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
+9.45%
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
$428B
AUM Growth
-$10.7B
Cap. Flow
-$22.3B
Cap. Flow %
-5.22%
Top 10 Hldgs %
27.96%
Holding
16,128
New
3,614
Increased
5,201
Reduced
5,802
Closed
1,312

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$913M
2
META icon
Meta Platforms (Facebook)
META
+$659M
3
CAT icon
Caterpillar
CAT
+$450M
4
PYPL icon
PayPal
PYPL
+$435M
5
BDX icon
Becton Dickinson
BDX
+$348M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$860M
2
HUM icon
Humana
HUM
+$581M
3
GS icon
Goldman Sachs
GS
+$372M
4
BSX icon
Boston Scientific
BSX
+$345M
5
WMT icon
Walmart Inc
WMT
+$327M

Sector Composition

Rank Sector Weight
1 Technology 3.36%
2 Healthcare 2.87%
3 Financials 2.57%
4 Consumer Discretionary 2.23%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEZ icon
8151
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$21.7M
$500K ﹤0.01%
7,807
+3,422
+78% +$220K
AZEK
8152
PUT
DELISTED
The AZEK Co
AZEK
$500K ﹤0.01%
24,600
-47,900
-66% -$886K
ZVRA icon
8153
Zevra Therapeutics
ZVRA
$687M
$500K ﹤0.01%
+108,860
New +$553K
SRLN icon
8154
PUT
State Street Blackstone Senior Loan ETF
SRLN
$5.43B
$499K ﹤0.01%
12,200
-2,200
-15% -$90.6K
SBS icon
8155
CALL
Sabesp
SBS
$16B
$499K ﹤0.01%
+241,325
New +$510K
CRS icon
8156
CALL
Carpenter Technology
CRS
$26.4B
$499K ﹤0.01%
13,500
+4,000
+42% +$152K
PRCT icon
8157
CALL
Procept Biorobotics
PRCT
$1.22B
$498K ﹤0.01%
12,000
-1,400
-10% -$60.1K
WKHS icon
8158
Workhorse Group
WKHS
$33.9M
$498K ﹤0.01%
109
+54
+98% +$372K
ALX
8159
Alexander's
ALX
$1.37B
$498K ﹤0.01%
2,265
-754
-25% -$172K
TPOR icon
8160
Direxion Daily Transportation Bull 3X ETF
TPOR
$18.2M
$498K ﹤0.01%
+23,042
New +$531K
PAGP icon
8161
PUT
Plains GP Holdings
PAGP
$5.2B
$498K ﹤0.01%
40,000
-5,000
-11% -$62.3K
SCHJ icon
8162
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$497K ﹤0.01%
+21,216
New +$494K
FTS icon
8163
Fortis
FTS
$28.9B
$497K ﹤0.01%
12,418
-181,315
-94% -$7.11M
PREF icon
8164
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
$497K ﹤0.01%
29,039
-23,072
-44% -$390K
FBCV
8165
Fidelity Blue Chip Value ETF
FBCV
$183M
$497K ﹤0.01%
+17,633
New +$490K
EXE
8166
Expand Energy Corp
EXE
$22.1B
$496K ﹤0.01%
5,260
-250,162
-98% -$24.8M
FVAL icon
8167
Fidelity Value Factor ETF
FVAL
$1.36B
$496K ﹤0.01%
11,311
+4,874
+76% +$214K
FRNW icon
8168
Fidelity Clean Energy ETF
FRNW
$99M
$496K ﹤0.01%
22,789
+460
+2% +$9.97K
FDNI icon
8169
First Trust Dow Jones International Internet ETF
FDNI
$31.1M
$496K ﹤0.01%
22,319
-26,776
-55% -$537K
AVD icon
8170
PUT
American Vanguard Corp
AVD
$64M
$495K ﹤0.01%
22,800
+7,900
+53% +$176K
HTAB icon
8171
Hartford Schroders Tax-Aware Bond ETF
HTAB
$288M
$495K ﹤0.01%
25,970
-4,259
-14% -$79.8K
PZA icon
8172
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$495K ﹤0.01%
21,572
-72,990
-77% -$1.65M
IDCC icon
8173
PUT
InterDigital
IDCC
$8.66B
$495K ﹤0.01%
10,000
+1,800
+22% +$87.8K
PHG icon
8174
PUT
Philips
PHG
$26.5B
$495K ﹤0.01%
38,540
+6,190
+19% +$74.7K
PCY icon
8175
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$495K ﹤0.01%
26,494
-3,707
-12% -$67K
325 326
327
328 329

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 2022 Portfolio in Review

As of Q4 2022, Ken Griffin held 16,128 positions worth $428B, down 2.4% from $439B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ken Griffin withdrew a net $22.3B in Q4 2022, closing 1,312 positions and reducing 5,802 holdings. Its most notable exit was Twitter, Inc., an estimated $297M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.1% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Ken Griffin opened a new position in Denbury Inc. worth $107M.

  • Ken Griffin's largest Q4 2022 buy was Denbury Inc.: 1,228,903 shares worth $107M.
  • Ken Griffin added most to Tesla in Q4 2022, an estimated $913M increase.
  • Ken Griffin's biggest Q4 2022 reduction was Amazon, cutting an estimated $860M.
  • Ken Griffin fully exited Twitter, Inc. in Q4 2022, selling an estimated $297M.
  • Ken Griffin's ten largest holdings make up 28% of its $428B portfolio in Q4 2022.
  • Ken Griffin opened 3,614 new positions and closed 1,312 in Q4 2022.
  • Ken Griffin's portfolio value fell 2.4% quarter-over-quarter to $428B.

Based on Citadel Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.