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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
Huntington National Bank1$700.00%00.0%Unchanged
Global Retirement Partners, LLC12$2560.00%+12New
Glassman Wealth Services20$5780.00%+20New
Parkside Financial Bank & Trust32$9250.00%+32New
Kelly Financial Services LLC40$1.16K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC48$1.39K0.00%00.0%Unchanged
Machina Capital S.A.S.63$1.82K0.00%+63New
Riggs Asset Managment Co. Inc.77$2.22K0.00%00.0%Unchanged
Crewe Advisors LLC100$2.89K0.00%+100New
Rational Advisors LLC120$3.47K0.00%00.0%Unchanged
Coston, McIsaac & Partners141$4.00K0.00%+3+2.2%Added
TCI Wealth Advisors, Inc.174$5.03K0.00%+174New
Itau Unibanco Holding S.A.181$5.23K0.00%00.0%Unchanged
Tortoise Investment Management, LLC185$5.35K0.00%+185New
EverSource Wealth Advisors, LLC190$5.49K0.00%+190New
Covestor Ltd201$6.00K0.01%+69+52.3%Added
Park Place Capital Corp229$6.61K0.00%−70−23.4%Reduced
IFP Advisors, Inc100$7.37K0.00%00.0%Unchanged
GWM Advisors LLC285$8.23K0.00%−2,613−90.2%Reduced
Loomis Sayles & Co L P300$9.00K0.00%+300New
Steward Partners Investment Advisory, LLC375$10.8K0.00%00.0%Unchanged
Valley National Advisers Inc500$11.0K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC392$11.3K0.00%−38−8.8%Reduced
American International Group, Inc.455$13.1K0.00%−14−3.0%Reduced
Ameritas Advisory Services, LLC901$20.1K0.00%+901New
The PNC Financial Services Group, Inc.737$21.3K0.00%+496+205.8%Added
Atticus Wealth Management, LLC922$26.6K0.01%+19+2.1%Added
Grove Bank & Trust1,000$28.9K0.01%00.0%Unchanged
CWM, LLC1,070$31.0K0.00%−105−8.9%Reduced
Caldwell Sutter Capital, Inc.1,311$37.9K0.03%+1,311New
Point72 Asset Management, L.P.1,663$48.0K0.00%+1,663New
MetLife Investment Management1,854$53.5K0.00%+4+0.2%Added
Venturi Wealth Management, LLC1,866$53.9K0.00%+1,866New
Van Eck Associates Corp2,018$58.0K0.00%−312−13.4%Reduced
Clearstead Advisors, LLC2,216$64.0K0.00%00.0%Unchanged
Advisors Asset Management, Inc.2,970$85.8K0.00%−3,047−50.6%Reduced
Signaturefd, LLC2,986$86.2K0.00%+500+20.1%Added
Advisory Services Network, LLC3,415$98.6K0.00%+2,516+279.9%Added
Tower Research Capital LLC (TRC)3,855$111.0K0.00%+3,654+1,817.9%Added
Avalon Trust Co4,300$124.2K0.01%+4,300New
Deutsche Bank AG4,493$129.8K0.00%+1,155+34.6%Added
Citigroup Inc4,969$143.5K0.00%+3,230+185.7%Added
Group One Trading, L.P.4,995$144.3K0.01%+4,995New
Wells Fargo & Company5,496$158.7K0.00%−1,320−19.4%Reduced
Nisa Investment Advisors, LLC5,500$159.0K0.00%+5,500New
Public Employees Retirement Association of Colorado6,116$177.0K0.00%00.0%Unchanged
Oppenheimer & Co Inc7,513$217.0K0.00%00.0%Unchanged
Good Life Advisors, LLC7,524$217.3K0.03%00.0%Unchanged
Assenagon Asset Management S.A.7,873$227.4K0.00%+3,025+62.4%Added
Sawtooth Solutions, LLC8,000$231.0K0.01%+8,000New
Black Diamond Financial, LLC8,300$239.7K0.08%+8,300New
Mercer Global Advisors Inc8,419$243.0K0.00%+196+2.4%Added
Personal Cfo Solutions, LLC8,479$244.9K0.05%+479+6.0%Added
Handelsbanken Fonder AB8,500$245.0K0.00%+8,500New
Allspring Global Investments Holdings, LLC8,700$251.3K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.9,284$252.0K0.01%+7,242+354.7%Added
ETF Managers Group, LLC9,388$271.1K0.01%+140+1.5%Added
Arizona State Retirement System9,678$279.5K0.00%+272+2.9%Added
Dynamic Technology Lab Private Ltd9,680$280.0K0.03%+1,213+14.3%Added
Alliancebernstein L.P.9,729$281.0K0.00%−2,343−19.4%Reduced
Groesbeck Investment Management Corp9,788$282.0K0.42%00.0%Unchanged
LMR Partners LLP10,265$296.5K0.01%+10,265New
Advisor Group Holdings, Inc.10,582$305.7K0.00%+892+9.2%Added
Pathstone Family Office, LLC10,698$309.1K0.01%−1,889−15.0%Reduced
Virtu Financial LLC10,931$316.0K0.03%+10,931New
FORA Capital, LLC11,103$320.7K0.03%+11,103New
Russell Investments Group, Ltd.11,422$329.9K0.00%+11,422New
Amalgamated Bank11,763$340.0K0.00%−3,486−22.9%Reduced
Axq Capital, LP12,000$346.6K0.14%+12,000New
American Financial Group Inc12,000$347.0K0.11%+2,000+20.0%Added
Voya Investment Management LLC12,315$355.7K0.00%−355−2.8%Reduced
Dark Forest Capital Management LP12,644$365.2K0.09%+12,644New
National Asset Management, Inc.12,703$366.9K0.01%−23,220−64.6%Reduced
Merit Financial Group, LLC12,968$374.5K0.01%+12,968New
Treasurer of the State of North Carolina13,376$386.0K0.00%+90+0.7%Added
Commonwealth Equity Services, LLC14,056$405.0K0.00%−8,397−37.4%Reduced
Janus Henderson Group PLC14,741$425.2K0.00%+8,011+119.0%Added
Public Employees Retirement System of Ohio15,217$439.0K0.00%−472−3.0%Reduced
Schonfeld Strategic Advisors LLC16,100$465.0K0.00%−4,679−22.5%Reduced
Avantax Advisory Services, Inc.16,886$487.7K0.01%+1,285+8.2%Added
Kornitzer Capital Management Inc17,200$496.7K0.01%00.0%Unchanged
Panagora Asset Management Inc17,475$504.7K0.00%+6,065+53.2%Added
Twinbeech Capital LP17,865$515.9K0.01%−50,998−74.1%Reduced
XTX Topco Ltd17,883$516.5K0.11%+17,883New
JPMorgan Chase & Co18,333$529.0K0.00%+2,490+15.7%Added
Wellington Management Group LLP18,977$548.1K0.00%+18,977New
Atria Wealth Solutions, Inc.19,159$553.3K0.01%+2,466+14.8%Added
Marathon Capital Management19,321$558.0K0.14%+19,321New
Harvest Portfolios Group Inc.19,605$566.2K0.03%+5,535+39.3%Added
Apollon Wealth Management, LLC19,728$569.7K0.03%+6,971+54.6%Added
Y-Intercept (Hong Kong) Ltd19,763$570.8K0.07%+19,763New
D. E. Shaw & Co., Inc.20,251$584.8K0.00%+20,251New
New York State Common Retirement Fund21,000$606.5K0.00%−17,355−45.2%Reduced
Texas Yale Capital Corp.21,875$631.8K0.03%00.0%Unchanged
Occudo Quantitative Strategies LP22,165$640.1K0.06%+22,165New
Gsa Capital Partners LLP23,025$665.0K0.07%+23,025New
CI Private Wealth, LLC23,704$684.6K0.00%+9,574+67.8%Added
Bank of Montreal18,613$803.3K0.00%−599−3.1%Reduced
Northern Right Capital Management, L.P.29,307$846.4K0.43%−44,168−60.1%Reduced
Legal & General Group Plc29,629$855.7K0.00%+16,860+132.0%Added