Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
105 hedge funds and large institutions have $906M invested in Enviva Inc. in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
12% more funds holding
Funds holding: 94 → 105 (+11)
3% more call options, than puts
Call options by funds: $1.63M | Put options by funds: $1.58M
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
38% less capital invested
Capital invested by funds: $1.47B → $906M (-$560M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$10.2M |
| 3 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$8.51M |
| 4 |
1M
13D Management
New York
|
+$7.02M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$490M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$174M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$39.3M |
| 4 |
LCG
Luxor Capital Group
New York
|
-$8.65M |
| 5 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$7.62M |
EVA Hedge Fund Activity: Q3 2020 in Review
105 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q3 2020, worth a combined $906M — down 38% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EVA positions and 12 closed out — a net gain of 11 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Carlyle Group, exiting entirely with an estimated $490M sold.
- 105 institutional investors held Enviva Inc. (EVA) as of Q3 2020, up from 94 in Q2 2020.
- Funds reported $906M of Enviva Inc. stock for Q3 2020, down 38% quarter-over-quarter.
- 23 funds opened new Enviva Inc. positions in Q3 2020 and 12 closed out, a net change of +11 holders.
- The largest Enviva Inc. buyer in Q3 2020 was Morgan Stanley, an estimated $11.4M added.
- The largest Enviva Inc. seller in Q3 2020 was Carlyle Group, an estimated $490M sold.
Based on aggregated 13F filings for Q3 2020.