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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
+9.43%
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
$230B
AUM Growth
+$18.4B
Cap. Flow
-$8.18B
Cap. Flow %
-3.55%
Top 10 Hldgs %
23.04%
Holding
10,299
New
1,220
Increased
3,476
Reduced
4,117
Closed
1,265

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$615M
2
UBER icon
Uber
UBER
+$551M
3
EXPE icon
Expedia Group
EXPE
+$523M
4
PYPL icon
PayPal
PYPL
+$452M
5
ETN icon
Eaton
ETN
+$408M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$681M
2
RTN
Raytheon Company
RTN
+$543M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$537M
4
CHTR icon
Charter Communications
CHTR
+$472M
5
GLD icon
SPDR Gold Trust
GLD
+$464M

Sector Composition

Rank Sector Weight
1 Technology 5.29%
2 Financials 4.55%
3 Industrials 4.18%
4 Healthcare 4.08%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RLY icon
6676
State Street Multi-Asset Real Return ETF
RLY
$1.31B
$483K ﹤0.01%
19,023
-6,612
-26% -$166K
INVX
6677
CALL
Innovex International
INVX
$2.18B
$483K ﹤0.01%
10,300
+2,300
+29% +$105K
OPB
6678
DELISTED
Opus Bank Common Stock
OPB
$483K ﹤0.01%
+18,657
New +$462K
IMKTA icon
6679
Ingles Markets
IMKTA
$1.65B
$482K ﹤0.01%
10,141
-53,699
-84% -$2.29M
MAG
6680
CALL
DELISTED
MAG Silver
MAG
$482K ﹤0.01%
40,700
-38,500
-49% -$397K
NORW icon
6681
Global X MSCI Norway ETF
NORW
$89.4M
$482K ﹤0.01%
22,030
+3,868
+21% +$81.1K
AIMC
6682
CALL
DELISTED
Altra Industrial Motion Corp
AIMC
$482K ﹤0.01%
13,300
+3,000
+29% +$95.3K
ANIP icon
6683
CALL
ANI Pharmaceuticals
ANIP
$1.76B
$481K ﹤0.01%
7,800
+100
+1% +$6.62K
OEFA
6684
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$37.5M
$481K ﹤0.01%
18,768
-5,950
-24% -$147K
CLMT icon
6685
CALL
Calumet Specialty Products
CLMT
$4.19B
$480K ﹤0.01%
131,400
+13,900
+12% +$48K
HAPN
6686
PUT
Happen Inc
HAPN
$2.26B
$480K ﹤0.01%
38,000
+16,400
+76% +$212K
LNN icon
6687
PUT
Lindsay Corp
LNN
$1.17B
$480K ﹤0.01%
5,000
-6,800
-58% -$622K
RFEM icon
6688
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$82.7M
$480K ﹤0.01%
7,409
+358
+5% +$21.9K
EE
6689
DELISTED
El Paso Electric Company
EE
$480K ﹤0.01%
+7,073
New +$477K
DBA icon
6690
CALL
Invesco DB Agriculture Fund
DBA
$1.24B
$479K ﹤0.01%
28,900
-29,900
-51% -$482K
DHC
6691
PUT
Diversified Healthcare Trust
DHC
$2.03B
$479K ﹤0.01%
56,800
+30,200
+114% +$255K
HWKN icon
6692
Hawkins
HWKN
$2.74B
$479K ﹤0.01%
20,898
-20,946
-50% -$443K
JEF icon
6693
CALL
Jefferies Financial Group
JEF
$12.7B
$479K ﹤0.01%
+23,430
New +$443K
IVAC
6694
PUT
DELISTED
Intevac Inc
IVAC
$479K ﹤0.01%
+67,900
New +$397K
SWAV
6695
CALL
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$479K ﹤0.01%
+10,900
New +$403K
CMPR icon
6696
PUT
Cimpress
CMPR
$2.3B
$478K ﹤0.01%
3,800
+1,300
+52% +$169K
ESNT icon
6697
PUT
Essent Group
ESNT
$6.25B
$478K ﹤0.01%
9,200
-2,100
-19% -$110K
LUV icon
6698
Southwest Airlines
LUV
$21.7B
$478K ﹤0.01%
8,864
-95,737
-92% -$5.31M
SHLX
6699
DELISTED
Shell Midstream Partners, L.P.
SHLX
$478K ﹤0.01%
23,644
-146,714
-86% -$2.97M
STRA icon
6700
CALL
Strategic Education
STRA
$1.83B
$477K ﹤0.01%
3,000
-2,400
-44% -$333K
266 267
268
269 270

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Ken Griffin's Q4 2019 Portfolio in Review

As of Q4 2019, Ken Griffin held 10,299 positions worth $230B, up 8.7% from $212B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Ken Griffin withdrew a net $8.18B in Q4 2019, closing 1,265 positions and reducing 4,117 holdings. Its most notable exit was Celgene Corp, an estimated $681M position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, down from 5.4% a quarter earlier, followed by Financials and Industrials.

Against the trend, Ken Griffin opened a new position in Interxion Holding N.V. worth $83.9M.

  • Ken Griffin's largest Q4 2019 buy was Interxion Holding N.V.: 1,000,931 shares worth $83.9M.
  • Ken Griffin added most to Amazon in Q4 2019, an estimated $615M increase.
  • Ken Griffin's biggest Q4 2019 reduction was Raytheon Company, cutting an estimated $543M.
  • Ken Griffin fully exited Celgene Corp in Q4 2019, selling an estimated $681M.
  • Ken Griffin's ten largest holdings make up 23% of its $230B portfolio in Q4 2019.
  • Ken Griffin opened 1,220 new positions and closed 1,265 in Q4 2019.
  • Ken Griffin's portfolio value rose 8.7% quarter-over-quarter to $230B.

Based on Citadel Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.