Calamos Advisors
EFR

Calamos Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Calamos Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$812K Buy
77,027
+9,170
+14% +$99.6K ﹤0.01% 823
2025
Q4 		$756K Buy
67,857
+16,506
+32% +$185K ﹤0.01% 720
2025
Q3 		$587K Buy
51,351
+25,320
+97% +$298K ﹤0.01% 757
2025
Q2 		$315K Buy
+26,031
New +$307K ﹤0.01% 790

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Calamos Advisors's EFR Position: Q1 2026 in Review

Calamos Advisors increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 14% in Q1 2026, buying an estimated $99.6K and bringing the position to 77,027 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Calamos Advisors first reported a position in EFR in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • Calamos Advisors held 77,027 shares of Eaton Vance Senior Floating-Rate Fund worth $812K as of Q1 2026.
  • Calamos Advisors bought 9,170 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $99.6K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #823 holding.
  • Calamos Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.