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CTRA

Coterra Energy

Delisted

CTRA was delisted on the 6th of May, 2026.

782 hedge funds and large institutions have $17.3B invested in Coterra Energy in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 334 increasing their positions, 254 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $172M | Put options by funds: $66.1M

31% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 254

1.1% more ownership

Funds ownership: 90.65%91.75% (+1.1%)

2% less capital invested

Capital invested by funds: $17.7B → $17.3B (-$383M)

3% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 99

2% less funds holding

Funds holding: 801782 (-19)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
782
Holders Change
-19
Holders Change %
-2.37%
% of All Funds
12.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
96
Increased
334
Reduced
254
Closed
99
Calls
$172M
Puts
$66.1M
Net Calls
+$106M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
676
Stone House Investment Management
Pennsylvania
$26.9K +$27K +1,098 New
BWM
677
BerganKDV Wealth Management
Minnesota
$26K +$860 +35 +3%
BWL
678
Bogart Wealth LLC
Virginia
$25.6K +$25.6K +1,042 New
YDMI
679
Y.D. More Investments
Israel
$24.5K -$135K -5,500 -85%
ATC
680
Adirondack Trust Company
New York
$24.5K
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$23.1K +$8.01K +326 +53%
PTC
682
Private Trust Company
Ohio
$22.9K +$467 +19 +2%
CWC
683
Carolinas Wealth Consulting
North Carolina
$22.6K +$197 +8 +0.9%
IRC
684
Investors Research Corp
Georgia
$22.2K
SOW
685
State of Wyoming
Wyoming
$21.6K +$1.75K +71 +9%
NSIM
686
North Star Investment Management
Illinois
$19.7K
WOC
687
West Oak Capital
California
$19.7K +$19.7K +802 New
WAM
688
WFA Asset Management
Wisconsin
$19.6K +$19.7K +800 New
LS
689
Livforsakringsbolaget Skandia
Sweden
$19.6K -$533K -21,700 -96%
FPFS
690
First Personal Financial Services
North Carolina
$19K +$19.1K +775 New
CCM
691
Copeland Capital Management
Pennsylvania
$19K -$18.7M -762,334 -100%
AF
692
Advisornet Financial
Minnesota
$18.8K +$6.56K +267 +53%
VNA
693
Valley National Advisers
Pennsylvania
$18K +$13.5K +548 +394%
TFM
694
TFC Financial Management
Massachusetts
$17.6K
SIS
695
Strategic Investment Solutions
Illinois
$15.8K +$15.8K +644 New
RTC
696
Riverview Trust Company
Washington
$15.7K
SC
697
SouthState Corp
Florida
$14.8K
TLA
698
Tanglewood Legacy Advisors
Texas
$14.7K
EWA
699
EverSource Wealth Advisors
Alabama
$14.6K +$4.35K +177 +42%
HCM
700
Hollencrest Capital Management
California
$14.2K -$4.62K -188 -25%

CTRA Hedge Fund Activity: Q1 2023 in Review

782 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Coterra Energy (CTRA) for Q1 2023, worth a combined $17.3B — down 2.2% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of CTRA and 96 opened new positions — a net loss of 3 holders — while 254 trimmed existing stakes and 334 added.

The largest buyer was Charles Schwab, adding an estimated $282M. The largest seller was Wellington Management Group, cutting an estimated $264M.

  • 782 institutional investors held Coterra Energy (CTRA) as of Q1 2023, down from 801 in Q4 2022.
  • Funds reported $17.3B of Coterra Energy stock for Q1 2023, down 2.2% quarter-over-quarter.
  • 96 funds opened new Coterra Energy positions in Q1 2023 and 99 closed out, a net change of -3 holders.
  • The largest Coterra Energy buyer in Q1 2023 was Charles Schwab, an estimated $282M added.
  • The largest Coterra Energy seller in Q1 2023 was Wellington Management Group, an estimated $264M sold.

Based on aggregated 13F filings for Q1 2023.