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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, Q2 2023

Institutional positions in Enviva, LLC as of Jun 30, 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
161
−14 vs. Q1 2023
Shares held
64.9M
+2.06M (+3.3%) vs. Q1 2023
Total value
$705.6M
−$1.11B (−61.1%) vs. Q1 2023
New holders
43
52 more added
Sold out
57
45 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 161 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 heldQ2 2023: $705.6M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q1 2023.

Institutions holding EVA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC32,416,420$351.7M20.48%00.0%Unchanged
Inclusive Capital Partners, L.P.7,598,710$82.4M7.68%+1,856,271+32.3%Added
Vanguard Group Inc3,213,008$34.9M0.00%+112,705+3.6%Added
BlackRock Inc.2,592,967$28.1M0.00%+937,210+56.6%Added
Morgan Stanley2,412,783$26.2M0.00%+1,378,787+133.3%Added
Covalis Capital LLP1,687,604$18.3M3.96%+1,044,127+162.3%Added
American Century Companies Inc1,530,500$16.6M0.01%−19,442−1.3%Reduced
Millennium Management LLC1,438,378$15.6M0.02%+928,099+181.9%Added
Arosa Capital Management LP1,050,000$11.4M3.34%+1,050,000New
Covalis (Gibraltar) Ltd763,310$8.28M10.84%+763,310New
BTG Pactual Global Asset Management Ltd662,954$7.19M3.79%+662,954New
Geode Capital Management, LLC650,588$7.06M0.00%+250,375+62.6%Added
State Street Corp647,765$7.03M0.00%−1,434,101−68.9%Reduced
Keyframe Capital Partners, L.P.619,236$6.72M4.37%+619,236New
ExodusPoint Capital Management, LP592,047$6.42M0.08%+477,224+415.6%Added
HITE Hedge Asset Management LLC373,409$4.05M0.47%+373,409New
Gagnon Securities LLC333,920$3.62M0.75%−30,947−8.5%Reduced
Kent Lake Capital LLC300,000$3.25M1.50%+300,000New
Invesco Ltd.296,253$3.21M0.00%+168,003+131.0%Added
Northern Trust Corp289,614$3.14M0.00%+14,502+5.3%Added
Lane Generational LLC282,003$3.06M4.39%+282,003New
ECP ControlCo, LLC252,392$2.74M0.55%00.0%Unchanged
Algert Global LLC221,210$2.40M0.10%+221,210New
North Star Investment Management Corp.206,442$2.24M0.18%−163,189−44.1%Reduced
Charles Schwab Investment Management Inc201,529$2.19M0.00%+37,777+23.1%Added
SEI Investments Co164,624$1.79M0.00%+1,523+0.9%Added
Goldman Sachs Group Inc155,187$1.68M0.00%+23,573+17.9%Added
Gagnon Advisors, LLC149,004$1.62M1.08%−16,182−9.8%Reduced
UBS Asset Management Americas Inc52,979$1.53M0.00%00.0%Unchanged
Tudor Investment Corp Et Al138,930$1.51M0.02%−51,692−27.1%Reduced
Alps Advisors Inc131,807$1.43M0.01%−5,233−3.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)131,610$1.43M0.01%+99,334+307.8%Added
Citadel Advisors LLC129,299$1.40M0.00%−754,546−85.4%Reduced
Renaissance Technologies LLC128,700$1.40M0.00%−17,300−11.8%Reduced
Bank of New York Mellon Corp123,837$1.34M0.00%+20,055+19.3%Added
Hall Private Wealth Advisors117,568$1.28M0.69%+52,090+79.6%Added
Atlantic Trust, LLC44,125$1.27M0.41%00.0%Unchanged
Bank of America Corp103,868$1.13M0.00%+73,145+238.1%Added
Nuveen Asset Management, LLC101,801$1.10M0.00%−29,718−22.6%Reduced
FIL Ltd99,495$1.08M0.00%+59,397+148.1%Added
Trexquant Investment LP94,574$1.03M0.03%−7,042−6.9%Reduced
Barclays PLC91,562$993.4K0.00%−35,745−28.1%Reduced
Rhumbline Advisers87,377$948.0K0.00%+33,607+62.5%Added
Schonfeld Strategic Advisors LLC82,442$894.5K0.01%+66,342+412.1%Added
Ardsley Advisory Partners LP75,000$813.8K0.18%−192,600−72.0%Reduced
Raymond James Financial Services Advisors, Inc.72,971$791.7K0.00%−118,633−61.9%Reduced
Swiss National Bank72,100$782.3K0.00%00.0%Unchanged
Jane Street Group, LLC71,556$776.4K0.00%−52,110−42.1%Reduced
U.S. Capital Wealth Advisors, LLC68,366$741.8K0.04%−10,129−12.9%Reduced
Bard Associates Inc65,989$716.0K0.28%+10,050+18.0%Added
Credit Suisse AG64,144$696.0K0.00%+30,777+92.2%Added
Chanos & Co LP61,774$670.2K11.26%+61,774New
Baird Financial Group, Inc.61,208$664.1K0.00%+5,854+10.6%Added
Raymond James & Associates58,695$636.8K0.00%−24,848−29.7%Reduced
Royal Bank of Canada58,301$632.0K0.00%+16,380+39.1%Added
Y-Intercept (Hong Kong) Ltd53,563$581.2K0.06%+33,800+171.0%Added
Occudo Quantitative Strategies LP52,485$569.5K0.06%+30,320+136.8%Added
Janney Montgomery Scott LLC49,495$537.0K0.00%+49,495New
D. E. Shaw & Co., Inc.48,732$528.7K0.00%+28,481+140.6%Added
Mirae Asset Global Investments Co., Ltd.45,193$490.3K0.00%+13,562+42.9%Added
Two Sigma Investments, LP44,828$486.4K0.00%+44,828New
JPMorgan Chase & Co43,900$476.3K0.00%+25,567+139.5%Added
UBS Group AG42,250$458.4K0.00%+5,653+15.4%Added
Alliancebernstein L.P.41,380$449.0K0.00%+31,651+325.3%Added
California State Teachers Retirement System40,152$435.6K0.00%−640−1.6%Reduced
FMR LLC38,191$414.4K0.00%−351,620−90.2%Reduced
Sherbrooke Park Advisers LLC37,162$403.2K0.21%+37,162New
Legal & General Group Plc34,871$378.4K0.00%+5,242+17.7%Added
Federated Hermes, Inc.34,605$375.5K0.00%+2,840+8.9%Added
Susquehanna International Group, LLP29,066$315.4K0.00%+29,066New
Trellus Management Company, LLC28,000$303.8K0.47%+28,000New
Centiva Capital, LP27,891$302.6K0.02%+27,891New
XTX Topco Ltd25,609$277.9K0.05%+7,726+43.2%Added
LPL Financial LLC23,341$253.3K0.00%−31,960−57.8%Reduced
Texas Yale Capital Corp.21,875$237.3K0.01%00.0%Unchanged
Bridgefront Capital, LLC21,533$233.6K0.13%+21,533New
Apollon Wealth Management, LLC20,331$220.6K0.01%+603+3.1%Added
Wells Fargo & Company20,121$218.3K0.00%+14,625+266.1%Added
Ten Capital Wealth Advisors, LLC20,000$217.0K0.06%+20,000New
Edgestream Partners, L.P.19,567$212.3K0.02%+19,567New
Citigroup Inc18,529$201.0K0.00%+13,560+272.9%Added
Cubist Systematic Strategies, LLC18,377$199.4K0.00%−121,545−86.9%Reduced
Harvest Portfolios Group Inc.17,817$193.3K0.01%−1,788−9.1%Reduced
Dark Forest Capital Management LP17,274$187.4K0.02%+4,630+36.6%Added
Kornitzer Capital Management Inc17,200$186.6K0.00%00.0%Unchanged
MetLife Investment Management17,049$185.0K0.00%+15,195+819.6%Added
Migdal Insurance & Financial Holdings Ltd.16,204$182.0K0.00%+6,920+74.5%Added
Holocene Advisors, LP16,429$178.3K0.00%−25,164−60.5%Reduced
Deutsche Bank AG15,762$171.0K0.00%+11,269+250.8%Added
Avantax Advisory Services, Inc.15,394$167.0K0.00%−1,492−8.8%Reduced
American International Group, Inc.15,072$163.5K0.00%+14,617+3,212.5%Added
Teza Capital Management LLC15,054$163.3K0.03%+15,054New
Dynamic Technology Lab Private Ltd15,000$163.0K0.02%+5,320+55.0%Added
CI Private Wealth, LLC14,958$162.3K0.00%−8,746−36.9%Reduced
Janus Henderson Group PLC14,760$160.2K0.00%+19+0.1%Added
Jump Financial, LLC14,121$153.2K0.01%+14,121New
New York State Common Retirement Fund13,522$146.7K0.00%−7,478−35.6%Reduced
Balentine LLC13,485$146.3K0.00%+13,485New
Manufacturers Life Insurance Company, The13,257$143.8K0.00%+13,257New
Merit Financial Group, LLC12,832$139.2K0.00%−136−1.0%Reduced