Koss Corp
KOSS
15 hedge funds and large institutions have $1.03M invested in Koss Corp in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
2.09% more ownership
Funds ownership: 7.2% → 9.29% (+2.1%)
5% more capital invested
Capital invested by funds: $979K → $1.03M (+$48K)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
+$132K |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
+$119K |
| 3 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$49.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$672 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$141 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$40.4K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$2K |
| 4 |
Renaissance Technologies
New York
|
-$995 |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$332 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
1
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $362K | +$119K | +72,001 | +43% |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $278K | -$40.4K | -24,341 | -12% |
|
|
CBU
3
CIBC Bank USA
Chicago,
Illinois
| $119K | +$132K | +79,661 | New |
|
|
GT
4
Glenview Trust
Louisville,
Kentucky
| $45K | +$49.8K | +30,000 | New |
|
5
Bank of New York Mellon
New York
| $44K | – | – | – |
|
6
California Public Employees Retirement System
Sacramento,
California
| $31K | – | – | – |
|
7
Morgan Stanley
New York
| $30K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $29K | +$141 | +85 | +0.4% |
|
|
9
Northern Trust
Chicago,
Illinois
| $25K | -$332 | -200 | -1% |
|
|
10
Renaissance Technologies
New York
| $24K | -$995 | -600 | -4% |
|
11
Vanguard Group
Malvern,
Pennsylvania
| $24K | – | – | – |
|
12
BlackRock
New York
| $13K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| $2K | +$672 | +405 | +37% |
|
14
US Bancorp
Minneapolis,
Minnesota
| $1K | -$279 | -168 | -16% |
|
|
TRCT
15
Tower Research Capital (TRC)
New York
| – | -$3K | -1,704 | Closed |
|
|
16
Creative Planning
Overland Park,
Kansas
| – | -$2K | -900 | Closed |
|
KOSS Hedge Fund Activity: Q3 2017 in Review
15 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Koss Corp (KOSS) for Q3 2017, worth a combined $1.03M — up 4.9% from $979K a quarter earlier.
Fund positioning in KOSS was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was CIBC Bank USA, opening a new position worth an estimated $132K. The largest seller was Dimensional Fund Advisors, cutting an estimated $40.4K.
- 15 institutional investors held Koss Corp (KOSS) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $1.03M of Koss Corp stock for Q3 2017, up 4.9% quarter-over-quarter.
- 2 funds opened new Koss Corp positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest Koss Corp buyer in Q3 2017 was CIBC Bank USA, an estimated $132K added.
- The largest Koss Corp seller in Q3 2017 was Dimensional Fund Advisors, an estimated $40.4K sold.
Based on aggregated 13F filings for Q3 2017.