﹤0.01%
36,700
-41,500
-53% -$1.7M
GVA icon
4667
Granite Construction
GVA
$5.56B
$1.34M ﹤0.01%
33,188
+7,095
+27% +$324K
TOK icon
4668
iShares MSCI Kokusai Fund
TOK
$258M
$1.34M ﹤0.01%
23,012
+15,917
+224% +$999K
ATEN icon
4669
A10 Networks
ATEN
$1.99B
$1.34M ﹤0.01%
214,102
+20,594
+11% +$125K
LKFT
4670
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.8B
$1.34M ﹤0.01%
+14,564
New +$1.48M
FXN icon
4671
First Trust Energy AlphaDEX Fund
FXN
$394M
$1.33M ﹤0.01%
+115,951
New +$1.7M
EEMV icon
4672
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.61B
$1.33M ﹤0.01%
23,866
+14,771
+162% +$829K
IVLU icon
4673
iShares MSCI Intl Value Factor ETF
IVLU
$4.55B
$1.33M ﹤0.01%
+60,941
New +$1.44M
BCO icon
4674
PUT
Brink's
BCO
$4.71B
$1.33M ﹤0.01%
20,600
-7,600
-27% -$501K
VSAT icon
4675
PUT
Viasat
VSAT
$11.4B
$1.33M ﹤0.01%
22,600
-11,500
-34% -$746K
185 186
187
188 189

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Ken Griffin's Q4 2018 Portfolio in Review

As of Q4 2018, Ken Griffin held 10,385 positions worth $183B, down 19% from $224B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Ken Griffin withdrew a net $8B in Q4 2018, closing 1,371 positions and reducing 3,800 holdings. Its most notable exit was Aetna Inc, an estimated $783M position sold in full.

By sector, the portfolio is most concentrated in Financials at 5% of assets, down from 5.9% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Ken Griffin opened a new position in Assurant worth $99.4M.

  • Ken Griffin's largest Q4 2018 buy was Assurant: 1,111,342 shares worth $99.4M.
  • Ken Griffin added most to Amazon in Q4 2018, an estimated $1.68B increase.
  • Ken Griffin's biggest Q4 2018 reduction was Morgan Stanley, cutting an estimated $518M.
  • Ken Griffin fully exited Aetna Inc in Q4 2018, selling an estimated $783M.
  • Ken Griffin's ten largest holdings make up 24% of its $183B portfolio in Q4 2018.
  • Ken Griffin opened 1,236 new positions and closed 1,371 in Q4 2018.
  • Ken Griffin's portfolio value fell 19% quarter-over-quarter to $183B.

Based on Citadel Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.