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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
VSDA icon
15426
VictoryShares Dividend Accelerator ETF
VSDA
$252M
– –
-29,644
Closed -$1.17M
VSLU icon
15427
Applied Finance Valuation Large Cap ETF
VSLU
$569M
– –
-9,436
Closed -$205K
VSS icon
15428
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
– –
-4,457
Closed -$414K
VT icon
15429
Vanguard Total World Stock ETF
VT
$81.9B
– –
-5,941
Closed -$508K
VTEB icon
15430
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
– –
-5,306
Closed -$259K
VTGN icon
15431
PUT
VistaGen Therapeutics
VTGN
$11.8M
– –
-1,307
Closed -$6K
VTOL icon
15432
Bristow Group
VTOL
$1.38B
– –
-35,406
Closed -$832K
VUSB icon
15433
Vanguard Ultra-Short Bond ETF
VUSB
$9.34B
– –
-37,818
Closed -$1.85M
VIVO
15434
VivoPower PLC
VIVO
$141M
– –
-6,673
Closed -$49K
VYM icon
15435
Vanguard High Dividend Yield ETF
VYM
$84.2B
– –
-7,919
Closed -$843K
WALD icon
15436
Waldencast
WALD
$173M
– –
-18,225
Closed -$182K
WBIF icon
15437
WBI BullBear Value 3000 ETF
WBIF
$23.8M
– –
-7,606
Closed -$215K
WDIV icon
15438
State Street SPDR S&P Global Dividend ETF
WDIV
$283M
– –
-7,442
Closed -$397K
WEST icon
15439
CALL
Westrock Coffee
WEST
$820M
– –
-55,200
Closed -$570K
WFH
15440
DELISTED
Direxion Work From Home ETF
WFH
– –
-13,937
Closed -$591K
WKEY
15441
WISeKey
WKEY
$81M
– –
-4,256
Closed -$17K
WOW
15442
PUT
DELISTED
WideOpenWest
WOW
– –
-21,700
Closed -$266K
WTBA icon
15443
West Bancorporation
WTBA
$511M
– –
-14,127
Closed -$294K
WTM icon
15444
White Mountains Insurance
WTM
$5.11B
– –
-1,683
Closed -$2.19M
WULF icon
15445
TeraWulf
WULF
$8.14B
– –
-59,643
Closed -$75K
XAR icon
15446
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-11,443
Closed -$1.05M
XCEM icon
15447
Columbia EM Core ex-China ETF
XCEM
$2.06B
– –
-20,703
Closed -$485K
XGN icon
15448
CALL
Exagen
XGN
$159M
– –
-95,500
Closed -$259K
XJH icon
15449
iShares ESG Screened S&P Mid-Cap ETF
XJH
$438M
– –
-25,728
Closed -$765K
XLSR icon
15450
State Street US Sector Rotation ETF
XLSR
$1.06B
– –
-6,286
Closed -$226K
616 617
618
619 620

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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.