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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
Prescott Group Capital Management, L.L.C.486,250$484.0K0.08%+486,250New
Point72 Asset Management, L.P.500,000$497.9K0.00%+500,000New
Bank of America Corp584,954$582.0K0.00%+507,626+656.5%Added
Goldman Sachs Group Inc604,407$601.9K0.00%+308,542+104.3%Added
Geode Capital Management, LLC656,615$653.9K0.00%−10,766−1.6%Reduced
BTG Pactual Global Asset Management Ltd662,954$660.2K0.39%00.0%Unchanged
State Street Corp720,285$717.3K0.00%+53,284+8.0%Added
Covalis Capital LLP761,702$758.5K0.12%−1,200,874−61.2%Reduced
Morgan Stanley784,469$781.2K0.00%+66,760+9.3%Added
Two Sigma Investments, LP1,091,038$1.09M0.00%+1,091,038New
Millennium Management LLC1,136,774$1.13M0.00%−166,615−12.8%Reduced
Keyframe Capital Partners, L.P.1,823,986$1.82M2.13%+450,000+32.8%Added
Alta Fundamental Advisers LLC2,018,490$2.01M1.07%+2,018,490New
BlackRock Inc.2,450,051$2.44M0.00%−3,633−0.1%Reduced
Vanguard Group Inc2,590,492$2.58M0.00%−546,487−17.4%Reduced
Inclusive Capital Partners, L.P.2,948,710$2.94M0.95%−4,650,000−61.2%Reduced
Riverstone Holdings LLC32,416,420$32.4M2.79%00.0%Unchanged
American Century Companies Inc0$00.00%−1,532,981−100.0%Sold out
Arosa Capital Management LP0$00.00%−1,275,700−100.0%Sold out
Covalis (Gibraltar) Ltd0$00.00%−588,330−100.0%Sold out
Lane Generational LLC0$00.00%−364,314−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−323,575−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−312,038−100.0%Sold out
Algert Global LLC0$00.00%−286,370−100.0%Sold out
Trexquant Investment LP0$00.00%−202,529−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−186,798−100.0%Sold out
SEI Investments Co0$00.00%−164,624−100.0%Sold out
FIL Ltd0$00.00%−131,014−100.0%Sold out
Alps Advisors Inc0$00.00%−126,948−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−105,772−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−102,233−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−97,163−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−93,011−100.0%Sold out
Jump Financial, LLC0$00.00%−87,176−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−72,400−100.0%Sold out
Verition Fund Management LLC0$00.00%−66,327−100.0%Sold out
Bard Associates Inc0$00.00%−65,889−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−60,039−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−53,366−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−50,261−100.0%Sold out
AE Wealth Management LLC0$00.00%−44,197−100.0%Sold out
XTX Topco Ltd0$00.00%−42,352−100.0%Sold out
Axq Capital, LP0$00.00%−34,902−100.0%Sold out
Twinbeech Capital LP0$00.00%−32,482−100.0%Sold out
Teza Capital Management LLC0$00.00%−20,639−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−19,629−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−19,142−100.0%Sold out
CI Private Wealth, LLC0$00.00%−18,805−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−17,400−100.0%Sold out
MetLife Investment Management0$00.00%−17,049−100.0%Sold out
LPL Financial LLC0$00.00%−15,939−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−14,493−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−13,228−100.0%Sold out
Voya Investment Management LLC0$00.00%−12,233−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,084−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,700−100.0%Sold out
Headlands Technologies LLC0$00.00%−3,262−100.0%Sold out
Signaturefd, LLC0$00.00%−2,486−100.0%Sold out
Avalon Trust Co0$00.00%−2,200−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,767−100.0%Sold out
Grove Bank & Trust0$00.00%−1,000−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−815−100.0%Sold out
Valley National Advisers Inc0$00.00%−500−100.0%Sold out
Van Eck Associates Corp0$00.00%−550−100.0%Sold out
Glassman Wealth Services0$00.00%−351−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−300−100.0%Sold out
GWM Advisors LLC0$00.00%−285−100.0%Sold out
NBC Securities, Inc.0$00.00%−400−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−175−100.0%Sold out
Rational Advisors LLC0$00.00%−120−100.0%Sold out
Umb Bank N A0$00.00%−155−100.0%Sold out
Whittier Trust Co0$00.00%−110−100.0%Sold out
Comerica Bank0$00.00%−94−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−94−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−65−100.0%Sold out
Versant Capital Management, Inc0$00.00%−54−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−45−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−16−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−14−100.0%Sold out
Hall Private Wealth Advisors––––Not filed
Quantamental Technologies LLC––––Not filed