Most sold consumer defensive stocks in Q1 2023

See which Consumer Defensive stocks institutional investors trimmed or exited the most in Q1 2023, measured as net reductions in reported share positions from Q4 2022 into Q1 2023. Notable reductions at the top of this list include OATLY GROUP AB (OTLY), JM SMUCKER CO/THE (SJM), HIMS & HERS HEALTH INC (HIMS), BELLRING BRANDS INC (BRBR). These rankings are based on SEC 13F filings from the investors we track.

SymbolNameNet sharesNet valueNewAddedTrimmedSold outHolding now
OTLYOATLY GROUP AB-2,418,250-$4.21K00010
SJMJM SMUCKER CO/THE-2,282,903-$353.85M00303
HIMSHIMS & HERS HEALTH INC-1,899,619$12.98M01102
BRBRBELLRING BRANDS INC-1,608,283-$40.03M00111
ULUNILEVER PLC-SPONSORED ADR-1,383,113-$52.48M03619
CAGCONAGRA BRANDS INC-1,327,389-$13.97M01304
WESTWESTROCK COFFEE CO-1,214,216-$23.83M00101
TSNTYSON FOODS INC-CL A-1,178,540$1.56M02103
CLXCLOROX COMPANY-1,142,841-$114.36M00314
PMPHILIP MORRIS INTERNATIONAL-1,091,563-$221.88M036011
KOCOCA-COLA CO/THE-1,034,485-$641.97M025011
PEPPEPSICO INC-863,803-$4.33M048014
KRKROGER CO-862,926$247.46M02104
EDUNEW ORIENTAL EDUCATIO-SP ADR-768,594$2.18M01203
NWLNEWELL BRANDS INC-749,474$12.63M02113
MDLZMONDELEZ INTERNATIONAL INC-A-689,436$73.26M043010
CHGGCHEGG INC-621,700-$19.96K00101
ELESTEE LAUDER COMPANIES-CL A-519,668-$75.01M02307
LAURLAUREATE EDUCATION INC-511,800-$3.65K00101
FMXFOMENTO ECONOMICO MEX-SP ADR-510,130$187.87M10213
KDPKEURIG DR PEPPER INC-480,642-$253.37K00111
GISGENERAL MILLS INC-454,611-$1.24M01305
HAINHAIN CELESTIAL GROUP INC-384,141$1.97M01203
HSYHERSHEY CO/THE-361,584$1.84M02206
KOFCOCA-COLA FEMSA SAB-SP ADR-259,720$82.36M00405
CHDCHURCH & DWIGHT CO INC-242,907$92.05M04206
STZCONSTELLATION BRANDS INC-A-228,544-$588.86K01204
CPBCAMPBELL SOUP CO-216,710-$521.32K00202
POSTPOST HOLDINGS INC-213,321-$22.28K00202
SYYSYSCO CORP-184,981$64.76M03216
DAOYOUDAO INC - ADR-170,850-$81100101
PRDOPERDOCEO EDUCATION CORP-161,200-$20.67K00102
CDXCCHROMADEX CORP-143,700-$30500101
PFGCPERFORMANCE FOOD GROUP CO-137,140$564.79K01102
HRLHORMEL FOODS CORP-132,669-$24.65M02205
VFFVILLAGE FARMS INTERNATIONAL-131,332-$34900101
DARDARLING INGREDIENTS INC-114,675-$75.06K00011
MOALTRIA GROUP INC-107,026-$2.19M01508
UNFIUNITED NATURAL FOODS INC-93,500-$325.36K00202
CCUCIA CERVECERIAS UNI-SPON ADR-83,331$37.12M01102
NSRGYNESTLE SA-SPONS ADR-75,971$43.26M00101
CENTACENTRAL GARDEN AND PET CO-A-68,065$17.09K00203
STRASTRATEGIC EDUCATION INC-59,104$538.38K01102
CALMCAL-MAINE FOODS INC-51,400$5.95K00101
SMPLSIMPLY GOOD FOODS CO/THE-50,700-$1.93K00010
DANOYDANONE-SPONS ADR-50,175-$495.03K00101
SPBSPECTRUM BRANDS HOLDINGS INC-48,818$2.27M00111
LINCLINCOLN EDUCATIONAL SERVICES-46,446-$312.08K00202
INGRINGREDION INC-42,280$5.04M01213
FIZZNATIONAL BEVERAGE CORP-38,900$19.91K00101
20 symbols with net change in reported shares from tracked managers.−2.7M−2.0M−1.3M−665.0K0.00Net change in reported shares (tracked managers)OTLYSJMHIMSBRBRULCAGWESTTSNCLXPMKOPEPKREDUNWLMDLZCHGGELLAURFMXSymbol

Frequently asked questions about Most sold consumer defensive stocks in Q1 2023

  • What are the most sold Consumer Defensive stocks in Q1 2023?

    The most sold consumer defensive stocks in Q1 2023 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q4 2022, based on SEC 13F filings.

  • Which consumer defensive stocks did institutional investors trimmed or exited the most in Q1 2023?

    Among the managers we track, net reductions were largest in companies such as OATLY GROUP AB (OTLY), JM SMUCKER CO/THE (SJM), HIMS & HERS HEALTH INC (HIMS), based on aggregated 13F data.

  • How is institutional selling calculated?

    Selling is calculated by summing the net decrease 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.