Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Order Granting Approval to Proposed Rule Change as Modified by Amendment No. 1 Thereto, Relating to the Penny Pilot Program, 4743-4745 [E7-1586]
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Federal Register / Vol. 72, No. 21 / Thursday, February 1, 2007 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the forgoing rule change does
not: (1) Significantly affect the
protection of investors or the public
interest; (2) impose any significant
burden on competition; and (3) become
operative for 30 days after the date of
this filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 11 and Rule 19b–
4(f)(6) thereunder.12
A proposed rule change filed under
19b–4(f)(6) normally may not become
operative prior to 30 days after the date
of filing.13 However, Rule 19b–
4(f)(6)(iii) 14 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange has requested that the
Commission waive the 30-day operative
delay. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because such waiver would permit
position and exercise limits for options
on IWM to remain at 500,000 option
contracts for a six-month pilot period.
For this reason, the Commission
designates the proposed rule change to
be effective and operative upon filing
with the Commission.15
At any time within 60 days of the
filing of such proposed rule change the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors
or otherwise in furtherance of the
purposes of the Act.
11 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
13 17 CFR 240.19b–4(f)(6)(iii). In addition, Rule
19b–4(f)(6)(iii) requires that a self-regulatory
organization submit to the Commission written
notice of its intent to file the proposed rule change,
along with a brief description and text of the
proposed rule change, at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Commission has decided to waive
the five-day pre-filing notice requirement.
14 Id.
15 For the purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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12 17
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IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–CBOE–2007–08 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–CBOE–2007–08. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of the filing also will be
available for inspection and copying at
the principal office of CBOE. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–CBOE–2007–08 and should
be submitted on or before February 22,
2007.
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4743
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–1580 Filed 1–31–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55154; File No. SR–CBOE–
2006–92]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Granting Approval
to Proposed Rule Change as Modified
by Amendment No. 1 Thereto, Relating
to the Penny Pilot Program
January 23, 2007.
I. Introduction
On November 8, 2006, the Chicago
Board Options Exchange, Incorporated
(‘‘CBOE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’),1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend its rules to permit certain option
classes to be quoted in pennies on a
pilot basis. The proposed rule change
was published for comment in the
Federal Register on November 29,
2006.3 The Commission received one
comment letter on the proposed rule
change.4 On January 9, 2007, the
Exchange filed Amendment No. 1 to the
proposed rule change.5 The Exchange
responded to the comment letter on
January 10, 2007.6 This order approves
the proposed rule change as modified by
Amendment No. 1.
16 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 54805
(November 21, 2006), 71 FR 69151.
4 See letter to Nancy M. Morris, Secretary,
Commission, from Christopher Nagy, Chair,
Securities Industry and Financial Markets
Association (‘‘SIFMA’’) Options Committee, dated
December 20, 2006 (‘‘SIFMA Letter’’).
5 Amendment No. 1 revised the Regulatory
Circular CBOE will distribute to its members to
reflect the replacement of Glamis Gold, which was
delisted, with Agilent Tech, Inc. in the list of
options classes permitted to be quoted in pennies.
Amendment No. 1 is technical in nature, and the
Commission is not publishing Amendment No. 1
for public comment.
6 See letter to Nancy M. Morris, Secretary,
Commission, from Patrick Sexton, Associate
General Counsel, CBOE, dated January 10, 2007
(‘‘CBOE Letter’’).
1 15
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II. Description of the Proposal
A. Scope of the Penny Pilot Program
CBOE proposes to amend its rules to
permit certain option classes to be
quoted in pennies during a six-month
pilot (‘‘Penny Pilot Program’’), which
would commence on January 26, 2007.
Specifically, proposed CBOE Rule 6.42
would include a subparagraph stating
that decimal increments for bids and
offers for all series of option classes
participating in the Penny Pilot Program
will be announced by Regulatory
Circular. The Regulatory Circular would
set forth the parameters of the Penny
Pilot Program.
Currently, all six options exchanges,
including CBOE, quote options in nickel
and dime increments. The minimum
price variation for quotations in options
series that are quoted at less than $3 per
contract is $0.05 and the minimum
price variation for quotations in options
series that are quoted at $3 per contract
or greater is $0.10. Under the Penny
Pilot Program, beginning on January 26,
2007, market participants would be able
to begin quoting in penny increments in
certain series of option classes.
The Penny Pilot Program would
include the following thirteen options:
Ishares Russell 2000 (IWM); NASDAQ–
100 Index Tracking Stock (QQQQ);
SemiConductor Holders Trust (SMH);
General Electric Company (GE);
Advanced Micro Devices, Inc. (AMD),
(Microsoft Corporation (MSFT); Intel
Corporation (INTC); Caterpillar, Inc.
(CAT); Whole Foods Market, Inc.
(WFMI); Texas Instruments, Inc. (TXN);
Flextronics International Ltd. (FLEX);
Sun Microsystems, Inc. (SUNW); and
Agilent Tech, Inc. (A). The Exchange
would communicate the list of options
to be included in the Penny Pilot
Program to its membership via
Regulatory Circular.
The minimum price variation for all
classes included in the Penny Pilot
Program, except for the QQQQs, would
be $0.01 for all quotations in option
series that are quoted at less than $3 per
contract and $0.05 for all quotations in
option series that are quoted at $3 per
contract or greater. The QQQQs would
be quoted in $0.01 increments for all
options series.
CBOE commits to deliver a report to
the Commission during the fourth
month of the pilot, which would be
composed of data from the first three
months of trading. The report would
analyze the impact of penny pricing on
market quality and options systems
capacity.
CBOE also proposes to amend CBOE
Rule 6.54 relating to accommodation
liquidations (‘‘cabinet trades’’) to state
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that the rule is not applicable to trading
in option classes participating in the
Penny Pilot Program. Currently, CBOE
Rule 6.54 sets forth the terms and
conditions in which cabinet trades can
be executed on CBOE. Because cabinet
trades involve orders priced at $1 per
option contract, the specific terms and
conditions for cabinet trading are not
applicable to option classes
participating in the Penny Pilot
Program.
B. Quote Mitigation Strategies
To mitigate quote message traffic,
CBOE has represented to the
Commission that it has already
implemented or intends to implement
the following quote mitigation
strategies.
• Limitation on Messages. Pursuant to
CBOE Rule 6.23A, CBOE currently
limits the number of messages sent by
members accessing CBOE electronically
in order to protect the integrity of the
Hybrid Trading System. Limiting the
number of messages sent by members
accessing CBOE electronically reduces
the number of quotations sent by CBOE
to the Options Price Reporting
Authority (‘‘OPRA’’).
• Amendment to Market-Maker
Obligations. CBOE proposes to amend
CBOE Rule 8.7 to modify the continuous
electronic quoting obligation of MarketMakers and Remote Market-Makers
(‘‘RMMs’’). Currently, as set forth in
CBOE Rule 8.7(d)(ii) and (e), MarketMakers and RMMs, respectively, are
obligated to provide continuous
electronic quotes in 60% of the series of
his/her appointed option class. CBOE
proposes to amend these obligations to
provide that Market-Makers and RMMs
shall provide continuous electronic
quotes in 60% of the series of his/her
appointed class that have a time to
expiration of less than nine months.
CBOE believes that excluding series that
are nine months or more to expiration,
i.e., LEAPS, from Market-Makers’ and
RMMs’ continuous quoting obligations
should reduce the number of quotes
CBOE disseminates to OPRA, while
continuing to impose upon MarketMakers and RMMs significant quoting
obligations. CBOE also notes that this
proposed change is consistent with
CBOE Rule 5.8 which provides that the
continuity rules do not apply to option
series until the time to expiration is less
than nine months.7
• Delisting Policy. CBOE is adopting
the following delisting policy: equity
7 The Commission recently approved a similar
proposal from the Philadelphia Stock Exchange. See
Securities Exchange Act Release No. 54648 (October
24, 2006), 71 FR 63375 (October 30, 2006) (SR–
Phlx–2006–52).
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option classes with national average
daily volume (‘‘ADV’’) of less than 20
contracts will be delisted.
• Oversight of Member Quoting.
CBOE continuously monitors the
quotation activity of its members
submitting electronic quotations to
CBOE, and regularly notifies any
member that appears to be
disseminating significantly more
quotations than other members. CBOE
also regularly communicates with
independent vendors who provide
quotation services to members to
encourage the vendors to modify their
systems to provide efficient quotation
systems and to alert them whenever it
appears that users of their system
appear to be submitting significantly
more quotations than other members.8
III. Discussion
After careful review of the proposal
and consideration of SIFMA’s comment
letter and the Exchange’s response
thereto, the Commission finds that the
proposed rule change, as modified by
Amendment No. 1, is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to a national securities
exchange.9 In particular, the
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
Act,10 which requires, among other
things, that the rules of an exchange be
designed to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
The Commission believes that the
implementation of a limited six-month
Penny Pilot Program by CBOE and the
five other options exchanges will
provide valuable information to the
exchanges, the Commission and others
about the impact of penny quoting in
the options market. In particular, the
Penny Pilot Program will allow analysis
of the impact of penny quoting on: (1)
8 In addition to the quote mitigation strategies
discussed above, to encourage more efficient
quoting by its members, the Exchange filed a
proposed rule change on November 20, 2006, that
assesses an additional monthly fee, commencing on
February 1, 2007, on all Market Makers who submit
electronic quotes to the Exchange of $.03 per 1,000
quotes in excess of 1,000,000 quotes. The proposed
rule change was immediately effective under
Section 19(b)(3)(A) of the Act. See Securities
Exchange Act Release No. 54804 (November 21,
2006), 71 FR 69150 (November 29, 2006) (File No.
SR–CBOE–2006–98).
9 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
10 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 72, No. 21 / Thursday, February 1, 2007 / Notices
Spreads; (2) transaction costs; (3)
payment for order flow; and (4) quote
message traffic.
The Commission believes that the
thirteen options classes to be included
in the penny pilot program represent a
diverse group of options classes with
varied trading characteristics. This
diversity should facilitate analyses by
the Commission, the options exchanges
and others. The Commission also
believes that the Penny Pilot Program is
sufficiently limited that it is unlikely to
increase quote message traffic beyond
the capacity of market participants’
systems and disrupt the timely receipt
of quote information.
Nevertheless, because the
Commission expects that the Penny
Pilot Program will increase quote
message traffic, the Commission is also
approving the Exchange’s proposals to
reduce the number of quotations it
disseminates.
SIFMA commented on the CBOE’s
quote mitigation proposal.11 SIFMA
recommends that all six of the option
exchanges adopt a comprehensive and
uniform quote mitigation strategy. In
particular, SIFMA strongly supports the
adoption of the ‘‘holdback timer’’
mitigation proposal as the most efficient
means of reducing quotation traffic.
SIFMA, however, expressed concern
that the lack of uniformity among the
quote mitigation proposals adopted by
the exchanges will impose a burden on
member firms and cause confusion for
market participants, especially retail
investors.
Although SIFMA urges the adoption
of a uniform and comprehensive
approach to quote mitigation, it does not
oppose CBOE’s quote mitigation
proposals. In fact, SIFMA acknowledges
that certain of CBOE’s proposals, such
as notifying members whose quote
activity suggests systems malfunctions
or wrong settings and delisting inactive
series can contribute to quote
mitigation. SIFMA, however, expressed
its belief that these proposals do not go
far enough to resolve the industry’s
concerns regarding systems capacity.
Although the Commission supports
efforts to implement a uniform,
industry-wide quote mitigation plan, it
does not believe such efforts preclude
individual exchanges from initiating
their own quote mitigation strategies.
The Commission agrees with CBOE that
its proposed quote mitigation strategies
will not lead to confusion among market
participants.12
11 See
12 See
SIFMA Letter, supra note 4.
CBOE Letter, supra note 6.
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16:47 Jan 31, 2007
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IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,13 that the
proposed rule change (SR–CBOE–2006–
92), as modified by Amendment No. 1,
be, and hereby is, approved on a six
month pilot basis, which will
commence on January 26, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–1586 Filed 1–31–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55172; File No. SR–CBOE–
2006–110]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change and
Amendment No. 1 Thereto Relating to
the Establishment of CBOE Stock
Exchange, LLC
January 25, 2007.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
26, 2006, the Chicago Board Options
Exchange, Incorporated (the ‘‘CBOE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (the ‘‘SEC’’
or ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
substantially prepared by the Exchange.
CBOE filed Amendment No. 1 to the
proposed rule change on January 10,
2007. The Commission is publishing
this notice to solicit comments on the
proposed rule change, as amended, from
interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CBOE proposes to establish CBOE
Stock Exchange (‘‘CBSX’’) as a facility,
as that term is defined in Section 3(a)(2)
of the Act,3 of CBOE. CBSX will
administer a fully automated
marketplace for the trading of securities
other than options by CBOE members.
CBSX will be operated by CBOE Stock
Exchange, LLC (‘‘CBSX LLC’’), a
Delaware limited liability company. In
13 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78c(a)(2).
14 17
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4745
this filing, CBOE submitted to the
Commission the First Amended and
Restated Operating Agreement
(‘‘Operating Agreement’’) of CBSX LLC.
The Certificate of Formation and the
Operating Agreement are the source of
CBSX LLC’s governance and operating
authority, and therefore, function in a
similar manner as articles of
incorporation and bylaws for a
corporation. Additionally, CBOE
proposes to adopt Rule 3.32 pertaining
to ownership concentration and
affiliation limitations.
The text of the proposed rule change
is available on the Exchange’s Web site
(https://www.cboe.com), at the Office of
the Secretary, CBOE, and at the
Commission’s Public Reference Room.
The text of the proposed rule change is
also available on the Commission’s Web
site (https://www.sec.gov/rules/
sro.shtml).
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CBOE included statements concerning
the purpose of, and basis for, the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. CBOE has prepared
summaries, set forth in Sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
CBOE is a registered national
securities exchange under Section 6 of
the Act and a self-regulatory
organization (‘‘SRO’’). CBOE indicates
that CBSX will be a facility of CBOE,
subject to self-regulation by CBOE and
oversight by the SEC. CBOE will act as
the SRO for CBSX pursuant to a
Services Agreement to be entered into
between CBOE and CBSX LLC. CBOE
will have the primary regulatory
responsibility for the activities of CBSX.
CBOE represents that it has adequate
funds to discharge all regulatory
functions related to the facility that it
has undertaken to perform under the
Services Agreement.4
4 CBOE represents that CBSX LLC will not be
entitled to any revenue generated in connection
with penalties, fines, and regulatory fees that may
be assessed by CBOE against CBOE members in
connection with trading on CBSX. Rather, all
Continued
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Agencies
[Federal Register Volume 72, Number 21 (Thursday, February 1, 2007)]
[Notices]
[Pages 4743-4745]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-1586]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55154; File No. SR-CBOE-2006-92]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Order Granting Approval to Proposed Rule Change as
Modified by Amendment No. 1 Thereto, Relating to the Penny Pilot
Program
January 23, 2007.
I. Introduction
On November 8, 2006, the Chicago Board Options Exchange,
Incorporated (``CBOE'' or ``Exchange'') filed with the Securities and
Exchange Commission (``Commission''), pursuant to Section 19(b)(1) of
the Securities Exchange Act of 1934 (``Act''),\1\ and Rule 19b-4
thereunder,\2\ a proposed rule change to amend its rules to permit
certain option classes to be quoted in pennies on a pilot basis. The
proposed rule change was published for comment in the Federal Register
on November 29, 2006.\3\ The Commission received one comment letter on
the proposed rule change.\4\ On January 9, 2007, the Exchange filed
Amendment No. 1 to the proposed rule change.\5\ The Exchange responded
to the comment letter on January 10, 2007.\6\ This order approves the
proposed rule change as modified by Amendment No. 1.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 54805 (November 21,
2006), 71 FR 69151.
\4\ See letter to Nancy M. Morris, Secretary, Commission, from
Christopher Nagy, Chair, Securities Industry and Financial Markets
Association (``SIFMA'') Options Committee, dated December 20, 2006
(``SIFMA Letter'').
\5\ Amendment No. 1 revised the Regulatory Circular CBOE will
distribute to its members to reflect the replacement of Glamis Gold,
which was delisted, with Agilent Tech, Inc. in the list of options
classes permitted to be quoted in pennies. Amendment No. 1 is
technical in nature, and the Commission is not publishing Amendment
No. 1 for public comment.
\6\ See letter to Nancy M. Morris, Secretary, Commission, from
Patrick Sexton, Associate General Counsel, CBOE, dated January 10,
2007 (``CBOE Letter'').
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[[Page 4744]]
II. Description of the Proposal
A. Scope of the Penny Pilot Program
CBOE proposes to amend its rules to permit certain option classes
to be quoted in pennies during a six-month pilot (``Penny Pilot
Program''), which would commence on January 26, 2007. Specifically,
proposed CBOE Rule 6.42 would include a subparagraph stating that
decimal increments for bids and offers for all series of option classes
participating in the Penny Pilot Program will be announced by
Regulatory Circular. The Regulatory Circular would set forth the
parameters of the Penny Pilot Program.
Currently, all six options exchanges, including CBOE, quote options
in nickel and dime increments. The minimum price variation for
quotations in options series that are quoted at less than $3 per
contract is $0.05 and the minimum price variation for quotations in
options series that are quoted at $3 per contract or greater is $0.10.
Under the Penny Pilot Program, beginning on January 26, 2007, market
participants would be able to begin quoting in penny increments in
certain series of option classes.
The Penny Pilot Program would include the following thirteen
options: Ishares Russell 2000 (IWM); NASDAQ-100 Index Tracking Stock
(QQQQ); SemiConductor Holders Trust (SMH); General Electric Company
(GE); Advanced Micro Devices, Inc. (AMD), (Microsoft Corporation
(MSFT); Intel Corporation (INTC); Caterpillar, Inc. (CAT); Whole Foods
Market, Inc. (WFMI); Texas Instruments, Inc. (TXN); Flextronics
International Ltd. (FLEX); Sun Microsystems, Inc. (SUNW); and Agilent
Tech, Inc. (A). The Exchange would communicate the list of options to
be included in the Penny Pilot Program to its membership via Regulatory
Circular.
The minimum price variation for all classes included in the Penny
Pilot Program, except for the QQQQs, would be $0.01 for all quotations
in option series that are quoted at less than $3 per contract and $0.05
for all quotations in option series that are quoted at $3 per contract
or greater. The QQQQs would be quoted in $0.01 increments for all
options series.
CBOE commits to deliver a report to the Commission during the
fourth month of the pilot, which would be composed of data from the
first three months of trading. The report would analyze the impact of
penny pricing on market quality and options systems capacity.
CBOE also proposes to amend CBOE Rule 6.54 relating to
accommodation liquidations (``cabinet trades'') to state that the rule
is not applicable to trading in option classes participating in the
Penny Pilot Program. Currently, CBOE Rule 6.54 sets forth the terms and
conditions in which cabinet trades can be executed on CBOE. Because
cabinet trades involve orders priced at $1 per option contract, the
specific terms and conditions for cabinet trading are not applicable to
option classes participating in the Penny Pilot Program.
B. Quote Mitigation Strategies
To mitigate quote message traffic, CBOE has represented to the
Commission that it has already implemented or intends to implement the
following quote mitigation strategies.
Limitation on Messages. Pursuant to CBOE Rule 6.23A, CBOE
currently limits the number of messages sent by members accessing CBOE
electronically in order to protect the integrity of the Hybrid Trading
System. Limiting the number of messages sent by members accessing CBOE
electronically reduces the number of quotations sent by CBOE to the
Options Price Reporting Authority (``OPRA'').
Amendment to Market-Maker Obligations. CBOE proposes to
amend CBOE Rule 8.7 to modify the continuous electronic quoting
obligation of Market-Makers and Remote Market-Makers (``RMMs'').
Currently, as set forth in CBOE Rule 8.7(d)(ii) and (e), Market-Makers
and RMMs, respectively, are obligated to provide continuous electronic
quotes in 60% of the series of his/her appointed option class. CBOE
proposes to amend these obligations to provide that Market-Makers and
RMMs shall provide continuous electronic quotes in 60% of the series of
his/her appointed class that have a time to expiration of less than
nine months. CBOE believes that excluding series that are nine months
or more to expiration, i.e., LEAPS, from Market-Makers' and RMMs'
continuous quoting obligations should reduce the number of quotes CBOE
disseminates to OPRA, while continuing to impose upon Market-Makers and
RMMs significant quoting obligations. CBOE also notes that this
proposed change is consistent with CBOE Rule 5.8 which provides that
the continuity rules do not apply to option series until the time to
expiration is less than nine months.\7\
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\7\ The Commission recently approved a similar proposal from the
Philadelphia Stock Exchange. See Securities Exchange Act Release No.
54648 (October 24, 2006), 71 FR 63375 (October 30, 2006) (SR-Phlx-
2006-52).
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Delisting Policy. CBOE is adopting the following delisting
policy: equity option classes with national average daily volume
(``ADV'') of less than 20 contracts will be delisted.
Oversight of Member Quoting. CBOE continuously monitors
the quotation activity of its members submitting electronic quotations
to CBOE, and regularly notifies any member that appears to be
disseminating significantly more quotations than other members. CBOE
also regularly communicates with independent vendors who provide
quotation services to members to encourage the vendors to modify their
systems to provide efficient quotation systems and to alert them
whenever it appears that users of their system appear to be submitting
significantly more quotations than other members.\8\
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\8\ In addition to the quote mitigation strategies discussed
above, to encourage more efficient quoting by its members, the
Exchange filed a proposed rule change on November 20, 2006, that
assesses an additional monthly fee, commencing on February 1, 2007,
on all Market Makers who submit electronic quotes to the Exchange of
$.03 per 1,000 quotes in excess of 1,000,000 quotes. The proposed
rule change was immediately effective under Section 19(b)(3)(A) of
the Act. See Securities Exchange Act Release No. 54804 (November 21,
2006), 71 FR 69150 (November 29, 2006) (File No. SR-CBOE-2006-98).
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III. Discussion
After careful review of the proposal and consideration of SIFMA's
comment letter and the Exchange's response thereto, the Commission
finds that the proposed rule change, as modified by Amendment No. 1, is
consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities exchange.\9\
In particular, the Commission finds that the proposal is consistent
with Section 6(b)(5) of the Act,\10\ which requires, among other
things, that the rules of an exchange be designed to promote just and
equitable principles of trade, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest.
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\9\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\10\ 15 U.S.C. 78f(b)(5).
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The Commission believes that the implementation of a limited six-
month Penny Pilot Program by CBOE and the five other options exchanges
will provide valuable information to the exchanges, the Commission and
others about the impact of penny quoting in the options market. In
particular, the Penny Pilot Program will allow analysis of the impact
of penny quoting on: (1)
[[Page 4745]]
Spreads; (2) transaction costs; (3) payment for order flow; and (4)
quote message traffic.
The Commission believes that the thirteen options classes to be
included in the penny pilot program represent a diverse group of
options classes with varied trading characteristics. This diversity
should facilitate analyses by the Commission, the options exchanges and
others. The Commission also believes that the Penny Pilot Program is
sufficiently limited that it is unlikely to increase quote message
traffic beyond the capacity of market participants' systems and disrupt
the timely receipt of quote information.
Nevertheless, because the Commission expects that the Penny Pilot
Program will increase quote message traffic, the Commission is also
approving the Exchange's proposals to reduce the number of quotations
it disseminates.
SIFMA commented on the CBOE's quote mitigation proposal.\11\ SIFMA
recommends that all six of the option exchanges adopt a comprehensive
and uniform quote mitigation strategy. In particular, SIFMA strongly
supports the adoption of the ``holdback timer'' mitigation proposal as
the most efficient means of reducing quotation traffic. SIFMA, however,
expressed concern that the lack of uniformity among the quote
mitigation proposals adopted by the exchanges will impose a burden on
member firms and cause confusion for market participants, especially
retail investors.
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\11\ See SIFMA Letter, supra note 4.
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Although SIFMA urges the adoption of a uniform and comprehensive
approach to quote mitigation, it does not oppose CBOE's quote
mitigation proposals. In fact, SIFMA acknowledges that certain of
CBOE's proposals, such as notifying members whose quote activity
suggests systems malfunctions or wrong settings and delisting inactive
series can contribute to quote mitigation. SIFMA, however, expressed
its belief that these proposals do not go far enough to resolve the
industry's concerns regarding systems capacity.
Although the Commission supports efforts to implement a uniform,
industry-wide quote mitigation plan, it does not believe such efforts
preclude individual exchanges from initiating their own quote
mitigation strategies. The Commission agrees with CBOE that its
proposed quote mitigation strategies will not lead to confusion among
market participants.\12\
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\12\ See CBOE Letter, supra note 6.
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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\13\ that the proposed rule change (SR-CBOE-2006-92), as modified
by Amendment No. 1, be, and hereby is, approved on a six month pilot
basis, which will commence on January 26, 2007.
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\13\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-1586 Filed 1-31-07; 8:45 am]
BILLING CODE 8011-01-P