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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
D. E. Shaw & Co., Inc.48,732$528.7K0.00%+28,481+140.6%Added
Janney Montgomery Scott LLC49,495$537.0K0.00%+49,495New
Occudo Quantitative Strategies LP52,485$569.5K0.06%+30,320+136.8%Added
Y-Intercept (Hong Kong) Ltd53,563$581.2K0.06%+33,800+171.0%Added
Royal Bank of Canada58,301$632.0K0.00%+16,380+39.1%Added
Raymond James & Associates58,695$636.8K0.00%−24,848−29.7%Reduced
Baird Financial Group, Inc.61,208$664.1K0.00%+5,854+10.6%Added
Chanos & Co LP61,774$670.2K11.26%+61,774New
Credit Suisse AG64,144$696.0K0.00%+30,777+92.2%Added
Bard Associates Inc65,989$716.0K0.28%+10,050+18.0%Added
U.S. Capital Wealth Advisors, LLC68,366$741.8K0.04%−10,129−12.9%Reduced
Jane Street Group, LLC71,556$776.4K0.00%−52,110−42.1%Reduced
Swiss National Bank72,100$782.3K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.72,971$791.7K0.00%−118,633−61.9%Reduced
Ardsley Advisory Partners LP75,000$813.8K0.18%−192,600−72.0%Reduced
Schonfeld Strategic Advisors LLC82,442$894.5K0.01%+66,342+412.1%Added
Rhumbline Advisers87,377$948.0K0.00%+33,607+62.5%Added
Barclays PLC91,562$993.4K0.00%−35,745−28.1%Reduced
Trexquant Investment LP94,574$1.03M0.03%−7,042−6.9%Reduced
FIL Ltd99,495$1.08M0.00%+59,397+148.1%Added
Nuveen Asset Management, LLC101,801$1.10M0.00%−29,718−22.6%Reduced
Bank of America Corp103,868$1.13M0.00%+73,145+238.1%Added
Atlantic Trust, LLC44,125$1.27M0.41%00.0%Unchanged
Hall Private Wealth Advisors117,568$1.28M0.69%+52,090+79.6%Added
Bank of New York Mellon Corp123,837$1.34M0.00%+20,055+19.3%Added
Renaissance Technologies LLC128,700$1.40M0.00%−17,300−11.8%Reduced
Citadel Advisors LLC129,299$1.40M0.00%−754,546−85.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)131,610$1.43M0.01%+99,334+307.8%Added
Alps Advisors Inc131,807$1.43M0.01%−5,233−3.8%Reduced
Tudor Investment Corp Et Al138,930$1.51M0.02%−51,692−27.1%Reduced
UBS Asset Management Americas Inc52,979$1.53M0.00%00.0%Unchanged
Gagnon Advisors, LLC149,004$1.62M1.08%−16,182−9.8%Reduced
Goldman Sachs Group Inc155,187$1.68M0.00%+23,573+17.9%Added
SEI Investments Co164,624$1.79M0.00%+1,523+0.9%Added
Charles Schwab Investment Management Inc201,529$2.19M0.00%+37,777+23.1%Added
North Star Investment Management Corp.206,442$2.24M0.18%−163,189−44.1%Reduced
Algert Global LLC221,210$2.40M0.10%+221,210New
ECP ControlCo, LLC252,392$2.74M0.55%00.0%Unchanged
Lane Generational LLC282,003$3.06M4.39%+282,003New
Northern Trust Corp289,614$3.14M0.00%+14,502+5.3%Added
Invesco Ltd.296,253$3.21M0.00%+168,003+131.0%Added
Kent Lake Capital LLC300,000$3.25M1.50%+300,000New
Gagnon Securities LLC333,920$3.62M0.75%−30,947−8.5%Reduced
HITE Hedge Asset Management LLC373,409$4.05M0.47%+373,409New
ExodusPoint Capital Management, LP592,047$6.42M0.08%+477,224+415.6%Added
Keyframe Capital Partners, L.P.619,236$6.72M4.37%+619,236New
State Street Corp647,765$7.03M0.00%−1,434,101−68.9%Reduced
Geode Capital Management, LLC650,588$7.06M0.00%+250,375+62.6%Added
BTG Pactual Global Asset Management Ltd662,954$7.19M3.79%+662,954New
Covalis (Gibraltar) Ltd763,310$8.28M10.84%+763,310New
Arosa Capital Management LP1,050,000$11.4M3.34%+1,050,000New
Millennium Management LLC1,438,378$15.6M0.02%+928,099+181.9%Added
American Century Companies Inc1,530,500$16.6M0.01%−19,442−1.3%Reduced
Covalis Capital LLP1,687,604$18.3M3.96%+1,044,127+162.3%Added
Morgan Stanley2,412,783$26.2M0.00%+1,378,787+133.3%Added
BlackRock Inc.2,592,967$28.1M0.00%+937,210+56.6%Added
Vanguard Group Inc3,213,008$34.9M0.00%+112,705+3.6%Added
Inclusive Capital Partners, L.P.7,598,710$82.4M7.68%+1,856,271+32.3%Added
Riverstone Holdings LLC32,416,420$351.7M20.48%00.0%Unchanged
IFP Advisors, Inc100––00.0%Unchanged
Ronald Blue Trust, Inc.56––+56New
Capital International Investors0$00.00%−2,399,124−100.0%Sold out
Kayne Anderson Capital Advisors LP0$00.00%−889,699−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−553,378−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−293,141−100.0%Sold out
HRT Financial LP0$00.00%−279,026−100.0%Sold out
First Eagle Investment Management, LLC0$00.00%−197,135−100.0%Sold out
First Trust Advisors LP0$00.00%−125,881−100.0%Sold out
Nicola Wealth Management Ltd.0$00.00%−120,000−100.0%Sold out
Norges Bank0$00.00%−67,461−100.0%Sold out
Tortoise Capital Advisors, L.L.C.0$00.00%−66,924−100.0%Sold out
Vancity Investment Management Ltd0$00.00%−61,996−100.0%Sold out
Gabelli Funds LLC0$00.00%−45,900−100.0%Sold out
Verition Fund Management LLC0$00.00%−40,700−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−39,017−100.0%Sold out
Naples Global Advisors, LLC0$00.00%−36,331−100.0%Sold out
RBF Capital, LLC0$00.00%−34,318−100.0%Sold out
Lee Financial Co0$00.00%−31,551−100.0%Sold out
Northern Right Capital Management, L.P.0$00.00%−29,307−100.0%Sold out
Bank of Montreal0$00.00%−18,613−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−23,025−100.0%Sold out
Marathon Capital Management0$00.00%−19,321−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−19,159−100.0%Sold out
Wellington Management Group LLP0$00.00%−18,977−100.0%Sold out
Twinbeech Capital LP0$00.00%−17,865−100.0%Sold out
Panagora Asset Management Inc0$00.00%−17,475−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−15,217−100.0%Sold out
Treasurer of the State of North Carolina0$00.00%−13,376−100.0%Sold out
National Asset Management, Inc.0$00.00%−12,703−100.0%Sold out
American Financial Group Inc0$00.00%−12,000−100.0%Sold out
Axq Capital, LP0$00.00%−12,000−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−11,422−100.0%Sold out
FORA Capital, LLC0$00.00%−11,103−100.0%Sold out
Virtu Financial LLC0$00.00%−10,931−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−10,698−100.0%Sold out
LMR Partners LLP0$00.00%−10,265−100.0%Sold out
Groesbeck Investment Management Corp0$00.00%−9,788−100.0%Sold out
Arizona State Retirement System0$00.00%−9,678−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−8,700−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−8,500−100.0%Sold out