CTRA icon

Coterra Energy
CTRA

Overview Fund Activity

869 hedge funds and large institutions have $18.3B invested in Coterra Energy in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-21
Holders Change %
-2.36%
% of All Funds
12.6%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
93
Increased
317
Reduced
338
Closed
104
Calls
$160M
Puts
$108M
Net Calls
+$52.2M
Net Calls Change
+$35.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$597M
2
American Century Companies
American Century Companies
Missouri
$97.2M
3
Holocene Advisors
Holocene Advisors
New York
$73.1M
4
Victory Capital Management
Victory Capital Management
Texas
$504M
5
MIM
Merewether Investment Management
Texas
$60.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$241M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.28B
3
DC
Davenport & Co
Virginia
$12.9M
4
BlackRock
BlackRock
New York
$1.65B
5
Goldman Sachs
Goldman Sachs
New York
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
776
Albion Financial Group
Utah
$12.5K – – –
FFC
777
First Financial Corp
Indiana
$12.5K +$6.13K +220 +97%
AF
778
Advisornet Financial
Minnesota
$12.2K -$6.64K -238 -35%
JWA
779
JFS Wealth Advisors
Pennsylvania
$12K -$836 -30 -7%
CPA
780
Clear Point Advisors
New York
$11.8K – – –
RS
781
Rakuten Securities
Japan
$11.7K -$14.6K -522 -55%
ZB
782
Zions Bancorporation
Utah
$11.7K -$864 -31 -7%
VCM
783
Versant Capital Management
Arizona
$11.5K -$25.5K -914 -69%
HGERS
784
Householder Group Estate & Retirement Specialist
Arizona
$11.3K +$84 +3 +0.7%
PGAM
785
Princeton Global Asset Management
New Jersey
$11.2K -$3.62K -130 -25%
PWA
786
Provenance Wealth Advisors
Florida
$11.2K – – –
LF
787
LifeSteps Financial
California
$11.2K +$11.2K +400 New
CAM
788
Close Asset Management
United Kingdom
$11K – – –
RL
789
Rogco LP
Oklahoma
$10.7K – – –
CWA
790
Carolina Wealth Advisors
South Carolina
$10.6K – – –
FFO
791
Fortitude Family Office
Arizona
$10.2K +$5.63K +202 +123%
GJIA
792
Glass Jacobson Investment Advisors
Maryland
$10.1K – – –
IGWM
793
ICA Group Wealth Management
Colorado
$10K +$84 +3 +0.8%
VL
794
Vima LLC
Michigan
$9.82K -$3.07K -125 -24%
WAM
795
WFA Asset Management
Wisconsin
$9.45K -$7.36K -264 -44%
S
796
Sachetta
Massachusetts
$9.44K – – –
CCM
797
Copeland Capital Management
Pennsylvania
$9.26K -$5.66K -203 -38%
PWMG
798
Prestige Wealth Management Group
New Jersey
$8.84K – – –
HNB
799
Hilltop National Bank
Wyoming
$8.84K +$8.84K +317 New
JWM
800
Janiczek Wealth Management
Colorado
$8.39K – – –
30 31
32
33 34