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NCR Atleos
NATL

286 hedge funds and large institutions have $2.34B invested in NCR Atleos in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $1.97B → $2.34B (+$373M)

1% more funds holding

Funds holding: 283 → 286 (+3)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.18% less ownership

Funds ownership: 95.5% → 95.32% (-0.18%)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

22% less call options, than puts

Call options by funds: $6.83M | Put options by funds: $8.74M

Holders
286
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
78
Reduced
79
Closed
32
Calls
$6.83M
Puts
$8.74M
Net Calls
-$1.91M
Net Calls Change
-$507K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$33.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.01M
3
SRFM
Shannon River Fund Management
New York
+$8.88M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.8M
5
GC
Globeflex Capital
California
+$7.72M

Top Sellers

1
EC
Engaged Capital
California
-$24.3M
2
LECM
Lead Edge Capital Management
New York
-$20.6M
3
CGA
Crescent Grove Advisors
Illinois
-$18.8M
4
HAI
Hennessy Advisors Inc
California
-$17.7M
5
CS
Cannell & Spears
New York
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
251
Laurel Wealth Advisors (North Carolina)
North Carolina
$848 – – –
SIC
252
Salem Investment Counselors
North Carolina
$815 – – –
TAM
253
Tucker Asset Management
Colorado
$814 – – –
GBT
254
Grove Bank & Trust
Florida
$780 +$697 +23 New
CTB
255
Country Trust Bank
Illinois
$746 – – –
OPTFSNA
256
Old Point Trust & Financial Services N A
Virginia
$644 – – –
WT
257
Whittier Trust
California
$644 – – –
OP
258
ORG Partners
Indiana
$644 +$576 +19 New
AssetMark Inc
259
AssetMark Inc
California
$611 +$61 +2 +13%
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$577 – – –
CIM
261
Contravisory Investment Management
Massachusetts
$509 -$3.85K -127 -89%
RWM
262
Ruedi Wealth Management
Illinois
$475 – – –
SIC
263
SJS Investment Consulting
Ohio
$475 – – –
PWA
264
Physician Wealth Advisors
Utah
$441 +$394 +13 New
SS
265
Sunbelt Securities
Texas
$434 – – –
MHR
266
Matthew Hamilton Rosenberg
$407 – – –
EB
267
Eastern Bank
Massachusetts
$339 – – –
VWM
268
Vermillion Wealth Management
Minnesota
$339 +$303 +10 New
PK
269
Pflug Koory
Nebraska
$305 – – –
AWM
270
Abound Wealth Management
Tennessee
$238 – – –
WA
271
Whipplewood Advisors
Colorado
$237 +$212 +7 New
FRA
272
Front Row Advisors
California
$204 – – –
TCM
273
TD Capital Management
Tennessee
$204 – – –
TIM
274
Tortoise Investment Management
New York
$204 – – –
W
275
WealthCollab
Washington
$204 – – –
9 10
11
12 13

NATL Hedge Fund Activity: Q4 2024 in Review

286 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NCR Atleos (NATL) for Q4 2024, worth a combined $2.34B — up 19% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NATL positions and 32 closed out — a net gain of 10 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $33.5M. The largest seller was Engaged Capital, cutting an estimated $24.3M.

  • 286 institutional investors held NCR Atleos (NATL) as of Q4 2024, up from 283 in Q3 2024.
  • Funds reported $2.34B of NCR Atleos stock for Q4 2024, up 19% quarter-over-quarter.
  • 42 funds opened new NCR Atleos positions in Q4 2024 and 32 closed out, a net change of +10 holders.
  • The largest NCR Atleos buyer in Q4 2024 was Massachusetts Financial Services, an estimated $33.5M added.
  • The largest NCR Atleos seller in Q4 2024 was Engaged Capital, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2024.