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If you're looking for exposure to the consumer sector, the following list might offer a good starting point.

The following is a list of consumer goods stocks that have seen incremental institutional flows over the last two quarters.

To compile this list, we started with a universe of 180 consumer goods related companies, with market caps over $300M. We then studied the institutional flows for each one of these names and ultimately found 25 companies that have seen the biggest increase in institutional flows over the last two quarters.

Institutional investors seem to be optimistic on these names, what do you think?

Institutional data sourced from Fidelity, short float and performance data sourced from Finviz.

click for expanded image

The list has been sorted by the change in institutional ownership over the last two quarters.

1. Estee Lauder Companies Inc. (NYSE:EL): Personal Products Industry. Market cap of $18.14B. Net institutional shares purchased during the current quarter at 2.0M shares, 951.38 times more shares than the previous quarter (PQ net institutional purchases 2.1K shares). The stock has gained 42.9% over the last year.

2. Xerox Corp. (NYSE:XRX): Business Equipment Industry. Market cap of $14.34B. Net institutional shares purchased during the current quarter at 17.1M shares, 288.83 times more shares than the previous quarter (PQ net institutional purchases 59.0K shares). The stock has gained 5.67% over the last year.

3. Cal-Maine Foods, Inc. (NASDAQ:CALM): Farm Products Industry. Market cap of $674.48M. Net institutional shares purchased during the current quarter at 523.5K shares, 52.42 times more shares than the previous quarter (PQ net institutional purchases 9.8K shares). The stock is a short squeeze candidate, with a short float at 28.05% (equivalent to 28.0 days of average volume). The stock has lost 18.95% over the last year.

4. X-Rite, Incorporated (NASDAQ:XRIT): Photographic Equipment & Supplies Industry. Market cap of $378.86M. Net institutional shares purchased during the current quarter at 13.2M shares, 39.99 times more shares than the previous quarter (PQ net institutional purchases 322.0K shares). Relatively low correlation to the market (beta = 0.75), which may be appealing to risk averse investors. The stock has had a couple of great days, gaining 7.04% over the last week.

5. Titan International Inc. (NYSE:TWI): Auto Parts Industry. Market cap of $1.06B. Net institutional shares purchased during the current quarter at 2.5M shares, 18.36 times more shares than the previous quarter (PQ net institutional purchases 129.1K shares). The stock is a short squeeze candidate, with a short float at 17.92% (equivalent to 10.23 days of average volume). Exhibiting strong upside momentum--currently trading 7.02% above its SMA20, 16.73% above its SMA50, and 60.54% above its SMA200. The stock has had a couple of great days, gaining 8.51% over the last week.

6. Lance, Inc. (NASDAQ:LNCE): Processed & Packaged Goods Industry. Market cap of $1.28B. Net institutional shares purchased during the current quarter at 814.5K shares, 14.25 times more shares than the previous quarter (PQ net institutional purchases 53.4K shares). The stock has lost 13.15% over the last year.

7. Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR): Processed & Packaged Goods Industry. Market cap of $8.72B. Net institutional shares purchased during the current quarter at 12.3M shares, 8.46 times more shares than the previous quarter (PQ net institutional purchases 1.3M shares). The stock is a short squeeze candidate, with a short float at 23.92% (equivalent to 6.1 days of average volume). Exhibiting strong upside momentum--currently trading 26.12% above its SMA20, 46.77% above its SMA50, and 81.95% above its SMA200. The stock has had a good month, gaining 51.24%.

8. Anheuser-Busch InBev (NYSE:BUD): Beverages Industry. Market cap of $90.66B. Net institutional shares purchased during the current quarter at 22.8M shares, 8.12 times more shares than the previous quarter (PQ net institutional purchases 2.5M shares). The stock has gained 10.51% over the last year.

9. LSB Industries Inc. (NYSE:LXU): Electronic Equipment Industry. Market cap of $762.61M. Net institutional shares purchased during the current quarter at 591.8K shares, 6.53 times more shares than the previous quarter (PQ net institutional purchases 78.6K shares). Exhibiting strong upside momentum--currently trading 8.61% above its SMA20, 15.6% above its SMA50, and 64.54% above its SMA200. The stock has had a good month, gaining 16.9%.

10. Gildan Activewear Inc. (NYSE:GIL): Apparel Clothing Industry. Market cap of $3.81B. Net institutional shares purchased during the current quarter at 6.8M shares, 6.45 times more shares than the previous quarter (PQ net institutional purchases 913.1K shares). The stock has gained 18.45% over the last year.

11. Cosan Ltd. (NYSE:CZZ): Confectioners Industry. Market cap of $3.42B. Net institutional shares purchased during the current quarter at 33.5M shares, 4.08 times more shares than the previous quarter (PQ net institutional purchases 6.6M shares). The stock has gained 37.62% over the last year.

12. Hypercom Corp. (NYSE:HYC): Business Equipment Industry. Market cap of $656.26M. Net institutional shares purchased during the current quarter at 6.0M shares, 4.0 times more shares than the previous quarter (PQ net institutional purchases 1.2M shares). Exhibiting strong upside momentum--currently trading 9.79% above its SMA20, 16.57% above its SMA50, and 75.39% above its SMA200. The stock has had a couple of great days, gaining 10.86% over the last week.

13. K-Swiss Inc. (NASDAQ:KSWS): Apparel Footwear & Accessories Industry. Market cap of $359.11M. Net institutional shares purchased during the current quarter at 577.0K shares, 2.22 times more shares than the previous quarter (PQ net institutional purchases 179.1K shares). The stock is a short squeeze candidate, with a short float at 8.23% (equivalent to 16.61 days of average volume). The stock has had a couple of great days, gaining 12.53% over the last week.

14. Lear Corp. (NYSE:LEA): Auto Parts Industry. Market cap of $3.88B. Net institutional shares purchased during the current quarter at 3.1M shares, 2.17 times more shares than the previous quarter (PQ net institutional purchases 977.7K shares). After a solid performance over the last year, LEA has pulled back during recent sessions. The stock is -5.19% below its SMA20 and -7.7% below its SMA50, but remains 12.05% above its SMA200. The stock has gained 26.8% over the last year.

15. Oxford Industries Inc. (NYSE:OXM): Apparel Clothing Industry. Market cap of $363.87M. Net institutional shares purchased during the current quarter at 431.0K shares, 2.14 times more shares than the previous quarter (PQ net institutional purchases 137.4K shares). This is a risky stock that is significantly more volatile than the overall market (beta = 2.38). The stock is also a short squeeze candidate, with a short float at 11.03% (equivalent to 10. days of average volume). The stock has gained 10.92% over the last year.

16. Unilever NV (NYSE:UN): Processed & Packaged Goods Industry. Market cap of $91.10B. Net institutional shares purchased during the current quarter at 13.3M shares, 2.02 times more shares than the previous quarter (PQ net institutional purchases 4.4M shares). The stock has gained 5.2% over the last year.

17. G-III Apparel Group, Ltd. (NASDAQ:GIII): Apparel Clothing Industry. Market cap of $664.31M. Net institutional shares purchased during the current quarter at 543.1K shares, 1.68 times more shares than the previous quarter (PQ net institutional purchases 202.7K shares). Note that this is a risky stock that is significantly more volatile than the overall market (beta = 2.51). The stock is also a short squeeze candidate, with a short float at 10.26% (equivalent to 12.16 days of average volume). The stock has gained 56.17% over the last year.

Source: 17 Consumer Goods Stocks With Significant Institutional Buying