Citadel Advisors Portfolio and News

Citadel Advisors was founded in 1990 when Frank Meyer, a hedge fund pioneer at Glenwood Partners, backed Kenneth Griffin to be able to create the company. The company started out with $4.6 million in capital, growing to have over $1 billion in total assets under management by 1998. Citadel would then grow organically, establishing different subsidiaries as it expanded its line of products and services including Citadel Securities in 2004 and CES Retail Services in 2005. During the financial crisis of 2008, Citadel would close its Asian principal investment operations, cutting down its offices to its branch in Hong Kong. Citadel Advisors is one of the several subsidiaries created out of this process. It is the largest within the Citadel group of companies with a market value of over $100 billion. The company has almost doubled its market value from just two years back, growing from its lowest point of $58 trillion to approximately $104 trillion today. The company currently employs almost 1000 employees and has total assets of approximately $176 billion. There are currently 23 accounts under Citadel Advisor’s management, averaging an estimated $7.5 billion each. All of these accounts are comprised of pooled investment vehicles, and the company invests in a variety of public equity, fixed income, and alternative markets on a global scale. To make its investments, Citadel Advisors utilizes a variegated set of strategies that include event driven, credit arbitrage, and structured credit approaches through a combination of quantitative and fundamental analysis. The company has currently focused its funds in the finance sector, with consumer discretionary, information technology, health care, energy, and transport sectors, among others, making up its other allocations, in order of decreasing amount. The current owner ship in the company is spread between Citadel LLC and two other subsidiaries under the Citadel umbrella: the Citadel Investment Group (Europe) Limited and Citadel Advisors Holdings companies.

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Ticker		Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change

Citadel Advisors LLC Total Holding History ($B)

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Citadel Advisors LLC Past Portfolios

Portfolio Date	Number of Stocks	New Stocks	Total Value ($Mil)	Q/Q Turnover

Citadel Advisors LLC's Hypothetical Growth since 2024-03-31

Citadel Advisors LLC's Yearly Returns

Year	Portfolio %	%	Excess Gain %

Citadel Advisors LLC's Holdings Heat Map

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Citadel Advisors Portfolio and News | GuruFocus (2024)

FAQs

What is the net worth of Citadel Advisors LLC? ›

Citadel Advisors LLC has disclosed 14329 total holdings in their latest 13F filing with the SEC for the portfolio date of 2024-03-31. The current portfolio value is calculated to be $515.87 Bil.

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What is the minimum investment for Citadel advisors? ›

Citadel Advisors Minimum Account Size

The minimum amount of investable assets required to invest in one of Citadel's funds is $10 million.

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Is GuruFocus worth the money? ›

In conclusion, if you are serious about achieving financial success through value investing, GuruFocus is one of the best platforms. A subscription is well worth your money.

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What is the revenue of Citadel? ›

Citadel Securities generated $2.3 billion of net trading revenue in the first three months of 2024, setting the market-making firm up for a potentially record year as it expands in new assets classes and geographies. The trading haul is among a litany of financial markers recently disclosed to debt investors.

Who is the highest paid employee at Citadel? ›

The highest-paying job at Citadel is a Managing Director with a salary of $731,120 per year (estimate).

Who is the CEO of Citadel Advisor? ›

Kenneth C. Griffin is the Founder and Chief Executive Officer of Citadel, one of the world's leading alternative investment firms.

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Do wealth advisors beat the market? ›

Today most advisors build portfolios of funds rather than stocks, and more often than not their focus is on holistic financial planning. Those advisors that build stock portfolios will likely require hundreds of thousands of dollars if not millions to build one, and it won't necessarily beat the market.

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Who is the best stock market expert? ›

Rakesh Jhunjhunwala

He was a well-known and helpful stock market expert in India. Rakesh, the son of a salaried officer, entered the stock market after graduating as a contractual bookkeeper. After that, he was a stock trader. He amassed over Rs 15,000 crore in assets from a small investment of Rs 5,000.

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What is the most accurate stock market forecaster? ›

1. AltIndex – Overall Most Accurate Stock Predictor with Claimed 72% Win Rate. From our research, AltIndex is the most accurate stock predictor to consider today. Unlike other predictor services, AltIndex doesn't rely on manual research or analysis.

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Is Citadel a good investment? ›

Citadel LLC is one of the largest hedge funds based in the U.S., with approximately $92.46 billion in total assets under management as of Sept. 30, 2023. Citadel has generated roughly $74 billion in total gains since its inception in 1990, making it the most successful hedge fund of all time.

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What company owns Citadel? ›

Citadel Securities is a separate entity from the hedge fund Citadel LLC, although both were founded and are majority owned by American hedge fund manager Kenneth C. Griffin. Citadel Securities moved its headquarters from Chicago to Miami with plans to build a new headquarters on Brickell Bay Drive.

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How much is the owner of Citadel worth? ›

With a net worth of $37.5 billion, Griffin is one of the richest hedge fund managers in the world and is ranked No. 37 on the Forbes real-time billionaires list. His investments have reaped significant gains, as he returned $7 billion to clients last year after its profits surged over 30%.

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How much is Citadel worth? ›

Citadel LLC is one of the largest hedge funds based in the U.S., with approximately $92.46 billion in total assets under management as of Sept. 30, 2023. Citadel has generated roughly $74 billion in total gains since its inception in 1990, making it the most successful hedge fund of all time.

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How much does Citadel make per year? ›

In 2022, Citadel's hedge fund unit posted its record year of revenues to date, generating about $28 billion in revenue.

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Can I invest in Citadel LLC? ›

If you are a first-time subscriber looking to invest directly in the Citadel Value Fund, you will need to open an account with Citadel. This process is facilitated by Citadel's distributor, Pure Capital. To open an account, you are requested to complete an information form and provide a copy of your passport.

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How many employees does Citadel have? ›

2,630

Citadel LLC / Number of employees (2022)

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CA
	13F
	Citadel Advisors LLC

	Last update 2024-05-15	14329 Stocks (1169 new)
	Value $515.87 Bil	Turnover 6 %
	Countries: Top Holdings: SPY(0.36%)PXD(0.28%)HES(0.28%)MSFT(0.24%)AMZN(0.23%) Portfolio Report

Citadel Advisors Portfolio and News | GuruFocus (2024)

Citadel Advisors LLC Profile