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LRFC

Logan Ridge Finance Corp

Delisted

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

29 hedge funds and large institutions have $75M invested in Logan Ridge Finance Corp in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $66.8M → $75M (+$8.22M)

9% less funds holding

Funds holding: 3229 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
6
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$29.2M -$205K -1,865 -6%
YMRC
2
Yorktown Management & Research Company
Virginia
$8.54M -$36.7K -333 -0.4%
HLA
3
Hamilton Lane Advisors
Pennsylvania
$8.3M +$8.53M +77,467 New
UBS Group
4
UBS Group
Switzerland
$5.7M +$5.86M +53,196 New
AAM
5
Advisors Asset Management
Colorado
$4.51M +$4.04M +36,654 +676%
K
6
Kemper
Illinois
$3.85M
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M -$1.07M -9,754 -33%
RIM
8
Regent Investment Management
Kentucky
$2.12M -$58.7K -533 -3%
MC
9
Muzinich & Co
New York
$1.89M +$1.94M +17,639 New
AR
10
Advisory Research
Illinois
$1.66M -$610K -5,542 -26%
SMDAM
11
Sumitomo Mitsui DS Asset Management
Japan
$1.66M -$610K -5,542 -26%
PLFAM
12
Pineno Levin & Ford Asset Management
Virginia
$1.25M
BCM
13
Bridgeway Capital Management
Texas
$829K +$851K +7,733 New
Morgan Stanley
14
Morgan Stanley
New York
$648K +$280K +2,544 +73%
SI
15
Stephens Inc
Arkansas
$521K +$13.5K +123 +3%
Bank of America
16
Bank of America
North Carolina
$373K -$18.4K -167 -5%
GCP
17
GSA Capital Partners
United Kingdom
$303K +$67.9K +617 +28%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$302K
VKH
19
Virtu KCG Holdings
New York
$302K +$310K +2,819 New
Millennium Management
20
Millennium Management
New York
$190K +$195K +1,769 New
OC
21
Oppenheimer & Co
New York
$189K -$12.9K -117 -6%
Deutsche Bank
22
Deutsche Bank
Germany
$180K +$83K +754 +81%
BRWM
23
B. Riley Wealth Management
Tennessee
$175K -$3.74K -34 -2%
Wells Fargo
24
Wells Fargo
California
$54K +$55K +500 New
CCA
25
Catalyst Capital Advisors
New York
$36K +$36.7K +333 New

LRFC Hedge Fund Activity: Q4 2014 in Review

29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q4 2014, worth a combined $75M — up 12% from $66.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LRFC and 9 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 6 added.

The largest buyer was Hamilton Lane Advisors, opening a new position worth an estimated $8.53M. The largest seller was Wilbanks Smith & Thomas Asset Management, exiting entirely with an estimated $1.45M sold.

  • 29 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q4 2014, down from 32 in Q3 2014.
  • Funds reported $75M of Logan Ridge Finance Corp stock for Q4 2014, up 12% quarter-over-quarter.
  • 9 funds opened new Logan Ridge Finance Corp positions in Q4 2014 and 10 closed out, a net change of -1 holder.
  • The largest Logan Ridge Finance Corp buyer in Q4 2014 was Hamilton Lane Advisors, an estimated $8.53M added.
  • The largest Logan Ridge Finance Corp seller in Q4 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2014.