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LRFC

Logan Ridge Finance Corp

Delisted

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

25 hedge funds and large institutions have $79.3M invested in Logan Ridge Finance Corp in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $75M → $79.3M (+$4.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 2925 (-4)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
6
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$29.8M -$83.4K -747 -3%
AAM
2
Advisors Asset Management
Colorado
$8.98M +$4.21M +37,731 +90%
YMRC
3
Yorktown Management & Research Company
Virginia
$8.97M
HLA
4
Hamilton Lane Advisors
Pennsylvania
$8.72M
UBS Group
5
UBS Group
Switzerland
$6.97M +$979K +8,768 +16%
K
6
Kemper
Illinois
$4.04M
MC
7
Muzinich & Co
New York
$2.24M +$250K +2,237 +13%
RIM
8
Regent Investment Management
Kentucky
$2.11M -$114K -1,017 -5%
AR
9
Advisory Research
Illinois
$1.58M -$164K -1,466 -9%
SMDAM
10
Sumitomo Mitsui DS Asset Management
Japan
$1.57M -$171K -1,533 -10%
PLFAM
11
Pineno Levin & Ford Asset Management
Virginia
$1.31M
BCM
12
Bridgeway Capital Management
Texas
$870K
SI
13
Stephens Inc
Arkansas
$510K -$36.4K -326 -7%
Bank of America
14
Bank of America
North Carolina
$411K +$18.6K +167 +5%
MCM
15
McGlinn Capital Management
Pennsylvania
$268K +$266K +2,383 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$263K -$54K -484 -17%
Morgan Stanley
17
Morgan Stanley
New York
$236K -$441K -3,948 -65%
BRWM
18
B. Riley Wealth Management
Tennessee
$183K
CCA
19
Catalyst Capital Advisors
New York
$113K +$74.5K +667 +200%
Deutsche Bank
20
Deutsche Bank
Germany
$64K -$123K -1,104 -65%
TRCT
21
Tower Research Capital (TRC)
New York
$26K -$9.15K -82 -26%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.6K +167 New
PI
23
PineBridge Investments
New York
$18K +$335 +3 +2%
US Bancorp
24
US Bancorp
Minnesota
$9K +$9.27K +83 New
Citigroup
25
Citigroup
New York
$2K +$2.46K +22 New

LRFC Hedge Fund Activity: Q1 2015 in Review

25 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q1 2015, worth a combined $79.3M — up 5.7% from $75M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LRFC and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Advisors Asset Management, adding an estimated $4.21M. The largest seller was Teachers Retirement System of the State of Kentucky, exiting entirely with an estimated $2.15M sold.

  • 25 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q1 2015, down from 29 in Q4 2014.
  • Funds reported $79.3M of Logan Ridge Finance Corp stock for Q1 2015, up 5.7% quarter-over-quarter.
  • 4 funds opened new Logan Ridge Finance Corp positions in Q1 2015 and 8 closed out, a net change of -4 holders.
  • The largest Logan Ridge Finance Corp buyer in Q1 2015 was Advisors Asset Management, an estimated $4.21M added.
  • The largest Logan Ridge Finance Corp seller in Q1 2015 was Teachers Retirement System of the State of Kentucky, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2015.