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EVA

Enviva Inc.

Delisted

EVA was delisted on the 3rd of October, 2024.

86 hedge funds and large institutions have $1.32B invested in Enviva Inc. in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

22% more capital invested

Capital invested by funds: $1.09B → $1.32B (+$236M)

5% more funds holding

Funds holding: 8286 (+4)

7% less call options, than puts

Call options by funds: $702K | Put options by funds: $757K

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
11
Increased
27
Reduced
18
Closed
7
Calls
$702K
Puts
$757K
Net Calls
-$55K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$507M
CG
2
Carlyle Group
District of Columbia
$475M +$54M +1,588,295 +14%
VH
3
ValueAct Holdings
California
$78.5M
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.1M
AAP
5
Ardsley Advisory Partners
Connecticut
$26.1M -$1.05M -31,010 -4%
ClearBridge Investments
6
ClearBridge Investments
New York
$25.3M
HHAM
7
HITE Hedge Asset Management
Massachusetts
$19.5M -$75.1K -2,209 -0.4%
UBS Group
8
UBS Group
Switzerland
$14.6M -$223K -6,552 -2%
KACA
9
Kayne Anderson Capital Advisors
California
$14.5M -$3.94M -115,900 -23%
Morgan Stanley
10
Morgan Stanley
New York
$11.4M +$911K +26,809 +10%
Ameriprise
11
Ameriprise
Minnesota
$10.7M -$510K -15,000 -5%
NSIM
12
North Star Investment Management
Illinois
$7.91M +$23.4K +688 +0.3%
TCA
13
Tortoise Capital Advisors
Kansas
$5.05M -$1.36M -40,000 -23%
First Trust Advisors
14
First Trust Advisors
Illinois
$5M -$1.13M -33,111 -20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.32M +$26.6K +783 +0.7%
Citigroup
16
Citigroup
New York
$3.78M -$21.2K -624 -0.6%
BCM
17
Brasada Capital Management
Texas
$3.47M -$10.2K -300 -0.3%
Federated Hermes
18
Federated Hermes
Pennsylvania
$3.39M -$172K -5,062 -5%
AC
19
Avenir Corporation
Virginia
$3.29M
NRCM
20
Northern Right Capital Management
Connecticut
$2.98M +$845K +24,856 +45%
CCM
21
Community Capital Management
Florida
$2.74M
Goldman Sachs
22
Goldman Sachs
New York
$2.65M -$289K -8,491 -11%
UR
23
USCA RIA
Texas
$2.42M +$51K +1,500 +2%
CT
24
Clearstead Trust
Maine
$2.27M
AA
25
ALPS Advisors
Colorado
$2.02M +$361K +10,629 +24%

EVA Hedge Fund Activity: Q4 2019 in Review

86 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q4 2019, worth a combined $1.32B — up 22% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVA positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Carlyle Group, adding an estimated $54M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $3.94M.

  • 86 institutional investors held Enviva Inc. (EVA) as of Q4 2019, up from 82 in Q3 2019.
  • Funds reported $1.32B of Enviva Inc. stock for Q4 2019, up 22% quarter-over-quarter.
  • 11 funds opened new Enviva Inc. positions in Q4 2019 and 7 closed out, a net change of +4 holders.
  • The largest Enviva Inc. buyer in Q4 2019 was Carlyle Group, an estimated $54M added.
  • The largest Enviva Inc. seller in Q4 2019 was Kayne Anderson Capital Advisors, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2019.