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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
CG icon
4676
PUT
Carlyle Group
CG
$17.6B
$703K ﹤0.01%
+29,800
New +$636K
ICF icon
4677
iShares Select U.S. REIT ETF
ICF
$2.12B
$703K ﹤0.01%
13,964
-9,764
-41% -$495K
SIL icon
4678
PUT
Global X Silver Miners ETF NEW
SIL
$4.79B
$703K ﹤0.01%
21,300
+12,700
+148% +$429K
SOXL icon
4679
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$24.7B
$702K ﹤0.01%
91,335
-3,000
-3% -$19.4K
DST
4680
PUT
DELISTED
DST Systems Inc.
DST
$702K ﹤0.01%
12,800
-5,900
-32% -$323K
MOH icon
4681
PUT
Molina Healthcare
MOH
$11.1B
$701K ﹤0.01%
10,200
+4,900
+92% +$319K
INGR icon
4682
PUT
Ingredion
INGR
$6.63B
$700K ﹤0.01%
5,800
+2,600
+81% +$317K
ACBI
4683
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$699K ﹤0.01%
+38,494
New +$702K
IR icon
4684
Ingersoll Rand
IR
$32.3B
$698K ﹤0.01%
+25,371
New +$597K
TUZ
4685
DELISTED
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
$698K ﹤0.01%
13,776
+1,985
+17% +$101K
CPI
4686
DELISTED
CPI Inflation Hedged ETF
CPI
$697K ﹤0.01%
25,394
-7,389
-23% -$203K
BUSE icon
4687
First Busey Corp
BUSE
$2.58B
$696K ﹤0.01%
22,192
-446
-2% -$13K
WCN
4688
CALL
Waste Connections
WCN
$41.8B
$696K ﹤0.01%
9,950
+1,900
+24% +$125K
CADE
4689
DELISTED
Cadence Bank
CADE
$695K ﹤0.01%
21,682
-780,225
-97% -$23.3M
REG icon
4690
CALL
Regency Centers
REG
$14B
$695K ﹤0.01%
11,200
+6,000
+115% +$386K
AJRD
4691
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$695K ﹤0.01%
19,851
-160,325
-89% -$4.32M
IXG icon
4692
iShares Global Financials ETF
IXG
$702M
$693K ﹤0.01%
+10,382
New +$673K
CBM
4693
CALL
DELISTED
Cambrex Corporation
CBM
$693K ﹤0.01%
12,600
+2,600
+26% +$143K
FCOM icon
4694
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$692K ﹤0.01%
+21,442
New +$690K
AGX icon
4695
Argan
AGX
$8.11B
$691K ﹤0.01%
10,270
-14,711
-59% -$924K
UYM icon
4696
CALL
ProShares Ultra Materials
UYM
$40.3M
$691K ﹤0.01%
42,400
+17,600
+71% +$266K
LOPE icon
4697
PUT
Grand Canyon Education
LOPE
$3.76B
$690K ﹤0.01%
7,600
+3,000
+65% +$240K
GBX icon
4698
CALL
The Greenbrier Companies
GBX
$1.41B
$689K ﹤0.01%
14,300
-10,100
-41% -$448K
RITM icon
4699
CALL
Rithm Capital
RITM
$5.79B
$689K ﹤0.01%
41,200
+8,900
+28% +$146K
TDC icon
4700
CALL
Teradata
TDC
$2.57B
$689K ﹤0.01%
20,400
-8,800
-30% -$273K
186 187
188
189 190

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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.