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Ken Griffin

Ken Griffin Citadel Advisors

AUM $618B
1-Year Est. Return 30.34%
 

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
+30.34%
3 Year Est. Return
+94.87%
5 Year Est. Return
+105.94%
10 Year Est. Return
+434.06%
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
EWBC icon
5976
PUT
East-West Bancorp
EWBC
$18.5B
$26K ﹤0.01%
800
+500
+167% +$15.1K
AGIG
5977
Abundia Global Impact Group
AGIG
$38.4M
$26K ﹤0.01%
+711
New +$27.1K
KAI icon
5978
Kadant
KAI
$3.91B
$26K ﹤0.01%
777
-6,354
-89% -$209K
PZG icon
5979
Paramount Gold Nevada
PZG
$127M
$26K ﹤0.01%
20,316
+951
+5% +$1.32K
PZG icon
5980
PUT
Paramount Gold Nevada
PZG
$127M
$26K ﹤0.01%
20,300
-300
-1% -$415
RITM icon
5981
PUT
Rithm Capital
RITM
$5.79B
$26K ﹤0.01%
+1,950
New +$25.5K
TBI
5982
CALL
Trueblue
TBI
$302M
$26K ﹤0.01%
1,100
-900
-45% -$22.5K
PKD
5983
CALL
DELISTED
Parker Drilling Company
PKD
$26K ﹤0.01%
300
-860
-74% -$75K
ISCA
5984
CALL
DELISTED
International Speedway Corp
ISCA
$26K ﹤0.01%
800
+700
+700% +$23K
NAVB
5985
CALL
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$26K ﹤0.01%
495
-5
-1% -$291
IQNT
5986
PUT
DELISTED
Inteliquent, Inc.
IQNT
$26K ﹤0.01%
+2,700
New +$21.5K
SLH
5987
CALL
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$26K ﹤0.01%
+500
New +$27.4K
PVA
5988
PUT
DELISTED
PENN VIRGINIA CORP
PVA
$26K ﹤0.01%
3,900
-12,800
-77% -$66.6K
HPOL
5989
DELISTED
HARRIS INTERACTIVE INC
HPOL
$26K ﹤0.01%
+12,978
New +$24.8K
TSS
5990
PUT
DELISTED
Total System Services, Inc.
TSS
$26K ﹤0.01%
900
-1,200
-57% -$33.1K
CDP icon
5991
PUT
COPT Defense Properties
CDP
$4.23B
$25K ﹤0.01%
1,100
+100
+10% +$2.5K
DY icon
5992
CALL
Dycom Industries
DY
$12.3B
$25K ﹤0.01%
900
-1,800
-67% -$47.1K
EVC icon
5993
PUT
Entravision Communication
EVC
$820M
$25K ﹤0.01%
+4,200
New +$24.3K
FWDI
5994
Forward Industries Inc
FWDI
$305M
$25K ﹤0.01%
+1,310
New +$24.6K
IBCP icon
5995
PUT
Independent Bank Corp
IBCP
$854M
$25K ﹤0.01%
+2,500
New +$21.1K
MED icon
5996
Medifast
MED
$130M
$25K ﹤0.01%
932
-15,341
-94% -$410K
NAK
5997
PUT
Northern Dynasty Minerals
NAK
$930M
$25K ﹤0.01%
17,400
+100
+0.6% +$208
OMEX icon
5998
PUT
Odyssey Marine Exploration
OMEX
$53.4M
$25K ﹤0.01%
683
-1,092
-62% -$41.3K
NUVA
5999
DELISTED
NuVasive, Inc.
NUVA
$25K ﹤0.01%
1,016
-159,858
-99% -$3.93M
ITG
6000
PUT
DELISTED
Investment Technology Group Inc
ITG
$25K ﹤0.01%
1,600
-3,000
-65% -$47.5K
238 239
240
241 242

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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.