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.
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
Top Buyers
Top Sellers
| 1 |
CSC
Cove Street Capital
El Segundo,
California
|
-$2.15M |
| 2 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$1.15M |
| 3 |
Morgan Stanley
New York
|
-$1M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$679K |
| 5 |
BlackRock
New York
|
-$470K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Spire Wealth Management
Mclean,
Virginia
| – | -$28.5K | -2,160 | Closed |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| – | -$27.7K | -2,020 | Closed |
|
|
C
78
Covestor
London,
United Kingdom
| – | -$181 | -12 | -33% |
|
79
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$60 | +4 | New |
|
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.