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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
PAG icon
5401
PUT
Penske Automotive Group
PAG
$14.4B
$423K ﹤0.01%
8,900
-300
-3% -$13K
TDF
5402
Templeton Dragon Fund
TDF
$272M
$423K ﹤0.01%
+20,348
New +$433K
TK icon
5403
CALL
Teekay
TK
$1.09B
$423K ﹤0.01%
+47,400
New +$415K
TREX icon
5404
PUT
Trex
TREX
$5.06B
$423K ﹤0.01%
18,800
-27,200
-59% -$518K
UVE icon
5405
PUT
Universal Insurance Holdings
UVE
$1.2B
$423K ﹤0.01%
+18,400
New +$418K
WMK icon
5406
Weis Markets
WMK
$1.76B
$423K ﹤0.01%
9,714
+4,468
+85% +$203K
CSR
5407
Centerspace
CSR
$938M
$422K ﹤0.01%
6,901
-1,186
-15% -$72.7K
CYTK icon
5408
PUT
Cytokinetics
CYTK
$10.3B
$422K ﹤0.01%
+29,100
New +$398K
DBC icon
5409
PUT
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$422K ﹤0.01%
27,400
-900
-3% -$13.4K
ERTH icon
5410
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$422K ﹤0.01%
10,227
-16,251
-61% -$643K
CPLA
5411
PUT
DELISTED
Capella Education Company
CPLA
$421K ﹤0.01%
6,000
+3,200
+114% +$232K
FXF icon
5412
PUT
Invesco CurrencyShares Swiss Franc Trust
FXF
$395M
$420K ﹤0.01%
4,300
+500
+13% +$49.2K
TDIV icon
5413
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
$420K ﹤0.01%
12,960
+6,323
+95% +$201K
BYD icon
5414
Boyd Gaming
BYD
$6.11B
$419K ﹤0.01%
+16,069
New +$416K
DUG icon
5415
ProShares UltraShort Energy
DUG
$18.1M
$419K ﹤0.01%
496
-134
-21% -$129K
LIND icon
5416
Lindblad Expeditions
LIND
$2.2B
$419K ﹤0.01%
39,191
-38,912
-50% -$407K
TMF icon
5417
CALL
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.12B
$419K ﹤0.01%
2,010
-1,830
-48% -$391K
WAL icon
5418
CALL
Western Alliance Bancorporation
WAL
$8.98B
$419K ﹤0.01%
7,900
-1,700
-18% -$83.4K
OLLI icon
5419
PUT
Ollie's Bargain Outlet
OLLI
$4.62B
$418K ﹤0.01%
9,000
-6,000
-40% -$265K
PETS icon
5420
PUT
PetMed Express
PETS
$39.5M
$418K ﹤0.01%
12,600
+6,700
+114% +$273K
LCII icon
5421
CALL
LCI Industries
LCII
$2.58B
$417K ﹤0.01%
3,600
-700
-16% -$71.4K
TRMB icon
5422
Trimble
TRMB
$13.4B
$417K ﹤0.01%
10,636
-40,765
-79% -$1.55M
UFS
5423
CALL
DELISTED
DOMTAR CORPORATION (New)
UFS
$417K ﹤0.01%
9,600
-700
-7% -$27.9K
PBI icon
5424
CALL
Pitney Bowes
PBI
$2.25B
$416K ﹤0.01%
29,700
-24,300
-45% -$334K
BFYT
5425
PUT
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$416K ﹤0.01%
+28,700
New +$792K
215 216
217
218 219

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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.