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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
Commonwealth Equity Services, LLC22,908$1.38M0.00%−184−0.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund23,101$1.39M0.01%−11,334−32.9%Reduced
Lee Financial Co25,324$1.52M0.28%+10.0%Added
Baird Financial Group, Inc.25,820$1.55M0.00%−1,833−6.6%Reduced
Marshall Wace, LLP28,247$1.70M0.00%+14,466+105.0%Added
National Asset Management, Inc.28,517$1.71M0.05%+28,517New
UBS Group AG33,059$1.99M0.00%+774+2.4%Added
State of New Jersey Common Pension Fund D33,480$2.01M0.01%+2,930+9.6%Added
Prescott Group Capital Management, L.L.C.34,986$2.10M0.65%00.0%Unchanged
Federated Hermes, Inc.36,445$2.19M0.01%−4,155−10.2%Reduced
UBS Asset Management Americas Inc36,596$2.20M0.00%−4,716−11.4%Reduced
New York State Common Retirement Fund37,397$2.25M0.00%+1,949+5.5%Added
Deutsche Bank AG38,616$2.32M0.00%+13,152+51.6%Added
Eaton Vance Management39,258$2.36M0.00%+2,237+6.0%Added
Naples Global Advisors, LLC39,656$2.38M0.33%−1,198−2.9%Reduced
Baldwin Investment Management, LLC39,875$2.40M0.92%−2,625−6.2%Reduced
Monetary Management Group Inc40,100$2.41M0.79%+100+0.3%Added
California State Teachers Retirement System40,798$2.45M0.00%−834−2.0%Reduced
Royal Bank of Canada41,365$2.48M0.00%−2,193−5.0%Reduced
Wedbush Securities Inc44,217$2.66M0.15%+4,177+10.4%Added
Swiss Life Asset Management Ltd46,442$2.79M0.05%+46,442New
Bard Associates Inc53,779$3.23M1.46%+1,294+2.5%Added
Community Capital Management, Inc.54,480$3.27M4.28%−5,200−8.7%Reduced
Panagora Asset Management Inc56,245$3.38M0.02%+56,245New
Nicholas Investment Partners, LP57,078$3.43M0.32%−38,716−40.4%Reduced
Hall Private Wealth Advisors57,698$3.46M2.00%+3,437+6.3%Added
Gabelli Funds LLC48,422$3.51M0.03%+5,500+12.8%Added
First Eagle Investment Management, LLC60,047$3.61M0.01%+53,674+842.2%Added
Beach Investment Counsel Inc66,850$4.01M0.57%−35,793−34.9%Reduced
Tortoise Capital Advisors, L.L.C.66,903$4.02M0.06%00.0%Unchanged
Rhumbline Advisers68,125$4.09M0.01%+30,156+79.4%Added
U.S. Capital Wealth Advisors, LLC76,538$4.60M0.23%−519−0.7%Reduced
Brasada Capital Management, LP77,786$4.67M1.11%−2,294−2.9%Reduced
Swiss National Bank78,900$4.74M0.00%+500+0.6%Added
SEI Investments Co80,618$4.84M0.01%−369−0.5%Reduced
Raymond James & Associates83,624$5.02M0.01%−22,544−21.2%Reduced
Capital Advisors Inc110,553$5.31M0.16%+4,539+4.3%Added
Candriam Luxembourg S.C.A.90,871$5.46M0.04%+13,191+17.0%Added
Nicola Wealth Management Ltd.92,000$5.53M0.61%+12,000+15.0%Added
Bank of New York Mellon Corp98,729$5.93M0.00%+6,238+6.7%Added
Vancity Investment Management Ltd107,056$6.43M1.02%−20,887−16.3%Reduced
Northern Right Capital Management, L.P.107,348$6.45M3.44%−2,831−2.6%Reduced
Nuveen Asset Management, LLC122,719$7.56M0.00%+122,719New
Raymond James Financial Services Advisors, Inc.125,839$7.56M0.02%+30.0%Added
ArrowMark Colorado Holdings LLC134,396$8.07M0.10%−90,677−40.3%Reduced
ExodusPoint Capital Management, LP142,482$8.56M0.12%+48,461+51.5%Added
Gagnon Advisors, LLC144,140$8.66M5.61%−10,115−6.6%Reduced
13D Management LLC148,981$8.95M4.68%00.0%Unchanged
Morgan Stanley158,042$9.49M0.00%−164,181−51.0%Reduced
Charles Schwab Investment Management Inc159,612$9.59M0.00%+15,752+10.9%Added
Ardsley Advisory Partners LP160,000$9.61M2.54%+10,000+6.7%Added
Ameriprise Financial Inc175,440$10.5M0.00%−74,902−29.9%Reduced
Covalis Capital LLP191,999$11.5M2.65%+191,999New
Alps Advisors Inc203,943$12.2M0.12%+4,796+2.4%Added
Northern Trust Corp212,348$12.8M0.00%−8,457−3.8%Reduced
Macquarie Group Ltd214,644$12.9M0.02%−77,581−26.5%Reduced
Goldman Sachs Group Inc224,832$13.5M0.00%−32,462−12.6%Reduced
Invesco Ltd.243,214$14.6M0.00%−478,877−66.3%Reduced
Mirae Asset Global Investments Co., Ltd.244,490$14.7M0.04%−2,635−1.1%Reduced
First Trust Advisors LP254,012$15.3M0.02%+186,665+277.2%Added
Gagnon Securities LLC283,014$17.0M3.74%−9,054−3.1%Reduced
Price T Rowe Associates Inc307,287$18.5M0.00%+307,287New
Duff & Phelps Investment Management Co320,796$19.3M0.24%00.0%Unchanged
North Star Investment Management Corp.349,827$21.0M2.06%+5,673+1.6%Added
Geode Capital Management, LLC365,444$21.9M0.00%+18,677+5.4%Added
Blackstone Group Inc.379,971$22.8M0.09%−57,265−13.1%Reduced
Clearbridge Investments, LLC464,378$27.9M0.03%00.0%Unchanged
GW&K Investment Management, LLC653,031$39.2M0.43%−668−0.1%Reduced
American Century Companies Inc838,100$50.3M0.04%+109,974+15.1%Added
Kayne Anderson Capital Advisors LP920,424$55.3M1.63%−124,517−11.9%Reduced
State Street Corp1,449,753$87.1M0.01%+139,746+10.7%Added
BlackRock Inc.1,623,303$97.5M0.00%+84,720+5.5%Added
FMR LLC1,671,126$100.4M0.01%−71,108−4.1%Reduced
Vanguard Group Inc2,787,568$167.4M0.00%+189,228+7.3%Added
Capital International Investors3,491,836$209.7M0.06%+291,088+9.1%Added
Inclusive Capital Partners, L.P.5,212,296$313.1M34.88%00.0%Unchanged
Riverstone Holdings LLC28,115,705$1.69B68.04%+116,438+0.4%Added
Jennison Associates LLC0$00.00%−122,716−100.0%Sold out
Algert Global LLC0$00.00%−14,100−100.0%Sold out
Ergoteles LLC0$00.00%−13,931−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−8,334−100.0%Sold out
FORA Capital, LLC0$00.00%−8,295−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,374−100.0%Sold out
Janus Henderson Group PLC0$00.00%−6,928−100.0%Sold out
Veritable, L.P.0$00.00%−5,579−100.0%Sold out
Advisor Resource Council0$00.00%−4,801−100.0%Sold out
SG Americas Securities, LLC0$00.00%−2,508−100.0%Sold out
First Manhattan Co0$00.00%−2,500−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−878−100.0%Sold out
Group One Trading, L.P.0$00.00%−845−100.0%Sold out
Allworth Financial LP0$00.00%−600−100.0%Sold out
Simplex Trading, LLC0$00.00%−453−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−400−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−329−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−72−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−26−100.0%Sold out
B. Riley Wealth Management, Inc.––––Not filed