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Climb Global Solutions
CLMB

75 hedge funds and large institutions have $170M invested in Climb Global Solutions in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $125M → $170M (+$45.3M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.51% more ownership

Funds ownership: 199.25% → 210.76% (+12%)

10% more funds holding

Funds holding: 68 → 75 (+7)

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
22
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Wasatch Advisors
Utah
+$2.59M
2
EI
EAM Investors
California
+$747K
3
American Century Companies
American Century Companies
Missouri
+$685K
4
BAM
Ballast Asset Management
Texas
+$542K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$448K

Top Sellers

1
CSC
Cove Street Capital
California
-$2.15M
2
SWP
Significant Wealth Partners
Illinois
-$1.15M
3
Morgan Stanley
Morgan Stanley
New York
-$1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$679K
5
BlackRock
BlackRock
New York
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$207K +$79.4K +5,276 +82%
GC
52
Globeflex Capital
California
$174K +$148K +9,836 New
MIM
53
MetLife Investment Management
New Jersey
$157K – – –
AI
54
Acuitas Investments
Washington
$156K +$132K +8,800 New
Deutsche Bank
55
Deutsche Bank
Germany
$154K +$4.33K +288 +3%
AIG
56
American International Group
New York
$145K -$1.08K -72 -0.9%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$144K -$120 -8 -0.1%
JP Morgan Chase
58
JP Morgan Chase
New York
$121K -$66.9K -4,448 -39%
Wells Fargo
59
Wells Fargo
California
$90.7K +$10.1K +672 +15%
Citigroup
60
Citigroup
New York
$50K +$6.26K +416 +17%
HNB
61
Hilltop National Bank
Wyoming
$44.7K +$37.9K +2,520 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$29.6K -$16K -1,064 -39%
Legal & General Group
63
Legal & General Group
United Kingdom
$26.7K -$5.36K -356 -19%
AIP
64
Ameritas Investment Partners
Nebraska
$24.3K – – –
PK
65
Pflug Koory
Nebraska
$19.5K – – –
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$16.2K – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$14.8K – – –
S
68
SignatureFD
Georgia
$14.4K +$12.2K +812 New
AB
69
Amalgamated Bank
New York
$10K -$24.7K -1,640 -75%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$6.9K +$6.02K +400 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$3.83K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$3.59K +$1.81K +120 +143%
AWM
73
Avior Wealth Management
Nebraska
$70 +$60 +4 New
SWP
74
Significant Wealth Partners
Illinois
– -$1.15M -83,780 Closed
SOW
75
State of Wyoming
Wyoming
– -$136K -9,940 Closed
1 2
3
4

CLMB Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q1 2024, worth a combined $170M — up 36% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLMB positions and 4 closed out — a net gain of 7 holders — while 22 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $2.59M. The largest seller was Cove Street Capital, cutting an estimated $2.15M.

  • 75 institutional investors held Climb Global Solutions (CLMB) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $170M of Climb Global Solutions stock for Q1 2024, up 36% quarter-over-quarter.
  • 11 funds opened new Climb Global Solutions positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest Climb Global Solutions buyer in Q1 2024 was Wasatch Advisors, an estimated $2.59M added.
  • The largest Climb Global Solutions seller in Q1 2024 was Cove Street Capital, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2024.