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LRFC

Logan Ridge Finance Corp
LRFC

Delisted

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

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18 hedge funds and large institutions have $8.73M invested in Logan Ridge Finance Corp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more funds holding

Funds holding: 15 → 18 (+3)

15% more capital invested

Capital invested by funds: $7.61M → $8.73M (+$1.12M)

2.07% more ownership

Funds ownership: 13.5% → 15.57% (+2.1%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$435K
2
BI
Bulldog Investors
New Jersey
+$257K
3
EF
Empowered Funds
Pennsylvania
+$204K
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.6K
5
JP Morgan Chase
JP Morgan Chase
New York
+$20.5K

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$9.61K
2
MCM
Manchester Capital Management
Vermont
-$1.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$3.55M +$435K +21,192 +14%
BI
2
Bulldog Investors
New Jersey
$1.92M +$257K +12,500 +16%
APCM
3
Arbiter Partners Capital Management
New York
$1.27M – – –
BCM
4
Bridgeway Capital Management
Texas
$884K +$6.36K +310 +0.7%
DWM
5
Dakota Wealth Management
Florida
$323K – – –
EST
6
EA Series Trust
Pennsylvania
$204K +$204K +9,935 New
EF
7
Empowered Funds
Pennsylvania
$204K +$204K +9,935 New
LWANC
8
Laurel Wealth Advisors (North Carolina)
North Carolina
$97.9K – – –
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$95K – – –
Bank of America
10
Bank of America
North Carolina
$71.9K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$26.9K +$22.6K +1,100 +550%
UBS Group
12
UBS Group
Switzerland
$24.9K +$14.4K +702 +140%
JP Morgan Chase
13
JP Morgan Chase
New York
$20.6K +$20.5K +1,000 New
SWA
14
SOA Wealth Advisors
New York
$20.4K – – –
CFD
15
Creative Financial Designs
Indiana
$11.6K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K +$575 +28 +560%
TRCT
17
Tower Research Capital (TRC)
New York
$104 +$103 +5 New
Wells Fargo
18
Wells Fargo
California
$12 +$21 +1 New
ASN
19
Advisory Services Network
Georgia
– -$9.61K -462 Closed
MCM
20
Manchester Capital Management
Vermont
– -$1.02K -49 Closed

LRFC Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q2 2023, worth a combined $8.73M — up 15% from $7.61M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LRFC positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $435K. The largest seller was Advisory Services Network, exiting entirely with an estimated $9.61K sold.

  • 18 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q2 2023, up from 15 in Q1 2023.
  • Funds reported $8.73M of Logan Ridge Finance Corp stock for Q2 2023, up 15% quarter-over-quarter.
  • 5 funds opened new Logan Ridge Finance Corp positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest Logan Ridge Finance Corp buyer in Q2 2023 was Punch & Associates Investment Management, an estimated $435K added.
  • The largest Logan Ridge Finance Corp seller in Q2 2023 was Advisory Services Network, an estimated $9.61K sold.

Based on aggregated 13F filings for Q2 2023.