Caledonia Investments Plc

LSE:CLDN Stock Report

Market Cap: UK£1.9b

Caledonia Investments Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

LSE:CLDN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Jan 24BuyUK£259,655William WyattIndividual7,670UK£33.85
26 Sep 23BuyUK£589,842William WyattIndividual16,969UK£34.76
22 Sep 23BuyUK£99,221Robert MemmottIndividual2,852UK£34.79
07 Sep 23BuyUK£99,279David StewartIndividual2,872UK£34.57
09 Jun 23SellUK£161,072Mathew S. MastersIndividual4,662UK£34.55

Insider Trading Volume

Insider Buying: CLDN insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of CLDN?
Owner TypeNumber of SharesOwnership Percentage
Employee Share Scheme249,3190.46%
Public Companies672,8971.24%
Individual Insiders1,969,8563.63%
General Public6,286,17111.6%
Institutions19,653,27136.3%
Private Companies25,384,04146.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 78.08% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
35.6%
Cayzer Trust Company Ltd
19,292,364UK£668.2m0%no data
8.84%
Caytrust Finance Company Ltd
4,795,053UK£166.1m0.66%no data
4.27%
1607 Capital Partners, LLC
2,315,983UK£80.2m-2.6%2.97%
3.9%
Allspring Global Investments, LLC
2,116,246UK£73.3m2.42%0.13%
2.44%
William Wyatt
1,321,349UK£45.8m726%no data
2.42%
Evelyn Partners Investment Management LLP
1,313,035UK£45.5m-0.6%0.57%
2.04%
A J Bell Holdings Limited, Asset Management Arm
1,107,298UK£38.4m0.95%0.43%
1.93%
Dunchurch Lodge Stud Company
1,047,124UK£36.3m0.15%no data
1.66%
Charles Stanley & Co. Ltd, Asset Management Arm
900,711UK£31.2m-0.58%0.31%
1.56%
Investec Wealth & Investment Limited
847,064UK£29.3m0.02%0.3%
1.24%
Lloyds Banking Group plc
672,897UK£23.3m-2.77%no data
1.19%
Brewin Dolphin Limited
644,094UK£22.3m-2.18%0.17%
1.11%
JM Finn & Co Ltd.
600,342UK£20.8m0.82%0.47%
1.03%
BlackRock, Inc.
556,447UK£19.3m-1.89%no data
1.02%
HBOS Investment Fund Managers Limited
550,800UK£19.1m1.64%0.18%
0.96%
Rathbones Investment Management Limited
521,551UK£18.1m1.99%0.06%
0.95%
James Sharp & Co., Asset Management Arm
515,082UK£17.8m-1.48%2.58%
0.95%
Barclays PLC Private Banking & Investment Banking Investment
512,590UK£17.8m0.03%0.01%
0.83%
James Michael Cayzer-Colvin
447,989UK£15.5m-0.13%no data
0.77%
Barclays Bank PLC, Wealth and Investment Management Division
417,505UK£14.5m1.07%0.17%
0.72%
Canaccord Genuity Wealth (International) Limited
393,060UK£13.6m6.28%0.24%
0.7%
First Eagle Investment Management, LLC
377,827UK£13.1m0%0.02%
0.68%
Trust Management (Alderney) Ltd, Asset Management Arm
366,700UK£12.7m0%100.0%
0.66%
HSBC Global Asset Management (UK) Limited
358,382UK£12.4m-5.7%0.01%
0.63%
The Vanguard Group, Inc.
341,968UK£11.8m2.31%no data
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