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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
CIM
5376
PUT
Chimera Investment
CIM
$988M
$431K ﹤0.01%
7,600
-5,533
-42% -$314K
LECO icon
5377
CALL
Lincoln Electric
LECO
$15.6B
$431K ﹤0.01%
4,700
+300
+7% +$26.8K
WAT icon
5378
CALL
Waters Corp
WAT
$40.5B
$431K ﹤0.01%
2,400
-5,800
-71% -$1.05M
LFC
5379
DELISTED
China Life Insurance Company Ltd.
LFC
$431K ﹤0.01%
+28,626
New +$449K
SFLY
5380
CALL
DELISTED
Shutterfly, Inc.
SFLY
$431K ﹤0.01%
8,900
-10,900
-55% -$513K
TERP
5381
CALL
DELISTED
TerraForm Power, Inc
TERP
$431K ﹤0.01%
32,600
+12,000
+58% +$156K
CORN icon
5382
Teucrium Corn Fund
CORN
$171M
$429K ﹤0.01%
+24,308
New +$444K
IOVA icon
5383
Iovance Biotherapeutics
IOVA
$3.16B
$429K ﹤0.01%
+55,324
New +$350K
MDXG icon
5384
CALL
MiMedx Group
MDXG
$622M
$429K ﹤0.01%
36,100
+19,100
+112% +$283K
AY
5385
PUT
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$429K ﹤0.01%
21,800
-9,100
-29% -$189K
GLDD
5386
DELISTED
Great Lakes Dredge & Dock
GLDD
$428K ﹤0.01%
88,154
+9,853
+13% +$41.1K
MTSI icon
5387
PUT
MACOM Technology Solutions
MTSI
$24.2B
$428K ﹤0.01%
9,600
-4,400
-31% -$215K
PBCT
5388
CALL
DELISTED
People's United Financial Inc
PBCT
$428K ﹤0.01%
23,600
-8,800
-27% -$152K
ENZL icon
5389
iShares MSCI New Zealand ETF
ENZL
$82.8M
$427K ﹤0.01%
+9,061
New +$425K
MRSH
5390
PUT
Marsh
MRSH
$89.6B
$427K ﹤0.01%
5,100
-2,000
-28% -$159K
WCN
5391
PUT
Waste Connections
WCN
$41.8B
$427K ﹤0.01%
6,100
-1,650
-21% -$109K
SYT
5392
DELISTED
Syngenta Ag
SYT
$427K ﹤0.01%
+4,637
New +$427K
EXK
5393
Endeavour Silver
EXK
$3.16B
$426K ﹤0.01%
178,964
+59,417
+50% +$153K
WING icon
5394
CALL
Wingstop
WING
$3.44B
$426K ﹤0.01%
12,800
-1,400
-10% -$45.5K
LUMO
5395
PUT
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$426K ﹤0.01%
4,644
+2,022
+77% +$155K
CEM
5396
DELISTED
ClearBridge MLP and Midstream Fund Inc.
CEM
$426K ﹤0.01%
+5,744
New +$433K
FPRX
5397
CALL
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$425K ﹤0.01%
10,400
-13,000
-56% -$408K
GEL icon
5398
CALL
Genesis Energy
GEL
$1.93B
$424K ﹤0.01%
16,100
-4,400
-21% -$125K
NAK
5399
PUT
Northern Dynasty Minerals
NAK
$908M
$424K ﹤0.01%
235,700
+99,800
+73% +$158K
DFJ icon
5400
WisdomTree Japan SmallCap Dividend Fund
DFJ
$408M
$423K ﹤0.01%
5,645
-5,586
-50% -$404K
214 215
216
217 218

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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.