Most bought consumer cyclical stocks in Q1 2021
See which Consumer Cyclical stocks institutional investors increased the most in Q1 2021, measured as net growth in reported share positions from Q4 2020 into Q1 2021. Notable additions at the top of this list include COUPANG INC (CPNG), HONDA MOTOR CO LTD-SPONS ADR (HMC), DANA INC (DAN), LEVI STRAUSS & CO- CLASS A (LEVI). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 12,142,855 | $599.25K | 3 | 0 | 0 | 0 | 3 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | 11,117,924 | $343.67K | 1 | 0 | 1 | 0 | 2 |
| DAN | DANA INC | 8,070,546 | $231.68K | 0 | 2 | 0 | 0 | 2 |
| LEVI | LEVI STRAUSS & CO- CLASS A | 4,782,387 | $114.82K | 2 | 0 | 0 | 1 | 3 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 4,657,022 | $951.97K | 6 | 8 | 4 | 1 | 19 |
| JD | JD.COM INC-ADR | 4,423,500 | $139.95K | 1 | 2 | 4 | 0 | 8 |
| XPEV | XPENG INC - ADR | 4,165,241 | $147.97K | 1 | 0 | 0 | 0 | 2 |
| SKX | SKECHERS USA INC-CL A | 3,891,341 | $162.31K | 1 | 0 | 0 | 0 | 1 |
| HBI | HANESBRANDS INC | 2,798,959 | $71.17K | 1 | 1 | 1 | 0 | 3 |
| ACVA | ACV AUCTIONS INC-A | 2,438,020 | $82.30K | 1 | 0 | 0 | 0 | 1 |
| TSLA | TESLA INC | 2,218,117 | $1.32M | 1 | 2 | 2 | 0 | 6 |
| ROL | ROLLINS INC | 2,105,318 | $70.41K | 1 | 1 | 0 | 1 | 2 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 1,993,840 | $61.90K | 1 | 1 | 0 | 0 | 2 |
| SE | SEA LTD-ADR | 1,847,413 | $758.62K | 2 | 2 | 2 | 0 | 7 |
| DPZ | DOMINO'S PIZZA INC | 1,831,872 | $654.71K | 2 | 0 | 1 | 0 | 3 |
| FTDR | FRONTDOOR INC | 1,790,138 | $103.27K | 1 | 0 | 1 | 0 | 2 |
| WEN | WENDY'S CO/THE | 1,704,900 | -$10.70K | 0 | 1 | 0 | 0 | 2 |
| LESL | LESLIE'S INC | 1,650,000 | $25.74K | 0 | 1 | 0 | 0 | 1 |
| HOG | HARLEY-DAVIDSON INC | 1,437,721 | $60.50K | 1 | 1 | 0 | 1 | 2 |
| HRB | H&R BLOCK INC | 1,123,094 | $24.89K | 2 | 0 | 0 | 1 | 2 |
| NIU | NIU TECHNOLOGIES-SPONS ADR | 974,939 | $43.37K | 0 | 1 | 0 | 0 | 1 |
| GT | GOODYEAR TIRE & RUBBER CO | 905,865 | $46.43K | 0 | 2 | 0 | 0 | 2 |
| PLBY | PLBY GROUP INC | 900,000 | $17.63K | 1 | 0 | 0 | 0 | 1 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 754,018 | $13.69K | 1 | 0 | 0 | 0 | 1 |
| TJX | TJX COMPANIES INC | 741,730 | $133.85K | 0 | 3 | 2 | 0 | 7 |
| ORLY | O'REILLY AUTOMOTIVE INC | 724,315 | $502.24K | 1 | 2 | 2 | 0 | 6 |
| EYE | NATIONAL VISION HOLDINGS INC | 699,200 | $26.60K | 0 | 2 | 0 | 0 | 2 |
| AMZN | AMAZON.COM INC | 663,534 | $1.46M | 2 | 8 | 12 | 3 | 30 |
| WW | WW INTERNATIONAL INC | 620,210 | $38.62K | 0 | 3 | 0 | 0 | 3 |
| CVNA | CARVANA CO | 603,421 | $430.44K | 1 | 2 | 2 | 0 | 6 |
| MCD | MCDONALD'S CORP | 549,772 | $125.72K | 0 | 3 | 2 | 0 | 7 |
| CNNE | CANNAE HOLDINGS INC | 538,600 | $21.34K | 1 | 0 | 0 | 0 | 1 |
| SCS | STEELCASE INC-CL A | 497,037 | $12.35K | 0 | 1 | 1 | 0 | 2 |
| DKS | DICK'S SPORTING GOODS INC | 488,000 | $46.40K | 0 | 1 | 0 | 0 | 1 |
| LULU | LULULEMON ATHLETICA INC | 486,190 | $147.34K | 1 | 1 | 1 | 0 | 4 |
| UA | UNDER ARMOUR INC-CLASS C | 401,900 | $10.72K | 0 | 2 | 1 | 0 | 3 |
| RAVE | RAVE RESTAURANT GROUP INC | 397,957 | $632 | 0 | 1 | 0 | 0 | 1 |
| ALV | AUTOLIV INC | 397,162 | $37.71K | 0 | 1 | 2 | 0 | 3 |
| UAA | UNDER ARMOUR INC-CLASS A | 392,758 | $72.29K | 0 | 1 | 2 | 0 | 3 |
| REAL | REALREAL INC/THE | 383,014 | $21.00K | 0 | 1 | 1 | 0 | 2 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 349,103 | $33.67K | 1 | 0 | 1 | 1 | 2 |
| LAD | LITHIA MOTORS INC | 325,381 | $355.97K | 1 | 0 | 0 | 0 | 2 |
| BBY | BEST BUY CO INC | 309,890 | $35.94K | 1 | 1 | 0 | 0 | 2 |
| YETI | YETI HOLDINGS INC | 297,252 | $22.68K | 1 | 3 | 0 | 0 | 4 |
| BERY | BERRY GLOBAL GROUP INC | 272,000 | $43.32K | 0 | 1 | 1 | 0 | 2 |
| KTB | KONTOOR BRANDS INC | 258,042 | $29.54K | 1 | 1 | 0 | 0 | 2 |
| HAS | HASBRO INC | 256,860 | $24.77K | 1 | 1 | 0 | 0 | 2 |
| ULTA | ULTA BEAUTY INC | 246,750 | $76.87K | 0 | 1 | 1 | 0 | 2 |
| ODP | ODP CORP/THE | 239,732 | $11.22K | 1 | 1 | 0 | 0 | 2 |
| BZUN | BAOZUN INC-SPN ADR | 235,700 | $8.99K | 1 | 0 | 0 | 0 | 1 |
Frequently asked questions about Most bought consumer cyclical stocks in Q1 2021
What are the most bought Consumer Cyclical stocks in Q1 2021?
The most bought consumer cyclical stocks in Q1 2021 are those with the largest increase in reported share counts across tracked institutional investors compared to Q4 2020, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q1 2021?
Among the managers we track, net additions were largest in companies such as COUPANG INC (CPNG), HONDA MOTOR CO LTD-SPONS ADR (HMC), DANA INC (DAN), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 2020).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.