Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing of a Proposed Rule Change To Amend the Minimum Quote Size Requirements for Hybrid Opening System Rotations, 60697-60699 [E7-21028]
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Federal Register / Vol. 72, No. 206 / Thursday, October 25, 2007 / Notices
mstockstill on PROD1PC66 with NOTICES
property rights consistent with or
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Requirements for Submissions
Comments must be submitted in
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In order to facilitate prompt processing
of submissions, the Office of the United
States Trade Representative strongly
urges and prefers electronic (e-mail)
submissions in response to this notice.
In the event that an e-mail submission
is impossible, submissions should be
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17:26 Oct 24, 2007
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appointment to review the file must be
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and may be made by calling (202) 395–
6186.
Carmen Suro-Bredie,
Chairman, Trade Policy Staff Committee.
[FR Doc. E7–21064 Filed 10–24–07; 8:45 am]
BILLING CODE 3190–W8–P
PO 00000
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56680; File No. SR–CBOE–
2007–59]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change To Amend the
Minimum Quote Size Requirements for
Hybrid Opening System Rotations
October 19, 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
September 17, 2007, the Chicago Board
Options Exchange, Incorporated
(‘‘CBOE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
substantially prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
minimum quote size requirements that
are applicable to trading rotations
conducted via the Hybrid Opening
System (‘‘HOSS’’). The text of the
proposed rule change is available at the
Exchange, on the Exchange’s Web site
(https://www.cboe.org/Legal), and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange 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. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
1 15
2 17
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E:\FR\FM\25OCN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 72, No. 206 / Thursday, October 25, 2007 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
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The Exchange proposes to amend
CBOE Rule 6.2B, Hybrid Opening
System (‘‘HOSS’’), which pertains to
trading rotations for series trading on
the CBOE Hybrid Trading System
(‘‘Hybrid’’), in order to modify the
minimum quote size requirements
applicable to Market-Makers, Remote
Market-Makers, Designated Primary
Market-Makers, Electronic Designated
Primary Market-Makers and Lead
Market-Makers (collectively referred to
as ‘‘Market-Makers’’).3
With respect to Market-Makers’ quote
sizes generally, CBOE Rule 8.7
(‘‘Obligations of Market-Makers’’)
currently provides that the initial size a
Market-Maker electronically quotes
must be at least ten contracts
(undecremented size) (the ‘‘10-up’’
requirement); however, if the
underlying primary market disseminates
a 100-share best bid or offer quote
(which is the equivalent of one option
contract), a Market-Maker’s
undecremented quote may be for as low
as one contract (‘‘1-up’’).4 The proposed
revisions to CBOE Rule 6.2B would
revise these parameters only with
respect to opening rotations in Hybrid
classes. In particular, the existing
minimum quote size requirements
would continue to apply, except that a
Market-Maker would be permitted to
enter an opening quote for as low as one
contract if the underlying primary
market disseminates less than a 1000share best bid or offer quote (which is
the equivalent of ten contracts)
immediately prior to an option series
opening.5
3 Currently, Designated Primary Market-Makers,
Electronic Designated Primary Market-Makers and
Lead Market-Makers are required to enter opening
quotes in accordance with CBOE Rule 6.2B in 100%
of the series of each appointed class; whereas, other
Market-Makers and Remote Market-Makers are
permitted, but not required, to enter opening quotes
in accordance with CBOE Rule 6.2B. See CBOE
Rules 6.2B, 8.15A (‘‘Lead Market-Makers in Hybrid
Classes’’) (subparagraph (b)(iv) of this rule has been
interpreted by the Exchange to require an LMM to
enter opening quotes in 100% of the series of each
appointed class), 8.85 (‘‘DPM Obligations’’), and
8.93 (‘‘e-DPM Obligations’’). The Exchange notes,
however, that it has submitted a separate proposed
rule change that would modify the opening quote
obligations of Designated Primary Market-Makers,
Electronic Primary Market-Makers, and Lead
Market-Makers. See SR–CBOE–2007–87.
4 See, e.g., CBOE Rule 8.7(d)(ii)(B).
5 Under CBOE Rule 6.2B, the HOSS rotation
process for an option class is initiated when the
underlying market opens. When the underlying
market ‘‘opens’’ is determined, on a class-by-class
basis, to be either the opening trade and/or opening
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Generally, the Exchange believes that
the existing quote size requirement
imposes a reasonable obligation on
Market-Makers, who, in turn for
satisfying this and other obligations, are
entitled to receive market maker margin
treatment. Nevertheless, the Exchange
believes that there are instances where
quote (or whichever occurs first). In addition, the
Commission notes that CBOE recently modified the
parameters for determining when the underlying
market opens. See Securities Exchange Act Release
No. 56600 (October 2, 2007), 72 FR 57619 (October
10, 2007) (SR–CBOE–2007–88). Once the
underlying market open occurs, HOSS initiates the
overlying option class opening and sends a Rotation
Notice to market participants. Thereafter, HOSS
will open the series of a class in a random order.
The Exchange notes that the underlying primary
market’s last reported quotation information may
change between the time that the underlying market
opens and the time that an overlying option series
opens. For purposes of the proposed ‘‘1-up’’ quoting
relief, the Exchange proposes that a Market-Maker
only look to the underlying primary market’s last
reported quotation information that exists
immediately prior to time the Market-Maker enters
its opening quotes. Thus, for example, if an
underlying primary market has ‘‘opened’’ with a
best bid of 1000 shares and best offer of 1000 shares
and, subsequent to that time but immediately prior
to the time the Market-Maker enters its opening
quotes, the underlying primary market’s last
reported best bid was 500 shares and best offer was
500 shares (i.e., 500 × 500), a Market-Maker would
be permitted to enter a minimum opening quote for
one contract on both the bid and offer sides of a
call or put series (i.e., 1 × 1). If, however, the
underlying primary market’s best bid was 500
shares and best offer was 1000 shares immediately
prior to the time the Market-Maker enters its
opening quotes (i.e., 500 × 1000), to the extent
required to quote, a Market-Maker would be
permitted to enter a minimum opening quote for
one contract on the bid side and required to enter
a minimum opening quote for ten contracts on the
offer side for a call series (i.e., 1 × 10). Similarly,
to the extent required to quote, a Market-Maker
would be required to enter a minimum opening
quote for ten contracts on the bid side and
permitted to enter a minimum opening quote for
one contract on the offer side for a put series (i.e.,
10 × 1). This ability to enter an opening quote for
as low as one contract under CBOE Rule 6.2B
would take precedence over any other Exchange
rules regarding initial size. See proposed CBOE
Rule 6.2B.02. In this regard, the Exchange notes
that, as compared to the intra-day quoting
requirements in CBOE Rule 8.7, there would be no
requirement that the opening quote process be
automated and the Market-Maker’s quote size
automatically return to at least 10-up when the
underlying primary market no longer disseminates
less than a 1000-share quote. Instead, once a 1-up
opening quote is entered by a Market-Maker, the
Market-Maker may maintain the quote until it is
decremented or the Market-Maker determines to
update it. Once an option series is opened and a
Market-Maker’s quote is decremented or the
Market-Maker determines to update the quote, such
updated quote would be subject to the electronic
quotation size obligations set forth in CBOE Rule
8.7, which as discussed above requires that the
initial size a Market-Maker electronically quotes
must be at least ten contracts (undecremented size).
For intra-day quoting, CBOE Rule 8.7 also provides
that, if the underlying primary market disseminates
a 100-share quote, a Market-Maker’s undecremented
quote may be for as low as one contract, provided
the process is automated and the quote
automatically returns to at least 10-up when the
underlying primary market no longer disseminates
a 100-share quote. See supra, note 4.
PO 00000
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Sfmt 4703
requiring Market-Makers to quote 10-up
during an opening rotations imposes a
heightened and inappropriate level of
risk upon them. Accordingly, in the
Exchange’s view, the purpose of this
filing is to adopt a limited exception to
the 10-up minimum quoting
requirement to provide relief in one
such specific instance.
The Exchange believes that, when the
underlying primary market disseminates
less than a 1000-share quote, it
substantially restricts the amount of
liquidity available in that security on
that particular side of the market. The
Exchange notes that options exchanges
are derivative markets. In this regard,
the Exchange believes that, with a
minimum quote size requirement of ten
contracts over multiple series, an
options exchange provides
exponentially more liquidity than is
available in an underlying primary stock
market that is disseminating less than a
1000-share quote.6 Additionally,
according to the Exchange, MarketMakers must hedge their transactions by
buying and/or selling stock, and when
the underlying primary stock exchange
posts less than a 1000-share quote
during the opening, it restricts the
Market-Maker’s ability to hedge, which
does nothing but increase the MarketMaker’s financial exposure and risk.
This exposure and risk is intensified
during the opening, which tends to be
one of the busiest periods of the trading
day. For these reasons, the Exchange
believes that Market-Makers in this
instance should have the ability to
lower their Hybrid opening quote sizes
to as low as one contract if they choose,
thereby being more consistent with the
amount of liquidity provided by the
underlying primary market.7
The Exchange states that it is also
cognizant of the desire to continue to
maintain fair and orderly openings.
CBOE does not think that this proposal
would detract from that objective
because, irrespective of the size
associated with a Market-Maker’s
quotes, the options class would
continue to open in the same automated
fashion and, to the extent there may be
6 According to the Exchange, an options exchange
may list 20 or more options series for an underlying
stock. Thus, for example, if just a single MarketMaker posts 10-up markets in twenty series, that
Market-Maker alone would be providing liquidity
equivalent to 20,000 shares, which would dwarf the
underlying primary market’s size commitment of
less than 1000 shares.
7 The Exchange also believes that nothing in this
proposal would affect a Market-Maker’s obligation
to honor its firm quote requirements imposed by
CBOE Rule 8.51 (‘‘Firm Disseminated Market
Quotes’’). Accordingly, for example, if a MarketMaker disseminates a one contract market, its firm
quote obligation would be one contract.
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Federal Register / Vol. 72, No. 206 / Thursday, October 25, 2007 / Notices
any market order imbalance on the
opening, such imbalances would
continue to be addressed in the same
manner.8
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with section
6(b) of the Act,9 in general, and furthers
the objectives of section 6(b)(5) of the
Act,10 in particular, in that it is designed
to facilitate transactions in securities, to
promote just and equitable principles of
trade, to prevent fraudulent and
manipulative acts and, in general, to
protect investors and the public interest.
The Exchange believes that the proposal
provides for a very limited exception to
the general requirement that MarketMaker’s quotes be for a minimum ten
contracts. The Exchange believes that
this exception, which in the Exchange’s
view is narrowly-tailored, will provide
a measure of protection to MarketMakers when the underlying primary
market disseminates less than a 1000share quote during the opening.
Accordingly, the Exchange believes the
proposal serves to enhance the
incentives of Market-Makers to quote
competitively during Hybrid opening
rotations and reduces the disincentives
to quote competitively.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
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8 HOSS
will not open an option series if the
opening trade would leave a market order
imbalance (i.e., there are more market orders to buy
or to sell for the particular series than can be
satisfied by the limit orders, quotes and market
orders on the opposite side). If this condition
occurs, a notification will be sent to market
participants indicating the size and direction (buy
or sell) of the market order imbalance. HOSS will
not open the series until the market order
imbalance is satisfied and will repeat this process
until the series is open. See CBOE Rule 6.2B(e)(iii)
and (f). Upon receipt of these messages, generally
the Designated Primary Market-Maker and
Electronic Designated Primary Market-Maker(s) or
Lead Market-Maker, as applicable, other MarketMakers with an appointment in the class, and/or
other market participants, would take steps to
address and resolve the market order imbalance
(which steps may include, for example, a MarketMaker adding more size to his quotes). See also
CBOE Rule 8.7(b) (which provides, among other
things, that a Market-Maker has a continuous
obligation to engage, to a reasonable degree under
the existing circumstances, in dealings for his own
account when there exists, or it is reasonably
anticipated that there will exist, a temporary
disparity between the supply of and demand for a
particular option contract) and CBOE Rule 7.5
(‘‘Obligation for Fair and Orderly Market’’) (which
provides, among other things, that Market-Makers
with an appointment in a class that are present on
the floor of the Exchange may be called upon to
make bids and/or offers that contribute to meeting
the standards set forth in CBOE Rule 8.7).
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(5).
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17:26 Oct 24, 2007
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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
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
A. By order approve such proposed
rule change, or
B. Institute proceedings to determine
whether the proposed rule change
should be disapproved.
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–2007–59 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–2007–59. 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
PO 00000
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60699
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 on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of the filing also will be available for
inspection and copying at the principal
office of the Exchange. 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–
2007–59 and should be submitted on or
before November 15, 2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–21028 Filed 10–24–07; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–56677; File No. SR–FINRA–
2007–005]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Granting
Approval of a Proposed Rule Change
Relating to NASD Rule 11870
(Customer Account Transfer
Contracts) and NYSE Rule 412
(Customer Account Transfer
Contracts) To Make the Time Frames in
the Rules for Validating or Taking
Exception to an Instruction To Transfer
a Customer’s Securities Account
Consistent With the Time Frames in
the Automated Customer Account
Transfer Service
October 19, 2007.
I. Introduction
On August 8, 2007, Financial Industry
Regulatory Authority, Inc. (‘‘FINRA’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) a
proposed rule change pursuant to
Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’).1 Notice
of the proposal was published in the
Federal Register on September 13,
11 17
1 15
E:\FR\FM\25OCN1.SGM
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
25OCN1
Agencies
[Federal Register Volume 72, Number 206 (Thursday, October 25, 2007)]
[Notices]
[Pages 60697-60699]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-21028]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-56680; File No. SR-CBOE-2007-59]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing of a Proposed Rule Change To Amend the
Minimum Quote Size Requirements for Hybrid Opening System Rotations
October 19, 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 September 17, 2007, the Chicago Board Options Exchange, Incorporated
(``CBOE'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which Items have been substantially
prepared by the Exchange. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its minimum quote size requirements
that are applicable to trading rotations conducted via the Hybrid
Opening System (``HOSS''). The text of the proposed rule change is
available at the Exchange, on the Exchange's Web site (https://
www.cboe.org/Legal), and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange 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. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
[[Page 60698]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend CBOE Rule 6.2B, Hybrid Opening
System (``HOSS''), which pertains to trading rotations for series
trading on the CBOE Hybrid Trading System (``Hybrid''), in order to
modify the minimum quote size requirements applicable to Market-Makers,
Remote Market-Makers, Designated Primary Market-Makers, Electronic
Designated Primary Market-Makers and Lead Market-Makers (collectively
referred to as ``Market-Makers'').\3\
---------------------------------------------------------------------------
\3\ Currently, Designated Primary Market-Makers, Electronic
Designated Primary Market-Makers and Lead Market-Makers are required
to enter opening quotes in accordance with CBOE Rule 6.2B in 100% of
the series of each appointed class; whereas, other Market-Makers and
Remote Market-Makers are permitted, but not required, to enter
opening quotes in accordance with CBOE Rule 6.2B. See CBOE Rules
6.2B, 8.15A (``Lead Market-Makers in Hybrid Classes'') (subparagraph
(b)(iv) of this rule has been interpreted by the Exchange to require
an LMM to enter opening quotes in 100% of the series of each
appointed class), 8.85 (``DPM Obligations''), and 8.93 (``e-DPM
Obligations''). The Exchange notes, however, that it has submitted a
separate proposed rule change that would modify the opening quote
obligations of Designated Primary Market-Makers, Electronic Primary
Market-Makers, and Lead Market-Makers. See SR-CBOE-2007-87.
---------------------------------------------------------------------------
With respect to Market-Makers' quote sizes generally, CBOE Rule 8.7
(``Obligations of Market-Makers'') currently provides that the initial
size a Market-Maker electronically quotes must be at least ten
contracts (undecremented size) (the ``10-up'' requirement); however, if
the underlying primary market disseminates a 100-share best bid or
offer quote (which is the equivalent of one option contract), a Market-
Maker's undecremented quote may be for as low as one contract (``1-
up'').\4\ The proposed revisions to CBOE Rule 6.2B would revise these
parameters only with respect to opening rotations in Hybrid classes. In
particular, the existing minimum quote size requirements would continue
to apply, except that a Market-Maker would be permitted to enter an
opening quote for as low as one contract if the underlying primary
market disseminates less than a 1000-share best bid or offer quote
(which is the equivalent of ten contracts) immediately prior to an
option series opening.\5\
---------------------------------------------------------------------------
\4\ See, e.g., CBOE Rule 8.7(d)(ii)(B).
\5\ Under CBOE Rule 6.2B, the HOSS rotation process for an
option class is initiated when the underlying market opens. When the
underlying market ``opens'' is determined, on a class-by-class
basis, to be either the opening trade and/or opening quote (or
whichever occurs first). In addition, the Commission notes that CBOE
recently modified the parameters for determining when the underlying
market opens. See Securities Exchange Act Release No. 56600 (October
2, 2007), 72 FR 57619 (October 10, 2007) (SR-CBOE-2007-88). Once the
underlying market open occurs, HOSS initiates the overlying option
class opening and sends a Rotation Notice to market participants.
Thereafter, HOSS will open the series of a class in a random order.
The Exchange notes that the underlying primary market's last
reported quotation information may change between the time that the
underlying market opens and the time that an overlying option series
opens. For purposes of the proposed ``1-up'' quoting relief, the
Exchange proposes that a Market-Maker only look to the underlying
primary market's last reported quotation information that exists
immediately prior to time the Market-Maker enters its opening
quotes. Thus, for example, if an underlying primary market has
``opened'' with a best bid of 1000 shares and best offer of 1000
shares and, subsequent to that time but immediately prior to the
time the Market-Maker enters its opening quotes, the underlying
primary market's last reported best bid was 500 shares and best
offer was 500 shares (i.e., 500 x 500), a Market-Maker would be
permitted to enter a minimum opening quote for one contract on both
the bid and offer sides of a call or put series (i.e., 1 x 1). If,
however, the underlying primary market's best bid was 500 shares and
best offer was 1000 shares immediately prior to the time the Market-
Maker enters its opening quotes (i.e., 500 x 1000), to the extent
required to quote, a Market-Maker would be permitted to enter a
minimum opening quote for one contract on the bid side and required
to enter a minimum opening quote for ten contracts on the offer side
for a call series (i.e., 1 x 10). Similarly, to the extent required
to quote, a Market-Maker would be required to enter a minimum
opening quote for ten contracts on the bid side and permitted to
enter a minimum opening quote for one contract on the offer side for
a put series (i.e., 10 x 1). This ability to enter an opening quote
for as low as one contract under CBOE Rule 6.2B would take
precedence over any other Exchange rules regarding initial size. See
proposed CBOE Rule 6.2B.02. In this regard, the Exchange notes that,
as compared to the intra-day quoting requirements in CBOE Rule 8.7,
there would be no requirement that the opening quote process be
automated and the Market-Maker's quote size automatically return to
at least 10-up when the underlying primary market no longer
disseminates less than a 1000-share quote. Instead, once a 1-up
opening quote is entered by a Market-Maker, the Market-Maker may
maintain the quote until it is decremented or the Market-Maker
determines to update it. Once an option series is opened and a
Market-Maker's quote is decremented or the Market-Maker determines
to update the quote, such updated quote would be subject to the
electronic quotation size obligations set forth in CBOE Rule 8.7,
which as discussed above requires that the initial size a Market-
Maker electronically quotes must be at least ten contracts
(undecremented size). For intra-day quoting, CBOE Rule 8.7 also
provides that, if the underlying primary market disseminates a 100-
share quote, a Market-Maker's undecremented quote may be for as low
as one contract, provided the process is automated and the quote
automatically returns to at least 10-up when the underlying primary
market no longer disseminates a 100-share quote. See supra, note 4.
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Generally, the Exchange believes that the existing quote size
requirement imposes a reasonable obligation on Market-Makers, who, in
turn for satisfying this and other obligations, are entitled to receive
market maker margin treatment. Nevertheless, the Exchange believes that
there are instances where requiring Market-Makers to quote 10-up during
an opening rotations imposes a heightened and inappropriate level of
risk upon them. Accordingly, in the Exchange's view, the purpose of
this filing is to adopt a limited exception to the 10-up minimum
quoting requirement to provide relief in one such specific instance.
The Exchange believes that, when the underlying primary market
disseminates less than a 1000-share quote, it substantially restricts
the amount of liquidity available in that security on that particular
side of the market. The Exchange notes that options exchanges are
derivative markets. In this regard, the Exchange believes that, with a
minimum quote size requirement of ten contracts over multiple series,
an options exchange provides exponentially more liquidity than is
available in an underlying primary stock market that is disseminating
less than a 1000-share quote.\6\ Additionally, according to the
Exchange, Market-Makers must hedge their transactions by buying and/or
selling stock, and when the underlying primary stock exchange posts
less than a 1000-share quote during the opening, it restricts the
Market-Maker's ability to hedge, which does nothing but increase the
Market-Maker's financial exposure and risk. This exposure and risk is
intensified during the opening, which tends to be one of the busiest
periods of the trading day. For these reasons, the Exchange believes
that Market-Makers in this instance should have the ability to lower
their Hybrid opening quote sizes to as low as one contract if they
choose, thereby being more consistent with the amount of liquidity
provided by the underlying primary market.\7\
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\6\ According to the Exchange, an options exchange may list 20
or more options series for an underlying stock. Thus, for example,
if just a single Market-Maker posts 10-up markets in twenty series,
that Market-Maker alone would be providing liquidity equivalent to
20,000 shares, which would dwarf the underlying primary market's
size commitment of less than 1000 shares.
\7\ The Exchange also believes that nothing in this proposal
would affect a Market-Maker's obligation to honor its firm quote
requirements imposed by CBOE Rule 8.51 (``Firm Disseminated Market
Quotes''). Accordingly, for example, if a Market-Maker disseminates
a one contract market, its firm quote obligation would be one
contract.
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The Exchange states that it is also cognizant of the desire to
continue to maintain fair and orderly openings. CBOE does not think
that this proposal would detract from that objective because,
irrespective of the size associated with a Market-Maker's quotes, the
options class would continue to open in the same automated fashion and,
to the extent there may be
[[Page 60699]]
any market order imbalance on the opening, such imbalances would
continue to be addressed in the same manner.\8\
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\8\ HOSS will not open an option series if the opening trade
would leave a market order imbalance (i.e., there are more market
orders to buy or to sell for the particular series than can be
satisfied by the limit orders, quotes and market orders on the
opposite side). If this condition occurs, a notification will be
sent to market participants indicating the size and direction (buy
or sell) of the market order imbalance. HOSS will not open the
series until the market order imbalance is satisfied and will repeat
this process until the series is open. See CBOE Rule 6.2B(e)(iii)
and (f). Upon receipt of these messages, generally the Designated
Primary Market-Maker and Electronic Designated Primary Market-
Maker(s) or Lead Market-Maker, as applicable, other Market-Makers
with an appointment in the class, and/or other market participants,
would take steps to address and resolve the market order imbalance
(which steps may include, for example, a Market-Maker adding more
size to his quotes). See also CBOE Rule 8.7(b) (which provides,
among other things, that a Market-Maker has a continuous obligation
to engage, to a reasonable degree under the existing circumstances,
in dealings for his own account when there exists, or it is
reasonably anticipated that there will exist, a temporary disparity
between the supply of and demand for a particular option contract)
and CBOE Rule 7.5 (``Obligation for Fair and Orderly Market'')
(which provides, among other things, that Market-Makers with an
appointment in a class that are present on the floor of the Exchange
may be called upon to make bids and/or offers that contribute to
meeting the standards set forth in CBOE Rule 8.7).
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
section 6(b) of the Act,\9\ in general, and furthers the objectives of
section 6(b)(5) of the Act,\10\ in particular, in that it is designed
to facilitate transactions in securities, to promote just and equitable
principles of trade, to prevent fraudulent and manipulative acts and,
in general, to protect investors and the public interest. The Exchange
believes that the proposal provides for a very limited exception to the
general requirement that Market-Maker's quotes be for a minimum ten
contracts. The Exchange believes that this exception, which in the
Exchange's view is narrowly-tailored, will provide a measure of
protection to Market-Makers when the underlying primary market
disseminates less than a 1000-share quote during the opening.
Accordingly, the Exchange believes the proposal serves to enhance the
incentives of Market-Makers to quote competitively during Hybrid
opening rotations and reduces the disincentives to quote competitively.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
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
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
A. By order approve such proposed rule change, or
B. Institute proceedings to determine whether the proposed rule
change should be disapproved.
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 rule-comments@sec.gov. Please include
File Number SR-CBOE-2007-59 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-2007-59. 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 on official business
days between the hours of 10 a.m. and 3 p.m. Copies of the filing also
will be available for inspection and copying at the principal office of
the Exchange. 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-2007-59 and should be submitted on or before November 15, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-21028 Filed 10-24-07; 8:45 am]
BILLING CODE 8011-01-P