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Enviva, LLC

EVADelisted Oct 11, 2024
Industry
Lumber & Wood Products (No Furniture)
SEC CIK
0001592057

Enviva, LLC was delisted on Oct 11, 2024; its insiders filed their last Form 4 on Dec 10, 2024; 69 institutions reported holding it in 13F filings for Q3 2024, worth $17.0M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Enviva, LLC as of Sep 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
127
+2 vs. Q2 2021
Shares held
31.6M
−1.10K (0.0%) vs. Q2 2021
Total value
$1.71B
+$53.2M (+3.2%) vs. Q2 2021
New holders
12
38 more added
Sold out
10
38 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EVA 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 holdersQ3 2021: 127 institutions
Q1 2021: 123 institutionsQ2 2021: 127 institutionsQ3 2021: 127 institutionsQ4 2021: 106 institutionsQ1 2022: 162 institutionsQ2 2022: 176 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 176 institutionsQ2 2023: 161 institutionsQ3 2023: 145 institutionsQ4 2023: 117 institutionsQ1 2024: 98 institutionsQ2 2024: 87 institutionsQ3 2024: 69 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 2 institutionsQ2 2026: 1 institution
Value heldQ3 2021: $1.71B
Q1 2021: $1.30BQ2 2021: $1.66BQ3 2021: $1.71BQ4 2021: $3.19BQ1 2022: $4.07BQ2 2022: $3.15BQ3 2022: $3.34BQ4 2022: $3.07BQ1 2023: $1.81BQ2 2023: $705.6MQ3 2023: $477.2MQ4 2023: $57.9MQ1 2024: $19.5MQ2 2024: $18.2MQ3 2024: $17.0MQ4 2024: $70Q1 2025: $70Q2 2025: $70Q3 2025: $70Q4 2025: $70Q1 2026: $8.88KQ2 2026: $70
Institutions holding EVA and their total value by quarter
QuarterHoldersValue
Q2 20261$70
Q1 20262$8.88K
Q4 20251$70
Q3 20251$70
Q2 20251$70
Q1 20251$70
Q4 20241$70
Q3 202469$17.0M
Q2 202487$18.2M
Q1 202498$19.5M
Q4 2023117$57.9M
Q3 2023145$477.2M
Q2 2023161$705.6M
Q1 2023176$1.81B
Q4 2022185$3.07B
Q3 2022177$3.34B
Q2 2022176$3.15B
Q1 2022162$4.07B
Q4 2021106$3.19B
Q3 2021127$1.71B
Q2 2021127$1.66B
Q1 2021123$1.30B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q2 2021.

Institutions holding EVA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC13,586,375$734.9M44.03%00.0%Unchanged
Inclusive Capital Partners, L.P.5,713,987$309.1M33.75%00.0%Unchanged
FMR LLC2,966,601$160.5M0.01%+343,534+13.1%Added
Kayne Anderson Capital Advisors LP1,472,902$79.7M2.42%−134,200−8.4%Reduced
American Century Companies Inc1,108,866$60.0M0.04%−139,811−11.2%Reduced
Goldman Sachs Group Inc622,099$33.6M0.01%−136,601−18.0%Reduced
Clearbridge Investments, LLC428,378$23.2M0.02%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.364,069$19.7M0.32%−7,949−2.1%Reduced
ArrowMark Colorado Holdings LLC323,611$17.5M0.14%−12,679−3.8%Reduced
North Star Investment Management Corp.304,017$16.4M1.33%+2,675+0.9%Added
EVR Research LP293,000$15.8M8.79%−5,500−1.8%Reduced
Morgan Stanley280,356$15.2M0.00%−53,594−16.0%Reduced
Mirae Asset Global Investments Co., Ltd.267,879$14.5M0.04%−2,012−0.7%Reduced
Gagnon Securities LLC258,297$14.0M2.08%+258,297New
Ameriprise Financial Inc250,683$13.6M0.00%−12,490−4.7%Reduced
Brookfield Asset Management Inc.221,832$12.0M0.05%−37,113−14.3%Reduced
Alps Advisors Inc163,081$8.82M0.08%−22,217−12.0%Reduced
13D Management LLC161,403$8.73M3.25%00.0%Unchanged
Ardsley Advisory Partners LP160,000$8.65M1.81%−55,000−25.6%Reduced
Northern Right Capital Management, L.P.147,721$7.99M2.47%00.0%Unchanged
Gagnon Advisors, LLC144,777$7.83M3.11%+144,777New
Raymond James Financial Services Advisors, Inc.137,140$7.42M0.02%−1,213−0.9%Reduced
Federated Hermes, Inc.110,220$5.96M0.01%−1,320−1.2%Reduced
Beach Investment Counsel Inc102,643$5.55M0.53%00.0%Unchanged
Nicola Wealth Management Ltd.100,000$5.41M0.56%−10,000−9.1%Reduced
Raymond James & Associates93,280$5.05M0.00%+1,832+2.0%Added
Salient Capital Advisors, LLC86,228$4.66M0.24%−117,785−57.7%Reduced
SEI Investments Co76,046$4.11M0.01%+4,855+6.8%Added
Community Capital Management, Inc.73,352$3.97M4.11%00.0%Unchanged
UBS Group AG72,088$3.90M0.00%+47,064+188.1%Added
U.S. Capital Wealth Advisors, LLC71,995$3.89M0.17%+71,995New
Brasada Capital Management, LP71,400$3.86M0.76%−500−0.7%Reduced
Candriam Luxembourg S.C.A.70,001$3.79M0.03%+3,505+5.3%Added
Bank of America Corp65,985$3.57M0.00%+15,718+31.3%Added
Natixis53,000$2.87M0.01%00.0%Unchanged
First Trust Advisors LP45,784$2.48M0.00%−8,581−15.8%Reduced
Atlantic Trust, LLC45,569$2.46M1.56%00.0%Unchanged
Royal Bank of Canada45,190$2.44M0.00%+806+1.8%Added
Nicholas Investment Partners, LP43,055$2.33M0.17%00.0%Unchanged
Bard Associates Inc41,285$2.23M0.75%00.0%Unchanged
Naples Global Advisors, LLC40,451$2.19M0.29%+602+1.5%Added
Baldwin Investment Management, LLC40,275$2.18M0.38%00.0%Unchanged
Monetary Management Group Inc37,900$2.05M0.56%+700+1.9%Added
Bank of Montreal35,300$1.94M0.00%00.0%Unchanged
Prescott Group Capital Management, L.L.C.34,986$1.89M0.52%00.0%Unchanged
Macquarie Group Ltd34,919$1.89M0.00%−6,664−16.0%Reduced
Cetera Advisors LLC33,515$1.81M0.04%+25,725+330.2%Added
Bramshill Investments, LLC31,522$1.71M0.14%+4,611+17.1%Added
Healthcare of Ontario Pension Plan Trust Fund30,410$1.65M0.00%+24,632+426.3%Added
Sumitomo Mitsui Trust Holdings, Inc.30,000$1.62M0.00%00.0%Unchanged
Advisor Group Holdings, Inc.29,478$1.59M0.00%−560−1.9%Reduced
MYDA Advisors LLC26,846$1.45M0.53%+26,846New
Wedbush Securities Inc25,895$1.40M0.07%+3,963+18.1%Added
Avenir Corp25,000$1.35M0.11%00.0%Unchanged
Advisors Asset Management, Inc.24,785$1.34M0.02%+3,089+14.2%Added
Citadel Advisors LLC24,347$1.32M0.00%+4,539+22.9%Added
Gabelli Funds LLC22,618$1.22M0.01%+3,918+21.0%Added
Texas Yale Capital Corp.21,875$1.18M0.07%00.0%Unchanged
HRT Financial LP20,096$1.09M0.01%−7,921−28.3%Reduced
Wells Fargo & Company19,805$1.07M0.00%−475−2.3%Reduced
Employees Retirement System of Texas18,300$990.0K0.01%+18,300New
Marshall Wace North America L.P.18,274$988.0K0.00%−21,449−54.0%Reduced
Kornitzer Capital Management Inc17,200$930.0K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.17,156$928.0K0.00%+304+1.8%Added
Alphasimplex Group, LLC16,868$912.0K0.76%−15,859−48.5%Reduced
Morse Asset Management, Inc15,800$855.0K0.20%−600−3.7%Reduced
SOA Wealth Advisors, LLC.15,585$842.0K0.22%+3,504+29.0%Added
Commonwealth Equity Services, LLC15,555$841.0K0.00%+226+1.5%Added
Invesco Ltd.14,106$763.0K0.00%−1,924−12.0%Reduced
Boston Private Wealth LLC13,227$715.0K0.01%+4,165+46.0%Added
Groesbeck Investment Management Corp12,398$671.0K0.77%−270−2.1%Reduced
Avantax Advisory Services, Inc.11,846$639.0K0.01%−482−3.9%Reduced
American Financial Group Inc10,000$541.0K0.14%00.0%Unchanged
Marathon Capital Management10,000$541.0K0.12%00.0%Unchanged
Allianz Asset Management GmbH9,675$523.0K0.00%+569+6.2%Added
Gsa Capital Partners LLP9,248$500.0K0.05%+9,248New
Credit Suisse AG8,258$447.0K0.00%+4,294+108.3%Added
Good Life Advisors, LLC8,068$436.0K0.06%−167−2.0%Reduced
Personal Cfo Solutions, LLC8,000$433.0K0.09%00.0%Unchanged
Roosevelt Investment Group LLC7,514$406.0K0.03%+1,825+32.1%Added
Duff & Phelps Investment Management Co7,218$390.0K0.01%−62−0.9%Reduced
Cottage Street Advisors LLC7,000$379.0K0.25%+7,000New
Quest Capital Management Inc6,915$374.0K0.07%+7+0.1%Added
Vancity Investment Management Ltd6,068$328.0K0.04%−114,168−95.0%Reduced
LPL Financial LLC6,043$327.0K0.00%+899+17.5%Added
Baird Financial Group, Inc.6,000$325.0K0.00%+700+13.2%Added
HighTower Advisors, LLC5,753$311.0K0.00%+182+3.3%Added
Mechanics Bank Trust Department5,500$297.0K0.05%00.0%Unchanged
Independent Advisor Alliance5,480$296.0K0.02%00.0%Unchanged
Simplex Trading, LLC5,499$294.0K0.01%00.0%Unchanged
Inverness Counsel LLC5,400$292.0K0.01%00.0%Unchanged
Janney Montgomery Scott LLC5,397$292.0K0.00%+197+3.8%Added
D.A. Davidson & Co.5,178$280.0K0.00%+300+6.2%Added
RBF Capital, LLC5,000$270.0K0.02%00.0%Unchanged
Barclays PLC4,776$259.0K0.00%+358+8.1%Added
Kingsview Wealth Management, LLC4,705$254.0K0.01%−900−16.1%Reduced
Veritable, L.P.4,665$252.0K0.00%−419−8.2%Reduced
KMG Fiduciary Partners, LLC4,587$248.0K0.04%+4,587New
Jump Financial, LLC4,400$238.0K0.02%−13,220−75.0%Reduced
JPMorgan Chase & Co4,016$217.0K0.00%−12,147−75.2%Reduced