Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coterra Energy Inc (CTRA)

945 + Investors. Track Smart Money conviction in CTRA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — CTRA

Based on 951 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CTRA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
951 hedge funds hold CTRA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

463 buying462 selling
Last quarter: 463 funds bought or added vs 462 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new CTRA position: 100 → 106 → 134 → 166. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 18% new
602 out of 951 hedge funds have held CTRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+27% value, -4% shares)

Value
+27%
Shares
-3%
Last quarter: total value of institutional CTRA holdings rose +27% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

119 → 100 → 106 → 134 → 166 new funds/Q
New funds entering each quarter: 100 → 106 → 134 → 166. A growing number of institutions are discovering CTRA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 984 holders: 686 (70%) are 2+ year veterans, 104 entered 1–2 years ago, and 194 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
65 of 947 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CTRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CTRA

In 2026 Q1, 463 hedge funds were net buyers of CTRA (166 opened a new position, 297 added to an existing one), while 462 reduced or exited (359 trimmed, 103 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in CTRA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 951.

Hedge Fund Ownership: CTRA

How many hedge funds hold CTRA — quarterly history vs. share price
Quarterly hedge fund ownership of CTRA vs. share price

Market Analysis: CTRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CTRA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 12 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: CTRA
945 + Investors

Track Smart Money conviction in CTRA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 945 888 6.42%
13F Shares 698M 726M -3.84%
Total Value $24.27B $19.06B 27.37%
New Positions 163 134 +29
Increased Positions 291 291 -
Closed Positions 106 105 +1
Reduced Positions 346 328 +18
Total Calls 20 25 -20.0%
Total Puts 17 17 -
PUT/CALL Ratio 0.85 0.68 Neutral

Statistics: CTRA

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Institutional Holders (2026 Q1)

945 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CTRA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CTRA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kimmeridge Energy Management Company, LLC 100.00% 8,520,212 $299.4M
2 IES Holdings, Inc. 9.44% 575,000 $20.2M
3 Davis Selected Advisers 5.99% 37,119,404 $1.30B
4 VR Advisory Services Ltd 5.66% 1,360,808 $47.8M
5 Merewether Investment Management, LP 4.97% 7,301,691 $256.6M
6 Disciplined Growth Investors Inc /Mn 4.60% 6,395,098 $224.7M
7 Versor Investments LP 3.84% 44,656 $1.6M
8 Hbk Investments L P 3.77% 10,568,659 $371.4M
9 HITE Hedge Asset Management LLC 3.70% 1,867,744 $65.6M
10 Yaupon Capital Management LP 2.97% 2,710,826 $95.3M
11 Pingora Partners LLC 2.89% 138,566 $4.9M
12 Graham Capital Wealth Management, LLC 2.84% 90,990 $3.2M
13 Equity Investment Corp 2.61% 3,789,894 $133.2M
14 Sagefield Capital LP 2.57% 1,016,447 $35.7M
15 Westchester Capital Management, LLC 2.53% 1,588,341 $55.8M
16 Sound Shore Management Inc /Ct/ 2.51% 2,128,868 $74.8M
17 Gibraltar Capital Management, Inc. 2.33% 384,532 $13.5M
18 Kintayl Capital LP 2.31% 126,422 $4.4M
19 apricus wealth, LLC 2.08% 121,230 $4.3M
20 American Trust Investment Advisors, LLC 1.98% 102,198 $3.6M
21 Keeler Thomas Management LLC 1.78% 119,718 $4.2M
22 Paragon Capital Management Inc 1.58% 53,126 $1.9M
23 1834 Investment Advisors Co 1.49% 339,533 $11.9M
24 Core Alternative Capital 1.44% 138,792 $4.9M
25 Isthmus Partners, LLC 1.44% 390,100 $13.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Coterra Energy Inc (CTRA)

What does the Smart Money Trend signal show for CTRA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CTRA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CTRA?

Slight buying edge — 50% buying: Last quarter: 463 funds bought or added vs 462 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CTRA holders?

Elite ownership — 48% AUM from top-100 funds: 65 of 947 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CTRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CTRA?

63% of holders stayed for 2+ years: 602 out of 951 hedge funds have held CTRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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