CTRA icon

Coterra Energy
CTRA

Overview Fund Activity

868 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, 337 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-21
Holders Change %
-2.36%
% of All Funds
12.59%
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
337
Closed
104
Calls
$160M
Puts
$108M
Net Calls
+$52.2M
Net Calls Change
+$35.4M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.28B
3
DC
3
Davenport & Co
Virginia
$12.9M
4
BlackRock
4
BlackRock
New York
$1.65B
5
Goldman Sachs
5
Goldman Sachs
New York
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
951
Meeder Asset Management
Ohio
– -$27.2K -1,066 Closed
QL
952
Quarry LP
New York
– -$27.1K -1,063 Closed
AIM
953
Anchor Investment Management
South Carolina
– -$17.9K -700 Closed
CWP
954
Concord Wealth Partners
Virginia
– -$13.4K -526 Closed
NMG
955
New Millennium Group
Utah
– -$11.3K -441 Closed
SA
956
Scarborough Advisors
Maryland
– -$8.17K -320 Closed
FF
957
Friedenthal Financial
New Jersey
– -$7.66K -300 Closed
TWM
958
Tradition Wealth Management
Minnesota
– -$7K -255 Closed
LF
959
Lee Financial
Texas
– -$5.59K -219 Closed
CLOS
960
Compagnie Lombard Odier SCmA
Switzerland
– -$5.1K -200 Closed
IWA
961
IBEX Wealth Advisors
New Jersey
– -$4.02K -157 Closed
AT
962
Arlington Trust
Alabama
– -$3.68K -144 Closed
SWS
963
SYSTM Wealth Solutions
Illinois
– -$3.22K -126 Closed
Loomis, Sayles & Company
964
Loomis, Sayles & Company
Massachusetts
– -$3K -104 Closed
FWA
965
FSC Wealth Advisors
New York
– -$2.55K -100 Closed
RIM
966
Rockbridge Investment Management
New York
– -$2.12K -83 Closed
LA
967
LM Advisors
California
– -$2.07K -81 Closed
W
968
WealthCollab
Washington
– -$1.25K -49 Closed
BWL
969
Bogart Wealth LLC
Virginia
– -$1.07K -42 Closed
PA
970
Pineridge Advisors
Missouri
– -$791 -31 Closed
TCWA
971
Turtle Creek Wealth Advisors
Texas
– -$510 -20 Closed
RG
972
Retirement Group
California
– -$255 -10 Closed
MHR
973
Matthew Hamilton Rosenberg
– -$51 -2 Closed
35 36 37 38
39