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LRFC

Logan Ridge Finance Corp

Delisted

LRFC was delisted on the 14th of July, 2025.

33 hedge funds and large institutions have $69.7M invested in Logan Ridge Finance Corp in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $49.4M → $69.7M (+$20.4M)

14% more funds holding

Funds holding: 2933 (+4)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$30M +$1.01M +9,059 +52%
YMRC
2
Yorktown Management & Research Company
Virginia
$8.31M +$2.49M +22,391 +44%
U
3
UBS
Switzerland
$5.99M +$2.39M +21,535 +69%
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$4.3M -$786K -7,077 -16%
K
5
Kemper
Illinois
$4.07M
AR
6
Advisory Research
Illinois
$2.38M +$795K +7,160 +52%
SMDAM
7
Sumitomo Mitsui DS Asset Management
Japan
$2.38M +$795K +7,160 +52%
RIM
8
Regent Investment Management
Kentucky
$2.32M +$146K +1,317 +7%
TAM
9
Timucuan Asset Management
Florida
$2.04M +$2M +18,018 New
PLFAM
10
Pineno Levin & Ford Asset Management
Virginia
$1.32M +$1.3M +11,675 New
DCM
11
Dialectic Capital Management
Connecticut
$850K -$461K -4,150 -36%
CFA
12
Carroll Financial Associates
North Carolina
$827K +$810K +7,295 New
Northern Trust
13
Northern Trust
Illinois
$589K -$179K -1,610 -24%
SI
14
Stephens Inc
Arkansas
$544K +$96.3K +867 +22%
Bank of America
15
Bank of America
North Carolina
$438K +$383K +3,452 +826%
Deutsche Bank
16
Deutsche Bank
Germany
$399K +$220K +1,984 +129%
CS
17
Credit Suisse
Switzerland
$365K +$358K +3,223 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$331K -$74.1K -667 -19%
Goldman Sachs
19
Goldman Sachs
New York
$327K +$320K +2,882 New
PP
20
Paloma Partners
Connecticut
$325K +$319K +2,868 New
Morgan Stanley
21
Morgan Stanley
New York
$281K +$101K +905 +58%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$264K +$259K +2,333 New
OC
23
Oppenheimer & Co
New York
$227K +$222K +2,000 New
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$221K +$216K +1,949 New
GCP
25
GSA Capital Partners
United Kingdom
$212K +$207K +1,867 New

LRFC Hedge Fund Activity: Q2 2014 in Review

33 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q2 2014, worth a combined $69.7M — up 41% from $49.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LRFC positions and 8 closed out — a net gain of 4 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Yorktown Management & Research Company, adding an estimated $2.49M. The largest seller was Teachers Retirement System of the State of Kentucky, cutting an estimated $786K.

  • 33 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q2 2014, up from 29 in Q1 2014.
  • Funds reported $69.7M of Logan Ridge Finance Corp stock for Q2 2014, up 41% quarter-over-quarter.
  • 12 funds opened new Logan Ridge Finance Corp positions in Q2 2014 and 8 closed out, a net change of +4 holders.
  • The largest Logan Ridge Finance Corp buyer in Q2 2014 was Yorktown Management & Research Company, an estimated $2.49M added.
  • The largest Logan Ridge Finance Corp seller in Q2 2014 was Teachers Retirement System of the State of Kentucky, an estimated $786K sold.

Based on aggregated 13F filings for Q2 2014.