We are live on ! Find out more
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
BMO icon
5076
CALL
Bank of Montreal
BMO
$130B
$167K ﹤0.01%
2,500
-6,400
-72% -$436K
PCH
5077
PUT
DELISTED
PotlatchDeltic
PCH
$167K ﹤0.01%
4,000
-3,500
-47% -$142K
TIVO
5078
CALL
DELISTED
Tivo Inc
TIVO
$167K ﹤0.01%
8,500
+2,400
+39% +$43.9K
MUSA icon
5079
CALL
Murphy USA
MUSA
$10.5B
$166K ﹤0.01%
4,000
+3,100
+344% +$131K
AREX
5080
PUT
DELISTED
Approach Resources Inc.
AREX
$166K ﹤0.01%
+8,600
New +$211K
STR
5081
CALL
DELISTED
QUESTAR CORP
STR
$166K ﹤0.01%
7,200
-13,100
-65% -$301K
VE
5082
DELISTED
VEOLIA ENVIRONNEMENT
VE
$166K ﹤0.01%
10,118
-1,592
-14% -$26.7K
MGAM
5083
PUT
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
$166K ﹤0.01%
5,300
-5,400
-50% -$168K
ZLC
5084
DELISTED
ZALE CORPORATION
ZLC
$166K ﹤0.01%
10,555
-306,144
-97% -$4.64M
MEMP
5085
DELISTED
Memorial Production Partners LP Common Units
MEMP
$166K ﹤0.01%
+7,571
New +$156K
AIR icon
5086
CALL
AAR Corp
AIR
$5.85B
$165K ﹤0.01%
5,900
-1,900
-24% -$55.5K
AMED
5087
DELISTED
Amedisys
AMED
$165K ﹤0.01%
+11,268
New +$181K
TDY icon
5088
CALL
Teledyne Technologies
TDY
$31.5B
$165K ﹤0.01%
+1,800
New +$160K
ARII
5089
PUT
DELISTED
American Railcar Industries, Inc.
ARII
$165K ﹤0.01%
3,600
+3,200
+800% +$137K
KFN
5090
PUT
DELISTED
KKR FINANCIAL HOLDINGS LLC COM
KFN
$165K ﹤0.01%
13,500
+800
+6% +$8.2K
TWGP
5091
PUT
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
$165K ﹤0.01%
48,800
+9,100
+23% +$37.3K
HK
5092
CALL
DELISTED
Halcon Resources Corporation
HK
$165K ﹤0.01%
248
-51
-17% -$39.6K
ETD icon
5093
PUT
Ethan Allen Interiors
ETD
$581M
$164K ﹤0.01%
5,400
+700
+15% +$19.8K
GTN icon
5094
PUT
Gray Television
GTN
$538M
$164K ﹤0.01%
11,000
+10,400
+1,733% +$110K
FLTX
5095
PUT
DELISTED
Fleetmatics Group PLC
FLTX
$164K ﹤0.01%
+3,800
New +$139K
TE
5096
PUT
DELISTED
TECO ENERGY INC
TE
$164K ﹤0.01%
9,500
-1,200
-11% -$20.5K
CADE
5097
CALL
DELISTED
Cadence Bank
CADE
$163K ﹤0.01%
6,400
+3,300
+106% +$75.3K
SCU
5098
PUT
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$163K ﹤0.01%
1,100
-440
-29% -$58K
MDCO
5099
DELISTED
Medicines Co
MDCO
$163K ﹤0.01%
4,219
-356,485
-99% -$12.7M
ININ
5100
CALL
DELISTED
Interactive Intelligence Group, inc.
ININ
$162K ﹤0.01%
2,400
-8,700
-78% -$558K
202 203
204
205 206

Similar funds

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.