Enviva Inc.
EVA was delisted on the 3rd of October, 2024.
99 hedge funds and large institutions have $20.4M invested in Enviva Inc. in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 47 closing their positions.
994% more call options, than puts
Call options by funds: $5.6M | Put options by funds: $512K
15% less funds holding
Funds holding: 117 → 99 (-18)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
38% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 47
65% less capital invested
Capital invested by funds: $57.9M → $20.4M (-$37.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AIP LLC
New York
|
+$1.7M |
| 2 |
Barclays
London,
United Kingdom
|
+$226K |
| 3 |
DAM
Deltec Asset Management
New York
|
+$105K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$91.8K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$84.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
-$2.94M |
| 2 |
BlackRock
New York
|
-$1.27M |
| 3 |
Two Sigma Investments
New York
|
-$1.09M |
| 4 |
AFA
Alta Fundamental Advisers
New York
|
-$1.06M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$849K |
EVA Hedge Fund Activity: Q1 2024 in Review
99 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Enviva Inc. (EVA) for Q1 2024, worth a combined $20.4M — down 65% from $57.9M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of EVA and 29 opened new positions — a net loss of 18 holders — while 27 trimmed existing stakes and 19 added.
The largest buyer was AIP LLC, opening a new position worth an estimated $1.7M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $2.94M sold.
- 99 institutional investors held Enviva Inc. (EVA) as of Q1 2024, down from 117 in Q4 2023.
- Funds reported $20.4M of Enviva Inc. stock for Q1 2024, down 65% quarter-over-quarter.
- 29 funds opened new Enviva Inc. positions in Q1 2024 and 47 closed out, a net change of -18 holders.
- The largest Enviva Inc. buyer in Q1 2024 was AIP LLC, an estimated $1.7M added.
- The largest Enviva Inc. seller in Q1 2024 was Inclusive Capital Partners, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2024.