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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, Q1 2024

Institutional positions in Enviva, LLC as of Mar 31, 2024. 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
98
−19 vs. Q4 2023
Shares held
44.3M
−13.7M (−23.5%) vs. Q4 2023
Total value
$19.5M
−$38.4M (−66.3%) vs. Q4 2023
New holders
29
19 more added
Sold out
48
27 more reduced

Compare with Q4 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 holdersQ1 2024: 98 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 heldQ1 2024: $19.5M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q4 2023.

Institutions holding EVA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Riverstone Holdings LLC32,416,420$14.3M1.07%00.0%Unchanged
Aip, LLC3,249,767$1.43M0.13%+3,249,767New
Keyframe Capital Partners, L.P.1,823,986$802.7K1.00%00.0%Unchanged
Vanguard Group Inc972,310$427.9K0.00%−1,618,182−62.5%Reduced
BTG Pactual Global Asset Management Ltd662,954$291.8K0.09%00.0%Unchanged
Barclays PLC525,963$231.5K0.00%+430,349+450.1%Added
Goldman Sachs Group Inc521,366$229.5K0.00%−83,041−13.7%Reduced
Mubadala Investment Co PJSC472,529$208.0K0.00%00.0%Unchanged
Jane Street Group, LLC256,905$113.1K0.00%+88,729+52.8%Added
ECP ControlCo, LLC252,392$111.1K0.03%00.0%Unchanged
Gsa Capital Partners LLP236,297$104.0K0.01%+8,521+3.7%Added
Millennium Management LLC228,102$100.4K0.00%−908,672−79.9%Reduced
Susquehanna International Group, LLP226,663$99.8K0.00%+175,066+339.3%Added
Deltec Asset Management LLC200,000$88.0K0.02%+200,000New
Qube Research & Technologies Ltd160,555$70.7K0.00%+160,555New
Gagnon Advisors, LLC149,004$65.6K0.06%00.0%Unchanged
Simplex Trading, LLC139,605$61.0K0.00%+71,657+105.5%Added
JPMorgan Chase & Co131,138$57.7K0.00%−274,905−67.7%Reduced
Gagnon Securities LLC130,102$57.3K0.01%−1,278−1.0%Reduced
Invesco Ltd.104,809$46.1K0.00%−43,715−29.4%Reduced
Walleye Capital LLC90,000$39.6K0.00%+90,000New
Group One Trading, L.P.89,592$39.4K0.00%+57,630+180.3%Added
Cubist Systematic Strategies, LLC79,908$35.2K0.00%+18,349+29.8%Added
HSBC Holdings PLC76,015$33.5K0.00%+27,646+57.2%Added
XTX Topco Ltd62,495$27.5K0.00%+62,495New
Morgan Stanley57,214$25.2K0.00%−727,255−92.7%Reduced
State of Wisconsin Investment Board52,100$22.9K0.00%+41,312+382.9%Added
Icapital Wealth LLC50,574$22.3K0.01%−40,503−44.5%Reduced
FMR LLC47,111$20.7K0.00%+32,635+225.4%Added
TownSquare Capital, LLC42,287$18.6K0.00%+42,287New
Brinker Capital Investments, LLC41,128$18.1K0.00%+41,128New
Orion Portfolio Solutions, LLC41,128$18.1K0.00%+41,128New
BlackRock Inc.37,830$16.6K0.00%−2,412,221−98.5%Reduced
Engineers Gate Manager LP37,533$16.5K0.00%−37,124−49.7%Reduced
Simplicity Wealth,LLC35,096$15.4K0.00%+35,096New
Bleakley Financial Group, LLC35,096$15.4K0.00%+35,096New
Cetera Investment Advisers28,761$12.7K0.00%+28,761New
Ground Swell Capital, LLC28,171$12.4K0.01%+28,171New
SG Americas Securities, LLC27,273$12.0K0.00%−16,803−38.1%Reduced
JustInvest LLC26,430$11.6K0.00%+26,430New
Raymond James Financial Services Advisors, Inc.26,041$11.5K0.00%−12,632−32.7%Reduced
Fidelis Capital Partners, LLC25,163$11.1K0.00%+25,163New
TRUE Private Wealth Advisors24,696$10.9K0.00%+24,696New
Advisor Group Holdings, Inc.23,496$10.3K0.00%+2,246+10.6%Added
Norden Group LLC22,775$10.0K0.00%+22,775New
Mariner, LLC20,994$9.24K0.00%+70.0%Added
Forthright Family Wealth Advisory LLC20,025$8.81K0.01%+2,071+11.5%Added
LPL Financial LLC19,311$8.50K0.00%+19,311New
Bank of America Corp18,201$8.01K0.00%−566,753−96.9%Reduced
FNY Investment Advisers, LLC18,661$8.00K0.01%−26,639−58.8%Reduced
Raymond James & Associates15,916$7.00K0.00%−3,525−18.1%Reduced
Cambridge Investment Research Advisors, Inc.15,170$7.00K0.00%+15,170New
OneAscent Wealth Management LLC14,888$7.00K0.00%+14,888New
Freestone Capital Holdings, LLC15,000$6.60K0.00%00.0%Unchanged
Northern Trust Corp14,726$6.48K0.00%−296,347−95.3%Reduced
Merit Financial Group, LLC12,653$6.45K0.00%00.0%Unchanged
Paloma Partners Management Co13,021$5.73K0.00%+13,021New
Accretive Wealth Partners, LLC10,951$5.58K0.00%+10,951New
Wells Fargo & Company12,449$5.48K0.00%+910+7.9%Added
Janney Montgomery Scott LLC11,430$5.00K0.00%+11,430New
Squarepoint Ops LLC11,234$4.94K0.00%−20,058−64.1%Reduced
Texas Yale Capital Corp.11,000$4.84K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)9,646$4.24K0.00%−401−4.0%Reduced
Royal Bank of Canada9,822$4.00K0.00%−52,089−84.1%Reduced
Point72 (DIFC) Ltd8,168$3.60K0.00%+8,168New
UBS Group AG6,628$2.92K0.00%−16,714−71.6%Reduced
Spire Wealth Management6,361$2.80K0.00%+7+0.1%Added
Capital Advisors, Ltd. LLC5,136$2.00K0.00%+4,394+592.2%Added
Sugarloaf Wealth Management, LLC4,000$1.76K0.00%00.0%Unchanged
Citigroup Inc3,232$1.42K0.00%−3,201−49.8%Reduced
EverSource Wealth Advisors, LLC2,000$1.02K0.00%+1,600+400.0%Added
CWM, LLC2,164$1.00K0.00%−42−1.9%Reduced
Fortitude Family Office, LLC1,686$7420.00%+1,686New
Zurcher Kantonalbank (Zurich Cantonalbank)1,192$5250.00%−70,547−98.3%Reduced
Venturi Wealth Management, LLC1,165$5130.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,045$4600.00%−210−16.7%Reduced
Provenance Wealth Advisors, LLC900$3960.00%00.0%Unchanged
Citadel Advisors LLC500$2200.00%−24,058−98.0%Reduced
Principal Securities, Inc.500$2200.00%00.0%Unchanged
GWM Advisors LLC465$2050.00%+465New
TruNorth Capital Management, LLC310$1360.00%+310New
Steward Partners Investment Advisory, LLC270$1190.00%−10,105−97.4%Reduced
New York State Common Retirement Fund259$1140.00%−6,800−96.3%Reduced
Park Place Capital Corp229$1010.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.211$830.00%00.0%Unchanged
Huntington National Bank1$700.00%00.0%Unchanged
Farther Finance Advisors, LLC95$410.00%+95New
Riggs Asset Managment Co. Inc.77$340.00%00.0%Unchanged
CIBC Private Wealth Group, LLC62$270.00%+62New
Kelly Financial Services LLC40$180.00%00.0%Unchanged
Quent Capital, LLC29$130.00%00.0%Unchanged
Atlantic Trust, LLC25$110.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.11$50.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$20.00%+6New
GW&K Investment Management, LLC470$00.00%00.0%Unchanged
Coston, McIsaac & Partners141$00.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.31,631––+10,957+53.0%Added
American Capital Advisory, LLC807––+400+98.3%Added
Inclusive Capital Partners, L.P.0$00.00%−2,948,710−100.0%Sold out
Alta Fundamental Advisers LLC0$00.00%−2,018,490−100.0%Sold out