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Climb Global Solutions
CLMB

105 hedge funds and large institutions have $250M invested in Climb Global Solutions in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

60% more capital invested

Capital invested by funds: $157M → $250M (+$93.5M)

28% more funds holding

Funds holding: 82 → 105 (+23)

1.15% more ownership

Funds ownership: 218.17% → 219.32% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
29
Increased
31
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$5.94M
2
DLP
De Lisle Partners
United Kingdom
+$3.02M
3
RA
Royce & Associates
New York
+$2.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.58M
5
BlackRock
BlackRock
New York
+$1.22M

Top Sellers

1
CSC
Cove Street Capital
California
-$4.66M
2
TCM
Tieton Capital Management
Washington
-$3.29M
3
WA
Wasatch Advisors
Utah
-$3.19M
4
American Century Companies
American Century Companies
Missouri
-$2.59M
5
ADMI
Albert D. Mason Inc
Massachusetts
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$129K -$4.08K -204 -4%
HFM
77
Harvest Fund Management
China
$126K +$102K +5,104 New
AT
78
Avalon Trust
New Mexico
$79.6K – – –
Legal & General Group
79
Legal & General Group
United Kingdom
$48.4K – – –
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$38K +$30.7K +1,536 New
AIP
81
Ameritas Investment Partners
Nebraska
$34.1K – – –
HNB
82
Hilltop National Bank
Wyoming
$32.4K -$24.4K -1,220 -48%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$30.4K – – –
CFM
84
Catalyst Funds Management
Australia
$26.6K +$21.4K +1,068 New
S
85
SignatureFD
Georgia
$25K +$240 +12 +1%
US Bancorp
86
US Bancorp
Minnesota
$24.9K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$16.9K +$2.64K +132 +24%
TRCT
88
Tower Research Capital (TRC)
New York
$15.8K -$95.5K -4,772 -88%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K – – –
AB
90
Amalgamated Bank
New York
$14K – – –
SWM
91
Spire Wealth Management
Virginia
$10.6K -$31.6K -1,580 -79%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$9.95K – – –
Osaic Holdings
93
Osaic Holdings
Arizona
$9.95K – – –
ME
94
McIlrath & Eck
Washington
$6.07K +$4.88K +244 New
IA
95
IFP Advisors
Florida
$5.67K +$4.56K +228 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$5.38K -$2.88K -144 -40%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.52K +76 +271%
HCA
98
Harbor Capital Advisors
Illinois
$2K +$1.52K +76 New
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$1.09K +$720 +36 +450%
C
100
Covestor
United Kingdom
$1K – – –
1 2 3
4
5

CLMB Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q3 2024, worth a combined $250M — up 60% from $157M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLMB positions and 6 closed out — a net gain of 23 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was Invesco, adding an estimated $5.94M. The largest seller was Cove Street Capital, cutting an estimated $4.66M.

  • 105 institutional investors held Climb Global Solutions (CLMB) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $250M of Climb Global Solutions stock for Q3 2024, up 60% quarter-over-quarter.
  • 29 funds opened new Climb Global Solutions positions in Q3 2024 and 6 closed out, a net change of +23 holders.
  • The largest Climb Global Solutions buyer in Q3 2024 was Invesco, an estimated $5.94M added.
  • The largest Climb Global Solutions seller in Q3 2024 was Cove Street Capital, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2024.