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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
AF
5601
CALL
DELISTED
Astoria Financial Corporation
AF
$86K ﹤0.01%
6,200
+2,600
+72% +$34.8K
PIKE
5602
PUT
DELISTED
PIKE CORPORATION COM STK (NC)
PIKE
$86K ﹤0.01%
8,100
+5,300
+189% +$55.3K
PDLI
5603
PUT
DELISTED
PDL BioPharma, Inc.
PDLI
$86K ﹤0.01%
10,200
+8,000
+364% +$67.4K
AVA icon
5604
CALL
Avista
AVA
$3.28B
$85K ﹤0.01%
3,000
-2,600
-46% -$71.3K
EXEL icon
5605
CALL
Exelixis
EXEL
$12.7B
$85K ﹤0.01%
13,900
-2,100
-13% -$11.6K
JKHY icon
5606
Jack Henry & Associates
JKHY
$10.9B
$85K ﹤0.01%
1,425
-10,124
-88% -$564K
MTZ icon
5607
MasTec
MTZ
$23.9B
$85K ﹤0.01%
2,593
+1,400
+117% +$44.3K
VSH icon
5608
CALL
Vishay Intertechnology
VSH
$5.38B
$85K ﹤0.01%
6,400
-3,700
-37% -$46.9K
VIVO
5609
CALL
DELISTED
Meridian Bioscience Inc
VIVO
$85K ﹤0.01%
3,200
– –
HZNP
5610
PUT
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$85K ﹤0.01%
11,100
-2,700
-20% -$14.6K
STR
5611
PUT
DELISTED
QUESTAR CORP
STR
$85K ﹤0.01%
3,700
-6,500
-64% -$149K
FU
5612
DELISTED
FAB UNIVERSAL CORP COM
FU
$85K ﹤0.01%
+27,588
New +$158K
FTK icon
5613
CALL
Flotek Industries
FTK
$1.3B
$84K ﹤0.01%
700
-2,017
-74% -$256K
MKSI icon
5614
PUT
MKS Inc
MKSI
$21B
$84K ﹤0.01%
2,800
-400
-13% -$11.6K
MWA icon
5615
CALL
Mueller Water Products
MWA
$3.99B
$84K ﹤0.01%
9,000
+1,400
+18% +$11.9K
SXT icon
5616
Sensient Technologies
SXT
$5.68B
$84K ﹤0.01%
1,739
-10,053
-85% -$501K
VET icon
5617
Vermilion Energy
VET
$1.73B
$84K ﹤0.01%
+1,427
New +$80.1K
WERN icon
5618
PUT
Werner Enterprises
WERN
$2.33B
$84K ﹤0.01%
3,400
+3,000
+750% +$71.3K
HEP
5619
PUT
DELISTED
Holly Energy Partners, L.P.
HEP
$84K ﹤0.01%
+2,600
New +$82.6K
VER
5620
CALL
DELISTED
VEREIT, Inc.
VER
$84K ﹤0.01%
1,300
+1,240
+2,067% +$80.2K
BALT
5621
PUT
DELISTED
BALTIC TRADING LIMITED COMMON STOCK
BALT
$84K ﹤0.01%
13,000
+7,400
+132% +$38.2K
GNK
5622
CALL
DELISTED
GENCO SHIPPING & TRADING LTD
GNK
$84K ﹤0.01%
33,700
-13,500
-29% -$36K
FUL icon
5623
CALL
H.B. Fuller
FUL
$3.38B
$83K ﹤0.01%
+1,600
New +$77.9K
NWPX icon
5624
PUT
NWPX Infrastructure Inc
NWPX
$1.12B
$83K ﹤0.01%
2,200
+1,200
+120% +$43.7K
SKT icon
5625
PUT
Tanger
SKT
$4.42B
$83K ﹤0.01%
2,600
+1,500
+136% +$50K
223 224
225
226 227

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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.