We are live on ! Find out more
CLMB icon

Climb Global Solutions

82 hedge funds and large institutions have $157M invested in Climb Global Solutions in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

9% more funds holding

Funds holding: 7582 (+7)

7.41% more ownership

Funds ownership: 210.76%218.17% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less capital invested

Capital invested by funds: $170M → $157M (-$13.4M)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
35
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$798K
CG
27
Caprock Group
Idaho
$756K +$154K +10,172 +27%
Charles Schwab
28
Charles Schwab
California
$731K +$32.1K +2,116 +5%
Invesco
29
Invesco
Georgia
$697K +$162K +10,688 +32%
PA
30
Pinnacle Associates
New York
$686K -$303K -20,000 -31%
First Trust Advisors
31
First Trust Advisors
Illinois
$682K -$1.94K -128 -0.3%
Morgan Stanley
32
Morgan Stanley
New York
$640K -$107K -7,040 -15%
LAM
33
Lakewood Asset Management
Illinois
$581K +$7.03K +464 +1%
RA
34
Royce & Associates
New York
$544K +$525K +34,660 New
N
35
Nuveen
North Carolina
$492K
SO
36
STRS Ohio
Ohio
$452K +$249K +16,400 +132%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$417K +$96.1K +6,340 +31%
OAM
38
Oppenheimer Asset Management
New York
$390K -$728 -48 -0.2%
Comerica Bank
39
Comerica Bank
Texas
$350K
Ameriprise
40
Ameriprise
Minnesota
$345K
Barclays
41
Barclays
United Kingdom
$340K -$90K -5,936 -22%
Jane Street
42
Jane Street
New York
$332K +$320K +21,132 New
AI
43
Acuitas Investments
Washington
$327K +$182K +12,000 +136%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$300K -$277K -18,272 -49%
MAM
45
Martingale Asset Management
Massachusetts
$290K -$61 -4 -0%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$266K +$14.4K +948 +6%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$243K +$235K +15,500 New
MFG
48
Merit Financial Group
Georgia
$233K +$11.5K +756 +5%
Bank of America
49
Bank of America
North Carolina
$222K +$35.3K +2,328 +20%
LSV Asset Management
50
LSV Asset Management
Illinois
$214K

CLMB Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q2 2024, worth a combined $157M — down 7.9% from $170M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CLMB positions and 8 closed out — a net gain of 8 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Choreo LLC, opening a new position worth an estimated $4.4M. The largest seller was Cove Street Capital, cutting an estimated $4.21M.

  • 82 institutional investors held Climb Global Solutions (CLMB) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $157M of Climb Global Solutions stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 16 funds opened new Climb Global Solutions positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest Climb Global Solutions buyer in Q2 2024 was Choreo LLC, an estimated $4.4M added.
  • The largest Climb Global Solutions seller in Q2 2024 was Cove Street Capital, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2024.