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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
EFG icon
4926
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$583K ﹤0.01%
+7,534
New +$571K
LOGM
4927
CALL
DELISTED
LogMein, Inc.
LOGM
$583K ﹤0.01%
5,300
-8,000
-60% -$897K
ARII
4928
PUT
DELISTED
American Railcar Industries, Inc.
ARII
$583K ﹤0.01%
15,100
+1,500
+11% +$54.8K
IPXL
4929
CALL
DELISTED
Impax Laboratories, Inc.
IPXL
$583K ﹤0.01%
+28,700
New +$549K
AMED
4930
CALL
DELISTED
Amedisys
AMED
$582K ﹤0.01%
10,400
+2,500
+32% +$132K
EMB icon
4931
CALL
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$582K ﹤0.01%
5,000
+1,900
+61% +$220K
VWTR
4932
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$582K ﹤0.01%
34,851
+19,928
+134% +$331K
APRN
4933
CALL
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$581K ﹤0.01%
+592
New +$649K
LSI
4934
CALL
DELISTED
Life Storage, Inc.
LSI
$581K ﹤0.01%
10,650
-1,500
-12% -$75.3K
EAT icon
4935
CALL
Brinker International
EAT
$10.2B
$580K ﹤0.01%
18,200
-1,300
-7% -$44.3K
FTV icon
4936
CALL
Fortive
FTV
$18.6B
$580K ﹤0.01%
13,003
-10,942
-46% -$455K
GVA icon
4937
CALL
Granite Construction
GVA
$5.56B
$580K ﹤0.01%
10,000
-1,500
-13% -$79.1K
IEI icon
4938
CALL
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$580K ﹤0.01%
+4,700
New +$583K
LHX icon
4939
L3Harris
LHX
$54.3B
$580K ﹤0.01%
4,402
-95,523
-96% -$11.5M
NBHC icon
4940
National Bank Holdings
NBHC
$1.94B
$580K ﹤0.01%
16,248
-6,203
-28% -$206K
WOR icon
4941
PUT
Worthington Enterprises
WOR
$2.87B
$580K ﹤0.01%
20,437
+8,272
+68% +$257K
TLEH
4942
DELISTED
FlexShares Currency Hedged Morningstar EM Factor Tilt Index Fund
TLEH
$580K ﹤0.01%
+19,577
New +$577K
EGO icon
4943
PUT
Eldorado Gold
EGO
$10.4B
$579K ﹤0.01%
52,680
+18,800
+55% +$205K
FLS icon
4944
PUT
Flowserve
FLS
$10.3B
$579K ﹤0.01%
13,600
-5,400
-28% -$227K
LBAI
4945
DELISTED
Lakeland Bancorp Inc
LBAI
$579K ﹤0.01%
+28,379
New +$536K
EQBK icon
4946
Equity Bancshares
EQBK
$1.06B
$578K ﹤0.01%
16,259
+9,615
+145% +$326K
GREK
4947
PUT
Global X MSCI Greece ETF
GREK
$334M
$578K ﹤0.01%
20,367
+11,267
+124% +$346K
NAVI icon
4948
CALL
Navient
NAVI
$860M
$578K ﹤0.01%
38,500
-56,900
-60% -$830K
WSBF icon
4949
Waterstone Financial
WSBF
$382M
$578K ﹤0.01%
29,647
-13,432
-31% -$247K
BSJN
4950
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$578K ﹤0.01%
21,484
-64,873
-75% -$1.74M
196 197
198
199 200

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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.