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
+14.6%
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
$500B
AUM Growth
+$33.8B
Cap. Flow
-$25.4B
Cap. Flow %
-5.08%
Top 10 Hldgs %
30.95%
Holding
15,795
New
1,585
Increased
6,018
Reduced
6,315
Closed
1,624

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.38B
2
NVDA icon
NVIDIA
NVDA
+$732M
3
AMZN icon
Amazon
AMZN
+$606M
4
DIS icon
Walt Disney
DIS
+$559M
5
T icon
AT&T
T
+$466M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$1.41B
2
CMCSA icon
Comcast
CMCSA
+$658M
3
BSX icon
Boston Scientific
BSX
+$650M
4
PANW icon
Palo Alto Networks
PANW
+$642M
5
TMUS icon
T-Mobile US
TMUS
+$577M

Sector Composition

Rank Sector Weight
1 Technology 3.81%
2 Healthcare 2.95%
3 Financials 2.19%
4 Consumer Discretionary 2.15%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
7501
PUT
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$637K ﹤0.01%
11,400
-9,000
-44% -$472K
MCH icon
7502
Matthews China Active ETF
MCH
$22.7M
$637K ﹤0.01%
+33,465
New +$653K
VEA icon
7503
PUT
Vanguard FTSE Developed Markets ETF
VEA
$235B
$637K ﹤0.01%
13,300
-38,700
-74% -$1.73M
BUFQ icon
7504
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.57B
$637K ﹤0.01%
23,582
+3,193
+16% +$83K
OSBC icon
7505
Old Second Bancorp
OSBC
$1.31B
$636K ﹤0.01%
41,211
+20,141
+96% +$291K
OFLX icon
7506
Omega Flex
OFLX
$287M
$636K ﹤0.01%
9,023
-8,899
-50% -$664K
AMG icon
7507
CALL
Affiliated Managers Group
AMG
$9.81B
$636K ﹤0.01%
4,200
-2,800
-40% -$376K
ITOS
7508
PUT
DELISTED
iTeos Therapeutics
ITOS
$635K ﹤0.01%
58,000
+31,000
+115% +$307K
MXCT icon
7509
MaxCyte
MXCT
$136M
$635K ﹤0.01%
135,055
+86,981
+181% +$339K
IQHI icon
7510
IQ MacKay ESG High Income ETF
IQHI
$114M
$635K ﹤0.01%
23,890
-26,744
-53% -$684K
TASK icon
7511
TaskUs
TASK
$659M
$634K ﹤0.01%
48,487
-155,755
-76% -$1.73M
ADT icon
7512
PUT
ADT
ADT
$5.27B
$634K ﹤0.01%
92,900
-15,700
-14% -$97.9K
DTM icon
7513
DT Midstream
DTM
$13.8B
$633K ﹤0.01%
11,552
-95,272
-89% -$5.25M
BUFT icon
7514
FT Vest Buffered Allocation Defensive ETF
BUFT
$159M
$633K ﹤0.01%
+30,376
New +$612K
PBR.A icon
7515
CALL
Petrobras Class A
PBR.A
$105B
$633K ﹤0.01%
41,400
-15,300
-27% -$219K
RCUS icon
7516
PUT
Arcus Biosciences
RCUS
$3.76B
$632K ﹤0.01%
33,100
-2,500
-7% -$40K
SRTY icon
7517
ProShares UltraPro Short Russell2000
SRTY
$68.6M
$631K ﹤0.01%
+5,221
New +$956K
INSE icon
7518
Inspired Entertainment
INSE
$159M
$631K ﹤0.01%
63,871
+14,977
+31% +$142K
CMP icon
7519
PUT
Compass Minerals
CMP
$1.08B
$630K ﹤0.01%
24,900
+1,900
+8% +$48.5K
TARO
7520
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$630K ﹤0.01%
15,076
-7,590
-33% -$280K
EVBG
7521
CALL
DELISTED
Everbridge, Inc. Common Stock
EVBG
$630K ﹤0.01%
25,900
+5,200
+25% +$112K
DURA icon
7522
VanEck Durable High Dividend ETF
DURA
$38.7M
$629K ﹤0.01%
20,287
+13,395
+194% +$402K
RVNC
7523
PUT
DELISTED
Revance Therapeutics, Inc.
RVNC
$628K ﹤0.01%
71,500
-44,300
-38% -$363K
BBAG icon
7524
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.05B
$628K ﹤0.01%
13,507
+3,889
+40% +$174K
DIV icon
7525
Global X SuperDividend US ETF
DIV
$784M
$628K ﹤0.01%
36,574
+27,191
+290% +$443K
299 300
301
302 303

Similar funds

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ken Griffin's Q4 2023 Portfolio in Review

As of Q4 2023, Ken Griffin held 15,795 positions worth $500B, up 7.2% from $467B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Ken Griffin withdrew a net $25.4B in Q4 2023, closing 1,624 positions and reducing 6,315 holdings. Its most notable exit was Activision Blizzard, an estimated $1.41B position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.8% of assets, down from 3.9% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Ken Griffin opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF worth $129M.

  • Ken Griffin's largest Q4 2023 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,167,658 shares worth $129M.
  • Ken Griffin added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $1.38B increase.
  • Ken Griffin's biggest Q4 2023 reduction was Comcast, cutting an estimated $658M.
  • Ken Griffin fully exited Activision Blizzard in Q4 2023, selling an estimated $1.41B.
  • Ken Griffin's ten largest holdings make up 31% of its $500B portfolio in Q4 2023.
  • Ken Griffin opened 1,585 new positions and closed 1,624 in Q4 2023.
  • Ken Griffin's portfolio value rose 7.2% quarter-over-quarter to $500B.

Based on Citadel Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.