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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 3.35%
2 Healthcare 2.86%
3 Financials 2.56%
4 Consumer Discretionary 2.22%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVLU icon
15076
iShares MSCI Intl Value Factor ETF
IVLU
$4.55B
– –
-18,182
Closed -$359K
IVOO icon
15077
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
– –
-30,430
Closed -$2.26M
IWB icon
15078
iShares Russell 1000 ETF
IWB
$50.5B
– –
-39,036
Closed -$8.26M
IWL icon
15079
iShares Russell Top 200 ETF
IWL
$2.29B
– –
-13,690
Closed -$1.16M
IWO icon
15080
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-2,649
Closed -$580K
IWY icon
15081
iShares Russell Top 200 Growth ETF
IWY
$16.7B
– –
-42,268
Closed -$5.05M
IYR icon
15082
iShares US Real Estate ETF
IYR
$4.58B
– –
-285,952
Closed -$24M
IYY icon
15083
iShares Dow Jones US ETF
IYY
$3.09B
– –
-27,481
Closed -$2.41M
IZEA icon
15084
CALL
IZEA Worldwide
IZEA
$53.8M
– –
-3,700
Closed -$11K
JBBB icon
15085
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
– –
-39,212
Closed -$1.71M
JCPB icon
15086
JPMorgan Core Plus Bond ETF
JCPB
$14.2B
– –
-31,996
Closed -$1.47M
JETS icon
15087
US Global Jets ETF
JETS
$832M
– –
-1,503,293
Closed -$26.2M
JHMM icon
15088
John Hancock Multifactor Mid Cap ETF
JHMM
$6.18B
– –
-19,239
Closed -$820K
JHSC icon
15089
John Hancock Multifactor Small Cap ETF
JHSC
$746M
– –
-40,328
Closed -$1.13M
JMUB icon
15090
JPMorgan Municipal ETF
JMUB
$8.52B
– –
-33,386
Closed -$1.62M
JOF
15091
Japan Smaller Capitalization Fund
JOF
$354M
– –
-15,371
Closed -$90K
JOET icon
15092
Virtus Terranova US Quality Momentum ETF
JOET
$252M
– –
-19,014
Closed -$467K
JPEM icon
15093
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
– –
-11,880
Closed -$530K
JPMB icon
15094
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$67.7M
– –
-8,929
Closed -$324K
JPME icon
15095
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$479M
– –
-7,900
Closed -$604K
JPUS
15096
JPMorgan Diversified Return US Equity ETF
JPUS
$468M
– –
-77,567
Closed -$6.63M
JQUA icon
15097
JPMorgan US Quality Factor ETF
JQUA
$8.66B
– –
-66,303
Closed -$2.32M
JRVR icon
15098
James River Group Holdings
JRVR
$199M
– –
-36,532
Closed -$833K
JRVR icon
15099
PUT
James River Group Holdings
JRVR
$199M
– –
-8,900
Closed -$203K
JVAL icon
15100
JPMorgan US Value Factor ETF
JVAL
$876M
– –
-67,110
Closed -$2M
602 603
604
605 606

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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 3.3% 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.