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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 2022

Institutional positions in Enviva, LLC as of Sep 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
177
+2 vs. Q2 2022
Shares held
55.5M
+614.2K (+1.1%) vs. Q2 2022
Total value
$3.34B
+$191.3M (+6.1%) vs. Q2 2022
New holders
21
64 more added
Sold out
19
56 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 177 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 2022: $3.34B
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 2022

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q2 2022.

Institutions holding EVA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC28,115,705$1.69B68.04%+116,438+0.4%Added
Inclusive Capital Partners, L.P.5,212,296$313.1M34.88%00.0%Unchanged
Capital International Investors3,491,836$209.7M0.06%+291,088+9.1%Added
Vanguard Group Inc2,787,568$167.4M0.00%+189,228+7.3%Added
FMR LLC1,671,126$100.4M0.01%−71,108−4.1%Reduced
BlackRock Inc.1,623,303$97.5M0.00%+84,720+5.5%Added
State Street Corp1,449,753$87.1M0.01%+139,746+10.7%Added
Kayne Anderson Capital Advisors LP920,424$55.3M1.63%−124,517−11.9%Reduced
American Century Companies Inc838,100$50.3M0.04%+109,974+15.1%Added
GW&K Investment Management, LLC653,031$39.2M0.43%−668−0.1%Reduced
Clearbridge Investments, LLC464,378$27.9M0.03%00.0%Unchanged
Blackstone Group Inc.379,971$22.8M0.09%−57,265−13.1%Reduced
Geode Capital Management, LLC365,444$21.9M0.00%+18,677+5.4%Added
North Star Investment Management Corp.349,827$21.0M2.06%+5,673+1.6%Added
Duff & Phelps Investment Management Co320,796$19.3M0.24%00.0%Unchanged
Price T Rowe Associates Inc307,287$18.5M0.00%+307,287New
Gagnon Securities LLC283,014$17.0M3.74%−9,054−3.1%Reduced
First Trust Advisors LP254,012$15.3M0.02%+186,665+277.2%Added
Mirae Asset Global Investments Co., Ltd.244,490$14.7M0.04%−2,635−1.1%Reduced
Invesco Ltd.243,214$14.6M0.00%−478,877−66.3%Reduced
Goldman Sachs Group Inc224,832$13.5M0.00%−32,462−12.6%Reduced
Macquarie Group Ltd214,644$12.9M0.02%−77,581−26.5%Reduced
Northern Trust Corp212,348$12.8M0.00%−8,457−3.8%Reduced
Alps Advisors Inc203,943$12.2M0.12%+4,796+2.4%Added
Covalis Capital LLP191,999$11.5M2.65%+191,999New
Ameriprise Financial Inc175,440$10.5M0.00%−74,902−29.9%Reduced
Ardsley Advisory Partners LP160,000$9.61M2.54%+10,000+6.7%Added
Charles Schwab Investment Management Inc159,612$9.59M0.00%+15,752+10.9%Added
Morgan Stanley158,042$9.49M0.00%−164,181−51.0%Reduced
13D Management LLC148,981$8.95M4.68%00.0%Unchanged
Gagnon Advisors, LLC144,140$8.66M5.61%−10,115−6.6%Reduced
ExodusPoint Capital Management, LP142,482$8.56M0.12%+48,461+51.5%Added
ArrowMark Colorado Holdings LLC134,396$8.07M0.10%−90,677−40.3%Reduced
Raymond James Financial Services Advisors, Inc.125,839$7.56M0.02%+30.0%Added
Nuveen Asset Management, LLC122,719$7.56M0.00%+122,719New
Northern Right Capital Management, L.P.107,348$6.45M3.44%−2,831−2.6%Reduced
Vancity Investment Management Ltd107,056$6.43M1.02%−20,887−16.3%Reduced
Bank of New York Mellon Corp98,729$5.93M0.00%+6,238+6.7%Added
Nicola Wealth Management Ltd.92,000$5.53M0.61%+12,000+15.0%Added
Candriam Luxembourg S.C.A.90,871$5.46M0.04%+13,191+17.0%Added
Capital Advisors Inc110,553$5.31M0.16%+4,539+4.3%Added
Raymond James & Associates83,624$5.02M0.01%−22,544−21.2%Reduced
SEI Investments Co80,618$4.84M0.01%−369−0.5%Reduced
Swiss National Bank78,900$4.74M0.00%+500+0.6%Added
Brasada Capital Management, LP77,786$4.67M1.11%−2,294−2.9%Reduced
U.S. Capital Wealth Advisors, LLC76,538$4.60M0.23%−519−0.7%Reduced
Rhumbline Advisers68,125$4.09M0.01%+30,156+79.4%Added
Tortoise Capital Advisors, L.L.C.66,903$4.02M0.06%00.0%Unchanged
Beach Investment Counsel Inc66,850$4.01M0.57%−35,793−34.9%Reduced
First Eagle Investment Management, LLC60,047$3.61M0.01%+53,674+842.2%Added
Gabelli Funds LLC48,422$3.51M0.03%+5,500+12.8%Added
Hall Private Wealth Advisors57,698$3.46M2.00%+3,437+6.3%Added
Nicholas Investment Partners, LP57,078$3.43M0.32%−38,716−40.4%Reduced
Panagora Asset Management Inc56,245$3.38M0.02%+56,245New
Community Capital Management, Inc.54,480$3.27M4.28%−5,200−8.7%Reduced
Bard Associates Inc53,779$3.23M1.46%+1,294+2.5%Added
Swiss Life Asset Management Ltd46,442$2.79M0.05%+46,442New
Wedbush Securities Inc44,217$2.66M0.15%+4,177+10.4%Added
Royal Bank of Canada41,365$2.48M0.00%−2,193−5.0%Reduced
California State Teachers Retirement System40,798$2.45M0.00%−834−2.0%Reduced
Monetary Management Group Inc40,100$2.41M0.79%+100+0.3%Added
Baldwin Investment Management, LLC39,875$2.40M0.92%−2,625−6.2%Reduced
Naples Global Advisors, LLC39,656$2.38M0.33%−1,198−2.9%Reduced
Eaton Vance Management39,258$2.36M0.00%+2,237+6.0%Added
Deutsche Bank AG38,616$2.32M0.00%+13,152+51.6%Added
New York State Common Retirement Fund37,397$2.25M0.00%+1,949+5.5%Added
UBS Asset Management Americas Inc36,596$2.20M0.00%−4,716−11.4%Reduced
Federated Hermes, Inc.36,445$2.19M0.01%−4,155−10.2%Reduced
Prescott Group Capital Management, L.L.C.34,986$2.10M0.65%00.0%Unchanged
State of New Jersey Common Pension Fund D33,480$2.01M0.01%+2,930+9.6%Added
UBS Group AG33,059$1.99M0.00%+774+2.4%Added
National Asset Management, Inc.28,517$1.71M0.05%+28,517New
Marshall Wace, LLP28,247$1.70M0.00%+14,466+105.0%Added
Baird Financial Group, Inc.25,820$1.55M0.00%−1,833−6.6%Reduced
Lee Financial Co25,324$1.52M0.28%+10.0%Added
Healthcare of Ontario Pension Plan Trust Fund23,101$1.39M0.01%−11,334−32.9%Reduced
Commonwealth Equity Services, LLC22,908$1.38M0.00%−184−0.8%Reduced
Atria Wealth Solutions, Inc.22,058$1.32M0.02%−135−0.6%Reduced
Credit Suisse AG21,928$1.32M0.00%+1,972+9.9%Added
Texas Yale Capital Corp.21,875$1.31M0.08%00.0%Unchanged
Advisor Group Holdings, Inc.20,995$1.26M0.00%−2,198−9.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)20,207$1.21M0.01%+3,463+20.7%Added
Bramshill Investments, LLC19,886$1.19M0.17%−122−0.6%Reduced
Bank of America Corp19,451$1.17M0.00%−4,288−18.1%Reduced
Roosevelt Investment Group LLC17,514$1.05M0.08%00.0%Unchanged
Public Employees Retirement System of Ohio17,395$1.04M0.00%−375−2.1%Reduced
Kornitzer Capital Management Inc17,200$1.03M0.02%00.0%Unchanged
JPMorgan Chase & Co16,307$980.0K0.00%+826+5.3%Added
STRS Ohio15,759$946.0K0.00%+15,759New
Wells Fargo & Company13,899$836.0K0.00%+674+5.1%Added
Morse Asset Management, Inc13,725$824.0K0.31%−3,150−18.7%Reduced
FIL Ltd13,669$821.0K0.00%+13,669New
Treasurer of the State of North Carolina13,116$788.0K0.01%+170+1.3%Added
Apollon Wealth Management, LLC13,051$784.0K0.06%+13,051New
Voya Investment Management LLC12,958$778.3K0.00%−296−2.2%Reduced
Avantax Advisory Services, Inc.12,782$768.0K0.01%−549−4.1%Reduced
Legal & General Group Plc12,788$768.0K0.00%+715+5.9%Added
Schonfeld Strategic Advisors LLC12,700$762.0K0.01%+12,700New
Tower Research Capital LLC (TRC)12,631$758.0K0.01%+12,573+21,677.6%Added
Pathstone Family Office, LLC12,587$756.0K0.01%+12,587New