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Koss Corp
KOSS

18 hedge funds and large institutions have $2.69M invested in Koss Corp in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

5% more capital invested

Capital invested by funds: $2.56M → $2.69M (+$122K)

0.89% less ownership

Funds ownership: 7.21% → 6.32% (-0.89%)

25% less funds holding

Funds holding: 24 → 18 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
18
Holders Change
-6
Holders Change %
-25%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$104K
2
BlackRock
BlackRock
New York
+$11.3K
3
Northern Trust
Northern Trust
Illinois
+$4.74K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.37K
5
TRCT
Tower Research Capital (TRC)
New York
+$2.74K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$133K
2
Millennium Management
Millennium Management
New York
-$114K
3
Citadel Advisors
Citadel Advisors
Florida
-$83.8K
4
Morgan Stanley
Morgan Stanley
New York
-$74.3K
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$49.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16M +$104K +19,969 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$619K -$41.8K -8,000 -6%
BlackRock
3
BlackRock
New York
$294K +$11.3K +2,159 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$282K – – –
Millennium Management
5
Millennium Management
New York
$104K -$114K -21,820 -49%
State Street
6
State Street
Massachusetts
$83K – – –
Northern Trust
7
Northern Trust
Illinois
$73.8K +$4.74K +908 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$32.3K – – –
JIR
9
James Investment Research
Ohio
$17K – – –
UBS Group
10
UBS Group
Switzerland
$6.25K -$7.97K -1,525 -53%
IWP
11
IAG Wealth Partners
Wisconsin
$4.62K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$4K +$2.74K +524 +210%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4K +$4.37K +837 New
Osaic Holdings
14
Osaic Holdings
Arizona
$536 – – –
SPIA
15
Steward Partners Investment Advisory
New York
$226 – – –
Wells Fargo
16
Wells Fargo
California
$166 – – –
AWM
17
Avior Wealth Management
Nebraska
$32 – – –
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$28 – – –
LPL Financial
19
LPL Financial
California
– -$133K -26,937 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$83.8K -17,182 Closed
Morgan Stanley
21
Morgan Stanley
New York
– -$74.3K -15,000 Closed
SFI
22
Susquehanna Fundamental Investments
Pennsylvania
– -$49.8K -10,200 Closed
NA
23
NewEdge Advisors
Louisiana
– -$17.7K -3,575 Closed
LSA
24
Leonteq Securities AG
Switzerland
– -$4.88K -1,000 Closed
Bank of America
25
Bank of America
North Carolina
– -$25 -5 Closed

KOSS Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Koss Corp (KOSS) for Q1 2023, worth a combined $2.69M — up 4.8% from $2.56M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of KOSS and 1 opened new positions — a net loss of 6 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Vanguard Group, adding an estimated $104K. The largest seller was LPL Financial, exiting entirely with an estimated $133K sold.

  • 18 institutional investors held Koss Corp (KOSS) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $2.69M of Koss Corp stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 1 fund opened new Koss Corp positions in Q1 2023 and 7 closed out, a net change of -6 holders.
  • The largest Koss Corp buyer in Q1 2023 was Vanguard Group, an estimated $104K added.
  • The largest Koss Corp seller in Q1 2023 was LPL Financial, an estimated $133K sold.

Based on aggregated 13F filings for Q1 2023.