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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, Q4 2021

Institutional positions in Enviva, LLC as of Dec 31, 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
106
−19 vs. Q3 2021
Shares held
45.3M
+13.7M (+43.2%) vs. Q3 2021
Total value
$3.19B
+$1.48B (+86.4%) vs. Q3 2021
New holders
19
22 more added
Sold out
38
35 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 106 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 heldQ4 2021: $3.19B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q3 2021.

Institutions holding EVA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC27,797,923$1.96B69.53%+14,211,548+104.6%Added
Inclusive Capital Partners, L.P.5,713,987$402.4M41.17%00.0%Unchanged
FMR LLC3,220,260$226.8M0.02%+253,659+8.6%Added
Kayne Anderson Capital Advisors LP1,370,752$96.5M2.92%−102,150−6.9%Reduced
American Century Companies Inc1,164,814$82.0M0.05%+55,948+5.0%Added
HRT Financial LP812,140$57.2M0.33%+792,044+3,941.3%Added
Goldman Sachs Group Inc567,291$39.9M0.01%−54,808−8.8%Reduced
Clearbridge Investments, LLC428,378$30.2M0.02%00.0%Unchanged
North Star Investment Management Corp.307,698$21.7M1.52%+3,681+1.2%Added
Macquarie Group Ltd283,615$20.0M0.02%+248,696+712.2%Added
Mirae Asset Global Investments Co., Ltd.274,992$19.4M0.04%+7,113+2.7%Added
Morgan Stanley269,777$19.0M0.00%−10,579−3.8%Reduced
Gagnon Securities LLC258,040$18.2M2.73%−257−0.1%Reduced
Ameriprise Financial Inc250,691$17.7M0.00%+80.0%Added
EVR Research LP250,025$17.6M8.23%−42,975−14.7%Reduced
Alps Advisors Inc159,164$11.2M0.13%−3,917−2.4%Reduced
13D Management LLC152,058$10.7M4.11%−9,345−5.8%Reduced
Gagnon Advisors, LLC144,777$10.2M4.05%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.136,755$9.63M0.15%−227,314−62.4%Reduced
Raymond James Financial Services Advisors, Inc.129,034$9.09M0.02%−8,106−5.9%Reduced
Northern Right Capital Management, L.P.98,879$6.96M2.16%−48,842−33.1%Reduced
Jennison Associates LLC98,469$6.93M0.00%+98,469New
Raymond James & Associates89,606$6.31M0.01%−3,674−3.9%Reduced
UBS Group AG86,394$6.08M0.00%+14,306+19.8%Added
U.S. Capital Wealth Advisors, LLC71,800$5.06M0.20%−195−0.3%Reduced
Nicola Wealth Management Ltd.70,664$4.98M0.47%−29,336−29.3%Reduced
SEI Investments Co70,374$4.96M0.01%−5,672−7.5%Reduced
Bank of Montreal56,900$4.08M0.00%+21,600+61.2%Added
Community Capital Management, Inc.56,500$3.98M4.26%−16,852−23.0%Reduced
Atlantic Trust, LLC45,569$3.21M1.89%00.0%Unchanged
Bard Associates Inc45,535$3.21M1.05%+4,250+10.3%Added
Nicholas Investment Partners, LP43,055$3.03M0.19%00.0%Unchanged
Baldwin Investment Management, LLC40,275$2.84M0.74%00.0%Unchanged
Monetary Management Group Inc37,900$2.67M0.66%00.0%Unchanged
Bank of America Corp37,835$2.67M0.00%−28,150−42.7%Reduced
Prescott Group Capital Management, L.L.C.34,986$2.46M0.56%00.0%Unchanged
Bramshill Investments, LLC34,280$2.41M0.24%+2,758+8.7%Added
Oak Family Advisors, LLC31,981$2.25M1.08%+31,981New
Advisor Group Holdings, Inc.27,640$1.95M0.00%−1,838−6.2%Reduced
First Trust Advisors LP27,501$1.94M0.00%−18,283−39.9%Reduced
Advisors Asset Management, Inc.25,955$1.83M0.03%+1,170+4.7%Added
Wedbush Securities Inc25,870$1.82M0.08%−25−0.1%Reduced
Avenir Corp25,000$1.76M0.14%00.0%Unchanged
Gabelli Funds LLC24,472$1.72M0.01%+1,854+8.2%Added
Texas Yale Capital Corp.21,875$1.54M0.08%00.0%Unchanged
ING Groep NV21,000$1.48M0.01%+21,000New
Skandinaviska Enskilda Banken AB (publ)20,100$1.44M0.01%+20,100New
Kornitzer Capital Management Inc17,200$1.21M0.02%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.17,159$1.21M0.01%+30.0%Added
Employees Retirement System of Texas15,300$1.08M0.01%−3,000−16.4%Reduced
Morse Asset Management, Inc15,300$1.08M0.24%−500−3.2%Reduced
Hall Private Wealth Advisors15,125$1.06M0.66%+15,125New
Commonwealth Equity Services, LLC14,763$1.04M0.00%−792−5.1%Reduced
Avantax Advisory Services, Inc.12,257$863.0K0.01%+411+3.5%Added
Groesbeck Investment Management Corp10,763$758.0K0.96%−1,635−13.2%Reduced
American Financial Group Inc10,000$704.0K0.19%00.0%Unchanged
Marathon Capital Management10,000$704.0K0.17%00.0%Unchanged
Wells Fargo & Company7,940$559.0K0.00%−11,865−59.9%Reduced
Good Life Advisors, LLC7,918$558.0K0.07%−150−1.9%Reduced
Citadel Advisors LLC7,611$536.0K0.00%−16,736−68.7%Reduced
LPL Financial LLC7,500$528.0K0.00%+1,457+24.1%Added
Duff & Phelps Investment Management Co7,188$506.0K0.01%−30−0.4%Reduced
Vancity Investment Management Ltd7,181$506.0K0.06%+1,113+18.3%Added
Cottage Street Advisors LLC7,000$493.0K0.28%00.0%Unchanged
Susquehanna International Group, LLP6,917$487.0K0.00%+6,917New
Baird Financial Group, Inc.6,000$423.0K0.00%00.0%Unchanged
D.A. Davidson & Co.5,678$400.0K0.00%+500+9.7%Added
Alphasimplex Group, LLC5,556$391.0K0.67%−11,312−67.1%Reduced
Mechanics Bank Trust Department5,500$387.0K0.06%00.0%Unchanged
Veritable, L.P.5,315$374.0K0.01%+650+13.9%Added
Janney Montgomery Scott LLC5,150$363.0K0.00%−247−4.6%Reduced
RBF Capital, LLC5,000$352.0K0.02%00.0%Unchanged
Advisor Resource Council4,801$338.0K0.03%+4,801New
Kingsview Wealth Management, LLC4,705$331.0K0.01%00.0%Unchanged
Independent Advisor Alliance4,685$330.0K0.02%−795−14.5%Reduced
Barclays PLC4,673$329.0K0.00%−103−2.2%Reduced
B. Riley Wealth Management, Inc.4,579$322.0K0.02%+4,579New
JPMorgan Chase & Co4,000$282.0K0.00%−16−0.4%Reduced
Gsa Capital Partners LLP3,963$279.0K0.04%−5,285−57.1%Reduced
Inverness Counsel LLC3,900$275.0K0.01%−1,500−27.8%Reduced
IHT Wealth Management, LLC3,442$242.0K0.02%+3,442New
CWA Asset Management Group, LLC3,394$239.0K0.02%+3,394New
Buckingham Strategic Partners3,302$233.0K0.05%+3,302New
Raymond James Trust N.A.3,102$218.0K0.01%+3,102New
Holderness Investments Co3,000$211.0K0.06%+3,000New
Spirit of America Management Corp2,700$190.0K0.04%00.0%Unchanged
First Manhattan Co2,500$176.0K0.00%+2,500New
Adirondack Trust Co2,000$141.0K0.07%00.0%Unchanged
Rockefeller Capital Management L.P.1,027$72.0K0.00%+12+1.2%Added
US Bancorp1,000$70.0K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC1,000$70.0K0.00%00.0%Unchanged
Capital Analysts, LLC744$52.0K0.00%+8+1.1%Added
Retirement Planning Co of New England, Inc.570$40.0K0.02%+570New
Professional Financial Advisors, LLC473$33.0K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.400$28.2K0.00%00.0%Unchanged
Geneos Wealth Management Inc.400$28.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC377$27.0K0.00%00.0%Unchanged
FourThought Financial, LLC318$22.0K0.00%00.0%Unchanged
CWM, LLC306$22.0K0.00%+306New
State of Wyoming231$16.0K0.01%+231New