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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
INCO icon
5201
Columbia India Consumer ETF
INCO
$237M
$491K ﹤0.01%
+11,542
New +$501K
PBF icon
5202
PUT
PBF Energy
PBF
$8.52B
$491K ﹤0.01%
17,800
-3,600
-17% -$83.3K
EXPR
5203
CALL
DELISTED
Express, Inc.
EXPR
$491K ﹤0.01%
3,630
-1,700
-32% -$215K
FMSA
5204
PUT
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
$491K ﹤0.01%
102,800
-121,500
-54% -$393K
CIM
5205
Chimera Investment
CIM
$988M
$490K ﹤0.01%
8,637
-88,714
-91% -$5.04M
ERY icon
5206
Direxion Daily Energy Bear 2X ETF
ERY
$35.4M
$489K ﹤0.01%
898
-358
-29% -$238K
FC icon
5207
CALL
Franklin Covey
FC
$229M
$489K ﹤0.01%
+24,100
New +$448K
HACK icon
5208
PUT
Amplify Cybersecurity ETF
HACK
$2.98B
$488K ﹤0.01%
+16,200
New +$482K
RNG icon
5209
PUT
RingCentral
RNG
$5.39B
$488K ﹤0.01%
11,700
-11,000
-48% -$422K
THS
5210
PUT
DELISTED
Treehouse Foods
THS
$488K ﹤0.01%
7,200
+2,600
+57% +$192K
ARCH
5211
CALL
DELISTED
Arch Resources, Inc.
ARCH
$488K ﹤0.01%
6,800
-18,800
-73% -$1.41M
JHG
5212
DELISTED
Janus Henderson
JHG
$487K ﹤0.01%
13,972
-7,260
-34% -$247K
SIOX
5213
PUT
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$487K ﹤0.01%
8,850
+2,325
+36% +$392K
ELVT
5214
DELISTED
Elevate Credit, Inc.
ELVT
$487K ﹤0.01%
79,688
+59,055
+286% +$422K
IPG
5215
PUT
DELISTED
Interpublic Group of Companies
IPG
$486K ﹤0.01%
23,400
+11,400
+95% +$248K
DERM
5216
CALL
DELISTED
Dermira, Inc.
DERM
$486K ﹤0.01%
18,000
-1,000
-5% -$26.2K
WAB icon
5217
CALL
Wabtec
WAB
$50.5B
$485K ﹤0.01%
6,400
-500
-7% -$38.5K
HTB
5218
HomeTrust Bancshares
HTB
$834M
$485K ﹤0.01%
18,895
-3,412
-15% -$81.4K
EWBC icon
5219
CALL
East-West Bancorp
EWBC
$18.7B
$484K ﹤0.01%
8,100
+700
+9% +$39.8K
FAZ
5220
CALL
Direxion Daily Financial Bear 3x ETF
FAZ
$84.6M
$484K ﹤0.01%
83
-140
-63% -$899K
VPL icon
5221
CALL
Vanguard FTSE Pacific ETF
VPL
$8.64B
$484K ﹤0.01%
7,100
-1,000
-12% -$67.3K
TGP
5222
CALL
DELISTED
Teekay LNG Partners L.P.
TGP
$484K ﹤0.01%
27,200
+13,900
+105% +$241K
HCR
5223
DELISTED
Hi-Crush Inc. Common Stock
HCR
$484K ﹤0.01%
+50,949
New +$448K
FOR icon
5224
CALL
Forestar Group
FOR
$1.5B
$483K ﹤0.01%
+28,100
New +$483K
FSTA icon
5225
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.43B
$483K ﹤0.01%
+14,909
New +$492K
207 208
209
210 211

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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.