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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, Q1 2022

Institutional positions in Enviva, LLC as of Mar 31, 2022. 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
162
+56 vs. Q4 2021
Shares held
51.3M
+6.07M (+13.4%) vs. Q4 2021
Total value
$4.07B
+$877.9M (+27.5%) vs. Q4 2021
New holders
80
39 more added
Sold out
24
22 more reduced

Compare with Q4 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 holdersQ1 2022: 162 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 heldQ1 2022: $4.07B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q4 2021.

Institutions holding EVA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC27,901,225$2.21B66.52%+103,302+0.4%Added
Inclusive Capital Partners, L.P.5,212,296$412.6M42.57%−501,691−8.8%Reduced
FMR LLC3,688,882$292.0M0.02%+468,622+14.6%Added
Vanguard Group Inc2,458,479$194.6M0.00%+2,458,479New
Kayne Anderson Capital Advisors LP1,223,156$96.8M2.45%−147,596−10.8%Reduced
American Century Companies Inc1,192,353$94.4M0.06%+27,539+2.4%Added
GW&K Investment Management, LLC553,553$43.8M0.39%+553,553New
Encompass Capital Advisors LLC487,202$38.6M2.83%+487,202New
Blackstone Group Inc.470,271$37.2M0.09%+470,271New
Clearbridge Investments, LLC428,378$33.9M0.03%00.0%Unchanged
BlackRock Inc.375,748$29.7M0.00%+375,748New
Goldman Sachs Group Inc325,146$25.7M0.01%−242,145−42.7%Reduced
ArrowMark Colorado Holdings LLC319,445$25.3M0.22%+319,445New
North Star Investment Management Corp.304,373$24.1M1.88%−3,325−1.1%Reduced
Gagnon Securities LLC297,287$23.5M3.84%+39,247+15.2%Added
Macquarie Group Ltd264,018$20.9M0.02%−19,597−6.9%Reduced
Morgan Stanley258,872$20.5M0.00%−10,905−4.0%Reduced
Ameriprise Financial Inc250,207$19.8M0.01%−484−0.2%Reduced
Mirae Asset Global Investments Co., Ltd.238,520$18.9M0.04%−36,472−13.3%Reduced
Duff & Phelps Investment Management Co235,893$18.7M0.22%+228,705+3,181.8%Added
Geode Capital Management, LLC235,127$18.6M0.00%+235,127New
Alps Advisors Inc208,261$16.5M0.18%+49,097+30.8%Added
Capital International Investors186,466$14.8M0.00%+186,466New
Susquehanna International Group, LLP185,087$14.7M0.02%+178,170+2,575.8%Added
Ardsley Advisory Partners LP165,000$13.1M2.69%+165,000New
Gagnon Advisors, LLC159,255$12.6M5.81%+14,478+10.0%Added
Charles Schwab Investment Management Inc141,120$11.2M0.00%+141,120New
Northern Right Capital Management, L.P.140,179$11.1M5.09%+41,300+41.8%Added
13D Management LLC139,714$11.1M4.21%−12,344−8.1%Reduced
Tortoise Capital Advisors, L.L.C.136,755$10.8M0.14%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.130,881$10.4M0.02%+1,847+1.4%Added
Vancity Investment Management Ltd127,943$10.1M1.20%+120,762+1,681.7%Added
Jennison Associates LLC125,487$9.93M0.01%+27,018+27.4%Added
Raymond James & Associates113,683$9.00M0.01%+24,077+26.9%Added
Beach Investment Counsel Inc101,976$8.07M0.85%+101,976New
Capital Advisors Inc97,625$7.73M0.21%+97,625New
State Street Corp93,166$7.37M0.00%+93,166New
Brasada Capital Management, LP87,601$6.93M1.31%+87,601New
Nicholas Investment Partners, LP85,414$6.76M0.48%+42,359+98.4%Added
SEI Investments Co83,088$6.58M0.01%+12,714+18.1%Added
HRT Financial LP82,229$6.51M0.05%−729,911−89.9%Reduced
Candriam Luxembourg S.C.A.81,188$6.43M0.04%+81,188New
Arosa Capital Management LP80,000$6.33M1.95%+80,000New
Invesco Ltd.78,042$6.18M0.00%+78,042New
U.S. Capital Wealth Advisors, LLC75,589$5.98M0.22%+3,789+5.3%Added
ExodusPoint Capital Management, LP70,411$5.57M0.08%+70,411New
Nicola Wealth Management Ltd.69,400$5.49M0.48%−1,264−1.8%Reduced
Millennium Management LLC63,114$5.00M0.01%+63,114New
Community Capital Management, Inc.24,500$4.37M5.18%−32,000−56.6%Reduced
Deutsche Bank AG53,553$4.24M0.00%+53,553New
Renaissance Technologies LLC52,800$4.18M0.00%+52,800New
Barclays PLC52,743$4.17M0.00%+48,070+1,028.7%Added
Bard Associates Inc51,135$4.05M1.43%+5,600+12.3%Added
Northern Trust Corp50,498$4.00M0.00%+50,498New
Federated Hermes, Inc.50,415$3.99M0.01%+50,415New
Cambridge Investment Research Advisors, Inc.47,778$3.78M0.02%+30,619+178.4%Added
Royal Bank of Canada46,187$3.66M0.00%+46,185+2,309,250.0%Added
Naples Global Advisors, LLC40,753$3.23M0.37%+40,753New
Baldwin Investment Management, LLC40,275$3.19M0.89%00.0%Unchanged
Monetary Management Group Inc38,800$3.07M0.81%+900+2.4%Added
HITE Hedge Asset Management LLC35,000$2.77M0.27%+35,000New
Prescott Group Capital Management, L.L.C.34,986$2.77M0.71%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)34,800$2.75M0.02%+14,700+73.1%Added
EAM Global Investors LLC34,476$2.73M0.50%+34,476New
Qube Research & Technologies Ltd34,027$2.69M0.02%+34,027New
Oak Family Advisors, LLC31,981$2.53M1.28%00.0%Unchanged
Gabelli Funds LLC31,422$2.49M0.02%+6,950+28.4%Added
FIL Ltd29,090$2.30M0.00%+29,090New
Bank of New York Mellon Corp28,157$2.23M0.00%+28,157New
UBS Group AG27,798$2.20M0.00%−58,596−67.8%Reduced
Cushing Asset Management, LP24,371$1.93M0.17%+24,371New
LMR Partners LLP23,749$1.88M0.03%+23,749New
Commonwealth Equity Services, LLC22,965$1.82M0.00%+8,202+55.6%Added
EAM Investors, LLC22,192$1.76M0.33%+22,192New
Lee Financial Co21,102$1.67M0.30%+21,102New
ING Groep NV21,000$1.66M0.02%00.0%Unchanged
Bramshill Investments, LLC20,109$1.59M0.22%−14,171−41.3%Reduced
Cannon Global Investment Management, LLC19,500$1.54M1.11%+19,500New
Eaton Vance Management18,999$1.50M0.00%+18,999New
Hall Private Wealth Advisors18,421$1.46M0.78%+3,296+21.8%Added
Roosevelt Investment Group LLC17,514$1.39M0.08%+17,514New
Kornitzer Capital Management Inc17,200$1.36M0.02%00.0%Unchanged
Advisor Group Holdings, Inc.16,511$1.31M0.00%−11,129−40.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund16,431$1.30M0.00%+16,431New
Morse Asset Management, Inc15,875$1.26M0.31%+575+3.8%Added
Parametric Portfolio Associates LLC15,344$1.21M0.00%+15,344New
Alliancebernstein L.P.14,108$1.12M0.00%+14,108New
Cubist Systematic Strategies, LLC14,000$1.11M0.01%+14,000New
Avantax Advisory Services, Inc.13,588$1.07M0.01%+1,331+10.9%Added
Tower Research Capital LLC (TRC)11,600$918.0K0.01%+11,600New
Groesbeck Investment Management Corp10,763$852.0K0.95%00.0%Unchanged
Wells Fargo & Company10,426$825.0K0.00%+2,486+31.3%Added
American Financial Group Inc10,000$792.0K0.24%00.0%Unchanged
Boulder Hill Capital Management LP9,800$776.0K0.42%+9,800New
Bank of America Corp9,577$757.0K0.00%−28,258−74.7%Reduced
Group One Trading, L.P.8,917$706.0K0.02%+8,917New
Principal Financial Group Inc8,780$695.0K0.00%+8,780New
Allspring Global Investments Holdings, LLC8,700$688.0K0.00%+8,700New
Citadel Advisors LLC8,075$639.0K0.00%+464+6.1%Added
Personal Cfo Solutions, LLC8,000$633.0K0.12%+8,000New