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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
IBCC
4726
DELISTED
iShares iBonds Mar 2018 Term Corporate ex-Financials ETF
IBCC
$679K ﹤0.01%
27,549
-13,773
-33% -$339K
KS
4727
DELISTED
KapStone Paper and Pack Corp.
KS
$678K ﹤0.01%
31,533
-60,874
-66% -$1.35M
VIXM icon
4728
CALL
ProShares VIX Mid-Term Futures ETF
VIXM
$94.3M
$677K ﹤0.01%
26,900
+16,500
+159% +$434K
CCC
4729
DELISTED
Calgon Carbon Corp
CCC
$677K ﹤0.01%
31,655
-92,965
-75% -$1.4M
BSJH
4730
DELISTED
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
$676K ﹤0.01%
26,289
-276,693
-91% -$7.11M
CFG icon
4731
CALL
Citizens Financial Group
CFG
$31.5B
$674K ﹤0.01%
17,800
-97,600
-85% -$3.41M
IBN icon
4732
ICICI Bank
IBN
$107B
$673K ﹤0.01%
78,577
+39,793
+103% +$364K
UEIC icon
4733
Universal Electronics
UEIC
$67.9M
$673K ﹤0.01%
10,609
+5,564
+110% +$347K
WBD icon
4734
PUT
Warner Bros
WBD
$70.2B
$673K ﹤0.01%
31,600
+21,200
+204% +$499K
TMX
4735
CALL
DELISTED
Terminix Global Holdings, Inc.
TMX
$673K ﹤0.01%
21,499
-28,815
-57% -$850K
EEP
4736
PUT
DELISTED
Enbridge Energy Partners
EEP
$673K ﹤0.01%
42,100
-6,500
-13% -$100K
SLX icon
4737
VanEck Steel ETF
SLX
$173M
$672K ﹤0.01%
15,913
+9,864
+163% +$408K
TECL icon
4738
CALL
Direxion Daily Technology Bull 3x ETF
TECL
$6.39B
$672K ﹤0.01%
75,000
-9,000
-11% -$74.9K
WEAT icon
4739
Teucrium Wheat Fund
WEAT
$305M
$672K ﹤0.01%
20,425
+12,637
+162% +$443K
IBDC
4740
DELISTED
iShares iBonds Mar 2020 Term Corporate ETF
IBDC
$672K ﹤0.01%
25,596
-121,828
-83% -$3.2M
TCO
4741
PUT
DELISTED
Taubman Centers Inc.
TCO
$671K ﹤0.01%
13,500
+300
+2% +$16.5K
CPN
4742
PUT
DELISTED
Calpine Corporation
CPN
$671K ﹤0.01%
45,500
+2,700
+6% +$38.5K
CAMP
4743
CALL
DELISTED
CalAmp Corp.
CAMP
$670K ﹤0.01%
1,252
+474
+61% +$209K
MIK
4744
CALL
DELISTED
Michaels Stores, Inc
MIK
$670K ﹤0.01%
31,200
+20,800
+200% +$424K
CMCO icon
4745
Columbus McKinnon
CMCO
$556M
$668K ﹤0.01%
17,648
-3,526
-17% -$108K
LDL
4746
DELISTED
Lydall, Inc.
LDL
$668K ﹤0.01%
11,658
-2,529
-18% -$126K
BSCH
4747
DELISTED
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
$668K ﹤0.01%
29,531
+6,585
+29% +$149K
ASPS icon
4748
PUT
Altisource Portfolio Solutions
ASPS
$64.4M
$667K ﹤0.01%
3,225
+1,350
+72% +$251K
BPT
4749
PUT
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$667K ﹤0.01%
29,700
+13,500
+83% +$275K
HQY icon
4750
HealthEquity
HQY
$8.76B
$667K ﹤0.01%
+13,183
New +$614K
188 189
190
191 192

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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.