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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
SSB
201
Sandy Spring Bank
Maryland
$5.94K – – –
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$5.5K – – –
LC
203
Lindbrook Capital
California
$5.33K -$121 -4 -2%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$5.29K -$1.79K -59 -27%
AAP
205
Arax Advisory Partners
Colorado
$5.26K – – –
CIA
206
Cape Investment Advisory
Georgia
$5.16K – – –
C
207
Covestor
United Kingdom
$5K – – –
PFG
208
Putney Financial Group
California
$4.99K +$4.46K +147 New
QL
209
Quarry LP
New York
$4.99K +$4.46K +147 New
WB
210
Webster Bank
Connecticut
$4.95K – – –
AAG
211
Armstrong Advisory Group
Massachusetts
$4.82K +$3.03K +100 +238%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$4.75K +$940 +31 +28%
RIL
213
Rothschild Investment LLC
Illinois
$3.9K -$1.51K -50 -30%
PWMG
214
Private Wealth Management Group
New Jersey
$3.49K – – –
HCP
215
Hexagon Capital Partners
Arkansas
$3.49K +$394 +13 +14%
VWM
216
Valley Wealth Managers
New Jersey
$3.46K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$3.29K +$667 +22 +29%
PTC
218
Private Trust Company
Ohio
$3.26K +$2.91K +96 New
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$3.23K – – –
HNB
220
Huntington National Bank
Ohio
$3.15K -$970 -32 -26%
LFA
221
LGT Financial Advisors
Texas
$3.12K +$2.79K +92 New
WA
222
WPG Advisers
Maryland
$3.09K +$2.76K +91 New
VCM
223
Versant Capital Management
Arizona
$2.92K – – –
SCM
224
Sterling Capital Management
North Carolina
$2.51K – – –
IA
225
IFP Advisors
Florida
$2.38K -$212 -7 -11%
7 8
9
10 11

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.