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Covanta Holding Corp

CVADelisted Nov 30, 2021
Industry
Cogeneration Services & Small Power Producers
SEC CIK
0000225648

Covanta Holding Corp was delisted on Nov 30, 2021; its insiders filed their last Form 4 on Dec 1, 2021; 211 institutions reported holding it in 13F filings for Q3 2021, worth $2.27B in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Covanta Holding Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
219
+2 vs. Q1 2021
Shares held
110.7M
+3.13M (+2.9%) vs. Q1 2021
Total value
$1.94B
+$455.8M (+30.6%) vs. Q1 2021
New holders
42
62 more added
Sold out
40
72 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CVA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 219 institutions
Q1 2021: 220 institutionsQ2 2021: 219 institutionsQ3 2021: 211 institutionsQ4 2021: 2 institutionsQ1 2022: 1 institutionQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 1 institutionQ1 2023: 1 institutionQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2021: $1.94B
Q1 2021: $1.51BQ2 2021: $1.94BQ3 2021: $2.27BQ4 2021: $5.81KQ1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $20Q1 2023: $20Q2 2023: $20Q3 2023: $20Q4 2023: $20Q1 2024: $20Q2 2024: $20Q3 2024: $20Q4 2024: $20Q1 2025: $20Q2 2025: $20Q3 2025: $20Q4 2025: $20Q1 2026: $20Q2 2026: $20
Institutions holding CVA and their total value by quarter
QuarterHoldersValue
Q2 20261$20
Q1 20261$20
Q4 20251$20
Q3 20251$20
Q2 20251$20
Q1 20251$20
Q4 20241$20
Q3 20241$20
Q2 20241$20
Q1 20241$20
Q4 20231$20
Q3 20231$20
Q2 20231$20
Q1 20231$20
Q4 20221$20
Q3 20221$0
Q2 20221$0
Q1 20221$0
Q4 20212$5.81K
Q3 2021211$2.27B
Q2 2021219$1.94B
Q1 2021220$1.51B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Covanta Holding Corp; share changes are against Q1 2021.

Institutions holding CVA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Chai Trust Co LLC12,949,182$228.0M19.98%00.0%Unchanged
Vanguard Group Inc11,681,369$205.7M0.01%+321,624+2.8%Added
BlackRock Inc.7,921,413$139.5M0.00%−843,503−9.6%Reduced
Fuller & Thaler Asset Management, Inc.7,070,804$124.5M0.81%−37,951−0.5%Reduced
HG Vora Capital Management, LLC5,500,000$96.9M4.37%+750,000+15.8%Added
Norges Bank5,129,414$90.3M0.02%−85,233−1.6%Reduced
Bank of New York Mellon Corp3,953,182$69.6M0.01%−249,129−5.9%Reduced
Neuberger Berman Group LLC3,619,337$63.3M0.06%+2,091,348+136.9%Added
Dimensional Fund Advisors LP3,174,947$55.9M0.02%−95,454−2.9%Reduced
Electron Capital Partners, LLC2,734,042$48.1M2.99%00.0%Unchanged
Snyder Capital Management L P2,461,855$43.4M1.21%+47,965+2.0%Added
State Street Corp2,352,098$41.6M0.00%+105,244+4.7%Added
Tortoise Capital Advisors, L.L.C.2,255,366$39.7M0.60%+138,496+6.5%Added
Geode Capital Management, LLC1,978,208$34.8M0.00%+56,515+2.9%Added
Deutsche Bank AG1,904,748$33.5M0.02%−296,517−13.5%Reduced
Wellington Management Group LLP1,682,791$29.6M0.00%−465,856−21.7%Reduced
Amundi1,583,266$27.9M0.02%+1,583,266New
Apollo Management Holdings, L.P.1,488,396$26.2M0.15%+146,487+10.9%Added
Northern Trust Corp1,437,272$25.3M0.00%+41,039+2.9%Added
Charles Schwab Investment Management Inc1,406,746$24.8M0.01%+25,497+1.8%Added
Deprince Race & Zollo Inc1,342,164$23.6M0.60%+237,030+21.4%Added
Peregrine Capital Management LLC1,278,534$22.5M0.40%−135,450−9.6%Reduced
Ardsley Advisory Partners LP1,160,000$20.4M3.41%−1,000−0.1%Reduced
Russell Investments Group, Ltd.1,131,014$19.9M0.03%+545,965+93.3%Added
Boston Partners1,070,594$18.9M0.02%−7,339−0.7%Reduced
Kayne Anderson Capital Advisors LP984,975$17.3M0.51%+984,975New
Alps Advisors Inc972,479$17.1M0.15%−179,350−15.6%Reduced
ArrowMark Colorado Holdings LLC960,000$16.9M0.13%+68,000+7.6%Added
Morgan Stanley917,576$16.2M0.00%−172,445−15.8%Reduced
Royce & Associates LP848,189$14.9M0.10%+19,510+2.4%Added
Arosa Capital Management LP783,030$13.8M4.90%+483,030+161.0%Added
Bank of America Corp683,491$12.0M0.00%−89,218−11.5%Reduced
Cooper Creek Partners Management LLC670,705$11.8M3.15%+182,037+37.3%Added
First Trust Advisors LP629,130$11.1M0.01%+568,550+938.5%Added
Kennedy Capital Management, Inc.625,540$11.0M0.24%−382,868−38.0%Reduced
Keeley-Teton Advisors, LLC538,164$9.48M1.00%+19,479+3.8%Added
Goldman Sachs Group Inc534,058$9.40M0.00%+62,717+13.3%Added
Levin Capital Strategies, L.P.520,814$9.17M0.95%+22,500+4.5%Added
Raymond James & Associates509,473$8.97M0.01%+74,328+17.1%Added
Raymond James Financial Services Advisors, Inc.459,519$8.09M0.02%+49,556+12.1%Added
Burney Co395,367$6.96M0.32%−6,361−1.6%Reduced
Harbert Fund Advisors, Inc.390,236$6.87M3.84%+390,236New
Point72 Asset Management, L.P.384,100$6.76M0.03%+384,100New
Empyrean Capital Partners, LP317,649$5.59M0.13%−404,251−56.0%Reduced
Renaissance Technologies LLC316,716$5.58M0.01%−74,200−19.0%Reduced
Nuveen Asset Management, LLC733,854$5.06M0.00%+224,356+44.0%Added
Citadel Advisors LLC264,671$4.66M0.00%+179,771+211.7%Added
Swiss National Bank261,800$4.61M0.00%−9,600−3.5%Reduced
Susquehanna International Group, LLP240,203$4.23M0.00%+240,203New
Gamco Investors, Inc. Et Al212,000$3.73M0.03%00.0%Unchanged
Parametric Portfolio Associates LLC211,972$3.73M0.00%+27,020+14.6%Added
Credit Agricole S A205,786$3.62M0.12%+31,800+18.3%Added
Invesco Ltd.197,837$3.48M0.00%−12,189−5.8%Reduced
UBS Group AG197,760$3.48M0.00%−135,065−40.6%Reduced
Advisor Group Holdings, Inc.193,580$3.41M0.01%−1,947−1.0%Reduced
Ossiam168,000$3.38M0.09%+168,000New
Panagora Asset Management Inc185,329$3.26M0.02%+168,704+1,014.8%Added
Clayton Partners LLC167,889$2.96M2.53%−43,925−20.7%Reduced
California State Teachers Retirement System165,041$2.91M0.00%−13,756−7.7%Reduced
Jane Street Group, LLC164,304$2.89M0.01%+135,424+468.9%Added
Stifel Financial Corp161,523$2.84M0.00%−41,417−20.4%Reduced
Credit Suisse AG155,886$2.76M0.00%+622+0.4%Added
Alliancebernstein L.P.156,300$2.75M0.00%00.0%Unchanged
Gabelli Funds LLC152,000$2.68M0.02%00.0%Unchanged
Rothschild Investment Corp145,002$2.55M0.20%+7,658+5.6%Added
JPMorgan Chase & Co142,640$2.51M0.00%−79,204−35.7%Reduced
Wells Fargo & Company136,982$2.41M0.00%−34,961−20.3%Reduced
Rhumbline Advisers134,561$2.37M0.00%−39,242−22.6%Reduced
Crestline Management, LP134,300$2.37M0.20%+134,300New
Price T Rowe Associates Inc133,679$2.35M0.00%−15,423−10.3%Reduced
UBS Asset Management Americas Inc133,497$2.35M0.00%−5,516−4.0%Reduced
Adirondack Research & Management Inc.126,821$2.23M2.61%−10,000−7.3%Reduced
Legal & General Group Plc125,538$2.21M0.00%+914+0.7%Added
Millennium Management LLC122,669$2.16M0.00%+84,733+223.4%Added
Federated Hermes, Inc.120,097$2.12M0.00%00.0%Unchanged
Van Eck Associates Corp119,471$2.10M0.00%+11,020+10.2%Added
Bank of Montreal118,471$2.10M0.00%−48,495−29.0%Reduced
DekaBank Deutsche Girozentrale120,000$2.10M0.01%−10,000−7.7%Reduced
PDT Partners, LLC116,700$2.06M0.14%00.0%Unchanged
Farallon Capital Management, L.L.C.115,000$2.02M0.01%+115,000New
State Board of Administration of Florida Retirement System110,192$1.94M0.00%00.0%Unchanged
Oppenheimer & Co Inc106,392$1.87M0.03%−24,262−18.6%Reduced
Caption Management, LLC105,000$1.85M0.17%+105,000New
Moody National Bank Trust Division104,650$1.84M0.04%00.0%Unchanged
Nomura Holdings Inc102,526$1.81M0.02%+102,526New
New York State Common Retirement Fund101,281$1.78M0.00%−4,719−4.5%Reduced
ExodusPoint Capital Management, LP99,815$1.76M0.03%+33,359+50.2%Added
Citigroup Inc98,564$1.74M0.00%−19,307−16.4%Reduced
Marathon Capital Management97,555$1.72M0.40%−3,000−3.0%Reduced
American National Insurance Co94,575$1.67M0.06%00.0%Unchanged
Sasco Capital Inc93,880$1.65M0.19%+6,280+7.2%Added
North Star Investment Management Corp.88,719$1.56M0.12%+108+0.1%Added
KBC Group NV80,832$1.42M0.01%+18,435+29.5%Added
Epiq Partners, LLC75,200$1.32M0.66%−10,250−12.0%Reduced
Jackson Creek Investment Advisors LLC70,694$1.25M0.46%+70,694New
Manufacturers Life Insurance Company, The67,735$1.19M0.00%+995+1.5%Added
American International Group, Inc.67,135$1.18M0.00%−1,972−2.9%Reduced
Stephens Inc65,887$1.16M0.02%+65,887New
Cambridge Investment Research Advisors, Inc.64,645$1.14M0.01%+1,998+3.2%Added
Fulcrum Asset Management LLP–$1.13M0.47%–New