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LRFC

Logan Ridge Finance Corp

Delisted

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

47 hedge funds and large institutions have $75.8M invested in Logan Ridge Finance Corp in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $56.9M → $75.8M (+$18.9M)

4% more funds holding

Funds holding: 4547 (+2)

0.92% more ownership

Funds ownership: 4.62%5.54% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
12
Reduced
14
Closed
6
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.44M -$1.8M -21,354 -18%
MC
2
Muzinich & Co
New York
$7.79M +$3.15M +37,388 +71%
HLA
3
Hamilton Lane Advisors
Pennsylvania
$6.67M
UBS Group
4
UBS Group
Switzerland
$6.27M +$799K +9,481 +15%
AR
5
Advisory Research
Illinois
$5.53M +$2.23M +26,455 +70%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$5.26M +$5.14M +61,048 New
SMDAM
7
Sumitomo Mitsui DS Asset Management
Japan
$5.24M +$2.19M +25,969 +75%
SB
8
Suntrust Banks
Georgia
$4.58M +$4.48M +53,203 New
AM
9
Ares Management
California
$4.48M -$84.2K -1,000 -2%
K
10
Kemper
Illinois
$3.29M
CIM
11
Confluence Investment Management
Missouri
$2.36M +$1.1M +13,107 +92%
BTS
12
BB&T Securities
Virginia
$1.97M -$1.41M -16,723 -42%
BlackRock
13
BlackRock
New York
$1.87M +$1.83M +21,683 New
SI
14
Stephens Inc
Arkansas
$1.61M -$44.1K -524 -3%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.38M -$13.8K -164 -1%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.28M -$103K -1,217 -8%
CFA
17
Carroll Financial Associates
North Carolina
$1.15M
Morgan Stanley
18
Morgan Stanley
New York
$872K -$607K -7,210 -42%
NFA
19
Nuveen Fund Advisors
Illinois
$686K +$53.7K +637 +8%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$574K
AIA
21
Armor Investment Advisors
North Carolina
$498K +$54.7K +650 +13%
Goldman Sachs
22
Goldman Sachs
New York
$496K +$299K +3,545 +160%
RIM
23
Regent Investment Management
Kentucky
$445K -$160K -1,903 -27%
EGA
24
Eagle Global Advisors
Texas
$384K +$101K +1,195 +37%
Millennium Management
25
Millennium Management
New York
$351K -$8.51K -101 -2%

LRFC Hedge Fund Activity: Q1 2017 in Review

47 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q1 2017, worth a combined $75.8M — up 33% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LRFC positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $5.14M. The largest seller was Advisors Asset Management, cutting an estimated $1.8M.

  • 47 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q1 2017, up from 45 in Q4 2016.
  • Funds reported $75.8M of Logan Ridge Finance Corp stock for Q1 2017, up 33% quarter-over-quarter.
  • 10 funds opened new Logan Ridge Finance Corp positions in Q1 2017 and 6 closed out, a net change of +4 holders.
  • The largest Logan Ridge Finance Corp buyer in Q1 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $5.14M added.
  • The largest Logan Ridge Finance Corp seller in Q1 2017 was Advisors Asset Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q1 2017.