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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
+10.05%
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
RAMP icon
5326
PUT
LiveRamp
RAMP
$2.3B
$122K ﹤0.01%
3,300
-3,300
-50% -$110K
WNEB icon
5327
Western New England Bancorp
WNEB
$278M
$122K ﹤0.01%
16,356
-959
-6% -$7K
WPRT
5328
Westport Fuel Systems
WPRT
$33.4M
$122K ﹤0.01%
623
-5,341
-90% -$1.18M
GHL
5329
CALL
DELISTED
Greenhill & Co., Inc.
GHL
$122K ﹤0.01%
2,100
+1,300
+163% +$68K
HMA
5330
CALL
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
$122K ﹤0.01%
9,300
-35,200
-79% -$456K
MTGE
5331
CALL
DELISTED
MTGE Investment Corp. Common Stock
MTGE
$122K ﹤0.01%
7,000
-15,100
-68% -$290K
ALTO icon
5332
CALL
Alto Ingredients
ALTO
$324M
$121K ﹤0.01%
+23,700
New +$88.1K
FLNA
5333
Filana Therapeutics
FLNA
$44.1M
$121K ﹤0.01%
3,568
-9,039
-72% -$240K
XYL icon
5334
Xylem
XYL
$27.9B
$121K ﹤0.01%
3,504
-175,527
-98% -$5.65M
PRKS icon
5335
CALL
United Parks & Resorts
PRKS
$2.04B
$121K ﹤0.01%
4,200
+1,900
+83% +$56.5K
PVA
5336
PUT
DELISTED
PENN VIRGINIA CORP
PVA
$121K ﹤0.01%
12,800
+8,900
+228% +$80.7K
GGS
5337
DELISTED
GLOBAL GEOPHYSICAL SERVICES, INC COM STK
GGS
$121K ﹤0.01%
+75,366
New +$151K
NTP
5338
DELISTED
Nam Tai Property Inc.
NTP
$121K ﹤0.01%
17,032
-119,605
-88% -$905K
ASTE icon
5339
PUT
Astec Industries
ASTE
$997M
$120K ﹤0.01%
3,100
– –
OTTR icon
5340
CALL
Otter Tail
OTTR
$3.9B
$120K ﹤0.01%
4,100
+1,500
+58% +$43.7K
TWO
5341
CALL
Two Harbors Investment
TWO
$1.27B
$120K ﹤0.01%
1,613
-2,850
-64% -$214K
MMP
5342
DELISTED
Magellan Midstream Partners, L.P.
MMP
$120K ﹤0.01%
1,901
-7,559
-80% -$451K
PZE
5343
DELISTED
Petrobras Argentina S A
PZE
$120K ﹤0.01%
+21,534
New +$134K
TSS
5344
CALL
DELISTED
Total System Services, Inc.
TSS
$120K ﹤0.01%
3,600
-1,100
-23% -$33.8K
ACLS icon
5345
Axcelis
ACLS
$4.33B
$119K ﹤0.01%
12,198
-3,317
-21% -$30.1K
RMAX icon
5346
CALL
RE/MAX Holdings
RMAX
$268M
$119K ﹤0.01%
+3,700
New +$109K
WABC icon
5347
PUT
Westamerica Bancorp
WABC
$1.38B
$119K ﹤0.01%
2,100
+1,500
+250% +$80K
GCAP
5348
DELISTED
Gain Capital Holdings, Inc.
GCAP
$119K ﹤0.01%
15,779
-7,580
-32% -$76.2K
COWN
5349
DELISTED
Cowen Inc. Class A Common Stock
COWN
$119K ﹤0.01%
7,609
+1,582
+26% +$24.2K
TC
5350
PUT
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
$119K ﹤0.01%
54,600
+14,200
+35% +$40.2K
212 213
214
215 216

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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.