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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 2022

Institutional positions in Enviva, LLC as of Dec 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
185
+14 vs. Q3 2022
Shares held
58.1M
+2.59M (+4.7%) vs. Q3 2022
Total value
$3.07B
−$256.6M (−7.7%) vs. Q3 2022
New holders
39
70 more added
Sold out
25
55 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 185 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 2022: $3.07B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q3 2022.

Institutions holding EVA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wolverine Trading, LLC17,188$910.0K0.02%+17,188New
Kornitzer Capital Management Inc17,200$911.1K0.02%00.0%Unchanged
Tudor Investment Corp Et Al17,620$933.0K0.02%+12,620+252.4%Added
Connor, Clark & Lunn Investment Management Ltd.18,033$955.2K0.01%+18,033New
Bank of America Corp18,592$984.8K0.00%−859−4.4%Reduced
Bank of Montreal19,212$1.10M0.00%+19,212New
Schonfeld Strategic Advisors LLC20,779$1.10M0.01%+8,079+63.6%Added
HRT Financial LP21,060$1.11M0.02%+21,060New
Texas Yale Capital Corp.21,875$1.16M0.07%00.0%Unchanged
FIL Ltd22,436$1.19M0.00%+8,767+64.1%Added
Commonwealth Equity Services, LLC22,453$1.19M0.00%−455−2.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,917$1.32M0.01%+4,710+23.3%Added
UBS Group AG25,832$1.37M0.00%−7,227−21.9%Reduced
Baird Financial Group, Inc.26,798$1.42M0.00%+978+3.8%Added
Lee Financial Co29,274$1.55M0.26%+3,950+15.6%Added
Federated Hermes, Inc.30,535$1.62M0.00%−5,910−16.2%Reduced
Wedbush Securities Inc31,381$1.66M0.09%−12,836−29.0%Reduced
Credit Suisse AG32,464$1.72M0.00%+10,536+48.0%Added
Community Capital Management, Inc.34,240$1.81M2.35%−20,240−37.2%Reduced
Royal Bank of Canada35,233$1.87M0.00%−6,132−14.8%Reduced
National Asset Management, Inc.35,923$1.90M0.05%+7,406+26.0%Added
Naples Global Advisors, LLC37,633$1.99M0.25%−2,023−5.1%Reduced
New York State Common Retirement Fund38,355$2.03M0.00%+958+2.6%Added
State of New Jersey Common Pension Fund D39,017$2.07M0.01%+5,537+16.5%Added
Baldwin Investment Management, LLC40,275$2.13M0.39%+400+1.0%Added
California State Teachers Retirement System41,277$2.19M0.00%+479+1.2%Added
Gabelli Funds LLC46,422$2.46M0.02%−2,000−4.1%Reduced
Barclays PLC49,442$2.62M0.00%+37,887+327.9%Added
UBS Asset Management Americas Inc49,874$2.64M0.00%+13,278+36.3%Added
LPL Financial LLC50,034$2.65M0.00%+42,017+524.1%Added
Citadel Advisors LLC50,783$2.69M0.00%+39,888+366.1%Added
Bard Associates Inc53,739$2.85M1.23%−40−0.1%Reduced
Hall Private Wealth Advisors59,124$3.13M1.78%+1,426+2.5%Added
Macquarie Group Ltd59,516$3.15M0.00%−155,128−72.3%Reduced
Vancity Investment Management Ltd61,372$3.25M0.49%−45,684−42.7%Reduced
Nicholas Investment Partners, LP63,481$3.36M0.29%+6,403+11.2%Added
Brasada Capital Management, LP66,298$3.51M0.81%−11,488−14.8%Reduced
Beach Investment Counsel Inc66,850$3.54M0.44%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.66,903$3.54M0.05%00.0%Unchanged
Twinbeech Capital LP68,863$3.65M0.07%+68,863New
Rhumbline Advisers69,447$3.68M0.00%+1,322+1.9%Added
Northern Right Capital Management, L.P.73,475$3.89M2.18%−33,873−31.6%Reduced
U.S. Capital Wealth Advisors, LLC76,452$4.05M0.19%−86−0.1%Reduced
Swiss National Bank80,500$4.26M0.00%+1,600+2.0%Added
Nicola Wealth Management Ltd.92,000$4.87M0.49%00.0%Unchanged
Nuveen Asset Management, LLC127,319$5.20M0.00%+4,600+3.7%Added
Forge First Asset Management Inc.98,560$5.22M2.08%+98,560New
Bank of New York Mellon Corp104,937$5.56M0.00%+6,208+6.3%Added
First Eagle Investment Management, LLC106,635$5.65M0.02%+46,588+77.6%Added
Invesco Ltd.110,087$5.83M0.00%−133,127−54.7%Reduced
SEI Investments Co113,670$6.02M0.01%+33,052+41.0%Added
Goldman Sachs Group Inc115,214$6.10M0.00%−109,618−48.8%Reduced
Gagnon Advisors, LLC144,140$7.64M5.15%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.146,091$7.74M0.02%+20,252+16.1%Added
Caption Management, LLC157,514$8.34M1.41%+147,797+1,521.0%Added
Charles Schwab Investment Management Inc162,943$8.63M0.00%+3,331+2.1%Added
Capital Advisors Inc167,909$8.89M0.25%+57,356+51.9%Added
Alps Advisors Inc172,036$9.11M0.08%−31,907−15.6%Reduced
Price T Rowe Associates Inc185,830$9.84M0.00%−121,457−39.5%Reduced
Millennium Management LLC189,598$10.0M0.01%+189,598New
Ameriprise Financial Inc209,526$11.1M0.00%+34,086+19.4%Added
ExodusPoint Capital Management, LP222,828$11.8M0.18%+80,346+56.4%Added
Northern Trust Corp231,932$12.3M0.00%+19,584+9.2%Added
Morgan Stanley231,977$12.3M0.00%+73,935+46.8%Added
Raymond James & Associates238,117$12.6M0.01%+154,493+184.7%Added
Mirae Asset Global Investments Co., Ltd.251,936$13.3M0.03%+7,446+3.0%Added
Ardsley Advisory Partners LP259,750$13.8M3.48%+99,750+62.3%Added
Gagnon Securities LLC283,982$15.0M3.33%+968+0.3%Added
First Trust Advisors LP309,632$16.4M0.02%+55,620+21.9%Added
North Star Investment Management Corp.351,790$18.6M1.65%+1,963+0.6%Added
Duff & Phelps Investment Management Co382,841$20.3M0.25%+62,045+19.3%Added
Geode Capital Management, LLC388,310$20.6M0.00%+22,866+6.3%Added
Clearbridge Investments, LLC553,378$29.3M0.03%+89,000+19.2%Added
Balyasny Asset Management LLC583,395$30.9M0.11%+583,395New
GW&K Investment Management, LLC635,986$33.7M0.34%−17,045−2.6%Reduced
Covalis Capital LLP697,539$36.9M8.74%+505,540+263.3%Added
Kayne Anderson Capital Advisors LP926,099$49.1M1.44%+5,675+0.6%Added
FMR LLC971,374$51.5M0.01%−699,752−41.9%Reduced
American Century Companies Inc1,103,475$58.5M0.05%+265,375+31.7%Added
BlackRock Inc.1,615,544$85.6M0.00%−7,759−0.5%Reduced
State Street Corp1,656,546$87.7M0.01%+206,793+14.3%Added
Vanguard Group Inc2,885,326$152.8M0.00%+97,758+3.5%Added
Capital International Investors4,505,814$238.7M0.06%+1,013,978+29.0%Added
Inclusive Capital Partners, L.P.5,742,439$304.2M25.65%+530,143+10.2%Added
Riverstone Holdings LLC28,262,452$1.50B61.47%+146,747+0.5%Added
Blackstone Group Inc.0$00.00%−379,971−100.0%Sold out
13D Management LLC0$00.00%−148,981−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−134,396−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−90,871−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−46,442−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−34,986−100.0%Sold out
Marshall Wace, LLP0$00.00%−28,247−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−23,101−100.0%Sold out
Bramshill Investments, LLC0$00.00%−19,886−100.0%Sold out
STRS Ohio0$00.00%−15,759−100.0%Sold out
Virtu Financial LLC0$00.00%−9,854−100.0%Sold out
RBF Capital, LLC0$00.00%−5,000−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−4,883−100.0%Sold out
Cottage Street Advisors LLC0$00.00%−4,600−100.0%Sold out
Independent Advisor Alliance0$00.00%−4,140−100.0%Sold out