We are live on ! Find out more
LRFC

Logan Ridge Finance Corp

Delisted

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

17 hedge funds and large institutions have $10.9M invested in Logan Ridge Finance Corp in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $10M → $10.9M (+$863K)

3.01% more ownership

Funds ownership: 14.42%17.43% (+3%)

19% less funds holding

Funds holding: 2117 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$4.03M +$1.29M +52,183 +43%
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.86M +$686K +27,800 +52%
MIG
3
Mariner Investment Group
New York
$1.39M +$442K +17,919 +42%
BCM
4
Bridgeway Capital Management
Texas
$993K
Two Sigma Investments
5
Two Sigma Investments
New York
$554K -$188K -7,600 -24%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$467K -$204K -8,251 -29%
PCM
7
Prelude Capital Management
New York
$410K +$208K +8,431 +90%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$311K -$54.9K -2,225 -14%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$293K +$167K +6,751 +113%
Morgan Stanley
10
Morgan Stanley
New York
$198K
LWANC
11
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K
Bank of America
12
Bank of America
North Carolina
$80K -$1.23K -50 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$69K +$2.42K +98 +3%
CWC
14
Carolinas Wealth Consulting
North Carolina
$56K
UBS Group
15
UBS Group
Switzerland
$35K +$25.4K +1,028 +196%
RCC
16
Red Cedar Capital
Nebraska
$20K
CFD
17
Creative Financial Designs
Indiana
$13K
OSAM
18
O'Shaughnessy Asset Management
Connecticut
-$183K -7,109 Closed
AAM
19
Advisors Asset Management
Colorado
-$150K -5,852 Closed
Russell Investments Group
20
Russell Investments Group
United Kingdom
-$40K -1,594 Closed
Wells Fargo
21
Wells Fargo
California
-$25 -1 Closed

LRFC Hedge Fund Activity: Q4 2021 in Review

17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q4 2021, worth a combined $10.9M — up 8.6% from $10M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LRFC and 0 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Carroll Financial Associates, adding an estimated $1.29M. The largest seller was Two Sigma Advisers, cutting an estimated $204K.

  • 17 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q4 2021, down from 21 in Q3 2021.
  • Funds reported $10.9M of Logan Ridge Finance Corp stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 0 funds opened new Logan Ridge Finance Corp positions in Q4 2021 and 4 closed out, a net change of -4 holders.
  • The largest Logan Ridge Finance Corp buyer in Q4 2021 was Carroll Financial Associates, an estimated $1.29M added.
  • The largest Logan Ridge Finance Corp seller in Q4 2021 was Two Sigma Advisers, an estimated $204K sold.

Based on aggregated 13F filings for Q4 2021.