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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
IYG icon
8101
PUT
iShares US Financial Services ETF
IYG
$2.22B
$484K ﹤0.01%
8,100
-3,000
-27% -$162K
KIE icon
8102
PUT
State Street SPDR S&P Insurance ETF
KIE
$704M
$484K ﹤0.01%
10,700
-19,200
-64% -$843K
BKMC icon
8103
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$667M
$484K ﹤0.01%
+16,002
New +$439K
FSS icon
8104
CALL
Federal Signal
FSS
$7.45B
$483K ﹤0.01%
6,300
+4,700
+294% +$313K
AMX icon
8105
PUT
America Movil
AMX
$70.9B
$483K ﹤0.01%
26,100
-174,900
-87% -$3.07M
APLE icon
8106
PUT
Apple Hospitality REIT
APLE
$3.79B
$483K ﹤0.01%
29,100
-6,300
-18% -$102K
EMCS
8107
Xtrackers MSCI Emerging Markets Select ETF
EMCS
$972M
$483K ﹤0.01%
+20,190
New +$467K
WULF icon
8108
CALL
TeraWulf
WULF
$7.79B
$482K ﹤0.01%
200,900
-100
-0% -$136
DLHC icon
8109
CALL
DLH Holdings
DLHC
$65.5M
$482K ﹤0.01%
30,600
+25,700
+524% +$361K
DIBS icon
8110
1stdibs.com
DIBS
$168M
$482K ﹤0.01%
102,975
-28,176
-21% -$119K
TCMD icon
8111
CALL
Tactile Systems Technology
TCMD
$540M
$482K ﹤0.01%
33,700
-30,900
-48% -$388K
SGOL icon
8112
CALL
abrdn Physical Gold Shares ETF
SGOL
$7.26B
$482K ﹤0.01%
24,400
-9,300
-28% -$176K
ISPR icon
8113
CALL
Ispire Technology
ISPR
$88.4M
$482K ﹤0.01%
+39,700
New +$407K
SCHG icon
8114
PUT
Schwab US Large-Cap Growth ETF
SCHG
$61.9B
$481K ﹤0.01%
23,200
-10,400
-31% -$201K
BLCO icon
8115
PUT
Bausch + Lomb
BLCO
$6.09B
$481K ﹤0.01%
28,200
+16,900
+150% +$272K
FOSL icon
8116
Fossil Group
FOSL
$325M
$481K ﹤0.01%
329,337
+66,055
+25% +$97.1K
BAMU icon
8117
Brookstone Ultra-Short Bond ETF
BAMU
$66.9M
$481K ﹤0.01%
+19,139
New +$482K
EAOA
8118
DELISTED
iShares ESG Aware Aggressive Allocation ETF
EAOA
$481K ﹤0.01%
14,990
-13,756
-48% -$415K
BWFG icon
8119
Bankwell Financial Group
BWFG
$538M
$480K ﹤0.01%
15,898
+6,087
+62% +$161K
WFG icon
8120
PUT
West Fraser Timber
WFG
$5.27B
$479K ﹤0.01%
5,600
+300
+6% +$22.2K
FRST icon
8121
Primis Financial Corp
FRST
$410M
$479K ﹤0.01%
37,851
+26,432
+231% +$258K
PKOH icon
8122
Park-Ohio Holdings
PKOH
$686M
$479K ﹤0.01%
17,768
+738
+4% +$17.4K
IBRX icon
8123
CALL
ImmunityBio
IBRX
$8.18B
$479K ﹤0.01%
95,400
-73,100
-43% -$229K
WSR
8124
DELISTED
Whitestone REIT
WSR
$479K ﹤0.01%
38,962
+31,779
+442% +$341K
SILV
8125
CALL
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$479K ﹤0.01%
73,100
+34,900
+91% +$194K
323 324
325
326 327

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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.