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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
PDLI
5426
CALL
DELISTED
PDL BioPharma, Inc.
PDLI
$108K ﹤0.01%
12,800
+1,100
+9% +$9.27K
KDP icon
5427
PUT
Keurig Dr Pepper
KDP
$42.8B
$107K ﹤0.01%
2,200
-2,800
-56% -$132K
LSAK icon
5428
PUT
Lesaka Technologies
LSAK
$407M
$107K ﹤0.01%
12,300
-5,600
-31% -$59.4K
CACB
5429
DELISTED
Cascade Bancorp
CACB
$107K ﹤0.01%
20,516
+17,120
+504% +$91.5K
CYTR
5430
CALL
DELISTED
CytRx Corp
CYTR
$107K ﹤0.01%
+2,833
New +$51.6K
CNO icon
5431
PUT
CNO Financial Group
CNO
$5.11B
$106K ﹤0.01%
6,000
-800
-12% -$12.8K
VAC icon
5432
CALL
Marriott Vacations Worldwide
VAC
$4.16B
$106K ﹤0.01%
2,000
+1,000
+100% +$50.2K
RFP
5433
CALL
DELISTED
Resolute Forest Products Inc.
RFP
$106K ﹤0.01%
6,600
+1,500
+29% +$22.1K
CPLA
5434
CALL
DELISTED
Capella Education Company
CPLA
$106K ﹤0.01%
1,600
-2,100
-57% -$131K
IPXL
5435
CALL
DELISTED
Impax Laboratories, Inc.
IPXL
$106K ﹤0.01%
4,200
-3,700
-47% -$82.5K
EVER
5436
PUT
DELISTED
Everbank Financial Corp
EVER
$106K ﹤0.01%
5,800
+5,500
+1,833% +$88.3K
RDEN
5437
CALL
DELISTED
ELIZABETH ARDEN INC
RDEN
$106K ﹤0.01%
3,000
-2,200
-42% -$81.9K
SLH
5438
PUT
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$106K ﹤0.01%
1,500
+900
+150% +$56.3K
YONG
5439
PUT
DELISTED
YONGYE INTERNATIONAL, INC. COMMON STOCK
YONG
$106K ﹤0.01%
16,500
-74,200
-82% -$470K
ABK
5440
CALL
DELISTED
Ambac Financial Group
ABK
$106K ﹤0.01%
4,300
-4,400
-51% -$108K
AME icon
5441
PUT
Ametek
AME
$58.4B
$105K ﹤0.01%
2,000
+1,100
+122% +$53.1K
AVAV icon
5442
PUT
AeroVironment
AVAV
$9.76B
$105K ﹤0.01%
3,600
-4,700
-57% -$126K
SRDX
5443
PUT
DELISTED
Surmodics
SRDX
$105K ﹤0.01%
4,300
-1,400
-25% -$33K
MSCC
5444
PUT
DELISTED
Microsemi Corp
MSCC
$105K ﹤0.01%
+4,200
New +$102K
PRGN
5445
CALL
DELISTED
PARAGON SHIPPING INC CL A NEW (MHL)
PRGN
$105K ﹤0.01%
+376
New +$80.8K
CHTP
5446
PUT
DELISTED
CHELSEA THERAPEUTICS INT'L LTD
CHTP
$105K ﹤0.01%
23,800
-2,400
-9% -$8.11K
PVR
5447
PUT
DELISTED
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
$105K ﹤0.01%
+3,900
New +$98.3K
HK
5448
PUT
DELISTED
Halcon Resources Corporation
HK
$105K ﹤0.01%
157
-149
-49% -$116K
BBAR icon
5449
BBVA Argentina
BBAR
$3.13B
$104K ﹤0.01%
+14,919
New +$113K
FAF icon
5450
PUT
First American
FAF
$7.54B
$104K ﹤0.01%
3,700
+2,000
+118% +$51.9K
216 217
218
219 220

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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.