Groupama Asset Management

Institutional investors reshuffle T‑Mobile US holdings

2 clusters · 2 sources · last updated about 16 hours ago

Latest: Groupama Asset Management adjusts stakes in T‑Mobile and Motorola Solutions

In late July 2026, several large funds altered their positions in T‑Mobile US. Gamco Investors trimmed its stake by 11 % to about $12.7 million, while Norges Bank opened a new $1.34 billion position. Other managers such

Institutional investors adjust semiconductor holdings

2 clusters · 2 sources · last updated 1 day ago

Latest: Broadcom Inc. sees mixed institutional stake changes in Q1

Form 13F filings released on 31 July 2026 show U.S. institutional investors reshuffling positions in two leading chip makers. Groupama Asset Management cut its stake in Advanced Micro Devices by 37%, selling 11,109 share

Meta AI expansion, earnings dip, Nebius partnership

117 clusters · 730 sources · last updated 1 day ago

Latest: Meta Platforms' AI spending fuels stock swing after Q2 earnings

Meta’s 2026 AI re‑organisation placed 7,000 engineers into AI‑focused squads and earmarked up to $145 billion for AI infrastructure while the firm continued a 10 % workforce reduction, including an 8,000‑position layoff

Costco stock climbs, institutional stakes rise

16 clusters · 34 sources · last updated 2 days ago

Latest: Institutional Investors Boost Stakes in Costco Wholesale

Costco Wholesale’s share price, after slipping to $929.22 on July 20, rebounded sharply, trading at $987.55 on July 28 and moving above its 200‑day moving‑average of $957.26. Trading volume jumped about 17% to 2.6 millio

GEA Group earnings and outlook

2 clusters · 4 sources · last updated 2 days ago

Latest: General Electric and affiliates draw fresh institutional investments

GEA Group AG announced strong second‑quarter 2026 results, with order intake up 14.2 % year‑on‑year to €1.49 billion and revenue rising 10 % to €1.44 billion. Organic growth reached 15.4 % for orders and 11 % for revenue