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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
+9.45%
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
$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
DMAY icon
14876
FT Vest US Equity Deep Buffer ETF May
DMAY
$381M
– –
-18,678
Closed -$562K
DNL icon
14877
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$505M
– –
-49,671
Closed -$1.36M
DNOV icon
14878
FT Vest US Equity Deep Buffer ETF November
DNOV
$401M
– –
-8,733
Closed -$284K
DSL
14879
PUT
DoubleLine Income Solutions Fund
DSL
$1.24B
– –
-10,600
Closed -$114K
DSX icon
14880
Diana Shipping
DSX
$307M
– –
-272,290
Closed -$871K
DURA icon
14881
VanEck Durable High Dividend ETF
DURA
$39.4M
– –
-24,658
Closed -$684K
DVYA icon
14882
iShares Asia/Pacific Dividend ETF
DVYA
$71.5M
– –
-16,186
Closed -$471K
EAOA icon
14883
iShares ESG Aware Aggressive Allocation ETF
EAOA
$37.9M
– –
-10,379
Closed -$269K
EAOK icon
14884
iShares ESG Aware Conservative Allocation ETF
EAOK
$8.45M
– –
-43,671
Closed -$986K
EAOR icon
14885
iShares ESG Aware Growth Allocation ETF
EAOR
$33.3M
– –
-16,709
Closed -$412K
EASG icon
14886
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$69.1M
– –
-25,060
Closed -$544K
EBTC
14887
DELISTED
Enterprise Bancorp
EBTC
– –
-7,760
Closed -$232K
EDBL
14888
Edible Garden
EDBL
$1.07M
– –
0
– -$14K
EDOW icon
14889
First Trust Dow 30 Equal Weight ETF
EDOW
$322M
– –
-67,958
Closed -$1.69M
EES icon
14890
WisdomTree US SmallCap Earnings Fund
EES
$736M
– –
-146,967
Closed -$5.76M
EFSC icon
14891
Enterprise Financial Services Corp
EFSC
$2.41B
– –
-16,460
Closed -$818K
EGAN icon
14892
eGain
EGAN
$200M
– –
-49,217
Closed -$362K
ELD icon
14893
WisdomTree Emerging Markets Local Debt Fund
ELD
$143M
– –
-29,746
Closed -$722K
ELTX icon
14894
Elicio Therapeutics
ELTX
$82.7M
– –
-1,468
Closed -$14K
EMB icon
14895
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
– –
-21,404
Closed -$1.77M
ENZL icon
14896
iShares MSCI New Zealand ETF
ENZL
$82.7M
– –
-32,724
Closed -$1.35M
EPU icon
14897
iShares MSCI Peru and Global Exposure ETF
EPU
$542M
– –
-38,276
Closed -$939K
ERNA icon
14898
CALL
Eterna Therapeutics
ERNA
$5.02M
– –
-23
Closed -$42K
ERNA icon
14899
Eterna Therapeutics
ERNA
$5.02M
– –
-7
Closed -$13K
ERTH icon
14900
Invesco MSCI Sustainable Future ETF
ERTH
$138M
– –
-7,757
Closed -$378K
594 595
596
597 598

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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.