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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
FBND icon
7926
Fidelity Total Bond ETF
FBND
$27.4B
-4,250
Closed -$214K
FCNCA icon
7927
First Citizens BancShares
FCNCA
$25.6B
-1,998
Closed -$747K
FCOM icon
7928
Fidelity MSCI Communication Services Index ETF
FCOM
$1.79B
-21,442
Closed -$692K
FCOR icon
7929
Fidelity Corporate Bond ETF
FCOR
$353M
-16,935
Closed -$859K
DMC
7930
Del Monte Corp
DMC
$1.44B
-112,373
Closed -$5.29M
FDRR icon
7931
Fidelity Dividend ETF for Rising Rates
FDRR
$764M
-32,140
Closed -$934K
FDT icon
7932
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.33B
-131,842
Closed -$7.79M
FEM icon
7933
First Trust Emerging Markets AlphaDEX Fund
FEM
$788M
-90,947
Closed -$2.49M
FEMS icon
7934
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$254M
-55,533
Closed -$2.3M
FEX icon
7935
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.63B
-5,576
Closed -$306K
FFC
7936
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
-17,453
Closed -$373K
FGM icon
7937
First Trust Germany AlphaDEX Fund
FGM
$98.4M
-19,835
Closed -$948K
FHLC icon
7938
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
-31,154
Closed -$1.23M
FHI icon
7939
CALL
Federated Hermes
FHI
$4.74B
-11,000
Closed -$327K
FIVN icon
7940
CALL
FIVE9
FIVN
$2.53B
-13,300
Closed -$318K
FLEX icon
7941
Flex
FLEX
$45.9B
-16,057
Closed -$217K
FLL icon
7942
Full House Resorts
FLL
$84.3M
-15,341
Closed -$43K
FLN icon
7943
First Trust Latin America AlphaDEX Fund
FLN
$35.7M
-38,167
Closed -$844K
FLTB icon
7944
Fidelity Limited Term Bond ETF
FLTB
$436M
-7,244
Closed -$366K
FMAT icon
7945
Fidelity MSCI Materials Index ETF
FMAT
$610M
-29,748
Closed -$982K
FN icon
7946
Fabrinet
FN
$20.3B
-6,726
Closed -$223K
FNCL icon
7947
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
-83,238
Closed -$3.16M
FOF icon
7948
Cohen & Steers Closed End Opportunity Fund
FOF
$383M
-39,712
Closed -$524K
FOR icon
7949
Forestar Group
FOR
$1.51B
-33,217
Closed -$646K
FOSL icon
7950
Fossil Group
FOSL
$330M
-344,676
Closed -$2.67M

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.