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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
HYT.RT
15976
DELISTED
BlackRock Corporate High Yield Fund, Inc. Rights (expiring October 13, 2022)
HYT.RT
– –
-159,529
Closed –
TMX
15977
DELISTED
Terminix Global Holdings, Inc.
TMX
– –
-1,616,119
Closed -$61.9M
TPGY
15978
CALL
DELISTED
TPG Pace Beneficial Finance Corp.
TPGY
– –
-25,900
Closed -$260K
IEA
15979
CALL
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
– –
-29,700
Closed -$402K
IEA
15980
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
– –
-214,355
Closed -$2.9M
WBII
15981
DELISTED
WBI BullBear Global Income ETF
WBII
– –
-14,038
Closed -$291K
ASAQ
15982
DELISTED
Atlantic Avenue Acquisition Corp
ASAQ
– –
-30,339
Closed -$304K
AVAN
15983
CALL
DELISTED
Avanti Acquisition Corp.
AVAN
– –
-175,100
Closed -$1.75M
AVAN
15984
DELISTED
Avanti Acquisition Corp.
AVAN
– –
-164,582
Closed -$1.65M
AVAN
15985
PUT
DELISTED
Avanti Acquisition Corp.
AVAN
– –
-118,100
Closed -$1.18M
GBT
15986
CALL
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-65,500
Closed -$4.46M
GBT
15987
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-51,397
Closed -$3.5M
GBT
15988
PUT
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-15,500
Closed -$1.06M
VYGG
15989
DELISTED
Vy Global Growth
VYGG
– –
-318,950
Closed -$3.2M
ASZ.WS
15990
DELISTED
Austerlitz Acquisition Corporation II Warrants, each whole Warrant exercisable for one Class A Ordinary Share at an exercise price of $11.50 per share
ASZ.WS
– –
-490,975
Closed -$49K
AUS.WS
15991
DELISTED
Austerlitz Acquisition Corporation I Warrants, each whole Warrant exercisable for one Class A Ordinary Share at an exercise price of $11.50 per share
AUS.WS
– –
-296,680
Closed -$30K
HNGR
15992
DELISTED
Hanger Inc.
HNGR
– –
-24,997
Closed -$468K
DRE
15993
DELISTED
Duke Realty Corp.
DRE
– –
-2,841,256
Closed -$137M
CHNG
15994
DELISTED
Change Healthcare Inc. Common Stock
CHNG
– –
-2,182,354
Closed -$60M
NMMC
15995
DELISTED
North Mountain Merger Corp. Class A Common Stock
NMMC
– –
-200,000
Closed -$2.01M
NMMCW
15996
DELISTED
North Mountain Merger Corp. Warrant
NMMCW
– –
-130,929
Closed –
ABTX
15997
DELISTED
Allegiance Bancshares
ABTX
– –
-8,831
Closed -$368K
CTXS
15998
CALL
DELISTED
Citrix Systems Inc
CTXS
– –
-96,500
Closed -$10M
CTXS
15999
DELISTED
Citrix Systems Inc
CTXS
– –
-436,569
Closed -$45.4M
CTXS
16000
PUT
DELISTED
Citrix Systems Inc
CTXS
– –
-4,100
Closed -$426K
638 639
640
641 642

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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.