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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
IYY icon
5151
iShares Dow Jones US ETF
IYY
$3.09B
$503K ﹤0.01%
+7,980
New +$493K
RIGL icon
5152
Rigel Pharmaceuticals
RIGL
$795M
$503K ﹤0.01%
19,814
+8,507
+75% +$207K
TSE
5153
CALL
DELISTED
Trinseo
TSE
$503K ﹤0.01%
7,500
+1,200
+19% +$79.8K
INFN
5154
PUT
DELISTED
Infinera Corporation Common Stock
INFN
$503K ﹤0.01%
56,700
-33,200
-37% -$320K
AMX icon
5155
CALL
America Movil
AMX
$70.3B
$502K ﹤0.01%
28,300
+1,400
+5% +$25.1K
IYZ icon
5156
CALL
iShares US Telecommunications ETF
IYZ
$1.23B
$502K ﹤0.01%
16,500
+5,800
+54% +$182K
BNS icon
5157
CALL
Scotiabank
BNS
$112B
$501K ﹤0.01%
7,800
-4,000
-34% -$249K
HOUS
5158
PUT
DELISTED
Anywhere Real Estate
HOUS
$501K ﹤0.01%
15,200
-900
-6% -$30.4K
CA
5159
PUT
DELISTED
CA, Inc.
CA
$501K ﹤0.01%
15,000
-3,300
-18% -$109K
ETY icon
5160
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.33B
$500K ﹤0.01%
42,859
+31,075
+264% +$355K
GPRE icon
5161
PUT
Green Plains
GPRE
$1.09B
$500K ﹤0.01%
24,800
+7,200
+41% +$137K
NRC icon
5162
NRC Health Common Stock
NRC
$469M
$500K ﹤0.01%
+13,272
New +$417K
QVCGA
5163
PUT
DELISTED
QVC Group Inc Series A
QVCGA
$500K ﹤0.01%
437
+114
+35% +$128K
GLOP
5164
PUT
DELISTED
GASLOG PARTNERS LP
GLOP
$500K ﹤0.01%
21,500
+9,000
+72% +$211K
UGLD
5165
DELISTED
VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER
UGLD
$500K ﹤0.01%
+4,653
New +$506K
MSM icon
5166
PUT
MSC Industrial Direct
MSM
$6.91B
$499K ﹤0.01%
6,600
+4,100
+164% +$297K
PEBO icon
5167
Peoples Bancorp
PEBO
$1.49B
$499K ﹤0.01%
14,843
-2,610
-15% -$82.8K
THFF icon
5168
First Financial Corp
THFF
$976M
$499K ﹤0.01%
10,477
+3,672
+54% +$166K
SN
5169
CALL
DELISTED
Sanchez Energy Corporation
SN
$499K ﹤0.01%
103,500
-109,900
-51% -$564K
BGC icon
5170
PUT
BGC Group
BGC
$5.33B
$498K ﹤0.01%
53,492
+19,904
+59% +$166K
CIVI
5171
DELISTED
Civitas Resources
CIVI
$498K ﹤0.01%
+15,101
New +$430K
RGEN icon
5172
CALL
Repligen
RGEN
$9.42B
$498K ﹤0.01%
13,000
+4,600
+55% +$193K
TRMK icon
5173
Trustmark
TRMK
$2.8B
$498K ﹤0.01%
+15,050
New +$468K
LPNT
5174
PUT
DELISTED
LifePoint Health, Inc.
LPNT
$498K ﹤0.01%
+8,600
New +$511K
FSK icon
5175
FS KKR Capital
FSK
$3.42B
$497K ﹤0.01%
14,696
-8,914
-38% -$307K
205 206
207
208 209

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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.