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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
DCI icon
8651
PUT
Donaldson
DCI
$10.9B
$366K ﹤0.01%
5,600
-800
-13% -$48.7K
DAVA icon
8652
PUT
Endava
DAVA
$161M
$366K ﹤0.01%
4,700
-600
-11% -$37.1K
CWEN.A
8653
PUT
DELISTED
Clearway Energy Class A
CWEN.A
$366K ﹤0.01%
14,300
+2,900
+25% +$63.7K
HLAL icon
8654
Wahed FTSE USA Shariah ETF
HLAL
$948M
$366K ﹤0.01%
8,043
-12,932
-62% -$556K
BIL icon
8655
PUT
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$366K ﹤0.01%
4,000
-2,900
-42% -$266K
NFGC
8656
PUT
New Found Gold
NFGC
$634M
$365K ﹤0.01%
104,400
+19,000
+22% +$72K
FWONA icon
8657
CALL
Liberty Media Series A
FWONA
$23.6B
$365K ﹤0.01%
6,300
-3,300
-34% -$194K
UMH
8658
PUT
UMH Properties
UMH
$1.38B
$365K ﹤0.01%
23,800
+6,300
+36% +$90.8K
APEI icon
8659
American Public Education
APEI
$826M
$364K ﹤0.01%
37,753
-15,246
-29% -$96.9K
ADME icon
8660
Aptus Behavioral Momentum ETF
ADME
$306M
$364K ﹤0.01%
+9,475
New +$345K
ESMT
8661
CALL
DELISTED
EngageSmart, Inc.
ESMT
$364K ﹤0.01%
15,900
+1,400
+10% +$31.1K
ZUMZ icon
8662
CALL
Zumiez
ZUMZ
$307M
$364K ﹤0.01%
17,900
-4,700
-21% -$84.2K
KARS icon
8663
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$78.9M
$364K ﹤0.01%
14,162
-25,485
-64% -$640K
MORF
8664
CALL
DELISTED
Morphic Holding, Inc. Common Stock
MORF
$364K ﹤0.01%
12,600
-37,900
-75% -$903K
GTN icon
8665
PUT
Gray Television
GTN
$517M
$364K ﹤0.01%
40,600
-15,300
-27% -$114K
CVLG icon
8666
CALL
Covenant Logistics
CVLG
$872M
$364K ﹤0.01%
15,800
-5,600
-26% -$120K
GBCI icon
8667
PUT
Glacier Bancorp
GBCI
$6.4B
$364K ﹤0.01%
8,800
+2,600
+42% +$88.5K
RNAC icon
8668
Cartesian Therapeutics
RNAC
$280M
$363K ﹤0.01%
17,570
-1,585
-8% -$47.3K
NHI icon
8669
PUT
National Health Investors
NHI
$3.6B
$363K ﹤0.01%
6,500
-6,200
-49% -$328K
CUBI icon
8670
PUT
Customers Bancorp
CUBI
$2.74B
$363K ﹤0.01%
6,300
-6,400
-50% -$278K
SMIN icon
8671
CALL
iShares MSCI India Small-Cap ETF
SMIN
$767M
$363K ﹤0.01%
5,200
+1,500
+41% +$98.2K
HYFT
8672
CALL
MindWalk Holdings
HYFT
$60.1M
$362K ﹤0.01%
211,900
+2,600
+1% +$3.86K
LPSN icon
8673
CALL
LivePerson
LPSN
$35.3M
$362K ﹤0.01%
6,373
+2,646
+71% +$122K
NWN icon
8674
CALL
Northwest Natural Holdings
NWN
$2.16B
$362K ﹤0.01%
9,300
-2,000
-18% -$76K
EWUS icon
8675
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$43M
$362K ﹤0.01%
10,427
-11,933
-53% -$376K
345 346
347
348 349

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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.