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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
IYJ icon
9101
CALL
iShares US Industrials ETF
IYJ
$1.94B
$318K ﹤0.01%
3,300
+900
+38% +$84.9K
VNQI icon
9102
PUT
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$318K ﹤0.01%
7,700
-800
-9% -$31.9K
ECNS icon
9103
CALL
iShares MSCI China Small-Cap ETF
ECNS
$66.3M
$318K ﹤0.01%
+9,100
New +$289K
PXE icon
9104
Invesco Energy Exploration & Production ETF
PXE
$85.6M
$318K ﹤0.01%
10,755
-44,085
-80% -$1.4M
PSCI icon
9105
Invesco S&P SmallCap Industrials ETF
PSCI
$193M
$318K ﹤0.01%
3,581
-1,580
-31% -$140K
AGL icon
9106
PUT
Agilon Health
AGL
$1.63B
$318K ﹤0.01%
788
-12
-2% -$5.63K
ADAM
9107
PUT
Adamas Trust
ADAM
$905M
$318K ﹤0.01%
31,050
-4,025
-11% -$42.9K
EPM icon
9108
CALL
Evolution Petroleum
EPM
$138M
$318K ﹤0.01%
42,100
+18,300
+77% +$138K
VCIT icon
9109
PUT
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
$318K ﹤0.01%
4,100
+600
+17% +$46.1K
INSM icon
9110
PUT
Insmed
INSM
$28B
$318K ﹤0.01%
15,900
+2,000
+14% +$38.7K
THRY icon
9111
CALL
Thryv Holdings
THRY
$87.5M
$317K ﹤0.01%
16,700
-56,500
-77% -$1.1M
THRY icon
9112
PUT
Thryv Holdings
THRY
$87.5M
$317K ﹤0.01%
16,700
+3,900
+30% +$76.1K
UMH
9113
CALL
UMH Properties
UMH
$1.39B
$317K ﹤0.01%
19,700
+2,000
+11% +$33.7K
CPUH
9114
CALL
DELISTED
Compute Health Acquisition Corp.
CPUH
$317K ﹤0.01%
31,400
-11,900
-27% -$119K
NVBW icon
9115
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$96.2M
$317K ﹤0.01%
+12,568
New +$318K
LSST
9116
DELISTED
Natixis Loomis Sayles Short Duration Income ETF
LSST
$317K ﹤0.01%
13,424
-7,717
-37% -$181K
IVOL icon
9117
CALL
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$289M
$317K ﹤0.01%
+14,000
New +$316K
GLDG
9118
GoldMining Inc
GLDG
$219M
$316K ﹤0.01%
+279,776
New +$293K
ORLA
9119
DELISTED
Orla Mining
ORLA
$316K ﹤0.01%
+78,225
New +$280K
KRG icon
9120
CALL
Kite Realty
KRG
$5.3B
$316K ﹤0.01%
15,000
-6,500
-30% -$133K
VLY icon
9121
CALL
Valley National Bancorp
VLY
$8.27B
$316K ﹤0.01%
+27,900
New +$328K
CODI icon
9122
PUT
Compass Diversified
CODI
$913M
$315K ﹤0.01%
+17,300
New +$325K
BTBT icon
9123
CALL
Bit Digital
BTBT
$559M
$315K ﹤0.01%
525,600
+193,000
+58% +$180K
LQDA icon
9124
PUT
Liquidia Corp
LQDA
$6.8B
$315K ﹤0.01%
49,500
-34,800
-41% -$187K
CAPL icon
9125
PUT
CrossAmerica Partners
CAPL
$935M
$315K ﹤0.01%
15,900
-7,700
-33% -$152K
363 364
365
366 367

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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.