Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
117 hedge funds and large institutions have $58.6M invested in Enviva Inc. in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 62 closing their positions.
1,447% more call options, than puts
Call options by funds: $1.38M | Put options by funds: $89K
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
19% less funds holding
Funds holding: 145 → 117 (-28)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
42% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 62
88% less capital invested
Capital invested by funds: $477M → $58.6M (-$419M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Alta Fundamental Advisers
New York
|
+$5.6M |
| 2 |
Two Sigma Investments
New York
|
+$3.03M |
| 3 |
Morgan Stanley
New York
|
+$2.36M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.41M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
-$12.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$11.5M |
| 3 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$9.53M |
| 4 |
CG
Covalis (Gibraltar)
Midtown,
Gibraltar
|
-$4.39M |
| 5 |
CC
Covalis Capital
London,
United Kingdom
|
-$3.33M |
EVA Hedge Fund Activity: Q4 2023 in Review
117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q4 2023, worth a combined $58.6M — down 88% from $477M a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of EVA and 36 opened new positions — a net loss of 26 holders — while 35 trimmed existing stakes and 28 added.
The largest buyer was Alta Fundamental Advisers, opening a new position worth an estimated $5.6M. The largest seller was Inclusive Capital Partners, cutting an estimated $12.9M.
- 117 institutional investors held Enviva Inc. (EVA) as of Q4 2023, down from 145 in Q3 2023.
- Funds reported $58.6M of Enviva Inc. stock for Q4 2023, down 88% quarter-over-quarter.
- 36 funds opened new Enviva Inc. positions in Q4 2023 and 62 closed out, a net change of -26 holders.
- The largest Enviva Inc. buyer in Q4 2023 was Alta Fundamental Advisers, an estimated $5.6M added.
- The largest Enviva Inc. seller in Q4 2023 was Inclusive Capital Partners, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2023.