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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 2023

Institutional positions in Enviva, LLC as of Mar 31, 2023. 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
−9 vs. Q4 2022
Shares held
62.8M
+4.75M (+8.2%) vs. Q4 2022
Total value
$1.81B
−$1.26B (−41.0%) vs. Q4 2022
New holders
43
74 more added
Sold out
52
38 more reduced

Compare with Q4 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 holdersQ1 2023: 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 heldQ1 2023: $1.81B
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 2023

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q4 2022.

Institutions holding EVA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC32,416,420$936.2M40.04%+4,153,968+14.7%Added
Inclusive Capital Partners, L.P.5,742,439$165.8M16.59%00.0%Unchanged
Vanguard Group Inc3,100,303$89.5M0.00%+214,977+7.5%Added
Capital International Investors2,399,124$69.3M0.02%−2,106,690−46.8%Reduced
State Street Corp2,081,866$60.1M0.00%+425,320+25.7%Added
BlackRock Inc.1,655,757$47.8M0.00%+40,213+2.5%Added
American Century Companies Inc1,549,942$44.8M0.04%+446,467+40.5%Added
Morgan Stanley1,033,996$29.9M0.00%+802,019+345.7%Added
GW&K Investment Management, LLC911,555$26.3M0.25%+275,569+43.3%Added
Kayne Anderson Capital Advisors LP889,699$25.7M0.76%−36,400−3.9%Reduced
Citadel Advisors LLC883,845$25.5M0.03%+833,062+1,640.4%Added
Covalis Capital LLP643,477$18.6M5.27%−54,062−7.8%Reduced
Clearbridge Investments, LLC553,378$16.0M0.02%00.0%Unchanged
Millennium Management LLC510,279$14.7M0.02%+320,681+169.1%Added
Geode Capital Management, LLC400,213$11.6M0.00%+11,903+3.1%Added
FMR LLC389,811$11.3M0.00%−581,563−59.9%Reduced
North Star Investment Management Corp.369,631$10.7M0.88%+17,841+5.1%Added
Gagnon Securities LLC364,867$10.5M2.21%+80,885+28.5%Added
Duff & Phelps Investment Management Co293,141$8.47M0.10%−89,700−23.4%Reduced
HRT Financial LP279,026$8.06M0.10%+257,966+1,224.9%Added
Northern Trust Corp275,112$7.95M0.00%+43,180+18.6%Added
Ardsley Advisory Partners LP267,600$7.73M1.70%+7,850+3.0%Added
Ameriprise Financial Inc258,698$7.47M0.00%+49,172+23.5%Added
ECP ControlCo, LLC252,392$7.29M1.46%+252,392New
First Eagle Investment Management, LLC197,135$5.69M0.02%+90,500+84.9%Added
Raymond James Financial Services Advisors, Inc.191,604$5.53M0.01%+45,513+31.2%Added
Tudor Investment Corp Et Al190,622$5.50M0.10%+173,002+981.9%Added
Qube Research & Technologies Ltd171,995$4.97M0.03%+171,995New
Gagnon Advisors, LLC165,186$4.77M3.20%+21,046+14.6%Added
Charles Schwab Investment Management Inc163,752$4.73M0.00%+809+0.5%Added
SEI Investments Co163,101$4.71M0.01%+49,431+43.5%Added
Renaissance Technologies LLC146,000$4.22M0.01%+146,000New
Cubist Systematic Strategies, LLC139,922$4.04M0.04%+139,279+21,660.8%Added
Alps Advisors Inc137,040$3.96M0.03%−34,996−20.3%Reduced
Goldman Sachs Group Inc131,614$3.80M0.00%+16,400+14.2%Added
Nuveen Asset Management, LLC131,519$3.80M0.00%+4,200+3.3%Added
Invesco Ltd.128,250$3.70M0.00%+18,163+16.5%Added
Barclays PLC127,307$3.68M0.00%+77,865+157.5%Added
First Trust Advisors LP125,881$3.64M0.00%−183,751−59.3%Reduced
Jane Street Group, LLC123,666$3.57M0.01%+116,067+1,527.4%Added
Nicola Wealth Management Ltd.120,000$3.47M0.34%+28,000+30.4%Added
ExodusPoint Capital Management, LP114,823$3.32M0.04%−108,005−48.5%Reduced
Bank of New York Mellon Corp103,782$3.00M0.00%−1,155−1.1%Reduced
Trexquant Investment LP101,616$2.93M0.08%+101,616New
Caption Management, LLC101,000$2.92M0.62%−56,514−35.9%Reduced
Raymond James & Associates83,543$2.41M0.00%−154,574−64.9%Reduced
U.S. Capital Wealth Advisors, LLC78,495$2.27M0.10%+2,043+2.7%Added
Swiss National Bank72,100$2.08M0.00%−8,400−10.4%Reduced
Norges Bank67,461$1.95M0.00%+67,461New
Tortoise Capital Advisors, L.L.C.66,924$1.93M0.03%+210.0%Added
Hall Private Wealth Advisors65,478$1.89M0.99%+6,354+10.7%Added
Vancity Investment Management Ltd61,996$1.79M0.25%+624+1.0%Added
Bard Associates Inc55,939$1.62M0.67%+2,200+4.1%Added
Baird Financial Group, Inc.55,354$1.60M0.00%+28,556+106.6%Added
LPL Financial LLC55,301$1.60M0.00%+5,267+10.5%Added
Rhumbline Advisers53,770$1.55M0.00%−15,677−22.6%Reduced
UBS Asset Management Americas Inc52,979$1.53M0.00%+3,105+6.2%Added
Gabelli Funds LLC45,900$1.33M0.01%−522−1.1%Reduced
Atlantic Trust, LLC44,125$1.27M0.41%+44,125New
Royal Bank of Canada41,921$1.21M0.00%+6,688+19.0%Added
Holocene Advisors, LP41,593$1.20M0.01%+41,593New
California State Teachers Retirement System40,792$1.18M0.00%−485−1.2%Reduced
Verition Fund Management LLC40,700$1.18M0.02%+40,700New
FIL Ltd40,098$1.16M0.00%+17,662+78.7%Added
State of New Jersey Common Pension Fund D39,017$1.13M0.00%00.0%Unchanged
UBS Group AG36,597$1.06M0.00%+10,765+41.7%Added
Naples Global Advisors, LLC36,331$1.05M0.13%−1,302−3.5%Reduced
RBF Capital, LLC34,318$991.1K0.07%+34,318New
Credit Suisse AG33,367$963.6K0.00%+903+2.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)32,276$932.1K0.00%+7,359+29.5%Added
Federated Hermes, Inc.31,765$917.4K0.00%+1,230+4.0%Added
Mirae Asset Global Investments Co., Ltd.31,631$913.5K0.00%−220,305−87.4%Reduced
Lee Financial Co31,551$911.2K0.16%+2,277+7.8%Added
Walleye Capital LLC31,029$896.1K0.02%+31,029New
Bank of America Corp30,723$887.3K0.00%+12,131+65.2%Added
Wedbush Securities Inc30,050$868.0K0.04%−1,331−4.2%Reduced
Legal & General Group Plc29,629$855.7K0.00%+16,860+132.0%Added
Northern Right Capital Management, L.P.29,307$846.4K0.43%−44,168−60.1%Reduced
Bank of Montreal18,613$803.3K0.00%−599−3.1%Reduced
CI Private Wealth, LLC23,704$684.6K0.00%+9,574+67.8%Added
Gsa Capital Partners LLP23,025$665.0K0.07%+23,025New
Occudo Quantitative Strategies LP22,165$640.1K0.06%+22,165New
Texas Yale Capital Corp.21,875$631.8K0.03%00.0%Unchanged
New York State Common Retirement Fund21,000$606.5K0.00%−17,355−45.2%Reduced
D. E. Shaw & Co., Inc.20,251$584.8K0.00%+20,251New
Y-Intercept (Hong Kong) Ltd19,763$570.8K0.07%+19,763New
Apollon Wealth Management, LLC19,728$569.7K0.03%+6,971+54.6%Added
Harvest Portfolios Group Inc.19,605$566.2K0.03%+5,535+39.3%Added
Marathon Capital Management19,321$558.0K0.14%+19,321New
Atria Wealth Solutions, Inc.19,159$553.3K0.01%+2,466+14.8%Added
Wellington Management Group LLP18,977$548.1K0.00%+18,977New
JPMorgan Chase & Co18,333$529.0K0.00%+2,490+15.7%Added
XTX Topco Ltd17,883$516.5K0.11%+17,883New
Twinbeech Capital LP17,865$515.9K0.01%−50,998−74.1%Reduced
Panagora Asset Management Inc17,475$504.7K0.00%+6,065+53.2%Added
Kornitzer Capital Management Inc17,200$496.7K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.16,886$487.7K0.01%+1,285+8.2%Added
Schonfeld Strategic Advisors LLC16,100$465.0K0.00%−4,679−22.5%Reduced
Public Employees Retirement System of Ohio15,217$439.0K0.00%−472−3.0%Reduced
Janus Henderson Group PLC14,741$425.2K0.00%+8,011+119.0%Added