Most bought consumer cyclical stocks in Q3 2023
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q3 2023 versus the prior calendar quarter in our filings. Notable additions at the top of this list include VF CORP (VFC), CARNIVAL CORP (CCL), WENDY'S CO/THE (WEN), LESLIE'S INC (LESL). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Net share increases
Top symbols by net quarter-over-quarter share change (increases).
Most bought stocks
Net quarter-over-quarter share increases across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| VFC | VF CORP | 32,962,879 | $619.0M | 2 | 2 | 2 | 1 | 6 |
| CCL | CARNIVAL CORP | 12,695,099 | $2.4M | 0 | 4 | 3 | 0 | 8 |
| WEN | WENDY'S CO/THE | 11,549,094 | $229.7M | 0 | 2 | 1 | 0 | 3 |
| LESL | LESLIE'S INC | 8,136,285 | -$16.8M | 0 | 1 | 0 | 1 | 1 |
| SE | SEA LTD-ADR | 7,490,124 | $322.7M | 0 | 6 | 1 | 2 | 7 |
| F | FORD MOTOR CO | 7,174,540 | -$2.3M | 0 | 5 | 2 | 1 | 9 |
| MAR | MARRIOTT INTERNATIONAL -CL A | 6,849,488 | $1.4B | 2 | 5 | 5 | 0 | 15 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 4,771,772 | $218.6M | 1 | 0 | 0 | 0 | 2 |
| ROL | ROLLINS INC | 3,662,123 | $96.9M | 0 | 4 | 1 | 1 | 5 |
| MGA | MAGNA INTERNATIONAL INC | 3,237,094 | $159.3M | 0 | 2 | 4 | 0 | 7 |
| GAP | GAP INC/THE | 2,766,323 | $118.8M | 0 | 1 | 4 | 1 | 6 |
| PDD | PDD HOLDINGS INC | 2,519,483 | $318.0M | 4 | 4 | 2 | 1 | 10 |
| FL | FOOT LOCKER INC | 2,245,292 | $38.9M | 1 | 1 | 0 | 0 | 2 |
| NKE | NIKE INC -CL B | 2,042,410 | -$317.6M | 0 | 7 | 5 | 1 | 19 |
| CHWY | CHEWY INC - CLASS A | 1,962,189 | -$5.4M | 0 | 2 | 2 | 1 | 4 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 1,764,342 | $111.8M | 1 | 1 | 1 | 0 | 4 |
| LVS | LAS VEGAS SANDS CORP | 1,629,198 | -$9.3M | 0 | 5 | 3 | 1 | 8 |
| LI | LI AUTO INC - ADR | 1,357,502 | -$4.7M | 0 | 1 | 2 | 0 | 3 |
| CVNA | CARVANA CO | 1,295,766 | $126.5M | 1 | 0 | 4 | 0 | 7 |
| AAP | ADVANCE AUTO PARTS INC | 1,229,999 | $73.1M | 1 | 1 | 2 | 0 | 6 |
| TPR | TAPESTRY INC | 1,170,045 | -$2.0M | 0 | 2 | 2 | 1 | 4 |
| RVLV | REVOLVE GROUP INC | 1,090,720 | $16.6M | 0 | 2 | 1 | 0 | 3 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | 1,033,846 | -$20.3M | 0 | 2 | 0 | 0 | 2 |
| GDEN | GOLDEN ENTERTAINMENT INC | 1,033,433 | $35.7M | 1 | 0 | 1 | 0 | 2 |
| MBLY | MOBILEYE GLOBAL INC-A | 1,016,801 | $42.4M | 1 | 1 | 1 | 0 | 3 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | 1,005,553 | $283.8M | 1 | 3 | 6 | 0 | 10 |
| W | WAYFAIR INC- CLASS A | 995,817 | -$11.6M | 0 | 2 | 3 | 0 | 5 |
| OLPX | OLAPLEX HOLDINGS INC | 943,925 | -$4.5K | 0 | 1 | 1 | 0 | 2 |
| DENN | DENNY'S CORP | 854,981 | -$569.7K | 0 | 3 | 0 | 0 | 4 |
| GCO | GENESCO INC | 819,131 | $24.9M | 1 | 1 | 0 | 0 | 2 |
| SCI | SERVICE CORP INTERNATIONAL | 744,328 | $43.5M | 2 | 1 | 0 | 1 | 3 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 668,380 | -$891.6K | 0 | 1 | 1 | 0 | 2 |
| DHI | DR HORTON INC | 660,745 | -$292.7M | 1 | 1 | 7 | 0 | 10 |
| CUK | CARNIVAL PLC-ADR | 630,500 | $6.2K | 0 | 1 | 0 | 0 | 1 |
| WW | WW INTERNATIONAL INC | 622,100 | $8.2K | 0 | 1 | 0 | 0 | 1 |
| WOOF | PETCO HEALTH AND WELLNESS CO | 614,101 | -$24.3K | 0 | 1 | 0 | 1 | 1 |
| SBUX | STARBUCKS CORP | 602,401 | -$34.9M | 1 | 3 | 6 | 1 | 13 |
| SFIX | STITCH FIX INC-CLASS A | 600,271 | -$2.2M | 0 | 3 | 0 | 0 | 3 |
| VVV | VALVOLINE INC | 599,934 | -$2.7M | 0 | 1 | 2 | 0 | 3 |
| M | MACY'S INC | 595,005 | -$17.3M | 2 | 1 | 1 | 0 | 5 |
| LEN | LENNAR CORP-A | 556,035 | -$108.1M | 0 | 4 | 4 | 0 | 8 |
| PHIN | PHINIA INC | 535,260 | $13.8M | 5 | 0 | 0 | 0 | 5 |
| ETSY | ETSY INC | 512,591 | $38.9M | 0 | 4 | 2 | 0 | 6 |
| IP | INTERNATIONAL PAPER CO | 511,327 | $53.6M | 0 | 2 | 1 | 1 | 4 |
| WYNN | WYNN RESORTS LTD | 500,976 | $56.1M | 0 | 3 | 2 | 0 | 5 |
| MYTE | MYT NETHERLANDS PARENT BV | 458,556 | $1.5M | 1 | 0 | 0 | 1 | 1 |
| HRB | H&R BLOCK INC | 456,641 | $10.0M | 2 | 2 | 0 | 0 | 4 |
| DLTH | DULUTH HOLDINGS INC - CL B | 452,303 | $2.4M | 0 | 1 | 0 | 0 | 1 |
| GT | GOODYEAR TIRE & RUBBER CO | 427,114 | $6.1M | 1 | 2 | 1 | 1 | 4 |
| TOL | TOLL BROTHERS INC | 418,163 | -$32.6M | 1 | 1 | 1 | 0 | 5 |