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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
+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
FAIL
8226
DELISTED
Cambria Global Tail Risk ETF
FAIL
$483K ﹤0.01%
23,975
-1,500
-6% -$31.5K
FWRD icon
8227
CALL
Forward Air
FWRD
$648M
$482K ﹤0.01%
4,600
-7,500
-62% -$787K
GINN icon
8228
Goldman Sachs Innovate Equity ETF
GINN
$212M
$482K ﹤0.01%
11,822
+5,770
+95% +$237K
NRK icon
8229
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$903M
$482K ﹤0.01%
47,019
+4,281
+10% +$43K
PSL icon
8230
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$83.7M
$482K ﹤0.01%
5,830
-6,589
-53% -$542K
IHF icon
8231
PUT
iShares US Healthcare Providers ETF
IHF
$1.23B
$482K ﹤0.01%
9,000
-1,500
-14% -$80.6K
IBCE
8232
DELISTED
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
$482K ﹤0.01%
19,856
-1,800
-8% -$43.6K
MYGN icon
8233
Myriad Genetics
MYGN
$275M
$482K ﹤0.01%
+33,197
New +$619K
BRY
8234
CALL
DELISTED
Berry Corp
BRY
$482K ﹤0.01%
60,200
+38,200
+174% +$327K
PSFE icon
8235
PUT
Paysafe
PSFE
$334M
$481K ﹤0.01%
34,656
+15,548
+81% +$251K
CCEP icon
8236
CALL
Coca-Cola Europacific Partners
CCEP
$47.5B
$481K ﹤0.01%
8,700
-16,000
-65% -$803K
EFC
8237
PUT
Ellington Financial
EFC
$1.75B
$481K ﹤0.01%
38,900
+10,600
+37% +$138K
DXGE
8238
DELISTED
WisdomTree Germany Hedged Equity Fund
DXGE
$481K ﹤0.01%
+15,328
New +$481K
FWONA icon
8239
CALL
Liberty Media Series A
FWONA
$23.4B
$481K ﹤0.01%
9,400
-3,029
-24% -$154K
BCIC
8240
CALL
BCP Investment Corp
BCIC
$94.9M
$481K ﹤0.01%
20,900
+500
+2% +$10.7K
VBR icon
8241
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
$481K ﹤0.01%
+3,026
New +$482K
ROOF
8242
DELISTED
NYLI CBRE NextGen Real Estate ETF
ROOF
$481K ﹤0.01%
25,343
-9,160
-27% -$172K
BHVN icon
8243
CALL
Biohaven
BHVN
$2.05B
$480K ﹤0.01%
+34,600
New +$489K
AOSL icon
8244
CALL
Alpha and Omega Semiconductor
AOSL
$859M
$480K ﹤0.01%
16,800
-13,800
-45% -$446K
IDCC icon
8245
CALL
InterDigital
IDCC
$8.66B
$480K ﹤0.01%
9,700
-12,600
-57% -$614K
HAE icon
8246
CALL
Haemonetics
HAE
$4.76B
$480K ﹤0.01%
6,100
-7,500
-55% -$603K
KODK icon
8247
CALL
Kodak
KODK
$961M
$480K ﹤0.01%
157,300
-113,300
-42% -$498K
BCSF icon
8248
PUT
Bain Capital Specialty
BCSF
$783M
$480K ﹤0.01%
40,300
+9,100
+29% +$116K
TMFC icon
8249
Motley Fool 100 Index ETF
TMFC
$2.1B
$479K ﹤0.01%
+15,732
New +$497K
BWB icon
8250
Bridgewater Bancshares
BWB
$623M
$479K ﹤0.01%
26,993
-6,370
-19% -$117K
328 329
330
331 332

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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.