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LRFC

Logan Ridge Finance Corp

Delisted

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

21 hedge funds and large institutions have $7.84M invested in Logan Ridge Finance Corp in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $5.53M → $7.84M (+$2.31M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.47% less ownership

Funds ownership: 13.24%11.77% (-1.5%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
3
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$1.29M +$182K +8,355 +19%
BCM
2
Bridgeway Capital Management
Texas
$1.14M -$255K -11,700 -20%
MIG
3
Mariner Investment Group
New York
$1.01M +$884K +40,500 New
Two Sigma Investments
4
Two Sigma Investments
New York
$938K -$26.2K -1,200 -3%
K
5
Kemper
Illinois
$936K
Two Sigma Advisers
6
Two Sigma Advisers
New York
$797K -$52.4K -2,400 -7%
SI
7
Stephens Inc
Arkansas
$553K +$78.3K +3,587 +19%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$317K +$281K +12,872 New
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$204K -$41.6K -1,906 -19%
AAM
10
Advisors Asset Management
Colorado
$146K -$109K -5,005 -46%
LWANC
11
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$90K +$80K +3,663 New
Bank of America
13
Bank of America
North Carolina
$85K
Russell Investments Group
14
Russell Investments Group
United Kingdom
$64K +$56.6K +2,594 New
CWC
15
Carolinas Wealth Consulting
North Carolina
$60K
Osaic Holdings
16
Osaic Holdings
Arizona
$36K -$50.2K -2,300 -61%
UBS Group
17
UBS Group
Switzerland
$29K +$12K +548 +84%
RCC
18
Red Cedar Capital
Nebraska
$20K
Morgan Stanley
19
Morgan Stanley
New York
$6K -$349 -16 -6%
TRCT
20
Tower Research Capital (TRC)
New York
$5K +$4.37K +200 New
Truist Financial
21
Truist Financial
North Carolina
-$921K -59,649 Closed
Millennium Management
22
Millennium Management
New York
-$170K -10,999 Closed
EVC
23
Eidelman Virant Capital
Missouri
-$166K -10,749 Closed
IAIM
24
International Assets Investment Management
Florida
-$84K -5,848 Closed
GWM
25
Geneos Wealth Management
Colorado
-$4K -224 Closed

LRFC Hedge Fund Activity: Q2 2021 in Review

21 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q2 2021, worth a combined $7.84M — up 42% from $5.53M a quarter earlier.

Fund positioning in LRFC was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 8 trimmed.

The largest buyer was Mariner Investment Group, opening a new position worth an estimated $884K. The largest seller was Truist Financial, exiting entirely with an estimated $921K sold.

  • 21 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $7.84M of Logan Ridge Finance Corp stock for Q2 2021, up 42% quarter-over-quarter.
  • 5 funds opened new Logan Ridge Finance Corp positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest Logan Ridge Finance Corp buyer in Q2 2021 was Mariner Investment Group, an estimated $884K added.
  • The largest Logan Ridge Finance Corp seller in Q2 2021 was Truist Financial, an estimated $921K sold.

Based on aggregated 13F filings for Q2 2021.