Logan Ridge Finance Corp
LRFC
LRFC was delisted on the 14th of July, 2025.
17 hedge funds and large institutions have $13.6M invested in Logan Ridge Finance Corp in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
55% more capital invested
Capital invested by funds: $8.73M → $13.6M (+$4.84M)
8.74% more ownership
Funds ownership: 15.57% → 24.31% (+8.7%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6% less funds holding
Funds holding: 18 → 17 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.5M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$809K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$541K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$279K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$16.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.2K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$10.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21 |
LRFC Hedge Fund Activity: Q3 2023 in Review
17 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q3 2023, worth a combined $13.6M — up 55% from $8.73M a quarter earlier.
Fund positioning in LRFC was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.5M. The largest seller was UBS Group, cutting an estimated $18.2K.
- 17 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q3 2023, down from 18 in Q2 2023.
- Funds reported $13.6M of Logan Ridge Finance Corp stock for Q3 2023, up 55% quarter-over-quarter.
- 2 funds opened new Logan Ridge Finance Corp positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Logan Ridge Finance Corp buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.5M added.
- The largest Logan Ridge Finance Corp seller in Q3 2023 was UBS Group, an estimated $18.2K sold.
Based on aggregated 13F filings for Q3 2023.