Most bought consumer cyclical stocks in Q4 2023
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q4 2023 versus the prior calendar quarter in our filings. 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 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 |
|---|---|---|---|---|---|---|---|---|
| FND | FLOOR & DECOR HOLDINGS INC-A | 22,809,175 | -$28.7M | 1 | 3 | 1 | 2 | 6 |
| CPNG | COUPANG INC | 12,187,653 | $162.1M | 1 | 4 | 1 | 0 | 8 |
| LESL | LESLIE'S INC | 4,703,303 | $60.6M | 1 | 1 | 0 | 0 | 2 |
| EXPE | EXPEDIA GROUP INC | 4,562,325 | $696.4M | 3 | 3 | 2 | 0 | 8 |
| SE | SEA LTD-ADR | 4,382,255 | $66.9M | 2 | 6 | 1 | 0 | 9 |
| SBUX | STARBUCKS CORP | 3,983,626 | $34.3M | 3 | 8 | 3 | 1 | 15 |
| JD | JD.COM INC-ADR | 3,840,210 | $28.7M | 3 | 6 | 2 | 2 | 12 |
| YUMC | YUM CHINA HOLDINGS INC | 3,769,437 | $131.9M | 1 | 6 | 0 | 0 | 7 |
| HBI | HANESBRANDS INC | 3,755,262 | $418.2K | 1 | 2 | 0 | 1 | 4 |
| AMZN | AMAZON.COM INC | 3,051,066 | $3.0B | 5 | 17 | 25 | 2 | 51 |
| BBWI | BATH & BODY WORKS INC | 2,987,112 | $356.5M | 2 | 2 | 3 | 1 | 8 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 2,535,052 | -$58.9M | 4 | 10 | 5 | 2 | 24 |
| MGA | MAGNA INTERNATIONAL INC | 2,534,123 | $484.7M | 0 | 2 | 4 | 0 | 7 |
| TSLA | TESLA INC | 2,205,760 | $149.3M | 5 | 8 | 5 | 0 | 20 |
| VFC | VF CORP | 1,468,007 | $48.4M | 0 | 5 | 1 | 0 | 6 |
| BALL | BALL CORP | 1,404,778 | $241.1M | 1 | 4 | 2 | 0 | 7 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 1,381,616 | $13.7M | 1 | 0 | 2 | 0 | 3 |
| HTHT | H WORLD GROUP LTD-ADR | 1,366,921 | $32.1M | 1 | 2 | 2 | 0 | 5 |
| ETSY | ETSY INC | 1,304,664 | $76.8M | 1 | 5 | 1 | 0 | 7 |
| LVS | LAS VEGAS SANDS CORP | 1,184,875 | $76.7M | 1 | 2 | 6 | 0 | 9 |
| CVNA | CARVANA CO | 1,113,792 | $125.1M | 3 | 2 | 3 | 0 | 10 |
| CZR | CAESARS ENTERTAINMENT INC | 1,104,359 | $53.2M | 0 | 3 | 2 | 0 | 5 |
| TJX | TJX COMPANIES INC | 1,041,384 | $49.6M | 5 | 3 | 5 | 1 | 14 |
| SFIX | STITCH FIX INC-CLASS A | 1,011,143 | $1.1M | 0 | 2 | 0 | 1 | 2 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 988,076 | $22.6M | 2 | 1 | 1 | 0 | 4 |
| BWA | BORGWARNER INC | 888,462 | $9.5M | 1 | 3 | 2 | 1 | 6 |
| FIGS | FIGS INC-CLASS A | 846,046 | $59.5K | 0 | 1 | 1 | 0 | 2 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 845,991 | $139.1M | 0 | 1 | 0 | 1 | 3 |
| PHIN | PHINIA INC | 818,082 | $27.2M | 0 | 2 | 1 | 2 | 3 |
| FOSL | FOSSIL GROUP INC | 786,806 | $43.9K | 0 | 2 | 0 | 0 | 3 |
| GT | GOODYEAR TIRE & RUBBER CO | 786,487 | $13.8M | 0 | 4 | 0 | 0 | 4 |
| BZH | BEAZER HOMES USA INC | 786,208 | $49.9M | 0 | 2 | 1 | 0 | 4 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 731,443 | $195.8K | 0 | 2 | 0 | 1 | 3 |
| ROL | ROLLINS INC | 687,838 | $73.4M | 1 | 2 | 2 | 0 | 6 |
| TRIP | TRIPADVISOR INC | 640,425 | $1.9M | 0 | 2 | 1 | 0 | 4 |
| MNSO | MINISO GROUP HOLDING LTD-ADR | 602,122 | $3.4M | 0 | 3 | 0 | 0 | 3 |
| BBY | BEST BUY CO INC | 588,211 | $47.9M | 2 | 3 | 2 | 0 | 8 |
| HD | HOME DEPOT INC | 536,191 | $292.6M | 4 | 10 | 8 | 2 | 25 |
| LAZR | LUMINAR TECHNOLOGIES INC | 424,043 | $1.3M | 2 | 0 | 2 | 0 | 4 |
| EXTO | ALMACENES EXITO SA-ADR | 416,500 | $3.0K | 1 | 0 | 0 | 0 | 1 |
| LCID | LUCID GROUP INC | 414,396 | $764.4K | 1 | 4 | 0 | 0 | 5 |
| DADA | DADA NEXUS LTD-ADR | 412,102 | -$23.6K | 0 | 1 | 1 | 0 | 3 |
| SLDP | SOLID POWER INC | 400,900 | $581 | 1 | 0 | 0 | 0 | 1 |
| DBI | DESIGNER BRANDS INC-CLASS A | 361,630 | -$595 | 1 | 0 | 0 | 1 | 1 |
| DECK | DECKERS OUTDOOR CORP | 357,790 | $45.9M | 2 | 1 | 1 | 0 | 5 |
| LEVI | LEVI STRAUSS & CO- CLASS A | 345,279 | $6.6M | 1 | 1 | 1 | 0 | 4 |
| EBAY | EBAY INC | 340,282 | -$23.7M | 2 | 3 | 4 | 0 | 11 |
| UA | UNDER ARMOUR INC-CLASS C | 338,292 | $443.5K | 0 | 1 | 2 | 0 | 4 |
| ACEL | ACCEL ENTERTAINMENT INC | 329,900 | $3.1K | 0 | 1 | 0 | 0 | 1 |
| HEPS | D-MARKET ELECTRONIC SERV-ADR | 316,801 | $916 | 0 | 1 | 0 | 0 | 1 |