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Coterra Energy
CTRA

Overview Fund Activity

892 hedge funds and large institutions have $17.2B invested in Coterra Energy in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 330 increasing their positions, 291 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+64
Holders Change %
+7.73%
% of All Funds
11.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
152
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
$93.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
ZIG
Zurich Insurance Group
Switzerland
$57.9M
4
Man Group
Man Group
United Kingdom
$124M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M

Top Sellers

1
State Street
State Street
Massachusetts
$1.21B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.92M
3
FCM
Frontier Capital Management
Massachusetts
$291K
4
Holocene Advisors
Holocene Advisors
New York
$78.5M
5
KL
KGH Ltd
Bahamas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
851
Vermillion & White Wealth Management Group
Pennsylvania
$2.66K – – –
KIM
852
Kestra Investment Management
Texas
$2.56K +$2.56K +100 New
TFA
853
Toth Financial Advisory
Virginia
$2.55K – – –
WAS
854
Winch Advisory Services
Wisconsin
$2.55K +$2.55K +100 New
CBT
855
Crews Bank & Trust
Florida
$2.55K +$2.55K +100 New
AWM
856
Abound Wealth Management
Tennessee
$2.45K +$204 +8 +9%
SIM
857
Synergy Investment Management
Florida
$2.4K +$2.4K +94 New
GFL
858
Granite FO LLC
New Hampshire
$2.35K – – –
NC
859
NewSquare Capital
Pennsylvania
$2.27K +$2.27K +89 New
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$2.22K +$332 +13 +18%
PWMG
861
Prestige Wealth Management Group
New Jersey
$2.17K – – –
ST
862
Smithfield Trust
Pennsylvania
$2K – – –
HPC
863
HM Payson & Co
Maine
$1.79K -$434 -17 -20%
HCM
864
Hollencrest Capital Management
California
$1.48K – – –
TFM
865
TFC Financial Management
Massachusetts
$1.47K – – –
JFA
866
JNBA Financial Advisors
Minnesota
$1.38K – – –
VHAM
867
Van Hulzen Asset Management
California
$1.28K +$1.28K +50 New
SFG
868
Stonebridge Financial Group
Pennsylvania
$1.27K +$1.27K +50 New
MFT
869
Moisand Fitzgerald Tamayo
Florida
$1.25K – – –
OCM
870
Orion Capital Management
California
$1.05K +$1.05K +41 New
AW
871
Avion Wealth
Texas
$1K -$635 -40 -39%
VNA
872
Valley National Advisers
Pennsylvania
$1K +$1K +71 New
FCMT
873
Founders Capital Management (Texas)
Texas
$978 -$257 -10 -21%
CSWM
874
Cassady Schiller Wealth Management
Ohio
$971 +$971 +38 New
IHWM
875
Iron Horse Wealth Management
Iowa
$919 – – –
33 34
35
36 37