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LRFC

Logan Ridge Finance Corp

Delisted

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

35 hedge funds and large institutions have $20.9M invested in Logan Ridge Finance Corp in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 2.96%2.96% (+0%)

5% less funds holding

Funds holding: 3735 (-2)

16% less capital invested

Capital invested by funds: $24.8M → $20.9M (-$3.9M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Suntrust Banks
Georgia
$2.61M
PAIM
2
Punch & Associates Investment Management
Minnesota
$2.6M +$1.52M +31,525 +109%
UBS Group
3
UBS Group
Switzerland
$2.33M -$204K -4,234 -7%
AM
4
Ares Management
California
$2.04M -$37.3K -773 -2%
BCM
5
Bridgeway Capital Management
Texas
$1.94M
K
6
Kemper
Illinois
$1.64M
AAM
7
Advisors Asset Management
Colorado
$1.48M -$56.1K -1,162 -3%
CFA
8
Carroll Financial Associates
North Carolina
$1.06M
BTS
9
BB&T Securities
Virginia
$605K -$7.24K -150 -1%
RIM
10
Regent Investment Management
Kentucky
$555K +$75K +1,555 +14%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$500K -$290K -6,016 -34%
RAM
12
Roumell Asset Management
Maryland
$460K -$52.7K -1,093 -9%
SI
13
Stephens Inc
Arkansas
$425K -$39.3K -814 -8%
Morgan Stanley
14
Morgan Stanley
New York
$422K +$414K +8,577 +693%
AA
15
Ancora Advisors
Ohio
$359K -$80.4K -1,667 -17%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$287K
RCC
17
Red Cedar Capital
Nebraska
$220K
LWANC
18
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K +$228K +4,731 New
AIA
19
Armor Investment Advisors
North Carolina
$180K -$47.5K -984 -19%
OC
20
Oppenheimer & Co
New York
$169K
Bank of America
21
Bank of America
North Carolina
$158K
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$146K +$50.5K +1,046 +44%
Two Sigma Investments
23
Two Sigma Investments
New York
$135K -$727K -15,058 -83%
SEI Investments
24
SEI Investments
Pennsylvania
$124K
SFI
25
Susquehanna Fundamental Investments
Pennsylvania
$89K -$95.3K -1,975 -49%

LRFC Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q4 2018, worth a combined $20.9M — down 16% from $24.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LRFC and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 8 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.52M. The largest seller was Two Sigma Investments, cutting an estimated $727K.

  • 35 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $20.9M of Logan Ridge Finance Corp stock for Q4 2018, down 16% quarter-over-quarter.
  • 4 funds opened new Logan Ridge Finance Corp positions in Q4 2018 and 5 closed out, a net change of -1 holder.
  • The largest Logan Ridge Finance Corp buyer in Q4 2018 was Punch & Associates Investment Management, an estimated $1.52M added.
  • The largest Logan Ridge Finance Corp seller in Q4 2018 was Two Sigma Investments, an estimated $727K sold.

Based on aggregated 13F filings for Q4 2018.