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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
TD Waterhouse Canada Inc.2$150.00%00.0%Unchanged
Global Retirement Partners, LLC14$1000.00%+14New
Farther Finance Advisors, LLC16$1200.00%−26−61.9%Reduced
Atlantic Trust, LLC25$1870.00%−44,100−99.9%Reduced
Quent Capital, LLC29$2170.00%00.0%Unchanged
Kelly Financial Services LLC40$2990.00%00.0%Unchanged
Quadrant Capital Group LLC45$3370.00%−17−27.4%Reduced
Versant Capital Management, Inc54$4030.00%−18−25.0%Reduced
Massmutual Trust Co FSB65$4860.00%−420−86.6%Reduced
Caldwell Sutter Capital, Inc.67$5000.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.77$5760.00%00.0%Unchanged
Atticus Wealth Management, LLC94$7020.00%00.0%Unchanged
Comerica Bank94$7020.00%+94New
Whittier Trust Co110$8210.00%+110New
Coston, McIsaac & Partners141$1.00K0.00%00.0%Unchanged
Umb Bank N A155$1.16K0.00%+155New
Rational Advisors LLC120$1.30K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC175$1.31K0.00%+175New
Park Place Capital Corp229$1.71K0.00%00.0%Unchanged
NBC Securities, Inc.400$2.00K0.00%+400New
GWM Advisors LLC285$2.13K0.00%00.0%Unchanged
Brown Brothers Harriman & Co300$2.24K0.00%00.0%Unchanged
Huntington National Bank302$2.32K0.00%−131−30.3%Reduced
Glassman Wealth Services351$2.62K0.00%−99−22.0%Reduced
Valley National Advisers Inc500$4.00K0.00%00.0%Unchanged
Van Eck Associates Corp550$4.00K0.00%+1+0.2%Added
GW&K Investment Management, LLC645$5.00K0.00%00.0%Unchanged
Covestor Ltd675$5.00K0.00%+274+68.3%Added
Advisors Asset Management, Inc.815$6.09K0.00%−390−32.4%Reduced
Provenance Wealth Advisors, LLC900$6.72K0.00%+900New
Grove Bank & Trust1,000$7.47K0.00%00.0%Unchanged
Spire Wealth Management1,000$7.47K0.00%00.0%Unchanged
Citigroup Inc1,295$9.67K0.00%−17,234−93.0%Reduced
Metropolitan Life Insurance Co1,767$13.2K0.00%00.0%Unchanged
Venturi Wealth Management, LLC1,866$13.9K0.00%00.0%Unchanged
Avalon Trust Co2,200$16.4K0.00%−2,100−48.8%Reduced
Signaturefd, LLC2,486$18.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,586$19.3K0.00%00.0%Unchanged
Clearstead Advisors, LLC2,716$20.3K0.00%00.0%Unchanged
Headlands Technologies LLC3,262$24.4K0.01%+3,262New
CWM, LLC3,883$29.0K0.00%−3,361−46.4%Reduced
The PNC Financial Services Group, Inc.4,046$30.2K0.00%−172−4.1%Reduced
Group One Trading, L.P.4,083$30.5K0.00%+4,083New
Quantbot Technologies LP4,700$35.1K0.00%+4,700New
Amalgamated Bank4,763$36.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado6,116$46.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,358$62.4K0.00%+6,454+339.0%Added
UBS Group AG9,349$69.8K0.00%−32,901−77.9%Reduced
Freestone Capital Holdings, LLC10,000$74.7K0.00%+10,000New
Commonwealth Equity Services, LLC10,084$75.0K0.00%−1,786−15.0%Reduced
Aurora Private Wealth, Inc.10,600$79.0K0.09%+10,600New
Advisor Group Holdings, Inc.11,555$86.3K0.00%+4,642+67.1%Added
Eagle Global Advisors LLC11,576$86.5K0.01%−601−4.9%Reduced
Wells Fargo & Company11,660$87.1K0.00%−8,461−42.1%Reduced
Merit Financial Group, LLC12,136$90.7K0.00%−696−5.4%Reduced
Voya Investment Management LLC12,233$91.4K0.00%00.0%Unchanged
FMR LLC12,315$92.0K0.00%−25,876−67.8%Reduced
Manufacturers Life Insurance Company, The13,228$98.8K0.00%−29−0.2%Reduced
New York State Common Retirement Fund13,759$102.8K0.00%+237+1.8%Added
Avantax Advisory Services, Inc.14,493$108.3K0.00%−901−5.9%Reduced
Janus Henderson Group PLC14,755$110.2K0.00%−50.0%Reduced
American International Group, Inc.15,627$116.7K0.00%+555+3.7%Added
LPL Financial LLC15,939$119.1K0.00%−7,402−31.7%Reduced
Quantamental Technologies LLC16,425$122.7K0.12%+16,425New
MetLife Investment Management17,049$127.4K0.00%00.0%Unchanged
Boulder Hill Capital Management LP17,400$130.0K0.08%+17,400New
Cubist Systematic Strategies, LLC17,734$132.5K0.00%−643−3.5%Reduced
CI Private Wealth, LLC18,805$141.7K0.00%+3,847+25.7%Added
Counterpoint Mutual Funds LLC19,142$143.0K0.12%+19,142New
Hall Private Wealth Advisors19,332$144.4K0.10%−98,236−83.6%Reduced
Bridgefront Capital, LLC19,629$146.6K0.10%−1,904−8.8%Reduced
Teza Capital Management LLC20,639$154.2K0.03%+5,585+37.1%Added
Texas Yale Capital Corp.21,875$163.4K0.01%00.0%Unchanged
Wolverine Asset Management LLC22,653$169.2K0.00%+22,653New
Deutsche Bank AG27,734$207.2K0.00%+11,972+76.0%Added
Engineers Gate Manager LP28,559$213.3K0.01%+28,559New
California State Teachers Retirement System30,931$231.1K0.00%−9,221−23.0%Reduced
Twinbeech Capital LP32,482$242.6K0.00%+32,482New
Steward Partners Investment Advisory, LLC33,625$251.2K0.00%+25,750+327.0%Added
Legal & General Group Plc34,563$258.2K0.00%−308−0.9%Reduced
Axq Capital, LP34,902$260.7K0.09%+34,902New
Federated Hermes, Inc.36,182$270.3K0.00%+1,577+4.6%Added
UBS Asset Management Americas Inc37,297$278.6K0.00%−15,682−29.6%Reduced
Raymond James & Associates38,583$288.2K0.00%−20,112−34.3%Reduced
HSBC Holdings PLC40,976$298.5K0.00%+40,976New
XTX Topco Ltd42,352$316.4K0.05%+16,743+65.4%Added
Richard W. Paul & Associates, LLC42,992$321.1K0.15%+42,992New
AE Wealth Management LLC44,197$330.2K0.00%+44,197New
Mirae Asset Global Investments Co., Ltd.44,393$331.6K0.00%−800−1.8%Reduced
Jane Street Group, LLC45,526$340.1K0.00%−26,030−36.4%Reduced
Raymond James Financial Services Advisors, Inc.47,730$356.5K0.00%−25,241−34.6%Reduced
Weiss Multi-Strategy Advisers LLC50,261$375.0K0.01%+50,261New
U.S. Capital Wealth Advisors, LLC53,366$398.6K0.02%−15,000−21.9%Reduced
Alliancebernstein L.P.54,100$404.1K0.00%+12,720+30.7%Added
Barclays PLC55,523$414.8K0.00%−36,039−39.4%Reduced
Credit Suisse AG58,096$434.0K0.00%−6,048−9.4%Reduced
Swiss National Bank59,600$445.2K0.00%−12,500−17.3%Reduced
Janney Montgomery Scott LLC60,039$448.0K0.00%+10,544+21.3%Added
Royal Bank of Canada61,664$460.0K0.00%+3,363+5.8%Added
Bard Associates Inc65,889$492.2K0.20%−100−0.2%Reduced