Most bought consumer cyclical stocks in Q1 2023
See which Consumer Cyclical stocks institutional investors increased the most in Q1 2023, measured as net growth in reported share positions from Q4 2022 into Q1 2023. Notable additions at the top of this list include COUPANG INC (CPNG), LESLIE'S INC (LESL), FORD MOTOR CO (F), RIVIAN AUTOMOTIVE INC-A (RIVN). These rankings are based on SEC 13F filings from the investors we track.
Explore more:
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 11,689,975 | $159.81M | 1 | 2 | 1 | 0 | 6 |
| LESL | LESLIE'S INC | 9,706,559 | $108.40M | 0 | 1 | 0 | 1 | 1 |
| F | FORD MOTOR CO | 8,749,663 | $70.66M | 1 | 4 | 0 | 1 | 5 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 6,378,217 | $78.60M | 2 | 0 | 1 | 0 | 3 |
| AMZN | AMAZON.COM INC | 3,623,366 | $3.23B | 1 | 18 | 7 | 3 | 31 |
| LAZR | LUMINAR TECHNOLOGIES INC | 3,498,300 | $22.70K | 1 | 0 | 0 | 0 | 1 |
| PTON | PELOTON INTERACTIVE INC-A | 3,385,516 | $11.75M | 2 | 1 | 1 | 0 | 4 |
| VFC | VF CORP | 3,326,600 | -$20.08M | 0 | 1 | 0 | 0 | 2 |
| MBC | MASTERBRAND INC | 3,055,057 | $32.28M | 2 | 1 | 2 | 0 | 5 |
| LULU | LULULEMON ATHLETICA INC | 2,702,671 | $745.87M | 3 | 1 | 1 | 0 | 5 |
| BALL | BALL CORP | 2,603,998 | $231.52M | 0 | 2 | 3 | 0 | 5 |
| JD | JD.COM INC-ADR | 2,403,955 | -$352.07M | 0 | 5 | 3 | 0 | 8 |
| VVV | VALVOLINE INC | 2,336,333 | $99.28M | 0 | 1 | 1 | 0 | 2 |
| HBI | HANESBRANDS INC | 2,013,426 | $52.80K | 0 | 2 | 0 | 0 | 2 |
| SHAK | SHAKE SHACK INC - CLASS A | 1,861,343 | $95.34M | 2 | 0 | 0 | 0 | 2 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 1,788,675 | $139.22M | 1 | 0 | 0 | 1 | 1 |
| TSLA | TESLA INC | 1,593,413 | $596.58M | 2 | 4 | 0 | 0 | 6 |
| BBY | BEST BUY CO INC | 1,208,150 | -$1.05M | 0 | 2 | 1 | 0 | 3 |
| ROST | ROSS STORES INC | 1,183,896 | -$66.23M | 0 | 1 | 1 | 1 | 3 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 1,180,420 | $375.03M | 0 | 2 | 3 | 0 | 6 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 1,170,447 | $12.28M | 1 | 2 | 0 | 0 | 3 |
| M | MACY'S INC | 1,155,295 | -$17.96M | 0 | 3 | 0 | 0 | 3 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | 914,379 | $21.81M | 0 | 1 | 0 | 1 | 1 |
| LEA | LEAR CORP | 789,868 | $201.87M | 0 | 2 | 1 | 0 | 3 |
| REAL | REALREAL INC/THE | 684,442 | $862.40K | 1 | 0 | 0 | 0 | 1 |
| BOWL | BOWLERO CORP - CLASS A | 680,700 | $12.31K | 0 | 1 | 0 | 0 | 1 |
| HYLN | HYLIION HOLDINGS CORP | 629,953 | -$322.89K | 0 | 1 | 0 | 1 | 1 |
| DADA | DADA NEXUS LTD-ADR | 587,200 | $6.00K | 0 | 1 | 0 | 0 | 1 |
| GPC | GENUINE PARTS CO | 544,052 | -$689.92K | 0 | 1 | 2 | 0 | 5 |
| ETSY | ETSY INC | 535,372 | $45.28M | 1 | 1 | 1 | 0 | 3 |
| TRS | TRIMAS CORP | 533,995 | $15.66M | 0 | 1 | 1 | 0 | 2 |
| UA | UNDER ARMOUR INC-CLASS C | 507,800 | -$87.51K | 0 | 1 | 0 | 0 | 2 |
| BKE | BUCKLE INC/THE | 504,531 | -$3.42M | 0 | 1 | 1 | 0 | 2 |
| SEE | SEALED AIR CORP | 472,677 | $48.52K | 1 | 1 | 1 | 0 | 3 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | 469,287 | $185.44M | 0 | 2 | 1 | 1 | 3 |
| BYON | BEYOND INC | 465,800 | $44.51K | 0 | 1 | 0 | 0 | 2 |
| LOVE | LOVESAC CO/THE | 449,700 | $13.00K | 1 | 0 | 0 | 0 | 1 |
| ANF | ABERCROMBIE & FITCH CO-CL A | 418,724 | $11.68K | 0 | 1 | 0 | 0 | 1 |
| BURL | BURLINGTON STORES INC | 416,395 | -$22.74M | 1 | 0 | 1 | 0 | 2 |
| HAS | HASBRO INC | 382,074 | $34.67M | 1 | 0 | 2 | 1 | 3 |
| PTLO | PORTILLO'S INC-CL A | 357,000 | $8.71K | 0 | 1 | 0 | 0 | 1 |
| BROS | DUTCH BROS INC-CLASS A | 356,803 | $11.29M | 1 | 0 | 0 | 0 | 1 |
| ARHS | ARHAUS INC | 350,459 | $2.39M | 1 | 1 | 0 | 0 | 2 |
| MGA | MAGNA INTERNATIONAL INC | 342,327 | $8.30M | 0 | 2 | 2 | 1 | 5 |
| CRI | CARTER'S INC | 329,387 | -$2.60M | 1 | 0 | 0 | 1 | 1 |
| AAP | ADVANCE AUTO PARTS INC | 319,647 | $1.06M | 1 | 3 | 0 | 0 | 4 |
| AGS | PLAYAGS INC | 288,700 | $4.41K | 0 | 1 | 0 | 0 | 1 |
| IP | INTERNATIONAL PAPER CO | 283,600 | $18.92M | 0 | 1 | 0 | 0 | 1 |
| YUM | YUM! BRANDS INC | 280,998 | $244.61K | 0 | 2 | 0 | 0 | 3 |
| KSS | KOHLS CORP | 278,000 | $5.79K | 0 | 1 | 0 | 0 | 1 |
Frequently asked questions about Most bought consumer cyclical stocks in Q1 2023
What are the most bought Consumer Cyclical stocks in Q1 2023?
The most bought consumer cyclical stocks in Q1 2023 are those with the largest increase in reported share counts across tracked institutional investors compared to Q4 2022, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q1 2023?
Among the managers we track, net additions were largest in companies such as COUPANG INC (CPNG), LESLIE'S INC (LESL), FORD MOTOR CO (F), 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 2022).
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.