Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
176 hedge funds and large institutions have $1.81B invested in Enviva Inc. in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 52 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 38
5% less funds holding
Funds holding: 185 → 176 (-9)
17% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 52
41% less capital invested
Capital invested by funds: $3.08B → $1.81B (-$1.26B)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
60% less call options, than puts
Call options by funds: $9.14M | Put options by funds: $22.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RH
Riverstone Holdings
New York
|
+$170M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$34M |
| 3 |
Morgan Stanley
New York
|
+$32.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$18.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$86M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$30.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.84M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$8.99M |
EVA Hedge Fund Activity: Q1 2023 in Review
176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q1 2023, worth a combined $1.81B — down 41% from $3.08B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of EVA and 43 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 74 added.
The largest buyer was Riverstone Holdings, adding an estimated $170M. The largest seller was Capital International Investors, cutting an estimated $86M.
- 176 institutional investors held Enviva Inc. (EVA) as of Q1 2023, down from 185 in Q4 2022.
- Funds reported $1.81B of Enviva Inc. stock for Q1 2023, down 41% quarter-over-quarter.
- 43 funds opened new Enviva Inc. positions in Q1 2023 and 52 closed out, a net change of -9 holders.
- The largest Enviva Inc. buyer in Q1 2023 was Riverstone Holdings, an estimated $170M added.
- The largest Enviva Inc. seller in Q1 2023 was Capital International Investors, an estimated $86M sold.
Based on aggregated 13F filings for Q1 2023.