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LRFC

Logan Ridge Finance Corp

Delisted

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

32 hedge funds and large institutions have $66.8M invested in Logan Ridge Finance Corp in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $69.7M → $66.8M (-$2.99M)

3% less funds holding

Funds holding: 3332 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$30.9M +$293K +2,601 +10%
YMRC
2
Yorktown Management & Research Company
Virginia
$8.51M +$750K +6,667 +9%
U
3
UBS
Switzerland
$5.19M -$457K -4,063 -8%
K
4
Kemper
Illinois
$3.82M
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$3.17M -$920K -8,175 -22%
AR
6
Advisory Research
Illinois
$2.23M
SMDAM
7
Sumitomo Mitsui DS Asset Management
Japan
$2.23M
RIM
8
Regent Investment Management
Kentucky
$2.16M -$21.1K -188 -0.9%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$1.45M +$1.27M +11,261 +483%
PLFAM
10
Pineno Levin & Ford Asset Management
Virginia
$1.24M
CFA
11
Carroll Financial Associates
North Carolina
$823K +$28.7K +255 +3%
TAM
12
Timucuan Asset Management
Florida
$715K -$1.27M -11,292 -63%
AAM
13
Advisors Asset Management
Colorado
$576K +$610K +5,419 New
SI
14
Stephens Inc
Arkansas
$504K -$6.64K -59 -1%
DCM
15
Dialectic Capital Management
Connecticut
$468K -$349K -3,102 -41%
Bank of America
16
Bank of America
North Carolina
$388K -$25.3K -225 -6%
Morgan Stanley
17
Morgan Stanley
New York
$372K +$115K +1,021 +41%
Goldman Sachs
18
Goldman Sachs
New York
$319K +$13K +116 +4%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$299K -$11.5K -102 -3%
GCP
20
GSA Capital Partners
United Kingdom
$235K +$38.7K +344 +18%
TC
21
TFS Capital
Pennsylvania
$210K +$222K +1,972 New
MC
22
Menta Capital
California
$207K +$219K +1,950 New
OC
23
Oppenheimer & Co
New York
$199K -$14.1K -125 -6%
Jane Street
24
Jane Street
New York
$181K +$191K +1,701 New
BRWM
25
B. Riley Wealth Management
Tennessee
$177K +$3.82K +34 +2%

LRFC Hedge Fund Activity: Q3 2014 in Review

32 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q3 2014, worth a combined $66.8M — down 4.3% from $69.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LRFC and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 9 added.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $1.27M. The largest seller was Timucuan Asset Management, cutting an estimated $1.27M.

  • 32 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q3 2014, down from 33 in Q2 2014.
  • Funds reported $66.8M of Logan Ridge Finance Corp stock for Q3 2014, down 4.3% quarter-over-quarter.
  • 5 funds opened new Logan Ridge Finance Corp positions in Q3 2014 and 6 closed out, a net change of -1 holder.
  • The largest Logan Ridge Finance Corp buyer in Q3 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $1.27M added.
  • The largest Logan Ridge Finance Corp seller in Q3 2014 was Timucuan Asset Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2014.