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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, Q4 2023

Institutional positions in Enviva, LLC as of Dec 31, 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
117
−26 vs. Q3 2023
Shares held
58.0M
−5.88M (−9.2%) vs. Q3 2023
Total value
$57.9M
−$419.1M (−87.9%) vs. Q3 2023
New holders
36
28 more added
Sold out
62
34 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 117 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 heldQ4 2023: $57.9M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q3 2023.

Institutions holding EVA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC32,416,420$32.4M2.79%00.0%Unchanged
Inclusive Capital Partners, L.P.2,948,710$2.94M0.95%−4,650,000−61.2%Reduced
Vanguard Group Inc2,590,492$2.58M0.00%−546,487−17.4%Reduced
BlackRock Inc.2,450,051$2.44M0.00%−3,633−0.1%Reduced
Alta Fundamental Advisers LLC2,018,490$2.01M1.07%+2,018,490New
Keyframe Capital Partners, L.P.1,823,986$1.82M2.13%+450,000+32.8%Added
Millennium Management LLC1,136,774$1.13M0.00%−166,615−12.8%Reduced
Two Sigma Investments, LP1,091,038$1.09M0.00%+1,091,038New
Morgan Stanley784,469$781.2K0.00%+66,760+9.3%Added
Covalis Capital LLP761,702$758.5K0.12%−1,200,874−61.2%Reduced
State Street Corp720,285$717.3K0.00%+53,284+8.0%Added
BTG Pactual Global Asset Management Ltd662,954$660.2K0.39%00.0%Unchanged
Geode Capital Management, LLC656,615$653.9K0.00%−10,766−1.6%Reduced
Goldman Sachs Group Inc604,407$601.9K0.00%+308,542+104.3%Added
Bank of America Corp584,954$582.0K0.00%+507,626+656.5%Added
Point72 Asset Management, L.P.500,000$497.9K0.00%+500,000New
Prescott Group Capital Management, L.L.C.486,250$484.0K0.08%+486,250New
Mubadala Investment Co PJSC472,529$470.5K0.00%+472,529New
JPMorgan Chase & Co406,043$404.3K0.00%+235,895+138.6%Added
Federated Hermes, Inc.318,233$317.0K0.00%+282,051+779.5%Added
Northern Trust Corp311,073$309.8K0.00%−704−0.2%Reduced
Plustick Management LLC300,000$298.7K0.25%+300,000New
CastleKnight Management LP253,500$252.4K0.04%+253,500New
ECP ControlCo, LLC252,392$251.4K0.05%00.0%Unchanged
Gsa Capital Partners LLP227,776$227.0K0.02%+227,776New
Charles Schwab Investment Management Inc216,090$215.2K0.00%−41,880−16.2%Reduced
Two Sigma Advisers, LP170,400$169.7K0.00%+170,400New
Jane Street Group, LLC168,176$167.5K0.00%+122,650+269.4%Added
Gagnon Advisors, LLC149,004$148.4K0.13%00.0%Unchanged
Invesco Ltd.148,524$147.9K0.00%−114,619−43.6%Reduced
Gagnon Securities LLC131,380$130.8K0.03%−356,755−73.1%Reduced
North Star Investment Management Corp.106,003$105.6K0.01%−138,991−56.7%Reduced
Bank of New York Mellon Corp105,109$104.7K0.00%−666−0.6%Reduced
Barclays PLC95,614$95.2K0.00%+40,091+72.2%Added
Renaissance Technologies LLC92,200$92.0K0.00%+92,200New
Icapital Wealth LLC91,077$90.7K0.06%−11,898−11.6%Reduced
Rhumbline Advisers80,863$80.5K0.00%+813+1.0%Added
Richard W. Paul & Associates, LLC75,101$74.8K0.03%+32,109+74.7%Added
Engineers Gate Manager LP74,657$74.3K0.00%+46,098+161.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)71,739$71.4K0.00%−42,458−37.2%Reduced
Simplex Trading, LLC67,948$67.0K0.00%+67,948New
Credit Suisse AG65,867$65.6K0.00%+7,771+13.4%Added
Royal Bank of Canada61,911$62.0K0.00%+247+0.4%Added
Cubist Systematic Strategies, LLC61,559$61.3K0.00%+43,825+247.1%Added
Swiss National Bank59,600$59.4K0.00%00.0%Unchanged
Two Sigma Securities, LLC55,406$55.2K0.00%+55,406New
Susquehanna International Group, LLP51,597$51.4K0.00%+51,597New
Aurora Private Wealth, Inc.45,500$45.0K0.04%+34,900+329.2%Added
FNY Investment Advisers, LLC45,300$45.0K0.05%+45,300New
HSBC Holdings PLC48,369$44.7K0.00%+7,393+18.0%Added
Point72 Middle East FZE44,772$44.6K0.00%+44,772New
SG Americas Securities, LLC44,076$44.0K0.00%+44,076New
Alliancebernstein L.P.41,680$41.5K0.00%−12,420−23.0%Reduced
Balyasny Asset Management LLC41,618$41.4K0.00%+41,618New
Raymond James Financial Services Advisors, Inc.38,673$38.5K0.00%−9,057−19.0%Reduced
California State Teachers Retirement System38,006$37.8K0.00%+7,075+22.9%Added
UBS Asset Management Americas Inc37,297$37.1K0.00%00.0%Unchanged
Legal & General Group Plc34,563$34.4K0.00%00.0%Unchanged
Group One Trading, L.P.31,962$31.8K0.00%+27,879+682.8%Added
Squarepoint Ops LLC31,292$31.2K0.00%+31,292New
Neuberger Berman Group LLC29,411$29.3K0.00%+29,411New
Cetera Advisors LLC27,450$27.3K0.00%+27,450New
Virtu Financial LLC25,519$25.0K0.00%+25,519New
Citadel Advisors LLC24,558$24.5K0.00%−234,814−90.5%Reduced
UBS Group AG23,342$23.2K0.00%+13,993+149.7%Added
Advisor Group Holdings, Inc.21,250$21.2K0.00%+9,695+83.9%Added
Mariner, LLC20,987$20.9K0.00%+20,987New
Mirae Asset Global Investments Co., Ltd.20,674$20.6K0.00%−23,719−53.4%Reduced
Raymond James & Associates19,441$19.4K0.00%−19,142−49.6%Reduced
Wexford Capital LP18,870$18.8K0.00%+18,870New
Forthright Family Wealth Advisory LLC17,954$17.9K0.01%+17,954New
Deutsche Bank AG17,804$17.8K0.00%−9,930−35.8%Reduced
American International Group, Inc.15,565$15.5K0.00%−62−0.4%Reduced
Freestone Capital Holdings, LLC15,000$14.9K0.00%+5,000+50.0%Added
Janus Henderson Group PLC14,696$14.7K0.00%−59−0.4%Reduced
FMR LLC14,476$14.4K0.00%+2,161+17.5%Added
Merit Financial Group, LLC12,653$12.6K0.00%+517+4.3%Added
Eagle Global Advisors LLC11,576$11.5K0.00%00.0%Unchanged
Wells Fargo & Company11,539$11.5K0.00%−121−1.0%Reduced
Texas Yale Capital Corp.11,000$11.0K0.00%−10,875−49.7%Reduced
State of Wisconsin Investment Board10,788$10.7K0.00%+10,788New
Arizona State Retirement System10,401$10.4K0.00%+10,401New
Steward Partners Investment Advisory, LLC10,375$10.3K0.00%−23,250−69.1%Reduced
Tower Research Capital LLC (TRC)10,047$10.0K0.00%+1,689+20.2%Added
New York State Common Retirement Fund7,059$7.03K0.00%−6,700−48.7%Reduced
Citigroup Inc6,433$6.41K0.00%+5,138+396.8%Added
Public Employees Retirement Association of Colorado6,116$6.00K0.00%00.0%Unchanged
Amalgamated Bank4,445$4.00K0.00%−318−6.7%Reduced
Sugarloaf Wealth Management, LLC4,000$3.98K0.00%+4,000New
Clearstead Advisors, LLC2,716$2.71K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,586$2.58K0.00%00.0%Unchanged
Spire Wealth Management6,354$2.54K0.00%+5,354+535.4%Added
Miller Wealth Advisors, LLC2,373$2.36K0.00%+2,373New
Wolverine Asset Management LLC2,053$2.04K0.00%−20,600−90.9%Reduced
CWM, LLC2,206$2.00K0.00%−1,677−43.2%Reduced
Covestor Ltd1,604$2.00K0.00%+929+137.6%Added
Allworth Financial LP1,500$1.49K0.00%+1,500New
The PNC Financial Services Group, Inc.1,255$1.25K0.00%−2,791−69.0%Reduced
Venturi Wealth Management, LLC1,165$1.16K0.00%−701−37.6%Reduced
Capital Advisors, Ltd. LLC742$1.00K0.00%+742New