Most bought consumer cyclical stocks in Q1 2024
See which Consumer Cyclical stocks institutional investors increased the most in Q1 2024, measured as net growth in reported share positions from Q4 2023 into Q1 2024. Notable additions at the top of this list include LAS VEGAS SANDS CORP (LVS), ALIBABA GROUP HOLDING-SP ADR (BABA), MAGNA INTERNATIONAL INC (MGA), YUM CHINA HOLDINGS INC (YUMC). 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 |
|---|---|---|---|---|---|---|---|---|
| LVS | LAS VEGAS SANDS CORP | 15,609,060 | $808.77M | 1 | 1 | 3 | 0 | 5 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 8,824,044 | $495.01M | 0 | 8 | 3 | 1 | 15 |
| MGA | MAGNA INTERNATIONAL INC | 5,379,896 | $311.29M | 0 | 3 | 2 | 0 | 6 |
| YUMC | YUM CHINA HOLDINGS INC | 3,332,843 | $152.67M | 1 | 2 | 1 | 1 | 4 |
| VFC | VF CORP | 3,235,850 | -$82.39M | 0 | 2 | 0 | 0 | 3 |
| NKE | NIKE INC -CL B | 3,043,821 | $10.13M | 1 | 5 | 3 | 0 | 12 |
| CCL | CARNIVAL CORP | 2,536,250 | -$235.69K | 0 | 1 | 1 | 0 | 2 |
| DOOO | BRP INC/CA- SUB VOTING | 2,185,513 | $142.08M | 0 | 2 | 0 | 0 | 3 |
| PTLO | PORTILLO'S INC-CL A | 1,948,000 | $28.22M | 1 | 0 | 1 | 0 | 2 |
| BWA | BORGWARNER INC | 1,711,833 | $30.71M | 1 | 2 | 2 | 0 | 5 |
| ETSY | ETSY INC | 1,498,786 | -$65.97M | 0 | 2 | 1 | 1 | 3 |
| YUM | YUM! BRANDS INC | 1,440,682 | $199.97M | 1 | 0 | 2 | 1 | 4 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 1,440,593 | -$8.82M | 0 | 1 | 0 | 2 | 1 |
| CART | MAPLEBEAR INC | 1,367,911 | $61.49M | 0 | 1 | 0 | 1 | 1 |
| AAP | ADVANCE AUTO PARTS INC | 1,113,881 | $157.27M | 1 | 1 | 3 | 0 | 5 |
| BROS | DUTCH BROS INC-CLASS A | 1,106,511 | $36.86M | 0 | 1 | 0 | 0 | 1 |
| GT | GOODYEAR TIRE & RUBBER CO | 1,080,454 | $3.78M | 1 | 2 | 0 | 0 | 3 |
| UAA | UNDER ARMOUR INC-CLASS A | 1,067,385 | $1.85M | 0 | 1 | 0 | 1 | 1 |
| GME | GAMESTOP CORP-CLASS A | 1,004,958 | $12.58K | 1 | 0 | 0 | 0 | 1 |
| PDD | PDD HOLDINGS INC | 884,810 | $23.73M | 1 | 4 | 1 | 1 | 6 |
| CUK | CARNIVAL PLC-ADR | 869,500 | $10.23K | 0 | 1 | 0 | 0 | 1 |
| SFIX | STITCH FIX INC-CLASS A | 849,279 | -$4.36M | 0 | 2 | 0 | 0 | 2 |
| AN | AUTONATION INC | 807,028 | $136.89M | 0 | 1 | 0 | 1 | 1 |
| WW | WW INTERNATIONAL INC | 801,312 | $1.48K | 1 | 0 | 0 | 0 | 1 |
| MCD | MCDONALD'S CORP | 794,145 | $122.19M | 2 | 4 | 3 | 1 | 11 |
| CHWY | CHEWY INC - CLASS A | 779,619 | -$147.77K | 0 | 1 | 0 | 1 | 1 |
| HTHT | H WORLD GROUP LTD-ADR | 765,715 | $38.40M | 0 | 2 | 1 | 0 | 3 |
| REAL | REALREAL INC/THE | 757,886 | $4.21M | 0 | 1 | 0 | 0 | 1 |
| IP | INTERNATIONAL PAPER CO | 724,162 | $40.99M | 0 | 2 | 1 | 0 | 3 |
| CHH | CHOICE HOTELS INTL INC | 635,244 | $95.63M | 1 | 0 | 0 | 1 | 1 |
| OLPX | OLAPLEX HOLDINGS INC | 597,100 | -$26 | 0 | 1 | 0 | 0 | 1 |
| TSLA | TESLA INC | 591,871 | -$46.50M | 0 | 1 | 2 | 1 | 5 |
| SKX | SKECHERS USA INC-CL A | 573,545 | $37.51M | 1 | 0 | 1 | 1 | 2 |
| KSS | KOHLS CORP | 495,900 | $14.46K | 1 | 0 | 0 | 0 | 1 |
| YETI | YETI HOLDINGS INC | 473,533 | -$3.18M | 1 | 0 | 1 | 0 | 2 |
| TPR | TAPESTRY INC | 467,089 | -$195.13K | 1 | 0 | 0 | 1 | 1 |
| BBY | BEST BUY CO INC | 454,169 | $16.38M | 1 | 3 | 0 | 1 | 4 |
| CAVA | CAVA GROUP INC | 440,600 | $30.86K | 1 | 0 | 0 | 0 | 1 |
| LGIH | LGI HOMES INC | 429,920 | $36.80M | 0 | 3 | 1 | 0 | 4 |
| VCSA | VACASA INC -CL A | 397,693 | $2.71M | 1 | 1 | 0 | 0 | 2 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 393,466 | -$466.43K | 0 | 2 | 1 | 0 | 3 |
| BZH | BEAZER HOMES USA INC | 381,241 | $12.23M | 0 | 2 | 0 | 2 | 2 |
| TJX | TJX COMPANIES INC | 359,487 | -$1.28M | 0 | 4 | 3 | 0 | 7 |
| TDUP | THREDUP INC - CLASS A | 355,813 | -$72.31K | 0 | 1 | 1 | 0 | 2 |
| F | FORD MOTOR CO | 314,138 | $184.76K | 0 | 1 | 2 | 0 | 4 |
| KMX | CARMAX INC | 300,546 | $108.12M | 1 | 2 | 4 | 2 | 8 |
| ABNB | AIRBNB INC-CLASS A | 295,905 | $332.71M | 1 | 3 | 1 | 1 | 5 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | 292,196 | -$14.19M | 1 | 1 | 0 | 0 | 2 |
| BERY | BERRY GLOBAL GROUP INC | 279,430 | -$14.84M | 0 | 2 | 2 | 0 | 4 |
| WYNN | WYNN RESORTS LTD | 256,539 | $73.75K | 0 | 1 | 1 | 1 | 2 |
Frequently asked questions about Most bought consumer cyclical stocks in Q1 2024
What are the most bought Consumer Cyclical stocks in Q1 2024?
The most bought consumer cyclical stocks in Q1 2024 are those with the largest increase in reported share counts across tracked institutional investors compared to Q4 2023, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q1 2024?
Among the managers we track, net additions were largest in companies such as LAS VEGAS SANDS CORP (LVS), ALIBABA GROUP HOLDING-SP ADR (BABA), MAGNA INTERNATIONAL INC (MGA), 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 2023).
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.