Logan Ridge Finance Corp
LRFC
LRFC was delisted on the 14th of July, 2025.
21 hedge funds and large institutions have $15.2M invested in Logan Ridge Finance Corp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
24% more funds holding
Funds holding: 17 → 21 (+4)
12% more capital invested
Capital invested by funds: $13.6M → $15.2M (+$1.64M)
0.8% more ownership
Funds ownership: 24.31% → 25.11% (+0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$487K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$184K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$118K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$20.6K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$9.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$338K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$72.1K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$9.16K |
| 4 |
LWANC
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
-$4.3K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.24K |
LRFC Hedge Fund Activity: Q4 2023 in Review
21 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q4 2023, worth a combined $15.2M — up 12% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LRFC positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $487K. The largest seller was Bridgeway Capital Management, cutting an estimated $338K.
- 21 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $15.2M of Logan Ridge Finance Corp stock for Q4 2023, up 12% quarter-over-quarter.
- 6 funds opened new Logan Ridge Finance Corp positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Logan Ridge Finance Corp buyer in Q4 2023 was Punch & Associates Investment Management, an estimated $487K added.
- The largest Logan Ridge Finance Corp seller in Q4 2023 was Bridgeway Capital Management, an estimated $338K sold.
Based on aggregated 13F filings for Q4 2023.