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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
+6.7%
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
$164B
AUM Growth
+$34B
Cap. Flow
+$21.1B
Cap. Flow %
12.82%
Top 10 Hldgs %
19.02%
Holding
8,908
New
1,440
Increased
3,569
Reduced
2,696
Closed
988

Sector Composition

Rank Sector Weight
1 Technology 6.08%
2 Financials 6.03%
3 Industrials 5.01%
4 Consumer Discretionary 4.73%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTRA
7851
DELISTED
Coterra Energy
CTRA
-1,738,556
Closed -$47.7M
CUK
7852
DELISTED
Carnival PLC
CUK
-5,521
Closed -$356K
CUT icon
7853
Invesco MSCI Global Timber ETF
CUT
$33.5M
-11,455
Closed -$345K
CWEN icon
7854
PUT
Clearway Energy Class C
CWEN
$7.06B
-100,000
Closed -$1.93M
CXSE icon
7855
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$494M
-34,198
Closed -$1.35M
DBC icon
7856
PUT
Invesco DB Commodity Index Tracking Fund
DBC
$1.71B
-27,400
Closed -$422K
DBB icon
7857
Invesco DB Base Metals Fund
DBB
$314M
-11,325
Closed -$210K
DBEF icon
7858
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
-271,175
Closed -$8.41M
DBEM icon
7859
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$110M
-216,712
Closed -$5.06M
DDM icon
7860
ProShares Ultra Dow30
DDM
$544M
-11,400
Closed -$230K
DECK icon
7861
Deckers Outdoor
DECK
$12.4B
-120,690
Closed -$1.45M
DEM icon
7862
CALL
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
-10,100
Closed -$434K
DEM icon
7863
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
-10,401
Closed -$454K
DEO icon
7864
Diageo
DEO
$52.8B
-28,315
Closed -$3.9M
DES icon
7865
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
-60,612
Closed -$1.7M
KUST
7866
Kustom Entertainment Inc
KUST
$859K
0
-$28K
DGS icon
7867
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
-103,617
Closed -$5.08M
DHY
7868
Credit Suisse High Yield Credit Fund
DHY
$239M
-11,577
Closed -$33K
DJP icon
7869
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$814M
-14,629
Closed -$340K
DMRC icon
7870
CALL
Digimarc Corp
DMRC
$167M
-8,000
Closed -$293K
DMLP icon
7871
PUT
Dorchester Minerals
DMLP
$1.35B
-12,800
Closed -$193K
DOG
7872
CALL
ProShares Short Dow30
DOG
$87.2M
-4,625
Closed -$306K
DOL icon
7873
WisdomTree True Developed International Fund
DOL
$848M
-6,081
Closed -$301K
DON icon
7874
WisdomTree US MidCap Dividend Fund
DON
$4.11B
-18,240
Closed -$608K
DORM icon
7875
CALL
Dorman Products
DORM
$3.97B
-3,800
Closed -$272K

Similar funds

Ken Griffin's Q4 2017 Portfolio in Review

As of Q4 2017, Ken Griffin held 8,908 positions worth $164B, up 26% from $130B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Ken Griffin deployed $21.1B of net new capital in Q4 2017, opening 1,440 new positions and adding to 3,569 existing holdings. Its largest new stake was Celgene Corp: 3,708,916 shares worth $387M.

By sector, the portfolio is most concentrated in Technology at 6.1% of assets, down from 7% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Goldman Sachs, an estimated $441M trimmed.

  • Ken Griffin's largest Q4 2017 buy was Celgene Corp: 3,708,916 shares worth $387M.
  • Ken Griffin added most to State Street SPDR S&P 500 ETF Trust in Q4 2017, an estimated $1.16B increase.
  • Ken Griffin's biggest Q4 2017 reduction was Goldman Sachs, cutting an estimated $441M.
  • Ken Griffin fully exited CR Bard Inc. in Q4 2017, selling an estimated $209M.
  • Ken Griffin's ten largest holdings make up 19% of its $164B portfolio in Q4 2017.
  • Ken Griffin opened 1,440 new positions and closed 988 in Q4 2017.
  • Ken Griffin's portfolio value rose 26% quarter-over-quarter to $164B.

Based on Citadel Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.