# What value investors bought and sold in Q1 2017 | moatshark

In Q1 2017, 32 value investors filed 13Fs. The most popular buy was Alphabet, added to by 9 managers, followed by Visa and Comcast.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 9 | 0 | $314m |
| Visa (V) | 9 | 0 | $190m |
| Comcast (CMCSA) | 8 | 0 | $4.3bn |
| Moody's (MCO) | 5 | 1 | $572m |
| Apple (AAPL) | 4 | 0 | $10bn |
| Booking Holdings (BKNG) | 4 | 1 | $342m |
| Baidu (BIDU) | 4 | 1 | $340m |
| Meta Platforms (META) | 4 | 0 | $151m |
| Grupo Televisa (TV) | 4 | 0 | $146m |
| Mastercard (MA) | 4 | 0 | $91.1m |
| Automatic Data Processing (ADP) | 4 | 0 | $67.8m |
| Berkshire Hathaway (BRK.B) | 4 | 0 | $6.9m |
| Express Scripts Holding | 3 | 2 | $589m |
| Liberty Media (FWONA) | 3 | 0 | $400m |
| Southwest Airlines (LUV) | 3 | 1 | $342m |
| Pepsico (PEP) | 3 | 0 | $260m |
| Ally Financial (ALLY) | 3 | 1 | $123m |
| Oracle (ORCL) | 3 | 0 | $113m |
| Paypal Holdings (PYPL) | 3 | 0 | $89.6m |
| National Oilwell Varco (NOV) | 3 | 0 | $74.2m |
| Nike (NKE) | 3 | 0 | $62.6m |
| Adient (ADNT) | 3 | 0 | $49.5m |
| S&P Global (SPGI) | 3 | 1 | $48.8m |
| Capital One Financial (COF) | 3 | 0 | $47.1m |
| Praxair (PXGBX) | 3 | 0 | $44.0m |
| O'Reilly Automotive (ORLY) | 3 | 0 | $34.2m |
| US Bancorp (USB) | 3 | 0 | $22.0m |
| Marriott International (MAR) | 3 | 0 | $9.2m |
| Walt Disney (DIS) | 3 | 1 | $9.1m |
| Alibaba Group Holding (BABA) | 3 | 0 | $6.8m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | 8 | 0 | $668m |
| Microsoft (MSFT) | 7 | 0 | $1.1bn |
| Wells Fargo & Company (WFC) | 7 | 1 | $176m |
| International Business Machines (IBM) | 6 | 0 | $2.8bn |
| Alphabet (GOOG) | 6 | 0 | $93.6m |
| JPMorgan Chase (JPM) | 5 | 0 | $732m |
| Charles Schwab (SCHW) | 5 | 1 | $141m |
| American Express (AXP) | 5 | 0 | $118m |
| Union Pacific (UNP) | 5 | 0 | $115m |
| Johnson & Johnson (JNJ) | 5 | 0 | $2.4m |
| Allergan (ACT) | 4 | 2 | $583m |
| Schlumberger (SLB) | 4 | 1 | $391m |
| BNY (BK) | 4 | 0 | $338m |
| American International Group (AIG) | 4 | 1 | $262m |
| Carmax (KMX) | 4 | 0 | $174m |
| Visa (V) | 4 | 0 | $68.1m |
| Liberty Global (LBTYA) | 4 | 0 | $49.9m |
| Liberty Expedia Holdings (LEXEA) | 4 | 2 | $32.1m |
| Mastercard (MA) | 4 | 0 | $25.1m |
| Walt Disney (DIS) | 4 | 2 | $1.4m |
| Exxon Mobil (EXMOC) | 4 | 0 | $794k |
| Du Pont EI de Nemours & Co | 3 | 0 | $644m |
| Royal Dutch Shell PLC Spon (RDS.A) | 3 | 0 | $321m |
| Bausch Health Companies (BHC) | 3 | 1 | $308m |
| Danaher (DHR) | 3 | 0 | $302m |
| Qualcomm (QCOM) | 3 | 2 | $254m |
| Bank of America (BAC) | 3 | 0 | $247m |
| Goldman Sachs Group (GS) | 3 | 0 | $198m |
| Apple (AAPL) | 3 | 0 | $169m |
| Sanofi (SNY) | 3 | 1 | $152m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 15 | $11bn | 14.1% |
| Visa (V) | 15 | $4.6bn | 8.0% |
| Berkshire Hathaway (BRK.B) | 12 | $6.3bn | 38.7% |
| Wells Fargo & Company (WFC) | 11 | $35bn | 58.8% |
| Mastercard (MA) | 11 | $4.9bn | 9.8% |
| US Bancorp (USB) | 10 | $5.3bn | 4.8% |
| Johnson & Johnson (JNJ) | 10 | $953m | 8.5% |
| American Express (AXP) | 9 | $17bn | 7.4% |
| Microsoft (MSFT) | 9 | $7.2bn | 12.7% |
| Moody's (MCO) | 9 | $4.0bn | 30.6% |
| Apple (AAPL) | 8 | $20bn | 11.5% |
| International Business Machines (IBM) | 8 | $12bn | 19.1% |
| Comcast (CMCSA) | 8 | $8.3bn | 29.2% |
| Bank of America (BAC) | 8 | $6.9bn | 36.0% |
| JPMorgan Chase (JPM) | 8 | $4.9bn | 7.1% |
| General Electric (GE) | 8 | $3.8bn | 15.4% |
| Baidu (BIDU) | 8 | $3.1bn | 96.8% |
| Union Pacific (UNP) | 8 | $2.6bn | 4.3% |
| Philip Morris International (PM) | 8 | $2.3bn | 9.0% |
| Pepsico (PEP) | 8 | $1.1bn | 8.4% |
| Charter Communications (CHTR) | 7 | $11bn | 35.5% |
| BNY (BK) | 7 | $7.9bn | 11.5% |
| Goldman Sachs Group (GS) | 7 | $6.3bn | 2.7% |
| Charles Schwab (SCHW) | 7 | $4.8bn | 14.9% |
| Liberty Global (LBTYA) | 7 | $4.3bn | 15.3% |
| Booking Holdings (BKNG) | 7 | $2.8bn | 6.7% |
| Liberty Media (FWONA) | 7 | $2.1bn | 3.7% |
| Carmax (KMX) | 7 | $1.9bn | 8.5% |
| Walt Disney (DIS) | 7 | $477m | 10.2% |
| Kraft Heinz (KHC) | 6 | $30bn | 18.3% |
| American International Group (AIG) | 6 | $4.8bn | 14.3% |
| Mondelez International (MDLZ) | 6 | $3.4bn | 27.3% |
| Monsanto | 6 | $1.8bn | 2.5% |
| Automatic Data Processing (ADP) | 6 | $1.6bn | 6.0% |
| Meta Platforms (META) | 6 | $1.6bn | 7.1% |
| 3M Company (MMM) | 6 | $1.4bn | 4.3% |
| Liberty Interactive | 6 | $1.1bn | 0.9% |
| Costco Wholesale (COST) | 6 | $1.0bn | 2.5% |
| S&P Global (SPGI) | 6 | $137m | 29.7% |
| Exxon Mobil (EXMOC) | 6 | $114m | 6.5% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2017-q1). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.