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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
DEI icon
6026
CALL
Douglas Emmett
DEI
$1.99B
$23K ﹤0.01%
1,000
-100
-9% -$2.43K
DEI icon
6027
PUT
Douglas Emmett
DEI
$1.99B
$23K ﹤0.01%
1,000
– –
ELME
6028
CALL
Elme Communities
ELME
$144M
$23K ﹤0.01%
900
+700
+350% +$18.2K
EXTR icon
6029
CALL
Extreme Networks
EXTR
$3.16B
$23K ﹤0.01%
+4,500
New +$18.3K
FSM icon
6030
CALL
Fortuna Silver Mines
FSM
$3.1B
$23K ﹤0.01%
6,300
+3,200
+103% +$12.1K
FSTR icon
6031
CALL
Foster
FSTR
$405M
$23K ﹤0.01%
+500
New +$22.3K
FULT icon
6032
PUT
Fulton Financial
FULT
$4.69B
$23K ﹤0.01%
2,000
+1,500
+300% +$18.3K
IRDM icon
6033
CALL
Iridium Communications
IRDM
$5.27B
$23K ﹤0.01%
3,300
-800
-20% -$5.99K
NCTY
6034
The9 Ltd
NCTY
$61.1M
$23K ﹤0.01%
+32
New +$29.6K
ORI icon
6035
CALL
Old Republic International
ORI
$10.3B
$23K ﹤0.01%
1,500
-800
-35% -$11.5K
ONCT
6036
CALL
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$23K ﹤0.01%
8
-23
-74% -$114K
ACER
6037
DELISTED
Acer Therapeutics Inc
ACER
$23K ﹤0.01%
+128
New +$17.1K
AXAS
6038
DELISTED
Abraxas Petroleum Corp
AXAS
$23K ﹤0.01%
+453
New +$22.4K
VRTA
6039
DELISTED
VESTIN REALTY MORTGAGE I INC COM STK NEW
VRTA
$23K ﹤0.01%
+3,001
New +$20.4K
OMX
6040
DELISTED
OFFICEMAX INCORPORATED
OMX
$23K ﹤0.01%
+1,787
New +$20.2K
ETRM
6041
DELISTED
EnteroMedics Inc.
ETRM
$23K ﹤0.01%
+17
New +$19.8K
ACTG icon
6042
Acacia Research
ACTG
$449M
$22K ﹤0.01%
943
-10,604
-92% -$243K
CADE
6043
PUT
DELISTED
Cadence Bank
CADE
$22K ﹤0.01%
1,100
-3,300
-75% -$64.8K
CRNT icon
6044
Ceragon Networks
CRNT
$198M
$22K ﹤0.01%
+5,150
New +$18.4K
EQS icon
6045
Equus Total Return
EQS
$15.6M
$22K ﹤0.01%
+11,656
New +$22.4K
ESEA icon
6046
Euroseas
ESEA
$525M
$22K ﹤0.01%
+226
New +$18K
FOR icon
6047
PUT
Forestar Group
FOR
$1.49B
$22K ﹤0.01%
1,000
-500
-33% -$10.6K
MKC icon
6048
McCormick & Company Non-Voting
MKC
$14.6B
$22K ﹤0.01%
+680
New +$23.8K
NVRI icon
6049
CALL
Enviri
NVRI
$583M
$22K ﹤0.01%
900
+600
+200% +$14.9K
PLUG icon
6050
Plug Power
PLUG
$3.21B
$22K ﹤0.01%
29,218
-64,430
-69% -$30.7K
240 241
242
243 244

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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.