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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, Q3 2023

Institutional positions in Enviva, LLC as of Sep 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
145
−14 vs. Q2 2023
Shares held
63.9M
−964.4K (−1.5%) vs. Q2 2023
Total value
$477.2M
−$228.2M (−32.3%) vs. Q2 2023
New holders
26
36 more added
Sold out
40
52 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 145 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 heldQ3 2023: $477.2M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q2 2023.

Institutions holding EVA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC32,416,420$242.2M12.35%00.0%Unchanged
Inclusive Capital Partners, L.P.7,598,710$56.8M5.61%00.0%Unchanged
Vanguard Group Inc3,136,979$23.4M0.00%−76,029−2.4%Reduced
BlackRock Inc.2,453,684$18.3M0.00%−139,283−5.4%Reduced
Covalis Capital LLP1,962,576$14.7M2.59%+274,972+16.3%Added
American Century Companies Inc1,532,981$11.5M0.01%+2,481+0.2%Added
Keyframe Capital Partners, L.P.1,373,986$10.3M8.23%+754,750+121.9%Added
Millennium Management LLC1,303,389$9.74M0.01%−134,989−9.4%Reduced
Arosa Capital Management LP1,275,700$9.53M3.70%+225,700+21.5%Added
Morgan Stanley717,709$5.36M0.00%−1,695,074−70.3%Reduced
Geode Capital Management, LLC667,381$4.99M0.00%+16,793+2.6%Added
State Street Corp667,001$4.98M0.00%+19,236+3.0%Added
BTG Pactual Global Asset Management Ltd662,954$4.95M2.83%00.0%Unchanged
Covalis (Gibraltar) Ltd588,330$4.39M44.98%−174,980−22.9%Reduced
Gagnon Securities LLC488,135$3.65M0.91%+154,215+46.2%Added
Lane Generational LLC364,314$2.72M3.36%+82,311+29.2%Added
HITE Hedge Asset Management LLC323,575$2.42M0.26%−49,834−13.3%Reduced
D. E. Shaw & Co., Inc.312,038$2.33M0.00%+263,306+540.3%Added
Northern Trust Corp311,777$2.33M0.00%+22,163+7.7%Added
Goldman Sachs Group Inc295,865$2.21M0.00%+140,678+90.7%Added
Algert Global LLC286,370$2.14M0.10%+65,160+29.5%Added
Invesco Ltd.263,143$1.97M0.00%−33,110−11.2%Reduced
Citadel Advisors LLC259,372$1.94M0.00%+130,073+100.6%Added
Charles Schwab Investment Management Inc257,970$1.93M0.00%+56,441+28.0%Added
ECP ControlCo, LLC252,392$1.89M0.43%00.0%Unchanged
North Star Investment Management Corp.244,994$1.83M0.15%+38,552+18.7%Added
Trexquant Investment LP202,529$1.51M0.04%+107,955+114.1%Added
Dark Forest Capital Management LP186,798$1.40M0.12%+169,524+981.4%Added
JPMorgan Chase & Co170,148$1.27M0.00%+126,248+287.6%Added
SEI Investments Co164,624$1.23M0.00%00.0%Unchanged
Gagnon Advisors, LLC149,004$1.11M0.93%00.0%Unchanged
FIL Ltd131,014$978.7K0.00%+31,519+31.7%Added
Alps Advisors Inc126,948$948.3K0.01%−4,859−3.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)114,197$853.1K0.00%−17,413−13.2%Reduced
Bank of New York Mellon Corp105,775$790.1K0.00%−18,062−14.6%Reduced
Baird Financial Group, Inc.105,772$790.1K0.00%+44,564+72.8%Added
Icapital Wealth LLC102,975$769.2K0.54%+102,975New
Campbell & CO Investment Adviser LLC102,233$763.7K0.09%+102,233New
ExodusPoint Capital Management, LP97,163$726.0K0.01%−494,884−83.6%Reduced
Nuveen Asset Management, LLC93,011$694.8K0.00%−8,790−8.6%Reduced
Jump Financial, LLC87,176$651.2K0.02%+73,055+517.4%Added
Rhumbline Advisers80,050$598.0K0.00%−7,327−8.4%Reduced
Bank of America Corp77,328$577.6K0.00%−26,540−25.6%Reduced
Schonfeld Strategic Advisors LLC72,400$540.8K0.00%−10,042−12.2%Reduced
Verition Fund Management LLC66,327$495.5K0.01%+66,327New
Bard Associates Inc65,889$492.2K0.20%−100−0.2%Reduced
Royal Bank of Canada61,664$460.0K0.00%+3,363+5.8%Added
Janney Montgomery Scott LLC60,039$448.0K0.00%+10,544+21.3%Added
Swiss National Bank59,600$445.2K0.00%−12,500−17.3%Reduced
Credit Suisse AG58,096$434.0K0.00%−6,048−9.4%Reduced
Barclays PLC55,523$414.8K0.00%−36,039−39.4%Reduced
Alliancebernstein L.P.54,100$404.1K0.00%+12,720+30.7%Added
U.S. Capital Wealth Advisors, LLC53,366$398.6K0.02%−15,000−21.9%Reduced
Weiss Multi-Strategy Advisers LLC50,261$375.0K0.01%+50,261New
Raymond James Financial Services Advisors, Inc.47,730$356.5K0.00%−25,241−34.6%Reduced
Jane Street Group, LLC45,526$340.1K0.00%−26,030−36.4%Reduced
Mirae Asset Global Investments Co., Ltd.44,393$331.6K0.00%−800−1.8%Reduced
AE Wealth Management LLC44,197$330.2K0.00%+44,197New
Richard W. Paul & Associates, LLC42,992$321.1K0.15%+42,992New
XTX Topco Ltd42,352$316.4K0.05%+16,743+65.4%Added
HSBC Holdings PLC40,976$298.5K0.00%+40,976New
Raymond James & Associates38,583$288.2K0.00%−20,112−34.3%Reduced
UBS Asset Management Americas Inc37,297$278.6K0.00%−15,682−29.6%Reduced
Federated Hermes, Inc.36,182$270.3K0.00%+1,577+4.6%Added
Axq Capital, LP34,902$260.7K0.09%+34,902New
Legal & General Group Plc34,563$258.2K0.00%−308−0.9%Reduced
Steward Partners Investment Advisory, LLC33,625$251.2K0.00%+25,750+327.0%Added
Twinbeech Capital LP32,482$242.6K0.00%+32,482New
California State Teachers Retirement System30,931$231.1K0.00%−9,221−23.0%Reduced
Engineers Gate Manager LP28,559$213.3K0.01%+28,559New
Deutsche Bank AG27,734$207.2K0.00%+11,972+76.0%Added
Wolverine Asset Management LLC22,653$169.2K0.00%+22,653New
Texas Yale Capital Corp.21,875$163.4K0.01%00.0%Unchanged
Teza Capital Management LLC20,639$154.2K0.03%+5,585+37.1%Added
Bridgefront Capital, LLC19,629$146.6K0.10%−1,904−8.8%Reduced
Hall Private Wealth Advisors19,332$144.4K0.10%−98,236−83.6%Reduced
Counterpoint Mutual Funds LLC19,142$143.0K0.12%+19,142New
CI Private Wealth, LLC18,805$141.7K0.00%+3,847+25.7%Added
Cubist Systematic Strategies, LLC17,734$132.5K0.00%−643−3.5%Reduced
Boulder Hill Capital Management LP17,400$130.0K0.08%+17,400New
MetLife Investment Management17,049$127.4K0.00%00.0%Unchanged
Quantamental Technologies LLC16,425$122.7K0.12%+16,425New
LPL Financial LLC15,939$119.1K0.00%−7,402−31.7%Reduced
American International Group, Inc.15,627$116.7K0.00%+555+3.7%Added
Janus Henderson Group PLC14,755$110.2K0.00%−50.0%Reduced
Avantax Advisory Services, Inc.14,493$108.3K0.00%−901−5.9%Reduced
New York State Common Retirement Fund13,759$102.8K0.00%+237+1.8%Added
Manufacturers Life Insurance Company, The13,228$98.8K0.00%−29−0.2%Reduced
FMR LLC12,315$92.0K0.00%−25,876−67.8%Reduced
Voya Investment Management LLC12,233$91.4K0.00%00.0%Unchanged
Merit Financial Group, LLC12,136$90.7K0.00%−696−5.4%Reduced
Wells Fargo & Company11,660$87.1K0.00%−8,461−42.1%Reduced
Eagle Global Advisors LLC11,576$86.5K0.01%−601−4.9%Reduced
Advisor Group Holdings, Inc.11,555$86.3K0.00%+4,642+67.1%Added
Aurora Private Wealth, Inc.10,600$79.0K0.09%+10,600New
Commonwealth Equity Services, LLC10,084$75.0K0.00%−1,786−15.0%Reduced
Freestone Capital Holdings, LLC10,000$74.7K0.00%+10,000New
UBS Group AG9,349$69.8K0.00%−32,901−77.9%Reduced
Tower Research Capital LLC (TRC)8,358$62.4K0.00%+6,454+339.0%Added
Public Employees Retirement Association of Colorado6,116$46.0K0.00%00.0%Unchanged