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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
+3.51%
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
$85.3B
AUM Growth
+$8.48B
Cap. Flow
+$4.24B
Cap. Flow %
4.97%
Top 10 Hldgs %
16.87%
Holding
8,372
New
1,369
Increased
2,976
Reduced
3,275
Closed
543

Top Buys

Rank Stock Value
1
SIG icon
Signet Jewelers
SIG
+$256M
2
C icon
Citigroup
C
+$228M
3
HON icon
Honeywell
HON
+$223M
4
RTX icon
RTX Corp
RTX
+$195M
5
VZ icon
Verizon
VZ
+$193M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$641M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$397M
3
AMZN icon
Amazon
AMZN
+$274M
4
SWY
SAFEWAY INC
SWY
+$260M
5
CTRA
Coterra Energy
CTRA
+$258M

Sector Composition

Rank Sector Weight
1 Financials 8.99%
2 Consumer Discretionary 8.31%
3 Energy 6.46%
4 Technology 5.83%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CJES
5476
CALL
DELISTED
C&J ENERGY SVCS LTD
CJES
$187K ﹤0.01%
6,400
-7,200
-53% -$178K
AAN.A
5477
CALL
DELISTED
The Aaron's Company Inc Class A
AAN.A
$187K ﹤0.01%
6,200
+5,600
+933% +$169K
CLMT icon
5478
CALL
Calumet Specialty Products
CLMT
$4.19B
$186K ﹤0.01%
7,200
+5,400
+300% +$147K
KALU icon
5479
PUT
Kaiser Aluminum
KALU
$2.97B
$186K ﹤0.01%
2,600
-900
-26% -$63K
MTRX icon
5480
PUT
Matrix Service
MTRX
$335M
$186K ﹤0.01%
5,500
+2,300
+72% +$68.9K
PDFS icon
5481
PDF Solutions
PDFS
$2.15B
$186K ﹤0.01%
+10,252
New +$226K
TEN
5482
CALL
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$186K ﹤0.01%
3,200
-20,000
-86% -$1.16M
MERU
5483
DELISTED
MERU NETWORKS INC COM STK (DE)
MERU
$186K ﹤0.01%
+41,201
New +$182K
MTL
5484
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$186K ﹤0.01%
45,005
-14,691
-25% -$59.7K
ITRI icon
5485
CALL
Itron
ITRI
$4.45B
$185K ﹤0.01%
5,200
-3,900
-43% -$148K
PHYS icon
5486
Sprott Physical Gold
PHYS
$15.8B
$185K ﹤0.01%
+17,334
New +$187K
AVTA
5487
PUT
DELISTED
Avantax, Inc. Common Stock
AVTA
$185K ﹤0.01%
9,400
+4,800
+104% +$111K
SCG
5488
PUT
DELISTED
Scana
SCG
$185K ﹤0.01%
3,600
+200
+6% +$9.62K
J icon
5489
PUT
Jacobs Solutions
J
$16.9B
$184K ﹤0.01%
3,506
-8,100
-70% -$417K
NWPX icon
5490
PUT
NWPX Infrastructure Inc
NWPX
$1.12B
$184K ﹤0.01%
5,100
+2,900
+132% +$103K
GHDX
5491
PUT
DELISTED
Genomic Health, Inc.
GHDX
$184K ﹤0.01%
7,000
+600
+9% +$17.2K
FINL
5492
PUT
DELISTED
Finish Line
FINL
$184K ﹤0.01%
6,800
+3,600
+113% +$95.7K
DDD icon
5493
3D Systems Corp
DDD
$616M
$183K ﹤0.01%
3,092
-873
-22% -$65.1K
FF icon
5494
CALL
Future Fuel
FF
$245M
$183K ﹤0.01%
+9,000
New +$155K
MDGL icon
5495
CALL
Madrigal Pharmaceuticals
MDGL
$11.7B
$183K ﹤0.01%
1,214
+48
+4% +$9.45K
NWSA icon
5496
CALL
News Corp Class A
NWSA
$15.8B
$183K ﹤0.01%
10,600
-23,700
-69% -$410K
PGF icon
5497
Invesco Financial Preferred ETF
PGF
$668M
$183K ﹤0.01%
+10,282
New +$180K
RELL icon
5498
Richardson Electronics
RELL
$299M
$183K ﹤0.01%
17,004
+695
+4% +$7.86K
AKRX
5499
CALL
DELISTED
Akorn Inc
AKRX
$183K ﹤0.01%
8,300
-1,400
-14% -$32.7K
BPL
5500
DELISTED
Buckeye Partners, L.P.
BPL
$183K ﹤0.01%
2,440
-3,210
-57% -$233K
218 219
220
221 222

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Ken Griffin's Q1 2014 Portfolio in Review

As of Q1 2014, Ken Griffin held 8,372 positions worth $85.3B, up 11% from $76.8B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Ken Griffin deployed $4.24B of net new capital in Q1 2014, opening 1,369 new positions and adding to 2,976 existing holdings. Its largest new stake was Rice Energy Inc.: 4,832,061 shares worth $128M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Apple, an estimated $641M trimmed.

  • Ken Griffin's largest Q1 2014 buy was Rice Energy Inc.: 4,832,061 shares worth $128M.
  • Ken Griffin added most to Signet Jewelers in Q1 2014, an estimated $256M increase.
  • Ken Griffin's biggest Q1 2014 reduction was Apple, cutting an estimated $641M.
  • Ken Griffin fully exited ExxonMobil in Q1 2014, selling an estimated $114M.
  • Ken Griffin's ten largest holdings make up 17% of its $85.3B portfolio in Q1 2014.
  • Ken Griffin opened 1,369 new positions and closed 543 in Q1 2014.
  • Ken Griffin's portfolio value rose 11% quarter-over-quarter to $85.3B.

Based on Citadel Advisors's 13F filing for Q1 2014, filed 15 May 2014.