Most bought consumer cyclical stocks in Q4 2023
See which Consumer Cyclical stocks institutional investors increased the most in Q4 2023, measured as net growth in reported share positions from Q3 2023 into Q4 2023. Notable additions at the top of this list include FLOOR & DECOR HOLDINGS INC-A (FND), COUPANG INC (CPNG), LESLIE'S INC (LESL), EXPEDIA GROUP INC (EXPE). 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 |
|---|---|---|---|---|---|---|---|---|
| FND | FLOOR & DECOR HOLDINGS INC-A | 22,807,939 | -$28.83M | 0 | 3 | 1 | 2 | 5 |
| CPNG | COUPANG INC | 10,656,914 | $137.30M | 0 | 2 | 1 | 0 | 5 |
| LESL | LESLIE'S INC | 4,703,303 | $60.56M | 1 | 1 | 0 | 0 | 2 |
| EXPE | EXPEDIA GROUP INC | 4,556,326 | $689.84M | 2 | 2 | 1 | 0 | 5 |
| SE | SEA LTD-ADR | 4,251,858 | $61.03M | 1 | 2 | 1 | 0 | 4 |
| JD | JD.COM INC-ADR | 3,978,960 | $32.79M | 3 | 5 | 1 | 1 | 9 |
| SBUX | STARBUCKS CORP | 3,924,346 | $27.28M | 1 | 5 | 2 | 1 | 9 |
| HBI | HANESBRANDS INC | 3,765,810 | $217.15K | 1 | 2 | 0 | 0 | 3 |
| YUMC | YUM CHINA HOLDINGS INC | 3,697,689 | $133.37M | 0 | 4 | 0 | 0 | 4 |
| BBWI | BATH & BODY WORKS INC | 2,980,084 | $355.28M | 1 | 2 | 1 | 1 | 5 |
| MGA | MAGNA INTERNATIONAL INC | 2,534,557 | $484.68M | 0 | 2 | 3 | 0 | 6 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 2,357,708 | -$63.51M | 2 | 7 | 3 | 1 | 16 |
| AMZN | AMAZON.COM INC | 2,105,985 | $2.71B | 3 | 8 | 18 | 2 | 32 |
| TSLA | TESLA INC | 1,594,490 | -$67.37M | 1 | 3 | 1 | 0 | 6 |
| VFC | VF CORP | 1,498,634 | $48.54M | 0 | 3 | 0 | 0 | 3 |
| LVS | LAS VEGAS SANDS CORP | 1,413,193 | $86.47M | 1 | 1 | 2 | 0 | 4 |
| HTHT | H WORLD GROUP LTD-ADR | 1,384,595 | $33.17M | 1 | 1 | 1 | 0 | 3 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 1,381,616 | $13.69M | 1 | 0 | 2 | 0 | 3 |
| BALL | BALL CORP | 1,326,994 | $232.71M | 1 | 3 | 1 | 0 | 5 |
| ETSY | ETSY INC | 1,293,701 | $71.58M | 1 | 3 | 0 | 0 | 4 |
| CZR | CAESARS ENTERTAINMENT INC | 1,112,391 | $53.51M | 0 | 2 | 0 | 0 | 2 |
| SFIX | STITCH FIX INC-CLASS A | 1,015,643 | $1.10M | 0 | 2 | 0 | 0 | 2 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 988,106 | $22.60M | 2 | 1 | 0 | 0 | 3 |
| FIGS | FIGS INC-CLASS A | 846,746 | $6.52K | 0 | 1 | 0 | 0 | 1 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 845,991 | $139.01M | 0 | 1 | 0 | 1 | 1 |
| BWA | BORGWARNER INC | 798,015 | $10.39M | 1 | 2 | 1 | 0 | 4 |
| FOSL | FOSSIL GROUP INC | 786,806 | $313.56K | 0 | 2 | 0 | 0 | 2 |
| BZH | BEAZER HOMES USA INC | 786,208 | $49.93M | 0 | 2 | 1 | 0 | 4 |
| GT | GOODYEAR TIRE & RUBBER CO | 749,712 | $13.17M | 0 | 2 | 0 | 0 | 2 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 736,443 | $248.67K | 0 | 2 | 0 | 0 | 2 |
| TRIP | TRIPADVISOR INC | 648,100 | $19.65K | 0 | 1 | 0 | 0 | 1 |
| BBY | BEST BUY CO INC | 588,378 | $46.70M | 2 | 1 | 0 | 0 | 4 |
| CVNA | CARVANA CO | 488,349 | $91.68M | 0 | 2 | 1 | 0 | 5 |
| MNSO | MINISO GROUP HOLDING LTD-ADR | 459,317 | $1.17M | 0 | 2 | 0 | 0 | 2 |
| TJX | TJX COMPANIES INC | 420,133 | -$32.21M | 3 | 2 | 2 | 1 | 7 |
| EXTO | ALMACENES EXITO SA-ADR | 416,500 | $2.99K | 1 | 0 | 0 | 0 | 1 |
| DADA | DADA NEXUS LTD-ADR | 416,300 | $231 | 0 | 1 | 0 | 0 | 1 |
| SLDP | SOLID POWER INC | 400,900 | $581 | 1 | 0 | 0 | 0 | 1 |
| DBI | DESIGNER BRANDS INC-CLASS A | 361,930 | $3.20K | 1 | 0 | 0 | 0 | 1 |
| UA | UNDER ARMOUR INC-CLASS C | 353,000 | $457.25K | 0 | 1 | 0 | 0 | 2 |
| W | WAYFAIR INC- CLASS A | 331,615 | $365.39K | 0 | 1 | 1 | 0 | 2 |
| ACEL | ACCEL ENTERTAINMENT INC | 329,900 | $3.07K | 0 | 1 | 0 | 0 | 1 |
| HEPS | D-MARKET ELECTRONIC SERV-ADR | 316,801 | $916 | 0 | 1 | 0 | 0 | 1 |
| RERE | ATRENEW INC | 282,700 | -$4.13M | 0 | 1 | 0 | 0 | 2 |
| MAT | MATTEL INC | 265,057 | -$84.09M | 1 | 0 | 2 | 0 | 3 |
| PRTS | CARPARTS.COM INC | 259,463 | -$542.84K | 0 | 2 | 0 | 0 | 2 |
| CUK | CARNIVAL PLC-ADR | 244,800 | $8.58K | 0 | 1 | 0 | 0 | 1 |
| RSI | RUSH STREET INTERACTIVE INC | 233,840 | $970 | 0 | 1 | 0 | 0 | 1 |
| TDUP | THREDUP INC - CLASS A | 231,979 | -$4.86M | 0 | 2 | 0 | 0 | 2 |
| EAT | BRINKER INTERNATIONAL INC | 214,700 | $9.27K | 1 | 0 | 0 | 0 | 1 |
Frequently asked questions about Most bought consumer cyclical stocks in Q4 2023
What are the most bought Consumer Cyclical stocks in Q4 2023?
The most bought consumer cyclical stocks in Q4 2023 are those with the largest increase in reported share counts across tracked institutional investors compared to Q3 2023, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q4 2023?
Among the managers we track, net additions were largest in companies such as FLOOR & DECOR HOLDINGS INC-A (FND), COUPANG INC (CPNG), LESLIE'S INC (LESL), 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 Q3 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.