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Coterra Energy
CTRA

Overview Fund Activity

893 hedge funds and large institutions have $17.2B invested in Coterra Energy in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 330 increasing their positions, 291 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+65
Holders Change %
+7.85%
% of All Funds
11.89%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
153
Increased
330
Reduced
291
Closed
76
Calls
$174M
Puts
$135M
Net Calls
+$39.1M
Net Calls Change
-$22.7M

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
+$91.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.4M
3
ZIG
Zurich Insurance Group
Switzerland
+$57.9M
4
Man Group
Man Group
United Kingdom
+$55.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$46.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$48.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$47.1M
3
FCM
Frontier Capital Management
Massachusetts
-$38.5M
4
Holocene Advisors
Holocene Advisors
New York
-$37.3M
5
KL
KGH Ltd
Bahamas
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
626
Legacy Financial Advisors
Kentucky
$255K -$230 -9 -0.1%
LI
627
LRI Investments
Florida
$254K +$40.8K +1,598 +19%
CAG
628
Csenge Advisory Group
Florida
$250K +$250K +9,773 New
MAM
629
Martingale Asset Management
Massachusetts
$249K +$249K +9,740 New
ASN
630
Advisory Services Network
Georgia
$248K -$170K -6,639 -41%
JWS
631
Juncture Wealth Strategies
Arizona
$248K – – –
NW
632
NewEdge Wealth
Pennsylvania
$248K +$248K +9,693 New
HWM
633
HB Wealth Management
Georgia
$245K +$27.1K +1,061 +12%
MPM
634
Meritage Portfolio Management
Kansas
$244K – – –
PWG
635
Portside Wealth Group
Utah
$244K +$244K +9,545 New
SWA
636
SFMG Wealth Advisors
Texas
$242K – – –
SW
637
SVB Wealth
Massachusetts
$241K +$241K +9,452 New
BIM
638
Baldwin Investment Management
Pennsylvania
$240K -$765K -29,942 -76%
VFA
639
Valeo Financial Advisors
Indiana
$238K +$238K +9,326 New
FRA
640
Frank Rimerman Advisors
California
$237K +$237K +9,260 New
WSCM
641
Wellington Shields Capital Management
New York
$236K +$236K +9,225 New
MWM
642
Meridian Wealth Management
Kentucky
$235K -$240K -9,389 -51%
PIM
643
Pullen Investment Management
Florida
$234K -$23.7K -927 -9%
PSC
644
Portman Square Capital
United Kingdom
$233K -$619K -24,251 -73%
FTWA
645
Fifth Third Wealth Advisors
Ohio
$232K +$8.51K +333 +4%
NWWA
646
New Wave Wealth Advisors
Arkansas
$231K -$1.07K -42 -0.5%
GITFIT
647
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$230K +$12.8K +500 +6%
HBS
648
Howard Bailey Securities
Indiana
$229K +$229K +8,967 New
KA
649
Kovack Advisors
Florida
$228K +$3.75K +147 +2%
SI
650
Saxon Interests
Texas
$226K +$1.92K +75 +0.9%
24 25
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