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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 9.51%
2 Consumer Discretionary 7.62%
3 Energy 7.06%
4 Technology 6.57%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EROC
6476
CALL
DELISTED
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
$5K ﹤0.01%
700
-1,400
-67% -$9.74K
BSDM
6477
CALL
DELISTED
BSD MEDICAL CORP (DEL)
BSDM
$5K ﹤0.01%
+4,000
New +$5.88K
WTSL
6478
PUT
DELISTED
WET SEAL INC CL-A
WTSL
$5K ﹤0.01%
1,200
-1,000
-45% -$4.23K
HOVU
6479
DELISTED
HOVNANIAN ENTERPRISES INC UNIT 1 COM & 1 SR SUB NT
HOVU
$5K ﹤0.01%
200
-332
-62% -$9.06K
ACLS icon
6480
PUT
Axcelis
ACLS
$4.42B
$4K ﹤0.01%
+450
New +$3.65K
ALGN icon
6481
Align Technology
ALGN
$12.5B
$4K ﹤0.01%
84
-4,029
-98% -$176K
DNN icon
6482
CALL
Denison Mines
DNN
$2.95B
$4K ﹤0.01%
3,400
-3,500
-51% -$4.19K
DVAX
6483
CALL
DELISTED
Dynavax Technologies
DVAX
$4K ﹤0.01%
300
+50
+20% +$629
FTFT icon
6484
CALL
Future FinTech Group
FTFT
$1.52M
– –
0
– –
MXL icon
6485
CALL
MaxLinear
MXL
$6.95B
$4K ﹤0.01%
+500
New +$3.9K
PFG icon
6486
Principal Financial Group
PFG
$24.6B
$4K ﹤0.01%
90
-40,334
-100% -$1.68M
UPBD icon
6487
PUT
Upbound Group
UPBD
$1.15B
$4K ﹤0.01%
100
-3,400
-97% -$131K
SEEL
6488
PUT
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
– –
0
– –
AAU
6489
PUT
DELISTED
Almaden Minerals Ltd
AAU
$4K ﹤0.01%
+2,600
New +$4.22K
VER
6490
CALL
DELISTED
VEREIT, Inc.
VER
$4K ﹤0.01%
60
-420
-88% -$28.6K
SMRT
6491
CALL
DELISTED
Stein Mart Inc
SMRT
$4K ﹤0.01%
300
-200
-40% -$2.69K
NSH
6492
CALL
DELISTED
NuStar GP Holdings LLC
NSH
$4K ﹤0.01%
200
-7,600
-97% -$183K
EVER
6493
PUT
DELISTED
Everbank Financial Corp
EVER
$4K ﹤0.01%
+300
New +$4.63K
TWER
6494
PUT
DELISTED
Towerstream Corporation Common Stock
TWER
$4K ﹤0.01%
70
+50
+250% +$2.66K
BMR
6495
CALL
DELISTED
BIOMED REALTY TRUST INC
BMR
$4K ﹤0.01%
200
-600
-75% -$11.8K
NLSN
6496
PUT
DELISTED
Nielsen Holdings plc
NLSN
$4K ﹤0.01%
+100
New +$3.43K
URZ
6497
DELISTED
URANERZ ENERGY CORP
URZ
$4K ﹤0.01%
4,315
+2,014
+88% +$2.4K
RNA
6498
DELISTED
PROSENSA HLDGS N V ORD SHS (NLD)
RNA
$4K ﹤0.01%
+532
New +$12.5K
PATH
6499
CALL
DELISTED
NUPATHE INC COM STK
PATH
$4K ﹤0.01%
1,500
+500
+50% +$1.33K
COGO
6500
CALL
DELISTED
COGO GROUP INC ORD SHS (CYM)
COGO
$4K ﹤0.01%
+1,700
New +$3.8K
258 259
260
261 262

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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 9.5% of assets, down from 11% 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.