We are live on ! Find out more
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
+4.98%
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
$130B
AUM Growth
+$12.3B
Cap. Flow
+$1.54B
Cap. Flow %
1.18%
Top 10 Hldgs %
17.24%
Holding
8,628
New
1,223
Increased
3,315
Reduced
2,707
Closed
1,164

Top Buys

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$540M
2
CFG icon
Citizens Financial Group
CFG
+$304M
3
ADI icon
Analog Devices
ADI
+$303M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$293M
5
TRV icon
Travelers Companies
TRV
+$281M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$548M
2
MU icon
Micron Technology
MU
+$461M
3
C icon
Citigroup
C
+$334M
4
AVGO icon
Broadcom
AVGO
+$319M
5
ABBV icon
AbbVie
ABBV
+$267M

Sector Composition

Rank Sector Weight
1 Technology 7.23%
2 Financials 5.58%
3 Industrials 4.98%
4 Consumer Discretionary 4.95%
5 Healthcare 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GORO icon
6751
Goldgroup Mining Inc.
GORO
$207M
$138K ﹤0.01%
36,739
-11,595
-24% -$45.2K
SBLK icon
6752
PUT
Star Bulk Carriers
SBLK
$3.24B
$138K ﹤0.01%
+14,200
New +$148K
TGB
6753
Trekor Metals
TGB
$3.06B
$138K ﹤0.01%
74,526
+24,521
+49% +$40.2K
DXD icon
6754
PUT
ProShares UltraShort Dow 30
DXD
$42.7M
$137K ﹤0.01%
640
+120
+23% +$27K
GREK
6755
CALL
Global X MSCI Greece ETF
GREK
$334M
$137K ﹤0.01%
4,833
-2,800
-37% -$86K
HTGC icon
6756
CALL
Hercules Capital
HTGC
$3.13B
$137K ﹤0.01%
+10,600
New +$136K
TXMD icon
6757
CALL
TherapeuticsMD
TXMD
$24M
$137K ﹤0.01%
518
-226
-30% -$65.3K
HMY icon
6758
Harmony Gold Mining
HMY
$12.1B
$136K ﹤0.01%
74,573
-4,698
-6% -$8.62K
INO icon
6759
CALL
Inovio Pharmaceuticals
INO
$113M
$136K ﹤0.01%
1,792
+817
+84% +$60.8K
AT
6760
DELISTED
Atlantic Power Corporation
AT
$136K ﹤0.01%
55,383
+17,414
+46% +$41.8K
FBR
6761
DELISTED
Fibria Celulose Sa
FBR
$136K ﹤0.01%
+10,071
New +$120K
RUN icon
6762
PUT
Sunrun
RUN
$2.45B
$135K ﹤0.01%
+24,300
New +$166K
WPRT
6763
CALL
Westport Fuel Systems
WPRT
$33.4M
$135K ﹤0.01%
4,120
+1,890
+85% +$42.5K
VRN
6764
PUT
DELISTED
Veren
VRN
$135K ﹤0.01%
16,800
-2,000
-11% -$14.6K
MFA
6765
PUT
MFA Financial
MFA
$926M
$134K ﹤0.01%
3,825
+975
+34% +$33.9K
TECS icon
6766
Direxion Daily Technology Bear 3x ETF
TECS
$59.6M
– –
0
– –
PCOM
6767
DELISTED
Points.com Inc. Common Shares
PCOM
$133K ﹤0.01%
+11,641
New +$106K
TOO
6768
DELISTED
Teekay Offshore Partners L.P.
TOO
$133K ﹤0.01%
55,945
+44,552
+391% +$111K
ACTG icon
6769
Acacia Research
ACTG
$448M
$132K ﹤0.01%
29,052
+8,668
+43% +$32.4K
BSBR icon
6770
CALL
Santander
BSBR
$43.2B
$132K ﹤0.01%
+15,764
New +$129K
ENZ
6771
DELISTED
Enzo Biochem, Inc.
ENZ
$132K ﹤0.01%
12,563
-264
-2% -$2.93K
EAD
6772
Allspring Income Opportunities Fund
EAD
$377M
$131K ﹤0.01%
+14,942
New +$128K
NGVC icon
6773
Vitamin Cottage Natural Grocers
NGVC
$648M
$131K ﹤0.01%
23,467
-62,173
-73% -$416K
OCSL icon
6774
PUT
Oaktree Specialty Lending
OCSL
$1.14B
$131K ﹤0.01%
8,000
+3,933
+97% +$62.8K
NSU
6775
PUT
DELISTED
Nevsun Resources Ltd.
NSU
$131K ﹤0.01%
60,200
-2,000
-3% -$4.65K
269 270
271
272 273

Similar funds

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Ken Griffin's Q3 2017 Portfolio in Review

As of Q3 2017, Ken Griffin held 8,628 positions worth $130B, up 10% from $118B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Ken Griffin's Q3 2017 filing shows 1,223 new, 3,315 increased, 2,707 reduced and 1,164 closed positions. Its largest new stake was Goldman Sachs: 2,394,331 shares worth $568M. The largest sale was Visa, an estimated $548M.

By sector, the portfolio is most concentrated in Technology at 7.2% of assets, down from 7.4% a quarter earlier, followed by Financials and Industrials.

  • Ken Griffin's largest Q3 2017 buy was Goldman Sachs: 2,394,331 shares worth $568M.
  • Ken Griffin added most to Citizens Financial Group in Q3 2017, an estimated $304M increase.
  • Ken Griffin's biggest Q3 2017 reduction was Visa, cutting an estimated $548M.
  • Ken Griffin fully exited Citigroup in Q3 2017, selling an estimated $334M.
  • Ken Griffin's ten largest holdings make up 17% of its $130B portfolio in Q3 2017.
  • Ken Griffin opened 1,223 new positions and closed 1,164 in Q3 2017.
  • Ken Griffin's portfolio value rose 10% quarter-over-quarter to $130B.

Based on Citadel Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.