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LRFC

Logan Ridge Finance Corp

Delisted

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

16 hedge funds and large institutions have $14.2M invested in Logan Ridge Finance Corp in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1.56% less ownership

Funds ownership: 25.11%23.55% (-1.6%)

7% less capital invested

Capital invested by funds: $15.2M → $14.2M (-$1.01M)

24% less funds holding

Funds holding: 2116 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
16
Holders Change
-5
Holders Change %
-23.81%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
5
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$4.84M -$388K -17,180 -7%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.85M +$13.6K +601 +0.4%
BI
3
Bulldog Investors
New Jersey
$2.67M +$17.3K +767 +0.7%
APCM
4
Arbiter Partners Capital Management
New York
$1.37M
BCM
5
Bridgeway Capital Management
Texas
$565K -$66K -2,923 -10%
DWM
6
Dakota Wealth Management
Florida
$351K
EF
7
Empowered Funds
Pennsylvania
$282K +$19.8K +875 +7%
LWANC
8
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K +$4.52K +200 +4%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$66K -$37.4K -1,656 -36%
Osaic Holdings
10
Osaic Holdings
Arizona
$29.2K
JP Morgan Chase
11
JP Morgan Chase
New York
$22.5K
SWA
12
SOA Wealth Advisors
New York
$22.2K
IA
13
IFP Advisors
Florida
$15.8K +$11K +485 +222%
UBS Group
14
UBS Group
Switzerland
$7.02K -$9.85K -436 -58%
TRCT
15
Tower Research Capital (TRC)
New York
$540 +$542 +24 New
Morgan Stanley
16
Morgan Stanley
New York
$42 -$23 -1 -50%
Wells Fargo
17
Wells Fargo
California
$4 -$23 -1 Closed
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
-$491K -21,711 Closed
ASN
19
Advisory Services Network
Georgia
-$10.5K -463 Closed
NA
20
NewEdge Advisors
Louisiana
-$4.54K -201 Closed
CFD
21
Creative Financial Designs
Indiana
-$1.88K -83 Closed
CIA
22
Cape Investment Advisory
Georgia
-$407 -18 Closed

LRFC Hedge Fund Activity: Q1 2024 in Review

16 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Logan Ridge Finance Corp (LRFC) for Q1 2024, worth a combined $14.2M — down 6.6% from $15.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LRFC and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Empowered Funds, adding an estimated $19.8K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $491K sold.

  • 16 institutional investors held Logan Ridge Finance Corp (LRFC) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $14.2M of Logan Ridge Finance Corp stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 1 fund opened new Logan Ridge Finance Corp positions in Q1 2024 and 6 closed out, a net change of -5 holders.
  • The largest Logan Ridge Finance Corp buyer in Q1 2024 was Empowered Funds, an estimated $19.8K added.
  • The largest Logan Ridge Finance Corp seller in Q1 2024 was CAPTRUST Financial Advisors, an estimated $491K sold.

Based on aggregated 13F filings for Q1 2024.