Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
94 hedge funds and large institutions have $1.47B invested in Enviva Inc. in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
55% more capital invested
Capital invested by funds: $947M → $1.47B (+$519M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more funds holding
Funds holding: 81 → 94 (+13)
5% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $2.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$76.7M |
| 2 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$29.6M |
| 3 |
CG
Carlyle Group
Washington,
District of Columbia
|
+$27.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$13.7M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$6.68M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$4.37M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.67M |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$997K |
EVA Hedge Fund Activity: Q2 2020 in Review
94 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q2 2020, worth a combined $1.47B — up 55% from $947M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EVA positions and 10 closed out — a net gain of 13 holders — while 32 added to existing stakes and 20 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $76.7M. The largest seller was Citigroup, cutting an estimated $6.68M.
- 94 institutional investors held Enviva Inc. (EVA) as of Q2 2020, up from 81 in Q1 2020.
- Funds reported $1.47B of Enviva Inc. stock for Q2 2020, up 55% quarter-over-quarter.
- 23 funds opened new Enviva Inc. positions in Q2 2020 and 10 closed out, a net change of +13 holders.
- The largest Enviva Inc. buyer in Q2 2020 was ValueAct Holdings, an estimated $76.7M added.
- The largest Enviva Inc. seller in Q2 2020 was Citigroup, an estimated $6.68M sold.
Based on aggregated 13F filings for Q2 2020.