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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
Verition Fund Management LLC66,327$495.5K0.01%+66,327New
Schonfeld Strategic Advisors LLC72,400$540.8K0.00%−10,042−12.2%Reduced
Bank of America Corp77,328$577.6K0.00%−26,540−25.6%Reduced
Rhumbline Advisers80,050$598.0K0.00%−7,327−8.4%Reduced
Jump Financial, LLC87,176$651.2K0.02%+73,055+517.4%Added
Nuveen Asset Management, LLC93,011$694.8K0.00%−8,790−8.6%Reduced
ExodusPoint Capital Management, LP97,163$726.0K0.01%−494,884−83.6%Reduced
Campbell & CO Investment Adviser LLC102,233$763.7K0.09%+102,233New
Icapital Wealth LLC102,975$769.2K0.54%+102,975New
Baird Financial Group, Inc.105,772$790.1K0.00%+44,564+72.8%Added
Bank of New York Mellon Corp105,775$790.1K0.00%−18,062−14.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)114,197$853.1K0.00%−17,413−13.2%Reduced
Alps Advisors Inc126,948$948.3K0.01%−4,859−3.7%Reduced
FIL Ltd131,014$978.7K0.00%+31,519+31.7%Added
Gagnon Advisors, LLC149,004$1.11M0.93%00.0%Unchanged
SEI Investments Co164,624$1.23M0.00%00.0%Unchanged
JPMorgan Chase & Co170,148$1.27M0.00%+126,248+287.6%Added
Dark Forest Capital Management LP186,798$1.40M0.12%+169,524+981.4%Added
Trexquant Investment LP202,529$1.51M0.04%+107,955+114.1%Added
North Star Investment Management Corp.244,994$1.83M0.15%+38,552+18.7%Added
ECP ControlCo, LLC252,392$1.89M0.43%00.0%Unchanged
Charles Schwab Investment Management Inc257,970$1.93M0.00%+56,441+28.0%Added
Citadel Advisors LLC259,372$1.94M0.00%+130,073+100.6%Added
Invesco Ltd.263,143$1.97M0.00%−33,110−11.2%Reduced
Algert Global LLC286,370$2.14M0.10%+65,160+29.5%Added
Goldman Sachs Group Inc295,865$2.21M0.00%+140,678+90.7%Added
Northern Trust Corp311,777$2.33M0.00%+22,163+7.7%Added
D. E. Shaw & Co., Inc.312,038$2.33M0.00%+263,306+540.3%Added
HITE Hedge Asset Management LLC323,575$2.42M0.26%−49,834−13.3%Reduced
Lane Generational LLC364,314$2.72M3.36%+82,311+29.2%Added
Gagnon Securities LLC488,135$3.65M0.91%+154,215+46.2%Added
Covalis (Gibraltar) Ltd588,330$4.39M44.98%−174,980−22.9%Reduced
BTG Pactual Global Asset Management Ltd662,954$4.95M2.83%00.0%Unchanged
State Street Corp667,001$4.98M0.00%+19,236+3.0%Added
Geode Capital Management, LLC667,381$4.99M0.00%+16,793+2.6%Added
Morgan Stanley717,709$5.36M0.00%−1,695,074−70.3%Reduced
Arosa Capital Management LP1,275,700$9.53M3.70%+225,700+21.5%Added
Millennium Management LLC1,303,389$9.74M0.01%−134,989−9.4%Reduced
Keyframe Capital Partners, L.P.1,373,986$10.3M8.23%+754,750+121.9%Added
American Century Companies Inc1,532,981$11.5M0.01%+2,481+0.2%Added
Covalis Capital LLP1,962,576$14.7M2.59%+274,972+16.3%Added
BlackRock Inc.2,453,684$18.3M0.00%−139,283−5.4%Reduced
Vanguard Group Inc3,136,979$23.4M0.00%−76,029−2.4%Reduced
Inclusive Capital Partners, L.P.7,598,710$56.8M5.61%00.0%Unchanged
Riverstone Holdings LLC32,416,420$242.2M12.35%00.0%Unchanged
Kent Lake Capital LLC0$00.00%−300,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−138,930−100.0%Sold out
Renaissance Technologies LLC0$00.00%−128,700−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−75,000−100.0%Sold out
Chanos & Co LP0$00.00%−61,774−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−53,563−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−52,485−100.0%Sold out
Two Sigma Investments, LP0$00.00%−44,828−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−37,162−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−29,066−100.0%Sold out
Trellus Management Company, LLC0$00.00%−28,000−100.0%Sold out
Centiva Capital, LP0$00.00%−27,891−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−20,331−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−19,567−100.0%Sold out
Harvest Portfolios Group Inc.0$00.00%−17,817−100.0%Sold out
Kornitzer Capital Management Inc0$00.00%−17,200−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−16,204−100.0%Sold out
Holocene Advisors, LP0$00.00%−16,429−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−15,000−100.0%Sold out
Balentine LLC0$00.00%−13,485−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−12,782−100.0%Sold out
Atom Investors LP0$00.00%−12,053−100.0%Sold out
Wedbush Securities Inc0$00.00%−11,765−100.0%Sold out
Mariner, LLC0$00.00%−11,569−100.0%Sold out
Ieq Capital, LLC0$00.00%−11,518−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−11,016−100.0%Sold out
Ameriprise Financial Inc0$00.00%−10,971−100.0%Sold out
Walleye Capital LLC0$00.00%−8,389−100.0%Sold out
Kepos Capital LP0$00.00%−6,951−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−4,700−100.0%Sold out
Riverview Trust Co0$00.00%−1,582−100.0%Sold out
Caption Management, LLC0$00.00%−1,000−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−266−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−205−100.0%Sold out
Crewe Advisors LLC0$00.00%−100−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−48−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−39−100.0%Sold out
Parallel Advisors, LLC0$00.00%−22−100.0%Sold out
IFP Advisors, Inc0$00.00%−100−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−56−100.0%Sold out
Ten Capital Wealth Advisors, LLC––––Not filed
BerganKDV Wealth Management, LLC––––Not filed