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Climb Global Solutions
CLMB

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: 75 → 82 (+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: 5 → 5 (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
–

Top Buyers

1
CL
Choreo LLC
Illinois
+$4.4M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$3.39M
3
MHP
Manatuck Hill Partners
Connecticut
+$909K
4
WA
Wasatch Advisors
Utah
+$886K
5
RA
Royce & Associates
New York
+$525K

Top Sellers

1
CSC
Cove Street Capital
California
-$4.21M
2
EI
EAM Investors
California
-$879K
3
QC
Quadrature Capital
United Kingdom
-$400K
4
PA
Pinnacle Associates
New York
-$303K
5
AA
Ancora Advisors
Ohio
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$6.28K -$6.61K -436 -52%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$5.98K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$5.65K +$2.18K +144 +67%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$126 +$121 +8 New
GI
80
GAMMA Investing
California
$63 +$61 +4 New
EI
81
EAM Investors
California
– -$879K -49,624 Closed
QC
82
Quadrature Capital
United Kingdom
– -$400K -22,608 Closed
Citadel Advisors
83
Citadel Advisors
Florida
– -$278K -15,672 Closed
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
– -$217K -12,232 Closed
Lazard Asset Management
85
Lazard Asset Management
New York
– -$207K -11,700 Closed
AIG
86
American International Group
New York
– -$145K -8,196 Closed
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
– -$16.2K -916 Closed
AWM
88
Avior Wealth Management
Nebraska
– -$70 -4 Closed
C
89
Covestor
United Kingdom
– -$61 -4 -17%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
– +$364 +24 +600%
1 2 3
4

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.