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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
+10%
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
$65.7B
AUM Growth
+$7.59B
Cap. Flow
-$1.34B
Cap. Flow %
-2.05%
Top 10 Hldgs %
12.37%
Holding
7,215
New
735
Increased
2,740
Reduced
3,074
Closed
505

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$245M
2
KEY icon
KeyCorp
KEY
+$199M
3
RTX icon
RTX Corp
RTX
+$183M
4
EMC
EMC CORPORATION
EMC
+$170M
5
RL icon
Ralph Lauren
RL
+$167M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$245M
2
USB icon
US Bancorp
USB
+$216M
3
AAPL icon
Apple
AAPL
+$207M
4
V icon
Visa
V
+$188M
5
BAC icon
Bank of America
BAC
+$177M

Sector Composition

Rank Sector Weight
1 Financials 9.66%
2 Consumer Discretionary 8.08%
3 Energy 7.71%
4 Technology 6.85%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRT
5276
DELISTED
Startek Inc.
SRT
$94K ﹤0.01%
14,480
-14,025
-49% -$80K
EQM
5277
CALL
DELISTED
EQM Midstream Partners, LP
EQM
$94K ﹤0.01%
+1,900
New +$89.3K
KZ
5278
DELISTED
KongZhong Corporation
KZ
$94K ﹤0.01%
7,184
-31,038
-81% -$308K
HTS
5279
PUT
DELISTED
HATTERAS FINANCIAL CORP
HTS
$94K ﹤0.01%
5,000
-8,500
-63% -$171K
AMH icon
5280
American Homes 4 Rent
AMH
$12.3B
$93K ﹤0.01%
+5,774
New +$92.5K
EXEL icon
5281
CALL
Exelixis
EXEL
$12.7B
$93K ﹤0.01%
16,000
-7,600
-32% -$39.3K
EZPW icon
5282
CALL
Ezcorp Inc
EZPW
$1.81B
$93K ﹤0.01%
5,500
-5,600
-50% -$100K
TNGO
5283
PUT
DELISTED
Tangoe, Inc.
TNGO
$93K ﹤0.01%
3,900
+3,400
+680% +$66.1K
PDLI
5284
CALL
DELISTED
PDL BioPharma, Inc.
PDLI
$93K ﹤0.01%
11,700
+7,100
+154% +$57.1K
LLEN
5285
CALL
DELISTED
L & L ENERGY INC COM STK (NV)
LLEN
$93K ﹤0.01%
+73,200
New +$199K
MUX icon
5286
PUT
McEwen Inc
MUX
$1.15B
$92K ﹤0.01%
3,820
-4,510
-54% -$102K
OXSQ icon
5287
CALL
Oxford Square Capital
OXSQ
$157M
$92K ﹤0.01%
9,400
+4,000
+74% +$39.3K
PETS icon
5288
PetMed Express
PETS
$38.9M
$92K ﹤0.01%
5,638
-1,593
-22% -$24.8K
PGNX
5289
PUT
DELISTED
Progenics Pharmaceuticals Inc
PGNX
$92K ﹤0.01%
18,300
+7,100
+63% +$38.5K
UCFC
5290
DELISTED
United Community Financial Corp
UCFC
$92K ﹤0.01%
+23,794
New +$102K
SEP
5291
PUT
DELISTED
Spectra Engy Parters Lp
SEP
$92K ﹤0.01%
2,100
-900
-30% -$39.2K
NES
5292
CALL
DELISTED
NUVERRA ENVIRONMENTAL INC NEW COM STK (DE)
NES
$92K ﹤0.01%
4,010
+1,150
+40% +$32.5K
ALLT icon
5293
CALL
Allot
ALLT
$383M
$91K ﹤0.01%
7,200
-9,300
-56% -$124K
ARLP icon
5294
Alliance Resource Partners
ARLP
$3.27B
$91K ﹤0.01%
2,442
-240
-9% -$9.03K
ATCO
5295
PUT
DELISTED
Atlas Corp.
ATCO
$91K ﹤0.01%
3,700
-32,600
-90% -$708K
PRKR
5296
PUT
DELISTED
Parkervision Inc
PRKR
$91K ﹤0.01%
+2,730
New +$109K
SKS
5297
CALL
DELISTED
SAKS INCORPORATED
SKS
$91K ﹤0.01%
5,700
-43,100
-88% -$671K
GTE icon
5298
CALL
Gran Tierra Energy
GTE
$325M
$90K ﹤0.01%
1,270
+680
+115% +$44.6K
CMD
5299
DELISTED
Cantel Medical Corporation
CMD
$90K ﹤0.01%
+2,833
New +$75.3K
SKUL
5300
CALL
DELISTED
SKULLCANDY INC
SKUL
$90K ﹤0.01%
14,600
+12,400
+564% +$69.3K
210 211
212
213 214

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Ken Griffin's Q3 2013 Portfolio in Review

As of Q3 2013, Ken Griffin held 7,215 positions worth $65.7B, up 13% from $58.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Ken Griffin's Q3 2013 filing shows 735 new, 2,740 increased, 3,074 reduced and 505 closed positions. Its largest new stake was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M. The largest sale was Pfizer, an estimated $245M.

By sector, the portfolio is most concentrated in Financials at 9.7% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Ken Griffin's largest Q3 2013 buy was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M.
  • Ken Griffin added most to Philip Morris in Q3 2013, an estimated $245M increase.
  • Ken Griffin's biggest Q3 2013 reduction was Pfizer, cutting an estimated $245M.
  • Ken Griffin fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $166M.
  • Ken Griffin's ten largest holdings make up 12% of its $65.7B portfolio in Q3 2013.
  • Ken Griffin opened 735 new positions and closed 505 in Q3 2013.
  • Ken Griffin's portfolio value rose 13% quarter-over-quarter to $65.7B.

Based on Citadel Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.