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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
RRX icon
8201
PUT
Regal Rexnord
RRX
$11.4B
-4,500
Closed -$356K
RS icon
8202
Reliance Steel & Aluminium
RS
$21.7B
-499,802
Closed -$39.4M
RS icon
8203
PUT
Reliance Steel & Aluminium
RS
$21.7B
-11,700
Closed -$891K
RSG icon
8204
CALL
Republic Services
RSG
$65.9B
-4,500
Closed -$297K
RSPH icon
8205
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$796M
-65,000
Closed -$1.14M
RSPS icon
8206
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$248M
-117,655
Closed -$2.88M
RVTY icon
8207
CALL
Revvity
RVTY
$13.1B
-3,400
Closed -$234K
RWK icon
8208
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
-5,046
Closed -$291K
RWM icon
8209
ProShares Short Russell2000
RWM
$99.4M
-12,470
Closed -$537K
RWR icon
8210
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
-42,369
Closed -$3.92M
RXI icon
8211
iShares Global Consumer Discretionary ETF
RXI
$274M
-45,641
Closed -$4.65M
RWX icon
8212
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
-104,024
Closed -$3.99M
RYAM icon
8213
Rayonier Advanced Materials
RYAM
$570M
-291,624
Closed -$4.9M
RYN icon
8214
CALL
Rayonier
RYN
$6.54B
-12,896
Closed -$338K
SAFT icon
8215
CALL
Safety Insurance
SAFT
$1.52B
-2,700
Closed -$206K
SAFE
8216
Safehold
SAFE
$1.1B
-4,074
Closed -$230K
ECHO
8217
CALL
EchoStar
ECHO
$26.6B
-7,034
Closed -$326K
SBGI icon
8218
Sinclair Inc
SBGI
$1.03B
-22,402
Closed -$742K
SBIO icon
8219
CALL
ALPS Medical Breakthroughs ETF
SBIO
$214M
-7,100
Closed -$221K
SBSW icon
8220
CALL
Sibanye-Stillwater
SBSW
$7.42B
-34,625
Closed -$146K
SCHF icon
8221
Schwab International Equity ETF
SCHF
$69.3B
-685,170
Closed -$11.5M
SCHH icon
8222
Schwab US REIT ETF
SCHH
$11.4B
-13,468
Closed -$277K
SCHO icon
8223
Schwab Short-Term US Treasury ETF
SCHO
$13B
-22,050
Closed -$556K
SCI icon
8224
CALL
Service Corp International
SCI
$11.3B
-7,600
Closed -$262K
SCO icon
8225
ProShares UltraShort Bloomberg Crude Oil
SCO
$605M
-229
Closed -$541K

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.