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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
+5.26%
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
$224B
AUM Growth
+$21B
Cap. Flow
+$7.48B
Cap. Flow %
3.33%
Top 10 Hldgs %
24.57%
Holding
10,190
New
1,427
Increased
4,227
Reduced
3,278
Closed
1,043

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$798M
2
T icon
AT&T
T
+$527M
3
MCHP icon
Microchip Technology
MCHP
+$472M
4
NFLX icon
Netflix
NFLX
+$446M
5
PNC icon
PNC Financial Services
PNC
+$444M

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$694M
2
KEY icon
KeyCorp
KEY
+$401M
3
DE icon
Deere & Co
DE
+$322M
4
CSX icon
CSX Corp
CSX
+$318M
5
NXPI icon
NXP Semiconductors
NXPI
+$314M

Sector Composition

Rank Sector Weight
1 Financials 5.93%
2 Technology 4.66%
3 Healthcare 4.45%
4 Industrials 4.14%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIGI icon
6001
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
$697K ﹤0.01%
10,816
-49,195
-82% -$3.21M
IBDQ
6002
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$696K ﹤0.01%
+29,107
New +$698K
UPGD icon
6003
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$122M
$696K ﹤0.01%
+14,388
New +$693K
FLY
6004
DELISTED
Fly Leasing Limited
FLY
$696K ﹤0.01%
49,384
+23,669
+92% +$335K
CERS icon
6005
PUT
Cerus
CERS
$601M
$695K ﹤0.01%
96,400
+29,900
+45% +$217K
YAO
6006
DELISTED
Invesco China All-Cap ETF
YAO
$695K ﹤0.01%
21,649
+3,552
+20% +$116K
VXX icon
6007
PUT
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$140M
$694K ﹤0.01%
406
+300
+283% +$577K
ATO icon
6008
Atmos Energy
ATO
$28.7B
$693K ﹤0.01%
7,378
-38,285
-84% -$3.53M
H icon
6009
PUT
Hyatt Hotels
H
$17.1B
$692K ﹤0.01%
8,700
-15,200
-64% -$1.19M
SVC
6010
PUT
Service Properties Trust
SVC
$1.05B
$692K ﹤0.01%
4,800
-1,420
-23% -$204K
CHH icon
6011
PUT
Choice Hotels
CHH
$4.7B
$691K ﹤0.01%
8,300
-10,500
-56% -$823K
HXL icon
6012
PUT
Hexcel
HXL
$7.87B
$691K ﹤0.01%
10,300
-7,400
-42% -$501K
KOF icon
6013
Coca-Cola Femsa
KOF
$22.9B
$691K ﹤0.01%
11,288
+4,421
+64% +$269K
PFG icon
6014
PUT
Principal Financial Group
PFG
$24.4B
$691K ﹤0.01%
11,800
-19,300
-62% -$1.08M
PLYA
6015
DELISTED
Playa Hotels & Resorts
PLYA
$691K ﹤0.01%
71,826
-21,765
-23% -$223K
TDY icon
6016
CALL
Teledyne Technologies
TDY
$31.5B
$691K ﹤0.01%
2,800
-3,100
-53% -$707K
TFI icon
6017
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$691K ﹤0.01%
14,558
+5,214
+56% +$250K
SANM icon
6018
CALL
Sanmina
SANM
$11.3B
$690K ﹤0.01%
25,000
+7,500
+43% +$225K
CATM
6019
PUT
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$690K ﹤0.01%
21,800
+6,500
+42% +$200K
CEFS icon
6020
Saba Closed-End Funds ETF
CEFS
$444M
$689K ﹤0.01%
+34,288
New +$688K
MOG.A icon
6021
Moog Inc Class A
MOG.A
$14B
$689K ﹤0.01%
8,014
-10,942
-58% -$863K
NGNE icon
6022
Neurogene
NGNE
$723M
$689K ﹤0.01%
11,766
+5,533
+89% +$326K
SNSR icon
6023
Global X Internet of Things ETF
SNSR
$223M
$689K ﹤0.01%
33,925
+14,708
+77% +$298K
AXE
6024
CALL
DELISTED
Anixter International Inc
AXE
$689K ﹤0.01%
9,800
-1,000
-9% -$70.1K
LOCO icon
6025
CALL
El Pollo Loco
LOCO
$473M
$688K ﹤0.01%
54,800
+44,800
+448% +$546K
239 240
241
242 243

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Ken Griffin's Q3 2018 Portfolio in Review

As of Q3 2018, Ken Griffin held 10,190 positions worth $224B, up 10% from $203B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ken Griffin deployed $7.48B of net new capital in Q3 2018, opening 1,427 new positions and adding to 4,227 existing holdings. Its largest new stake was Alibaba: 1,030,311 shares worth $170M.

By sector, the portfolio is most concentrated in Financials at 5.9% of assets, down from 6.2% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Goldman Sachs, an estimated $694M trimmed.

  • Ken Griffin's largest Q3 2018 buy was Alibaba: 1,030,311 shares worth $170M.
  • Ken Griffin added most to Morgan Stanley in Q3 2018, an estimated $798M increase.
  • Ken Griffin's biggest Q3 2018 reduction was Goldman Sachs, cutting an estimated $694M.
  • Ken Griffin fully exited XL Group Ltd. in Q3 2018, selling an estimated $207M.
  • Ken Griffin's ten largest holdings make up 25% of its $224B portfolio in Q3 2018.
  • Ken Griffin opened 1,427 new positions and closed 1,043 in Q3 2018.
  • Ken Griffin's portfolio value rose 10% quarter-over-quarter to $224B.

Based on Citadel Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.