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LRFC

Logan Ridge Finance Corp

Delisted

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

40 hedge funds and large institutions have $32.1M invested in Logan Ridge Finance Corp in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.49% less ownership

Funds ownership: 5.05%3.56% (-1.5%)

15% less funds holding

Funds holding: 4740 (-7)

49% less capital invested

Capital invested by funds: $62.6M → $32.1M (-$30.5M)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
14
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.28M +$214K +3,311 +5%
AAM
2
Advisors Asset Management
Colorado
$3.95M -$1.11M -17,243 -20%
SB
3
Suntrust Banks
Georgia
$2.79M
BCM
4
Bridgeway Capital Management
Texas
$2.47M +$330K +5,117 +13%
K
5
Kemper
Illinois
$2.18M
BTS
6
BB&T Securities
Virginia
$1.98M +$444K +6,877 +25%
AM
7
Ares Management
California
$1.74M +$323K +5,000 +20%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.67M +$432K +6,700 +30%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.61M +$537K +8,324 +42%
CIM
10
Confluence Investment Management
Missouri
$1.56M -$710 -11 -0%
Millennium Management
11
Millennium Management
New York
$964K -$41K -635 -4%
CFA
12
Carroll Financial Associates
North Carolina
$941K +$249K +3,856 +29%
BlackRock
13
BlackRock
New York
$925K -$132K -2,053 -11%
MC
14
Muzinich & Co
New York
$767K -$3.69M -57,242 -81%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$619K +$297K +4,609 +74%
Morgan Stanley
16
Morgan Stanley
New York
$524K -$26.8K -415 -4%
RIM
17
Regent Investment Management
Kentucky
$419K +$111K +1,725 +31%
NFA
18
Nuveen Fund Advisors
Illinois
$393K -$54.9K -850 -11%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$382K
AIA
20
Armor Investment Advisors
North Carolina
$312K
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$309K -$3.68M -56,986 -91%
OC
22
Oppenheimer & Co
New York
$234K +$15.8K +245 +6%
DTL
23
Dynamic Technology Lab
Singapore
$228K -$118K -1,829 -31%
Bank of America
24
Bank of America
North Carolina
$209K +$11.1K +172 +5%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$204K +$230K +3,564 New

LRFC Hedge Fund Activity: Q3 2017 in Review

40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q3 2017, worth a combined $32.1M — down 49% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of LRFC and 5 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Two Sigma Investments, adding an estimated $537K. The largest seller was Advisory Research, exiting entirely with an estimated $4.5M sold.

  • 40 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q3 2017, down from 47 in Q2 2017.
  • Funds reported $32.1M of Logan Ridge Finance Corp stock for Q3 2017, down 49% quarter-over-quarter.
  • 5 funds opened new Logan Ridge Finance Corp positions in Q3 2017 and 12 closed out, a net change of -7 holders.
  • The largest Logan Ridge Finance Corp buyer in Q3 2017 was Two Sigma Investments, an estimated $537K added.
  • The largest Logan Ridge Finance Corp seller in Q3 2017 was Advisory Research, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2017.