# What value investors bought and sold in Q2 2017 | moatshark

In Q2 2017, 32 value investors filed 13Fs. The most popular buy was Visa, added to by 7 managers, followed by Baidu and Alphabet.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Visa (V) | 7 | 0 | $239m |
| Baidu (BIDU) | 6 | 1 | $378m |
| Alphabet (GOOG) | 6 | 0 | $218m |
| Berkshire Hathaway (BRK.B) | 6 | 0 | $16.7m |
| Altaba (AABA) | 5 | 5 | $5.1bn |
| Wells Fargo & Company (WFC) | 5 | 2 | $208m |
| Mastercard (MA) | 5 | 0 | $84.6m |
| Liberty Media (FWONA) | 4 | 1 | $686m |
| Alibaba Group Holding (BABA) | 4 | 1 | $525m |
| Oracle (ORCL) | 4 | 1 | $440m |
| Automatic Data Processing (ADP) | 4 | 1 | $346m |
| Moody's (MCO) | 4 | 0 | $141m |
| Meta Platforms (META) | 4 | 1 | $132m |
| Nike (NKE) | 4 | 1 | $58.5m |
| Synchrony Financial (SYF) | 3 | 1 | $873m |
| Express Scripts Holding | 3 | 1 | $563m |
| General Electric (GE) | 3 | 1 | $330m |
| Estée Lauder (EL) | 3 | 1 | $212m |
| O'Reilly Automotive (ORLY) | 3 | 0 | $200m |
| Antero Resources (AR) | 3 | 1 | $174m |
| Apple (AAPL) | 3 | 0 | $169m |
| Cemex (CX) | 3 | 1 | $124m |
| Dollar General (DG) | 3 | 1 | $102m |
| KKR & Co | 3 | 1 | $96.9m |
| Grupo Televisa (TV) | 3 | 0 | $85.8m |
| Union Pacific (UNP) | 3 | 1 | $38.5m |
| Comcast (CMCSA) | 3 | 0 | $31.1m |
| Carmax (KMX) | 3 | 0 | $31.0m |
| American Tower (AMT) | 3 | 1 | $28.4m |
| Seacor Marine Holdings (SMHI) | 3 | 3 | $15.7m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 8 | 0 | $416m |
| International Business Machines (IBM) | 6 | 1 | $2.0bn |
| Wells Fargo & Company (WFC) | 6 | 0 | $738m |
| Microsoft (MSFT) | 6 | 1 | $676m |
| Yahoo | 5 | 5 | $4.2bn |
| American International Group (AIG) | 5 | 1 | $625m |
| General Electric (GE) | 5 | 2 | $324m |
| JPMorgan Chase (JPM) | 5 | 0 | $204m |
| Visa (V) | 5 | 0 | $201m |
| BNY (BK) | 5 | 0 | $92.8m |
| American Express (AXP) | 5 | 0 | $68.7m |
| Johnson & Johnson (JNJ) | 5 | 2 | $14.8m |
| Pepsico (PEP) | 5 | 1 | $4.6m |
| Berkshire Hathaway (BRK.B) | 4 | 0 | $380m |
| Booking Holdings (BKNG) | 4 | 0 | $181m |
| Comcast (CMCSA) | 4 | 0 | $177m |
| Union Pacific (UNP) | 4 | 0 | $147m |
| Liberty Global (LBTYA) | 4 | 1 | $129m |
| Apple (AAPL) | 4 | 0 | $99.9m |
| US Bancorp (USB) | 4 | 0 | $52.6m |
| Goldman Sachs Group (GS) | 4 | 0 | $39.9m |
| Diageo (DEO) | 4 | 0 | $22.3m |
| Philip Morris International (PM) | 4 | 1 | $18.8m |
| Du Pont EI de Nemours & Co | 4 | 1 | $144k |
| Paypal Holdings (PYPL) | 3 | 0 | $989m |
| Monsanto | 3 | 1 | $729m |
| TJX Companies (TJX) | 3 | 0 | $552m |
| Air Products & Chemicals (APD) | 3 | 1 | $377m |
| Melco Resorts and Entmnt (MLCO) | 3 | 1 | $311m |
| Caterpillar (CAT) | 3 | 1 | $215m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 15 | $12bn | 14.9% |
| Visa (V) | 15 | $4.8bn | 8.6% |
| Wells Fargo & Company (WFC) | 13 | $34bn | 58.1% |
| Berkshire Hathaway (BRK.B) | 12 | $6.1bn | 40.5% |
| Mastercard (MA) | 11 | $5.3bn | 10.6% |
| US Bancorp (USB) | 10 | $5.3bn | 4.8% |
| American Express (AXP) | 9 | $18bn | 7.9% |
| Moody's (MCO) | 9 | $4.5bn | 30.4% |
| Baidu (BIDU) | 9 | $3.2bn | 17.8% |
| Union Pacific (UNP) | 9 | $2.5bn | 4.4% |
| Apple (AAPL) | 8 | $20bn | 11.6% |
| Comcast (CMCSA) | 8 | $8.4bn | 26.8% |
| Microsoft (MSFT) | 8 | $6.8bn | 9.9% |
| Bank of America (BAC) | 8 | $6.7bn | 36.7% |
| JPMorgan Chase (JPM) | 8 | $4.9bn | 6.8% |
| Liberty Media (FWONA) | 8 | $2.8bn | 5.0% |
| Johnson & Johnson (JNJ) | 8 | $996m | 9.0% |
| BNY (BK) | 7 | $9.3bn | 12.4% |
| International Business Machines (IBM) | 7 | $8.5bn | 9.0% |
| Goldman Sachs Group (GS) | 7 | $6.1bn | 2.6% |
| Charles Schwab (SCHW) | 7 | $4.9bn | 13.9% |
| General Electric (GE) | 7 | $3.5bn | 14.4% |
| Booking Holdings (BKNG) | 7 | $2.9bn | 6.9% |
| Philip Morris International (PM) | 7 | $2.3bn | 8.8% |
| Carmax (KMX) | 7 | $2.1bn | 9.2% |
| Automatic Data Processing (ADP) | 7 | $2.0bn | 6.0% |
| Meta Platforms (META) | 7 | $1.8bn | 7.7% |
| Pepsico (PEP) | 7 | $1.2bn | 8.9% |
| Kraft Heinz (KHC) | 6 | $28bn | 17.2% |
| Liberty Global (LBTYA) | 6 | $4.0bn | 9.7% |
| Mondelez International (MDLZ) | 6 | $3.2bn | 28.3% |
| 3M Company (MMM) | 6 | $1.6bn | 4.7% |
| Costco Wholesale (COST) | 6 | $977m | 2.5% |
| Exxon Mobil (EXMOC) | 6 | $685m | 6.6% |
| Walt Disney (DIS) | 6 | $491m | 10.4% |
| S&P Global (SPGI) | 6 | $198m | 30.3% |
| Coca-Cola (KO) | 5 | $18bn | 11.1% |
| Charter Communications (CHTR) | 5 | $12bn | 35.1% |
| Oracle (ORCL) | 5 | $5.4bn | 5.5% |
| Altaba (AABA) | 5 | $5.1bn | 35.3% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2017-q2). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.