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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
RNA
5701
PUT
DELISTED
PROSENSA HLDGS N V ORD SHS (NLD)
RNA
$74K ﹤0.01%
15,800
+11,500
+267% +$52.4K
CQB
5702
CALL
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
$74K ﹤0.01%
6,300
-15,300
-71% -$169K
ESC
5703
CALL
DELISTED
EMERITUS CORP
ESC
$74K ﹤0.01%
+3,400
New +$69.6K
GNK
5704
PUT
DELISTED
GENCO SHIPPING & TRADING LTD
GNK
$74K ﹤0.01%
29,600
-43,000
-59% -$115K
ARWR icon
5705
PUT
Arrowhead Research
ARWR
$12.2B
$73K ﹤0.01%
+6,700
New +$53.6K
CNA icon
5706
PUT
CNA Financial
CNA
$13.8B
$73K ﹤0.01%
1,700
-1,000
-37% -$40.5K
EPAC icon
5707
CALL
Enerpac Tool Group
EPAC
$1.89B
$73K ﹤0.01%
2,000
-2,200
-52% -$83.6K
LAZ icon
5708
Lazard
LAZ
$4.35B
$73K ﹤0.01%
1,613
-3,053
-65% -$124K
NNN icon
5709
CALL
NNN REIT
NNN
$8.83B
$73K ﹤0.01%
2,400
-8,400
-78% -$272K
PBT
5710
PUT
Permian Basin Royalty Trust
PBT
$1.52B
$73K ﹤0.01%
5,700
+3,000
+111% +$42.7K
PRDO icon
5711
Perdoceo Education
PRDO
$2B
$73K ﹤0.01%
12,810
-50,509
-80% -$224K
SHOO icon
5712
PUT
Steven Madden
SHOO
$3.45B
$73K ﹤0.01%
3,000
-2,738
-48% -$66.6K
GTE icon
5713
CALL
Gran Tierra Energy
GTE
$325M
$72K ﹤0.01%
980
-290
-23% -$21.2K
OTTR icon
5714
Otter Tail
OTTR
$3.9B
$72K ﹤0.01%
2,485
-1,708
-41% -$49.7K
EPAY
5715
CALL
DELISTED
Bottomline Technologies Inc
EPAY
$72K ﹤0.01%
2,000
-2,800
-58% -$90.6K
EEP
5716
PUT
DELISTED
Enbridge Energy Partners
EEP
$72K ﹤0.01%
2,400
-9,900
-80% -$295K
NOR
5717
PUT
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
$72K ﹤0.01%
3,114
-229
-7% -$4.28K
AXS icon
5718
PUT
AXIS Capital
AXS
$7.38B
$71K ﹤0.01%
1,500
-500
-25% -$23.6K
BRX icon
5719
CALL
Brixmor Property Group
BRX
$9.2B
$71K ﹤0.01%
+3,500
New +$70.6K
FSM icon
5720
Fortuna Silver Mines
FSM
$3.16B
$71K ﹤0.01%
24,880
+8,879
+55% +$30K
INSG icon
5721
Inseego
INSG
$77M
$71K ﹤0.01%
2,990
-5,750
-66% -$144K
KNDI
5722
Kandi Technologies Group
KNDI
$63M
$71K ﹤0.01%
6,023
-75,134
-93% -$560K
TVTY
5723
PUT
DELISTED
Tivity Health, Inc. Common Stock
TVTY
$71K ﹤0.01%
4,600
+2,300
+100% +$32.6K
FLTX
5724
DELISTED
Fleetmatics Group PLC
FLTX
$71K ﹤0.01%
+1,648
New +$60.3K
RJET
5725
CALL
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
$71K ﹤0.01%
6,600
+2,100
+47% +$22.8K
227 228
229
230 231

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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.