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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%
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
$65.7B
AUM Growth
+$7.59B
Cap. Flow
-$1.34B
Cap. Flow %
-2.05%
Top 10 Hldgs %
12.37%
Holding
7,215
New
735
Increased
2,740
Reduced
3,074
Closed
505

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$245M
2
KEY icon
KeyCorp
KEY
+$199M
3
RTX icon
RTX Corp
RTX
+$183M
4
EMC
EMC CORPORATION
EMC
+$170M
5
RL icon
Ralph Lauren
RL
+$167M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$245M
2
USB icon
US Bancorp
USB
+$216M
3
AAPL icon
Apple
AAPL
+$207M
4
V icon
Visa
V
+$188M
5
BAC icon
Bank of America
BAC
+$177M

Sector Composition

Rank Sector Weight
1 Financials 9.66%
2 Consumer Discretionary 8.08%
3 Energy 7.71%
4 Technology 6.85%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AYR
5501
DELISTED
Aircastle Ltd
AYR
$66K ﹤0.01%
3,818
-56,346
-94% -$963K
ATHN
5502
DELISTED
Athenahealth, Inc.
ATHN
$66K ﹤0.01%
613
-272,722
-100% -$29.5M
ELNK
5503
PUT
DELISTED
EarthLink Holdings Corp.
ELNK
$66K ﹤0.01%
13,400
+3,500
+35% +$19.6K
RXII
5504
CALL
DELISTED
GALENA BIOPHARMA INC COM
RXII
$66K ﹤0.01%
28,900
+4,000
+16% +$9.13K
APOG icon
5505
CALL
Apogee Enterprises
APOG
$889M
$65K ﹤0.01%
2,200
-3,000
-58% -$82.8K
CHH icon
5506
CALL
Choice Hotels
CHH
$4.7B
$65K ﹤0.01%
1,500
-2,600
-63% -$108K
ENPH icon
5507
Enphase Energy
ENPH
$5.35B
$65K ﹤0.01%
7,936
-3,851
-33% -$27.8K
POST icon
5508
CALL
Post Holdings
POST
$3.67B
$65K ﹤0.01%
2,445
-7,640
-76% -$223K
RICK icon
5509
RCI Hospitality Holdings
RICK
$236M
$65K ﹤0.01%
+5,516
New +$55.6K
SSYS icon
5510
Stratasys
SSYS
$781M
$65K ﹤0.01%
639
-16,727
-96% -$1.62M
UPBD icon
5511
CALL
Upbound Group
UPBD
$1.14B
$65K ﹤0.01%
1,700
-1,400
-45% -$54K
WOR icon
5512
PUT
Worthington Enterprises
WOR
$2.87B
$65K ﹤0.01%
3,082
-2,271
-42% -$48.6K
ARTX
5513
DELISTED
Arotech Corporation
ARTX
$65K ﹤0.01%
+37,401
New +$64K
CBK
5514
CALL
DELISTED
Christopher & Banks Corporation
CBK
$65K ﹤0.01%
9,000
+3,500
+64% +$23.2K
CCC
5515
CALL
DELISTED
Calgon Carbon Corp
CCC
$65K ﹤0.01%
3,400
-7,600
-69% -$136K
LLTC
5516
DELISTED
Linear Technology Corp
LLTC
$65K ﹤0.01%
+1,640
New +$64.7K
ININ
5517
DELISTED
Interactive Intelligence Group, inc.
ININ
$65K ﹤0.01%
+1,031
New +$60.6K
PVA
5518
CALL
DELISTED
PENN VIRGINIA CORP
PVA
$65K ﹤0.01%
9,700
+8,100
+506% +$42.2K
CQB
5519
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
$65K ﹤0.01%
5,100
+4,538
+807% +$56.7K
RUE
5520
CALL
DELISTED
RUE21 INC COM STK (DE)
RUE
$65K ﹤0.01%
+1,600
New +$66.2K
RAS
5521
CALL
DELISTED
RAIT Financial Trust
RAS
$65K ﹤0.01%
9,200
-2,200
-19% -$15.6K
GEF icon
5522
PUT
Greif
GEF
$4.97B
$64K ﹤0.01%
1,300
-700
-35% -$37.7K
GORO icon
5523
CALL
Goldgroup Mining Inc.
GORO
$207M
$64K ﹤0.01%
9,700
+1,600
+20% +$12.7K
MRC
5524
PUT
DELISTED
MRC Global
MRC
$64K ﹤0.01%
+2,400
New +$63.9K
MSCI icon
5525
CALL
MSCI
MSCI
$41.4B
$64K ﹤0.01%
1,600
-300
-16% -$11.2K
219 220
221
222 223

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Ken Griffin's Q3 2013 Portfolio in Review

As of Q3 2013, Ken Griffin held 7,215 positions worth $65.7B, up 13% from $58.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Ken Griffin's Q3 2013 filing shows 735 new, 2,740 increased, 3,074 reduced and 505 closed positions. Its largest new stake was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M. The largest sale was Pfizer, an estimated $245M.

By sector, the portfolio is most concentrated in Financials at 9.7% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Ken Griffin's largest Q3 2013 buy was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M.
  • Ken Griffin added most to Philip Morris in Q3 2013, an estimated $245M increase.
  • Ken Griffin's biggest Q3 2013 reduction was Pfizer, cutting an estimated $245M.
  • Ken Griffin fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $166M.
  • Ken Griffin's ten largest holdings make up 12% of its $65.7B portfolio in Q3 2013.
  • Ken Griffin opened 735 new positions and closed 505 in Q3 2013.
  • Ken Griffin's portfolio value rose 13% quarter-over-quarter to $65.7B.

Based on Citadel Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.