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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
Wedbush Securities Inc30,050$868.0K0.04%−1,331−4.2%Reduced
Bank of America Corp30,723$887.3K0.00%+12,131+65.2%Added
Walleye Capital LLC31,029$896.1K0.02%+31,029New
Lee Financial Co31,551$911.2K0.16%+2,277+7.8%Added
Mirae Asset Global Investments Co., Ltd.31,631$913.5K0.00%−220,305−87.4%Reduced
Federated Hermes, Inc.31,765$917.4K0.00%+1,230+4.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)32,276$932.1K0.00%+7,359+29.5%Added
Credit Suisse AG33,367$963.6K0.00%+903+2.8%Added
RBF Capital, LLC34,318$991.1K0.07%+34,318New
Naples Global Advisors, LLC36,331$1.05M0.13%−1,302−3.5%Reduced
UBS Group AG36,597$1.06M0.00%+10,765+41.7%Added
State of New Jersey Common Pension Fund D39,017$1.13M0.00%00.0%Unchanged
FIL Ltd40,098$1.16M0.00%+17,662+78.7%Added
Verition Fund Management LLC40,700$1.18M0.02%+40,700New
California State Teachers Retirement System40,792$1.18M0.00%−485−1.2%Reduced
Holocene Advisors, LP41,593$1.20M0.01%+41,593New
Royal Bank of Canada41,921$1.21M0.00%+6,688+19.0%Added
Atlantic Trust, LLC44,125$1.27M0.41%+44,125New
Gabelli Funds LLC45,900$1.33M0.01%−522−1.1%Reduced
UBS Asset Management Americas Inc52,979$1.53M0.00%+3,105+6.2%Added
Rhumbline Advisers53,770$1.55M0.00%−15,677−22.6%Reduced
LPL Financial LLC55,301$1.60M0.00%+5,267+10.5%Added
Baird Financial Group, Inc.55,354$1.60M0.00%+28,556+106.6%Added
Bard Associates Inc55,939$1.62M0.67%+2,200+4.1%Added
Vancity Investment Management Ltd61,996$1.79M0.25%+624+1.0%Added
Hall Private Wealth Advisors65,478$1.89M0.99%+6,354+10.7%Added
Tortoise Capital Advisors, L.L.C.66,924$1.93M0.03%+210.0%Added
Norges Bank67,461$1.95M0.00%+67,461New
Swiss National Bank72,100$2.08M0.00%−8,400−10.4%Reduced
U.S. Capital Wealth Advisors, LLC78,495$2.27M0.10%+2,043+2.7%Added
Raymond James & Associates83,543$2.41M0.00%−154,574−64.9%Reduced
Caption Management, LLC101,000$2.92M0.62%−56,514−35.9%Reduced
Trexquant Investment LP101,616$2.93M0.08%+101,616New
Bank of New York Mellon Corp103,782$3.00M0.00%−1,155−1.1%Reduced
ExodusPoint Capital Management, LP114,823$3.32M0.04%−108,005−48.5%Reduced
Nicola Wealth Management Ltd.120,000$3.47M0.34%+28,000+30.4%Added
Jane Street Group, LLC123,666$3.57M0.01%+116,067+1,527.4%Added
First Trust Advisors LP125,881$3.64M0.00%−183,751−59.3%Reduced
Barclays PLC127,307$3.68M0.00%+77,865+157.5%Added
Invesco Ltd.128,250$3.70M0.00%+18,163+16.5%Added
Nuveen Asset Management, LLC131,519$3.80M0.00%+4,200+3.3%Added
Goldman Sachs Group Inc131,614$3.80M0.00%+16,400+14.2%Added
Alps Advisors Inc137,040$3.96M0.03%−34,996−20.3%Reduced
Cubist Systematic Strategies, LLC139,922$4.04M0.04%+139,279+21,660.8%Added
Renaissance Technologies LLC146,000$4.22M0.01%+146,000New
SEI Investments Co163,101$4.71M0.01%+49,431+43.5%Added
Charles Schwab Investment Management Inc163,752$4.73M0.00%+809+0.5%Added
Gagnon Advisors, LLC165,186$4.77M3.20%+21,046+14.6%Added
Qube Research & Technologies Ltd171,995$4.97M0.03%+171,995New
Tudor Investment Corp Et Al190,622$5.50M0.10%+173,002+981.9%Added
Raymond James Financial Services Advisors, Inc.191,604$5.53M0.01%+45,513+31.2%Added
First Eagle Investment Management, LLC197,135$5.69M0.02%+90,500+84.9%Added
ECP ControlCo, LLC252,392$7.29M1.46%+252,392New
Ameriprise Financial Inc258,698$7.47M0.00%+49,172+23.5%Added
Ardsley Advisory Partners LP267,600$7.73M1.70%+7,850+3.0%Added
Northern Trust Corp275,112$7.95M0.00%+43,180+18.6%Added
HRT Financial LP279,026$8.06M0.10%+257,966+1,224.9%Added
Duff & Phelps Investment Management Co293,141$8.47M0.10%−89,700−23.4%Reduced
Gagnon Securities LLC364,867$10.5M2.21%+80,885+28.5%Added
North Star Investment Management Corp.369,631$10.7M0.88%+17,841+5.1%Added
FMR LLC389,811$11.3M0.00%−581,563−59.9%Reduced
Geode Capital Management, LLC400,213$11.6M0.00%+11,903+3.1%Added
Millennium Management LLC510,279$14.7M0.02%+320,681+169.1%Added
Clearbridge Investments, LLC553,378$16.0M0.02%00.0%Unchanged
Covalis Capital LLP643,477$18.6M5.27%−54,062−7.8%Reduced
Citadel Advisors LLC883,845$25.5M0.03%+833,062+1,640.4%Added
Kayne Anderson Capital Advisors LP889,699$25.7M0.76%−36,400−3.9%Reduced
GW&K Investment Management, LLC911,555$26.3M0.25%+275,569+43.3%Added
Morgan Stanley1,033,996$29.9M0.00%+802,019+345.7%Added
American Century Companies Inc1,549,942$44.8M0.04%+446,467+40.5%Added
BlackRock Inc.1,655,757$47.8M0.00%+40,213+2.5%Added
State Street Corp2,081,866$60.1M0.00%+425,320+25.7%Added
Capital International Investors2,399,124$69.3M0.02%−2,106,690−46.8%Reduced
Vanguard Group Inc3,100,303$89.5M0.00%+214,977+7.5%Added
Inclusive Capital Partners, L.P.5,742,439$165.8M16.59%00.0%Unchanged
Riverstone Holdings LLC32,416,420$936.2M40.04%+4,153,968+14.7%Added
Balyasny Asset Management LLC0$00.00%−583,395−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−185,830−100.0%Sold out
Capital Advisors Inc0$00.00%−167,909−100.0%Sold out
Forge First Asset Management Inc.0$00.00%−98,560−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−66,850−100.0%Sold out
Brasada Capital Management, LP0$00.00%−66,298−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−63,481−100.0%Sold out
Macquarie Group Ltd0$00.00%−59,516−100.0%Sold out
Baldwin Investment Management, LLC0$00.00%−40,275−100.0%Sold out
Community Capital Management, Inc.0$00.00%−34,240−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−18,033−100.0%Sold out
Wolverine Trading, LLC0$00.00%−17,188−100.0%Sold out
Guggenheim Capital LLC0$00.00%−11,723−100.0%Sold out
Engineers Gate Manager LP0$00.00%−10,988−100.0%Sold out
Monetary Management Group Inc0$00.00%−9,700−100.0%Sold out
Morse Asset Management, Inc0$00.00%−9,075−100.0%Sold out
Simplex Trading, LLC0$00.00%−9,032−100.0%Sold out
Legato Capital Management LLC0$00.00%−8,518−100.0%Sold out
Algert Global LLC0$00.00%−8,210−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−7,710−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−6,481−100.0%Sold out
HighTower Advisors, LLC0$00.00%−6,279−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−6,070−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−6,000−100.0%Sold out