Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
161 hedge funds and large institutions have $706M invested in Enviva Inc. in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 57 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
9% less funds holding
Funds holding: 176 → 161 (-15)
25% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 57
35% less call options, than puts
Call options by funds: $2.34M | Put options by funds: $3.57M
61% less capital invested
Capital invested by funds: $1.81B → $706M (-$1.11B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
+$27M |
| 2 |
Morgan Stanley
New York
|
+$20.1M |
| 3 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
+$15.3M |
| 4 |
CC
Covalis Capital
London,
United Kingdom
|
+$15.2M |
| 5 |
BlackRock
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$69.3M |
| 2 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$25.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$20.9M |
| 4 |
ClearBridge Investments
New York
|
-$16M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$13.3M |
EVA Hedge Fund Activity: Q2 2023 in Review
161 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q2 2023, worth a combined $706M — down 61% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of EVA and 43 opened new positions — a net loss of 14 holders — while 45 trimmed existing stakes and 52 added.
The largest buyer was Inclusive Capital Partners, adding an estimated $27M. The largest seller was Capital International Investors, exiting entirely with an estimated $69.3M sold.
- 161 institutional investors held Enviva Inc. (EVA) as of Q2 2023, down from 176 in Q1 2023.
- Funds reported $706M of Enviva Inc. stock for Q2 2023, down 61% quarter-over-quarter.
- 43 funds opened new Enviva Inc. positions in Q2 2023 and 57 closed out, a net change of -14 holders.
- The largest Enviva Inc. buyer in Q2 2023 was Inclusive Capital Partners, an estimated $27M added.
- The largest Enviva Inc. seller in Q2 2023 was Capital International Investors, an estimated $69.3M sold.
Based on aggregated 13F filings for Q2 2023.