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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, Q2 2022

Institutional positions in Enviva, LLC as of Jun 30, 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
176
+15 vs. Q1 2022
Shares held
55.0M
+3.63M (+7.1%) vs. Q1 2022
Total value
$3.15B
−$918.9M (−22.6%) vs. Q1 2022
New holders
56
59 more added
Sold out
41
34 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 176 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 heldQ2 2022: $3.15B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q1 2022.

Institutions holding EVA in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Atria Wealth Solutions, Inc.22,193$1.27M0.03%+16,656+300.8%Added
Commonwealth Equity Services, LLC23,092$1.32M0.00%+127+0.6%Added
Advisor Group Holdings, Inc.23,193$1.33M0.00%+6,682+40.5%Added
Bank of America Corp23,739$1.36M0.00%+14,162+147.9%Added
Lee Financial Co25,323$1.45M0.27%+4,221+20.0%Added
Deutsche Bank AG25,464$1.46M0.00%−28,089−52.5%Reduced
B. Riley Wealth Management, Inc.27,015$1.55M0.15%+22,436+490.0%Added
Baird Financial Group, Inc.27,653$1.58M0.00%+21,153+325.4%Added
State of New Jersey Common Pension Fund D30,550$1.75M0.01%+30,550New
UBS Group AG32,285$1.85M0.00%+4,487+16.1%Added
Healthcare of Ontario Pension Plan Trust Fund34,435$1.97M0.01%+18,004+109.6%Added
Prescott Group Capital Management, L.L.C.34,986$2.00M0.54%00.0%Unchanged
Caption Management, LLC35,000$2.00M0.18%+35,000New
New York State Common Retirement Fund35,448$2.03M0.00%+30,088+561.3%Added
Eaton Vance Management37,021$2.12M0.00%+18,022+94.9%Added
Rhumbline Advisers37,969$2.17M0.00%+37,969New
Monetary Management Group Inc40,000$2.29M0.72%+1,200+3.1%Added
Wedbush Securities Inc40,040$2.29M0.12%+40,040New
Federated Hermes, Inc.40,600$2.32M0.01%−9,815−19.5%Reduced
Naples Global Advisors, LLC40,854$2.34M0.30%+101+0.2%Added
UBS Asset Management Americas Inc41,312$2.36M0.00%+41,312New
California State Teachers Retirement System41,632$2.38M0.00%+41,632New
Baldwin Investment Management, LLC42,500$2.43M0.83%+2,225+5.5%Added
Gabelli Funds LLC42,922$2.46M0.02%+11,500+36.6%Added
Royal Bank of Canada43,558$2.49M0.00%−2,629−5.7%Reduced
Bard Associates Inc52,485$3.00M1.29%+1,350+2.6%Added
Hall Private Wealth Advisors54,261$3.10M1.74%+35,840+194.6%Added
Community Capital Management, Inc.59,680$3.42M4.15%+35,180+143.6%Added
Ronald Blue Trust, Inc.44,575$3.53M0.05%+44,575New
Tortoise Capital Advisors, L.L.C.66,903$3.83M0.06%−69,852−51.1%Reduced
First Trust Advisors LP67,347$3.85M0.00%+67,347New
U.S. Capital Wealth Advisors, LLC77,057$4.41M0.19%+1,468+1.9%Added
Candriam Luxembourg S.C.A.77,680$4.45M0.04%−3,508−4.3%Reduced
Swiss National Bank78,400$4.49M0.00%+78,400New
Nicola Wealth Management Ltd.80,000$4.58M0.44%+10,600+15.3%Added
Brasada Capital Management, LP80,080$4.58M1.03%−7,521−8.6%Reduced
SEI Investments Co80,987$4.63M0.01%−2,101−2.5%Reduced
Bank of New York Mellon Corp92,491$5.29M0.00%+64,334+228.5%Added
ExodusPoint Capital Management, LP94,021$5.38M0.08%+23,610+33.5%Added
Nicholas Investment Partners, LP95,794$5.48M0.52%+10,380+12.2%Added
Beach Investment Counsel Inc102,643$5.87M0.74%+667+0.7%Added
Capital Advisors Inc106,014$6.07M0.18%+8,389+8.6%Added
Raymond James & Associates106,168$6.08M0.01%−7,515−6.6%Reduced
Northern Right Capital Management, L.P.110,179$6.30M3.81%−30,000−21.4%Reduced
Jennison Associates LLC122,716$7.02M0.01%−2,771−2.2%Reduced
Raymond James Financial Services Advisors, Inc.125,836$7.20M0.02%−5,045−3.9%Reduced
Vancity Investment Management Ltd127,943$7.30M1.04%00.0%Unchanged
Charles Schwab Investment Management Inc143,860$8.23M0.00%+2,740+1.9%Added
13D Management LLC148,981$8.52M3.77%+9,267+6.6%Added
Ardsley Advisory Partners LP150,000$8.58M2.13%−15,000−9.1%Reduced
Gagnon Advisors, LLC154,255$8.83M5.35%−5,000−3.1%Reduced
Alps Advisors Inc199,147$11.4M0.11%−9,114−4.4%Reduced
Northern Trust Corp220,805$12.6M0.00%+170,307+337.3%Added
ArrowMark Colorado Holdings LLC225,073$12.9M0.15%−94,372−29.5%Reduced
Mirae Asset Global Investments Co., Ltd.247,125$14.1M0.04%+8,605+3.6%Added
Ameriprise Financial Inc250,342$14.3M0.00%+135+0.1%Added
Goldman Sachs Group Inc257,294$14.7M0.00%−67,852−20.9%Reduced
Gagnon Securities LLC292,068$16.7M3.50%−5,219−1.8%Reduced
Macquarie Group Ltd292,225$16.7M0.02%+28,207+10.7%Added
Duff & Phelps Investment Management Co320,796$18.4M0.23%+84,903+36.0%Added
Morgan Stanley322,223$18.4M0.00%+63,351+24.5%Added
North Star Investment Management Corp.344,154$19.7M1.79%+39,781+13.1%Added
Geode Capital Management, LLC346,767$19.8M0.00%+111,640+47.5%Added
Blackstone Group Inc.437,236$25.0M0.08%−33,035−7.0%Reduced
Clearbridge Investments, LLC464,378$26.6M0.02%+36,000+8.4%Added
GW&K Investment Management, LLC653,699$37.4M0.40%+100,146+18.1%Added
Invesco Ltd.722,091$41.3M0.01%+644,049+825.3%Added
American Century Companies Inc728,126$41.7M0.03%−464,227−38.9%Reduced
Kayne Anderson Capital Advisors LP1,044,941$59.8M1.70%−178,215−14.6%Reduced
State Street Corp1,310,007$75.0M0.00%+1,216,841+1,306.1%Added
BlackRock Inc.1,538,583$88.0M0.00%+1,162,835+309.5%Added
FMR LLC1,742,234$99.7M0.01%−1,946,648−52.8%Reduced
Vanguard Group Inc2,598,340$148.7M0.00%+139,861+5.7%Added
Capital International Investors3,200,748$183.1M0.05%+3,014,282+1,616.5%Added
Inclusive Capital Partners, L.P.5,212,296$298.2M33.31%00.0%Unchanged
Riverstone Holdings LLC27,999,267$1.60B67.46%+98,042+0.4%Added
Encompass Capital Advisors LLC0$00.00%−487,202−100.0%Sold out
HRT Financial LP0$00.00%−82,229−100.0%Sold out
Arosa Capital Management LP0$00.00%−80,000−100.0%Sold out
Millennium Management LLC0$00.00%−63,114−100.0%Sold out
Renaissance Technologies LLC0$00.00%−52,800−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−35,000−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−34,800−100.0%Sold out
EAM Global Investors LLC0$00.00%−34,476−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−34,027−100.0%Sold out
Oak Family Advisors, LLC0$00.00%−31,981−100.0%Sold out
FIL Ltd0$00.00%−29,090−100.0%Sold out
Cushing Asset Management, LP0$00.00%−24,371−100.0%Sold out
LMR Partners LLP0$00.00%−23,749−100.0%Sold out
EAM Investors, LLC0$00.00%−22,192−100.0%Sold out
ING Groep NV0$00.00%−21,000−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−19,500−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−9,800−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−7,792−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−7,390−100.0%Sold out
Holderness Investments Co0$00.00%−6,500−100.0%Sold out
D.A. Davidson & Co.0$00.00%−5,828−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−5,286−100.0%Sold out
Jump Financial, LLC0$00.00%−4,527−100.0%Sold out
MYDA Advisors LLC0$00.00%−4,000−100.0%Sold out