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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
USHY icon
15401
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
– –
-303,024
Closed -$10.5M
USLM icon
15402
United States Lime & Minerals
USLM
$3.37B
– –
-10,960
Closed -$224K
USRT icon
15403
iShares Core US REIT ETF
USRT
$4.63B
– –
-5,423
Closed -$258K
USXF icon
15404
iShares ESG Advanced MSCI USA ETF
USXF
$1.52B
– –
-13,229
Closed -$371K
UTES icon
15405
Virtus Reaves Utilities ETF
UTES
$1.32B
– –
-8,885
Closed -$383K
UTI icon
15406
Universal Technical Institute
UTI
$1.42B
– –
-36,106
Closed -$197K
UYM icon
15407
ProShares Ultra Materials
UYM
$40M
– –
-10,357
Closed -$168K
VALQ icon
15408
American Century US Quality Value ETF
VALQ
$344M
– –
-8,984
Closed -$377K
VB icon
15409
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
– –
-3,310
Closed -$613K
VCEB icon
15410
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
– –
-4,828
Closed -$287K
TONX
15411
TON Strategy Co
TONX
$160M
– –
-12
Closed -$46K
VFMO icon
15412
Vanguard US Momentum Factor ETF
VFMO
$1.94B
– –
-3,636
Closed -$385K
VFQY icon
15413
Vanguard US Quality Factor ETF
VFQY
$505M
– –
-2,154
Closed -$205K
VGIT icon
15414
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
– –
-41,054
Closed -$2.4M
VICE icon
15415
AdvisorShares Vice ETF
VICE
$7.17M
– –
-10,793
Closed -$256K
VIGI icon
15416
Vanguard International Dividend Appreciation ETF
VIGI
$9.32B
– –
-90,186
Closed -$5.59M
VIOG icon
15417
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
– –
-5,340
Closed -$467K
VIXM icon
15418
ProShares VIX Mid-Term Futures ETF
VIXM
$94.4M
– –
-31,911
Closed -$1.13M
VLU icon
15419
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$784M
– –
-8,633
Closed -$1.09M
VONE icon
15420
Vanguard Russell 1000 ETF
VONE
$8.74B
– –
-1,804
Closed -$295K
VOOV icon
15421
Vanguard S&P 500 Value ETF
VOOV
$6.8B
– –
-26,565
Closed -$3.3M
VPC icon
15422
Virtus Private Credit Strategy ETF
VPC
$32M
– –
-29,271
Closed -$569K
VRIG icon
15423
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
– –
-69,375
Closed -$1.71M
VRNA
15424
DELISTED
Verona Pharma
VRNA
– –
-695,260
Closed -$9.26M
VRTS icon
15425
Virtus Investment Partners
VRTS
$1.14B
– –
-4,314
Closed -$689K
615 616
617
618 619

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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.