Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
81 hedge funds and large institutions have $947M invested in Enviva Inc. in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 18 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less funds holding
Funds holding: 86 → 81 (-5)
11% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.31M
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
28% less capital invested
Capital invested by funds: $1.32B → $947M (-$377M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$14.7M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$5.32M |
| 3 |
Citigroup
New York
|
+$3.7M |
| 4 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$3.02M |
| 5 |
Goldman Sachs
New York
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$14.7M |
| 2 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
-$7.34M |
| 3 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$5.1M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$5.05M |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$1.75M |
EVA Hedge Fund Activity: Q1 2020 in Review
81 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q1 2020, worth a combined $947M — down 28% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EVA and 15 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 28 added.
The largest buyer was ValueAct Holdings, adding an estimated $14.7M. The largest seller was ClearBridge Investments, cutting an estimated $14.7M.
- 81 institutional investors held Enviva Inc. (EVA) as of Q1 2020, down from 86 in Q4 2019.
- Funds reported $947M of Enviva Inc. stock for Q1 2020, down 28% quarter-over-quarter.
- 15 funds opened new Enviva Inc. positions in Q1 2020 and 18 closed out, a net change of -3 holders.
- The largest Enviva Inc. buyer in Q1 2020 was ValueAct Holdings, an estimated $14.7M added.
- The largest Enviva Inc. seller in Q1 2020 was ClearBridge Investments, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2020.