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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
+9.45%
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
$428B
AUM Growth
-$10.7B
Cap. Flow
-$22.3B
Cap. Flow %
-5.22%
Top 10 Hldgs %
27.96%
Holding
16,128
New
3,614
Increased
5,201
Reduced
5,802
Closed
1,312

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$913M
2
META icon
Meta Platforms (Facebook)
META
+$659M
3
CAT icon
Caterpillar
CAT
+$450M
4
PYPL icon
PayPal
PYPL
+$435M
5
BDX icon
Becton Dickinson
BDX
+$348M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$860M
2
HUM icon
Humana
HUM
+$581M
3
GS icon
Goldman Sachs
GS
+$372M
4
BSX icon
Boston Scientific
BSX
+$345M
5
WMT icon
Walmart Inc
WMT
+$327M

Sector Composition

Rank Sector Weight
1 Technology 3.36%
2 Healthcare 2.87%
3 Financials 2.57%
4 Consumer Discretionary 2.23%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIVB icon
6926
Civista Bancshares
CIVB
$588M
$899K ﹤0.01%
40,840
-17,663
-30% -$398K
TALO icon
6927
Talos Energy
TALO
$2.73B
$898K ﹤0.01%
47,575
-546,307
-92% -$11M
CCRD
6928
DELISTED
CoreCard
CCRD
$898K ﹤0.01%
31,004
-10,094
-25% -$265K
UFI icon
6929
UNIFI
UFI
$151M
$898K ﹤0.01%
104,300
+40,934
+65% +$352K
PY icon
6930
Principal Exchange-Traded Funds Principal Value ETF
PY
$242M
$898K ﹤0.01%
+21,946
New +$892K
OXY.WS icon
6931
Occidental Petroleum Corp Warrants
OXY.WS
$35.6B
$897K ﹤0.01%
21,748
– –
MRUS
6932
DELISTED
Merus
MRUS
$896K ﹤0.01%
57,926
-7,845
-12% -$138K
FMAO icon
6933
Farmers & Merchants Bancorp
FMAO
$479M
$896K ﹤0.01%
32,961
-17,386
-35% -$490K
CHX
6934
PUT
DELISTED
ChampionX
CHX
$896K ﹤0.01%
30,900
-43,000
-58% -$1.19M
VGR
6935
DELISTED
Vector Group Ltd.
VGR
$896K ﹤0.01%
75,513
+18,323
+32% +$194K
WBS icon
6936
PUT
Webster Financial
WBS
$12.6B
$895K ﹤0.01%
18,900
+13,000
+220% +$651K
IMXI icon
6937
CALL
International Money Express
IMXI
$438M
$894K ﹤0.01%
36,700
+5,900
+19% +$135K
XSVM icon
6938
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$666M
$894K ﹤0.01%
19,542
-21,381
-52% -$995K
QTUM icon
6939
Defiance Quantum ETF
QTUM
$5.6B
$894K ﹤0.01%
22,802
+7,561
+50% +$295K
PGX icon
6940
Invesco Preferred ETF
PGX
$3.72B
$893K ﹤0.01%
79,909
+61,250
+328% +$708K
AGIO icon
6941
CALL
Agios Pharmaceuticals
AGIO
$2.05B
$893K ﹤0.01%
31,800
-35,200
-53% -$992K
BWFG icon
6942
Bankwell Financial Group
BWFG
$537M
$893K ﹤0.01%
30,330
+3,514
+13% +$105K
TECB icon
6943
iShares US Tech Breakthrough Multisector ETF
TECB
$491M
$892K ﹤0.01%
32,667
-12,462
-28% -$346K
TMHC
6944
PUT
DELISTED
Taylor Morrison
TMHC
$892K ﹤0.01%
29,400
-37,000
-56% -$1.03M
JSMD icon
6945
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$892K ﹤0.01%
17,122
-23,360
-58% -$1.23M
VCIT icon
6946
CALL
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$891K ﹤0.01%
11,500
-2,700
-19% -$208K
SPHD icon
6947
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.43B
$891K ﹤0.01%
20,328
-47,657
-70% -$2.05M
EWH icon
6948
CALL
iShares MSCI Hong Kong ETF
EWH
$1.23B
$891K ﹤0.01%
42,400
-114,200
-73% -$2.18M
EWGS
6949
DELISTED
iShares MSCI Germany Small-Cap ETF
EWGS
$890K ﹤0.01%
16,307
-8,656
-35% -$447K
UTZ icon
6950
CALL
Utz Brands
UTZ
$1.25B
$890K ﹤0.01%
56,100
-2,400
-4% -$39.8K
276 277
278
279 280

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Ken Griffin's Q4 2022 Portfolio in Review

As of Q4 2022, Ken Griffin held 16,128 positions worth $428B, down 2.4% from $439B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ken Griffin withdrew a net $22.3B in Q4 2022, closing 1,312 positions and reducing 5,802 holdings. Its most notable exit was Twitter, Inc., an estimated $297M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.1% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Ken Griffin opened a new position in Denbury Inc. worth $107M.

  • Ken Griffin's largest Q4 2022 buy was Denbury Inc.: 1,228,903 shares worth $107M.
  • Ken Griffin added most to Tesla in Q4 2022, an estimated $913M increase.
  • Ken Griffin's biggest Q4 2022 reduction was Amazon, cutting an estimated $860M.
  • Ken Griffin fully exited Twitter, Inc. in Q4 2022, selling an estimated $297M.
  • Ken Griffin's ten largest holdings make up 28% of its $428B portfolio in Q4 2022.
  • Ken Griffin opened 3,614 new positions and closed 1,312 in Q4 2022.
  • Ken Griffin's portfolio value fell 2.4% quarter-over-quarter to $428B.

Based on Citadel Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.