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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
+10.05%
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
$76.8B
AUM Growth
+$11.1B
Cap. Flow
+$658M
Cap. Flow %
0.86%
Top 10 Hldgs %
13.3%
Holding
7,546
New
827
Increased
3,072
Reduced
2,907
Closed
547

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$614M
2
AAPL icon
Apple
AAPL
+$555M
3
AMZN icon
Amazon
AMZN
+$318M
4
BMY icon
Bristol-Myers Squibb
BMY
+$314M
5
RL icon
Ralph Lauren
RL
+$211M

Top Sells

Rank Stock Value
1
SBAC icon
SBA Communications
SBAC
+$202M
2
ROST icon
Ross Stores
ROST
+$193M
3
RTX icon
RTX Corp
RTX
+$192M
4
PRU icon
Prudential Financial
PRU
+$162M
5
PM icon
Philip Morris
PM
+$161M

Sector Composition

Rank Sector Weight
1 Financials 10.03%
2 Consumer Discretionary 9.13%
3 Energy 6.65%
4 Technology 6.5%
5 Healthcare 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZOLT
7276
PUT
DELISTED
ZOLTEK COMPANIES INC
ZOLT
– –
-5,000
Closed -$83K
AWC
7277
DELISTED
Alumina Ltd
AWC
– –
-19,251
Closed -$73K
HOVU
7278
DELISTED
HOVNANIAN ENTERPRISES INC UNIT 1 COM & 1 SR SUB NT
HOVU
– –
-200
Closed -$5K
HPOL
7279
DELISTED
HARRIS INTERACTIVE INC
HPOL
– –
-12,978
Closed -$26K
CGX
7280
DELISTED
CONSOLIDATED GRAPHICS INC
CGX
– –
-10,748
Closed -$602K
HMA
7281
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
– –
-751
Closed -$9.72K
VPHM
7282
DELISTED
VIROPHARMA INC
VPHM
$0 ﹤0.01%
5
-1,284,579
-100% -$57.4M
SLTM
7283
DELISTED
SOLTA MED INC (DE)
SLTM
– –
-80,178
Closed -$167K
ASIA
7284
CALL
DELISTED
ASIAINFO-LINKAGE INC COM STK (DE)
ASIA
– –
-3,400
Closed -$39K
ASIA
7285
PUT
DELISTED
ASIAINFO-LINKAGE INC COM STK (DE)
ASIA
– –
-1,200
Closed -$14K
OCZ
7286
DELISTED
OCZ TECHNOLOGY GROUP INC COM STK NEW (DE)
OCZ
$0 ﹤0.01%
436
-5,064
-92% -$3.63K
OCZ
7287
PUT
DELISTED
OCZ TECHNOLOGY GROUP INC COM STK NEW (DE)
OCZ
– –
-4,600
Closed -$6K
SPRD
7288
DELISTED
SPREADTRUM COMMUNICATIONS INC ADS (CAYMAN ISLANDS)
SPRD
– –
-61,968
Closed -$1.89M
STEI
7289
PUT
DELISTED
STEWART ENTERPRISES INC CL-A
STEI
– –
-1,000
Closed -$13K
ELN
7290
DELISTED
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
– –
-6,448,014
Closed -$100M
MAKO
7291
CALL
DELISTED
MAKO SURGICAL CORP COM
MAKO
– –
-106,500
Closed -$3.14M
MAKO
7292
DELISTED
MAKO SURGICAL CORP COM
MAKO
– –
-3,391
Closed -$100K
MAKO
7293
PUT
DELISTED
MAKO SURGICAL CORP COM
MAKO
– –
-30,900
Closed -$912K
BRY
7294
CALL
DELISTED
BERRY PETROLEUM CO CL A
BRY
– –
-17,900
Closed -$772K
BRY
7295
DELISTED
BERRY PETROLEUM CO CL A
BRY
– –
-17,567
Closed -$757K
BRY
7296
PUT
DELISTED
BERRY PETROLEUM CO CL A
BRY
– –
-46,000
Closed -$1.98M
VELT
7297
CALL
DELISTED
VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY)
VELT
– –
-3,600
Closed -$1K
LCC
7298
CALL
DELISTED
US AIRWAYS GROUP INC.
LCC
– –
-95,800
Closed -$1.82M
LCC
7299
DELISTED
US AIRWAYS GROUP INC.
LCC
– –
-32,234
Closed -$612K
LCC
7300
PUT
DELISTED
US AIRWAYS GROUP INC.
LCC
– –
-118,800
Closed -$2.25M
290 291
292
293 294

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Ken Griffin's Q4 2013 Portfolio in Review

As of Q4 2013, Ken Griffin held 7,546 positions worth $76.8B, up 17% from $65.7B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Ken Griffin's Q4 2013 filing shows 827 new, 3,072 increased, 2,907 reduced and 547 closed positions. Its largest new stake was Antero Resources: 2,586,508 shares worth $164M. The largest sale was SBA Communications, an estimated $202M.

By sector, the portfolio is most concentrated in Financials at 10% of assets, up from 9.5% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Ken Griffin's largest Q4 2013 buy was Antero Resources: 2,586,508 shares worth $164M.
  • Ken Griffin added most to Alphabet (Google) Class C in Q4 2013, an estimated $614M increase.
  • Ken Griffin's biggest Q4 2013 reduction was SBA Communications, cutting an estimated $202M.
  • Ken Griffin fully exited ELAN CORP ADS(RP1 ORD4IRISH PN in Q4 2013, selling an estimated $100M.
  • Ken Griffin's ten largest holdings make up 13% of its $76.8B portfolio in Q4 2013.
  • Ken Griffin opened 827 new positions and closed 547 in Q4 2013.
  • Ken Griffin's portfolio value rose 17% quarter-over-quarter to $76.8B.

Based on Citadel Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.