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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
+6.7%
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
$164B
AUM Growth
+$34B
Cap. Flow
+$21.1B
Cap. Flow %
12.82%
Top 10 Hldgs %
19.02%
Holding
8,908
New
1,440
Increased
3,569
Reduced
2,696
Closed
988

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.16B
2
BAC icon
Bank of America
BAC
+$855M
3
CMCSA icon
Comcast
CMCSA
+$620M
4
AMZN icon
Amazon
AMZN
+$505M
5
MU icon
Micron Technology
MU
+$486M

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$441M
2
PANW icon
Palo Alto Networks
PANW
+$300M
3
VZ icon
Verizon
VZ
+$286M
4
FIS icon
Fidelity National Information Services
FIS
+$285M
5
SWK icon
Stanley Black & Decker
SWK
+$244M

Sector Composition

Rank Sector Weight
1 Technology 6.22%
2 Financials 6.16%
3 Industrials 5.09%
4 Consumer Discretionary 4.89%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXZ
5926
CALL
DELISTED
iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019
VXZ
$378K ﹤0.01%
21,600
+8,000
+59% +$154K
CRK icon
5927
Comstock Resources
CRK
$4.13B
$377K ﹤0.01%
44,516
+34,383
+339% +$204K
IAI icon
5928
CALL
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.39B
$377K ﹤0.01%
+6,000
New +$358K
SCHR
5929
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$377K ﹤0.01%
14,150
+70
+0.5% +$1.88K
CSII
5930
PUT
DELISTED
Cardiovascular Systems, Inc.
CSII
$377K ﹤0.01%
+15,900
New +$401K
CVA
5931
CALL
DELISTED
Covanta Holding Corporation
CVA
$377K ﹤0.01%
22,300
+8,000
+56% +$124K
CIG icon
5932
CEMIG Preferred Shares
CIG
$5.52B
$376K ﹤0.01%
357,976
+209,525
+141% +$238K
DCOM icon
5933
Dime Commercial Bancshares
DCOM
$1.81B
$376K ﹤0.01%
+10,756
New +$376K
ERY icon
5934
Direxion Daily Energy Bear 2X ETF
ERY
$35.4M
$376K ﹤0.01%
836
-62
-7% -$33.1K
VSH icon
5935
CALL
Vishay Intertechnology
VSH
$5.38B
$376K ﹤0.01%
+18,100
New +$387K
XLRE icon
5936
CALL
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.71B
$376K ﹤0.01%
11,400
-4,000
-26% -$132K
XENT
5937
CALL
DELISTED
Intersect ENT, Inc
XENT
$376K ﹤0.01%
11,600
+3,800
+49% +$114K
GMED icon
5938
Globus Medical
GMED
$11.5B
$375K ﹤0.01%
9,117
-4,856
-35% -$170K
LSTR icon
5939
PUT
Landstar System
LSTR
$6.45B
$375K ﹤0.01%
3,600
+900
+33% +$90.4K
MBWM icon
5940
Mercantile Bank Corp
MBWM
$1.06B
$375K ﹤0.01%
10,604
-1,010
-9% -$36.3K
OTEX icon
5941
PUT
Open Text
OTEX
$5.94B
$375K ﹤0.01%
+10,500
New +$350K
SPCE icon
5942
Virgin Galactic
SPCE
$503M
$375K ﹤0.01%
+1,862
New +$376K
TTSH
5943
DELISTED
Tile Shop Holdings
TTSH
$375K ﹤0.01%
39,053
-115,420
-75% -$1.02M
WCC
5944
CALL
WESCO International
WCC
$17.6B
$375K ﹤0.01%
5,500
– –
CHIM
5945
DELISTED
Global X MSCI China Materials ETF
CHIM
$375K ﹤0.01%
+17,982
New +$379K
ARLP icon
5946
Alliance Resource Partners
ARLP
$3.27B
$374K ﹤0.01%
18,981
-4,545
-19% -$87K
EAD
5947
Allspring Income Opportunities Fund
EAD
$377M
$374K ﹤0.01%
44,561
+29,619
+198% +$252K
CDE icon
5948
CALL
Coeur Mining
CDE
$19.3B
$373K ﹤0.01%
49,700
-84,800
-63% -$665K
RES icon
5949
PUT
RPC Inc
RES
$1.41B
$373K ﹤0.01%
14,600
-26,500
-64% -$638K
CUB
5950
DELISTED
Cubic Corporation
CUB
$373K ﹤0.01%
6,322
-82,536
-93% -$4.65M
236 237
238
239 240

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Ken Griffin's Q4 2017 Portfolio in Review

As of Q4 2017, Ken Griffin held 8,908 positions worth $164B, up 26% from $130B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Ken Griffin deployed $21.1B of net new capital in Q4 2017, opening 1,440 new positions and adding to 3,569 existing holdings. Its largest new stake was Celgene Corp: 3,708,916 shares worth $387M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, down from 7.2% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Goldman Sachs, an estimated $441M trimmed.

  • Ken Griffin's largest Q4 2017 buy was Celgene Corp: 3,708,916 shares worth $387M.
  • Ken Griffin added most to State Street SPDR S&P 500 ETF Trust in Q4 2017, an estimated $1.16B increase.
  • Ken Griffin's biggest Q4 2017 reduction was Goldman Sachs, cutting an estimated $441M.
  • Ken Griffin fully exited CR Bard Inc. in Q4 2017, selling an estimated $209M.
  • Ken Griffin's ten largest holdings make up 19% of its $164B portfolio in Q4 2017.
  • Ken Griffin opened 1,440 new positions and closed 988 in Q4 2017.
  • Ken Griffin's portfolio value rose 26% quarter-over-quarter to $164B.

Based on Citadel Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.