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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
KAI icon
8051
Kadant
KAI
$3.91B
-4,508
Closed -$444K
KALU icon
8052
CALL
Kaiser Aluminum
KALU
$2.99B
-2,500
Closed -$258K
KBH icon
8053
KB Home
KBH
$3.45B
-438,561
Closed -$12.6M
KBWY icon
8054
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$311M
-12,535
Closed -$470K
KEP icon
8055
CALL
Korea Electric Power
KEP
$14.8B
-16,700
Closed -$280K
KIM icon
8056
CALL
Kimco Realty
KIM
$16.4B
-24,100
Closed -$471K
TBHC
8057
CALL
DELISTED
The Brand House Collective
TBHC
-11,200
Closed -$128K
KNOP icon
8058
CALL
KNOT Offshore Partners
KNOP
$366M
-10,800
Closed -$254K
KNSL icon
8059
Kinsale Capital Group
KNSL
$8.59B
-8,905
Closed -$384K
KOP icon
8060
Koppers
KOP
$874M
-5,086
Closed -$235K
KOS icon
8061
CALL
Kosmos Energy
KOS
$1.51B
-11,000
Closed -$88K
KPTI icon
8062
CALL
Karyopharm Therapeutics
KPTI
$45.1M
-1,060
Closed -$175K
KWR icon
8063
Quaker Houghton
KWR
$2.95B
-1,959
Closed -$290K
LAD icon
8064
CALL
Lithia Motors
LAD
$8.32B
-5,300
Closed -$638K
LAKE icon
8065
Lakeland Industries
LAKE
$117M
-28,499
Closed -$402K
LCTX icon
8066
CALL
Lineage Cell Therapeutics
LCTX
$268M
-14,059
Closed -$35K
LDP icon
8067
Cohen & Steers Duration Preferred & Income Fund
LDP
$601M
-12,334
Closed -$330K
LECO icon
8068
PUT
Lincoln Electric
LECO
$15.5B
-3,000
Closed -$275K
LEMB icon
8069
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$723M
-8,036
Closed -$388K
LFCR icon
8070
Lifecore Biomedical
LFCR
$179M
-14,552
Closed -$188K
LGIH icon
8071
LGI Homes
LGIH
$1.37B
-17,577
Closed -$1.12M
LILA icon
8072
Liberty Latin America Class A
LILA
$1.67B
-17,273
Closed -$263K
LILAK icon
8073
Liberty Latin America Class C
LILAK
$1.65B
-56,870
Closed -$1.07M
LIQT icon
8074
LiqTech
LIQT
$19.7M
-1,285
Closed -$15K
LIT icon
8075
Global X Lithium & Battery Tech ETF
LIT
$1.6B
-18,400
Closed -$724K

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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.