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Koss Corp
KOSS

24 hedge funds and large institutions have $12.5M invested in Koss Corp in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more capital invested

Capital invested by funds: $2.05M → $12.5M (+$10.4M)

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

100% more funds holding

Funds holding: 12 → 24 (+12)

0.91% less ownership

Funds ownership: 8.21% → 7.29% (-0.91%)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
2
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.13M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$832K
3
SSA
Schonfeld Strategic Advisors
New York
+$785K
4
TRCT
Tower Research Capital (TRC)
New York
+$745K
5
Citadel Advisors
Citadel Advisors
Florida
+$602K

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$1.24M
2
MA
Minerva Advisors
Pennsylvania
-$686K
3
Morgan Stanley
Morgan Stanley
New York
-$275K
4
Renaissance Technologies
Renaissance Technologies
New York
-$202K
5
BlackRock
BlackRock
New York
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.38M -$35.4K -2,003 -1%
Invesco
2
Invesco
Georgia
$2.7M +$2.13M +120,251 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.06M +$832K +47,089 New
SSA
4
Schonfeld Strategic Advisors
New York
$999K +$785K +44,400 New
TRCT
5
Tower Research Capital (TRC)
New York
$949K +$745K +42,172 New
Citadel Advisors
6
Citadel Advisors
Florida
$766K +$602K +34,069 New
PP
7
Paloma Partners
Connecticut
$691K +$543K +30,724 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$668K +$525K +29,735 New
Millennium Management
9
Millennium Management
New York
$527K +$414K +23,451 New
Northern Trust
10
Northern Trust
Illinois
$314K -$17.1K -968 -6%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$217K -$1.24M -70,000 -88%
Morgan Stanley
12
Morgan Stanley
New York
$102K -$275K -15,573 -78%
Barclays
13
Barclays
United Kingdom
$82K +$64.5K +3,650 New
UBS Group
14
UBS Group
Switzerland
$14K -$74.7K -4,227 -88%
SWM
15
Spire Wealth Management
Virginia
$11K +$8.84K +500 New
EDRH
16
Edmond de Rothschild Holding
Switzerland
$9K +$6.72K +380 New
Osaic Holdings
17
Osaic Holdings
Arizona
$3K +$1.77K +100 +152%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$1K +$566 +32 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K +$707 +40 New
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$292 +$230 +13 New
MA
21
Minerva Advisors
Pennsylvania
– -$686K -210,553 Closed
Renaissance Technologies
22
Renaissance Technologies
New York
– -$202K -58,835 Closed
GT
23
Glenview Trust
Kentucky
– -$103K -30,000 Closed
Bank of New York Mellon
24
Bank of New York Mellon
New York
– -$97K -28,096 Closed
BlackRock
25
BlackRock
New York
– -$156K -8,842 -100%
1
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KOSS Hedge Fund Activity: Q1 2021 in Review

24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Koss Corp (KOSS) for Q1 2021, worth a combined $12.5M — up 509% from $2.05M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KOSS positions and 4 closed out — a net gain of 12 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $2.13M. The largest seller was CIBC Private Wealth Group, cutting an estimated $1.24M.

  • 24 institutional investors held Koss Corp (KOSS) as of Q1 2021, up from 12 in Q4 2020.
  • Funds reported $12.5M of Koss Corp stock for Q1 2021, up 509% quarter-over-quarter.
  • 16 funds opened new Koss Corp positions in Q1 2021 and 4 closed out, a net change of +12 holders.
  • The largest Koss Corp buyer in Q1 2021 was Invesco, an estimated $2.13M added.
  • The largest Koss Corp seller in Q1 2021 was CIBC Private Wealth Group, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2021.