Self-Regulatory Organizations; New York Stock Exchange LLC; Order Approving Proposed Rule Change Rescinding NYSE Rule 110 Which Establishes the Role of Competitive Traders and Exchange Rule 107A Which Establishes the Role of the Registered Competitive Market Makers, 37281-37285 [E9-17879]
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Federal Register / Vol. 74, No. 143 / Tuesday, July 28, 2009 / Notices
non-substantive technical changes in
the Consolidated FINRA Rulebook.
The proposed rule change would
make non-substantive changes to FINRA
Rule 2310 (Direct Participation
Programs) and would also update rule
cross-references within FINRA Rules
5110 (Corporate Financing Rule—
Underwriting Terms and
Arrangements), 5122 (Private
Placements of Securities Issued by
Members), 5130 (Restrictions on the
Purchase and Sale of Initial Equity
Public Offerings), 6635 (FINRA Rules),
9610 (Application), 12805
(Expungement of Customer Dispute
Information under Rule 2080) and
13805 (Expungement of Customer
Dispute Information under Rule 2080)
that are needed as the result of
Commission approval of two recent
FINRA proposed rule changes.5 In
addition, with respect to FINRA Rule
9610, the proposed rule change would
update rule cross-references to reflect
the adoption of Rule 5122.6 FINRA has
filed the proposed rule change for
immediate effectiveness. The
implementation date will be August 17,
2009, the date on which FINRA–2009–
016 will also be implemented (FINRA–
2008–020 became effective on June 17,
2009).
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,7 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. FINRA believes the
proposed rule change will provide
greater clarity to members and the
public regarding FINRA’s rules.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
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FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
5 See Securities Exchange Act Release No. 59599
(March 19, 2009), 74 FR 12913 (March 25, 2009)
(Order Approving File No. SR–FINRA–2008–020)
and Securities Exchange Act Release No. 59987
(May 27, 2009), 74 FR 26902 (June 4, 2009) (Order
Approving File No. SR–FINRA–2009–016).
6 See Securities Exchange Act Release No. 59599
(March 19, 2009), 74 FR 12913 (March 25, 2009)
(Order Approving File No. SR–FINRA–2008–020).
7 15 U.S.C. 78o–3(b)(6).
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 8 and Rule 19b–
4(f)(6) thereunder.9
At any time within 60 days of the
filing of the 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.
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–FINRA–2009–046 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–FINRA–2009–046. 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
PO 00000
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, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of FINRA. 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 publicly available. All
submissions should refer to File
Number SR–FINRA–2009–046 and
should be submitted on or before
August 18, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–17881 Filed 7–27–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60356; File No. SR–NYSE–
2009–08]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Approving Proposed Rule Change
Rescinding NYSE Rule 110 Which
Establishes the Role of Competitive
Traders and Exchange Rule 107A
Which Establishes the Role of the
Registered Competitive Market Makers
July 21, 2009.
I. Introduction
On April 6, 2009, the New York Stock
Exchange LLC (‘‘NYSE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Act’’),1 and Rule 19b–4
thereunder,2 a proposed rule change to
rescind NYSE Rule 110, which
establishes the role of Competitive
Traders (‘‘CTs’’), and Exchange Rule
10 17
8 15
U.S.C. 78s(b)(3)(A).
9 17 CFR 240.19b–4(f)(6).
Frm 00095
Fmt 4703
Sfmt 4703
37281
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Federal Register / Vol. 74, No. 143 / Tuesday, July 28, 2009 / Notices
107A, which establishes the role of the
Registered Competitive Market Makers
(‘‘RCMMs’’).3 The proposed rule change
was published for comment in the
Federal Register on April 16, 2009.4
The Commission received two comment
letters on the proposal.5 On July 10,
2009 the Exchange filed a comment
response letter.6 This order approves the
proposed rule change.
II. Description of the Proposal
Currently, NYSE Rule 107A governs
the registration and obligations of
RCMMs. Similarly, NYSE Rule 110
governs the registration and obligations
of CTs. CTs and RCMMs were first
established by the Exchange in 1964 and
1978, respectively, as classes of floor
traders that could commit capital to
trade in a manner that provides
additional liquidity, contribute to
mitigating price fluctuations, and
enhance competition.7 In 1981, the
Commission adopted Rule 11a1–5,
which provides that:
Any transaction by a New York Stock
Exchange registered competitive market
maker * * * effected in compliance with
[NYSE’s] governing rules shall be deemed to
be of a kind which is consistent with the
purposes of section 11(a)(1) of the Act, the
protection of investors, and the maintenance
of fair and orderly markets.8
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Included among RCMM’s affirmative
obligations under Section B of Rule
107A are requirements for a RCMM to:
(i) Make a bid or offer in a stock that
contributes to the maintenance of a fair
and orderly market in such stock
whenever called upon by certain
parties, and (ii) effect all purchases and
sales for the RCMM’s proprietary
account in a manner that contributes to
3 The Exchange also proposes to make conforming
amendments to NYSE Rules 36, 98, 123, 111, 476A,
800, 900 and 1600 to eliminate references to
RCMMs and CTs.
4 See Securities Exchange Act Release No. 59746
(April 10, 2009), 74 FR 17702 (the ‘‘Notice’’).
5 See letter from Robert Baxter and Charles
Bocklet, Partners, Green Mountain Trading LLC
(‘‘GMT’’) to Elizabeth M. Murphy, Secretary,
Commission (‘‘Elizabeth Murphy’’) (‘‘GMT
Comment Letter’’). See also e-mail from Chris
Forbes to Elizabeth Murphy, dated July 9, 2009
(‘‘Forbes E-mail’’).
6 See letter from Pia K. Thompson, Assistant
Secretary, New York Stock Exchange LLC to
Elizabeth Murphy, dated July 10, 2009 (‘‘NYSE
Response Letter’’).
7 For a detailed discussion on the background and
functions of RCMMs and CTs, see Notice, supra
note 4.
8 17 CFR 240.11a1–5. See Securities Exchange Act
Release No. 17569 (February 24, 1981), 46 FR 14888
(March 3, 1981). Section 11(a)(1) of the Act
prohibits a member of a national securities
exchange from effecting transactions on that
exchange for its own account, the account of an
associated person, or an account over which it or
its associated person exercises discretion unless an
exception applies. 15 U.S.C. 78k(a).
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19:36 Jul 27, 2009
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the maintenance of price continuity
with reasonable depth and minimizes
the effects of a temporary disparity
between supply and demand. In
addition, NYSE Rule 107A requires a
RCMM to avoid participation as a dealer
during the opening of the stock in a
manner that would disrupt the public
balance of supply and demand, subject
to certain exceptions. Further, a RCMM
may not effect transactions for its own
account or the account of its member
organization that are not a part of a
course of dealings reasonably calculated
to contribute to the maintenance of
price continuity with reasonable depth
and to the minimizing of the effects of
any temporary disparity between supply
and demand. NYSE Rule 107A.10
describes the conditions under which a
RCMM must be ready to enter the
market if called upon by a Floor Official
or Floor broker to narrow the quotation
spread or add liquidity to the market.
NYSE Rule 110 describes the
obligations applicable to CTs. For
example, members acting as CTs that
desire to purchase or sell stock for
accounts in which they have an interest
are prohibited from congregating in a
particular stock, and individually or as
a group, intentionally or
unintentionally, dominating the market
in that stock. CTs are also subject to
meeting certain stabilization tests which
are computed on a monthly basis.
The Exchange proposes to rescind
NYSE Rule 110 and NYSE Rule 107A,
eliminating CTs and RCMMs as
recognized classes of floor traders on the
Exchange.9 The Exchange notes that the
volume and speed of the securities
markets has increased dramatically
since the inception of the CTs and
RCMMs and that the majority of trades
on the Exchange are now executed
electronically. When the Exchange
introduced its Hybrid Market,10 the
Exchange determined that a review of
the viability of RCMMs and CTs to trade
in the more electronic trading
environment was warranted and
undertook to assess the contributions of
RCMMs and CTs to the liquidity
available to the NYSE. Thus, in October
2005, the Exchange implemented a
moratorium on the qualification and
registration of new CTs and RCMMs
while the Exchange conducted a study
on the future viability of CTs and
9 The Exchange also proposes to make conforming
amendments to NYSE Rules 36, 98, 476A, 111, 800,
900 and 1600 to eliminate references to RCMMs and
CTs.
10 See Securities Exchange Act Release No. 53539
(March 22, 2006), 71 FR 16353 (March 31, 2006)
(SR–NYSE–2004–05) (establishing the Hybrid
Market).
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Fmt 4703
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RCMMs (‘‘Moratorium’’).11 The
Moratorium was extended six times 12
while the Exchange continued its
evaluation of CT and RCMM trading.
In October 2008, the Commission
approved the Exchange’s new market
model filing (‘‘Next Generation
NYSE’’).13 In light of the
implementation of the NYSE’s new
market model, the Exchange again
extended the Moratorium several times
to evaluate the viability of the RCMMs
and CTs under its revised structure.14
The Exchange notes that, at the time
the Moratorium was first imposed, there
were 11 registered RCMMs and one
registered, but inactive, CT. In
December 2006, the largest RCMM firm
ceased its RCMM business and left the
floor, eliminating 6 RCMMs from the
floor. This reduced the number of
RCMMs operating on the Exchange to
five.15 These remaining five RCMMs are
associated with two member
organizations.
In its study of the CT and RCMM
trading in the more electronic
environment, the Exchange reviewed
the trading data associated with the CT
and RCMM order execution. The
Exchange’s review found that the CT
class of floor trader had not executed
11 See Securities Exchange Act Release No. 52648
(October 21, 2005), 70 FR 62155 (October 28, 2005)
(SR–NYSE–2005–63).
12 See Securities Exchange Act Release Nos.
54140 (July 13, 2006), 71 FR 41491 (July 21, 2006)
(SR–NYSE–2006–48); 54985 (December 21, 2006),
72 FR 171 (January 3, 2007) (SR–NYSE–2006–113);
55992 (June 29, 2007), 72 FR 37289 (July 9, 2007)
(SR–NYSE–2007–57); 56556 (September 27, 2007),
72 FR 56421 (October 3, 2007) (SR–NYSE–2007–
86); 57072 (December 31, 2007), 73 FR 1252
(January 7, 2008) (SR–NYSE–2007–125); and 57601
(April 2, 2008), 73 FR 19123 (April 8, 2008) (SR–
NYSE–2008–22). The Moratorium was also
amended to grant RCMM firms the ability to replace
a RCMM who relinquishes his or her registration
and ceases to conduct business as a RCMM during
the Moratorium with a newly qualified and
registered RCMM. See Securities Exchange Act
Release No. 53549 (March 24, 2006), 71 FR 16388
(March 31, 2006) (SR–NYSE–2006–11).
13 See Securities Exchange Act Release No. 58845
(October 24, 2008), 73 FR 64379 (October 29, 2008)
(SR–NYSE–2008–46).
14 See Securities Exchange Act Release Nos.
58033 (June 26, 2008), 73 FR 38265 (July 3, 2008)
(SR–NYSE–2008–49); 58713 (October 2, 2008), 73
FR 59024 (October 8, 2008) (SR–NYSE–2008–96);
and 59069 (December 8, 2008), 73 FR 76081
(December 15, 2008) (SR–NYSE–2008–124). The
Exchange extended the Moratorium three additional
times due to the filing of this current proposed rule
change in order to maintain the Moratorium until
the completion of the Rule 19b–4 rule filing process
for this proposed rule change. See Securities
Exchange Act Release Nos. 59551 (March 10, 2009),
74 FR 11624 (March 18, 2009) (SR–NYSE–2009–24);
60062 (June 8, 2009), 74 FR 28297 (June 15, 2009)
(SR–NYSE–2009–53); and 60197 (June 30, 2009), 74
FR 32663 (July 8, 2009) (SR–NYSE–2009–62).
15 Registration as an RCMM is applicable only to
individual members, not member organizations. See
NYSE Rule 107A(1). Accordingly, RCMM trading
licenses are issued to individual members.
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Federal Register / Vol. 74, No. 143 / Tuesday, July 28, 2009 / Notices
any transactions on the floor as a result
of the non-usage of the CT license and
therefore provided no contribution to
the quality of the NYSE Market.
The Exchange also states that, from
May 2004 to December 2004, RCMM
trading volume comprised only .018%
of the total NYSE trading volume for
that time period. In 2005, the year that
the Moratorium was implemented,
RCMM trading volume comprised only
.017% of the total NYSE trading volume
for the year. In 2006, the RCMM trading
volume comprised .008% of the total
NYSE trading volume for the year. After
the largest RCMM firm ceased its
business in December 2006, RCMM
trading volume in 2007 and 2008
comprised only .001% of the NYSE total
trading volume for each of those years.
The Exchange also represents that,
from August 2005 through February
2008, RCMM monthly average trading
volume for that time period never
exceeded .021% of the Exchange’s total
trading volume for that time period. On
average during this time period, RCMMs
comprised only .006% of the NYSE’s
trading volume. The Exchange asserts
that review of the trading volume prior
to and during the Moratorium indicates
that RCMM/CT trading volume was
minimally affected by the Moratorium.
The Exchange further states that, for
the time period from July 2008 to
December 2008, RCMM and CT average
trading volume did not exceed .0011%
of the Exchange’s total trading volume
per month for that time period. On
average over these six months, RCMMs
comprised only .001% of the NYSE’s
trading volume. The Exchange’s review
also found that the CT class of floor
trader still had not executed any
transactions on the floor as a result of
the non-usage of the CT license and
therefore provided no contribution to
the market quality on the NYSE. The
Exchange reports that RCMM trading in
2009 (as of the date the Exchange filed
this proposed rule change) comprised
approximately .001% of the total NYSE
trading volume.
In light of these statistics, the
Exchange concluded that the level of
participation of the RCMMs and CTs no
longer serve as viable supplemental
market makers because they no longer
contribute significantly to the overall
liquidity available on the NYSE.
In addition to reviewing the trading
statistics of the RCMMs and the sole,
inactive CT, NYSE Market and NYSE
Regulation reviewed the technology,
operational and regulatory costs
required to adequately support and
surveil RCMM and CT trading activity
in a predominantly electronic trading
environment. Following such review,
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19:36 Jul 27, 2009
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the Exchange concluded that the
development of technology specifically
designed to comport with the RCMM
and CT trading rules in the context of
Next Generation NYSE would not be
cost effective in view of the minimal
current trading volume of the five
RCMMs and the nonexistent trading
volume of the one registered CT.
Moreover, NYSE notes that it has
developed a new class of electronic
liquidity providers, Supplemental
Liquidity Providers (‘‘SLPs’’) 16 that, the
Exchange contends, has largely
supplanted the role once filled by
RCMMs and CTs. SLPs are off-floor
entities that quote and trade on the
NYSE electronically. The operation of
SLPs is intended to provide incentives
for quoting and to add competition to
the existing group of floor-based
liquidity providers, the designated
market makers (‘‘DMMs’’).17
III. Summary of Comments 18
In its comment letter, GMT objects to
the Exchange’s elimination of CTs and
RCMMs as classes of floor traders on the
NYSE for several reasons. First, GMT
argues that the Exchange’s assertion that
CTs and RCMMs provide only limited
liquidity to the Exchange as compared
to the overall trading volume on the
NYSE is invalid because the Exchange
itself imposed a limitation on the
growth of the RCMM community by
placing the Moratorium on the
registration of new RCMMs.19 As such,
the GMT Comment Letter speculates
that, had the Exchange permitted the
registration of additional RCMMs, the
group’s trading volume would have
been much greater, and contended that
over 100 NYSE members desired to
become RCMMs.
In addition, GMT questions the
reliability of the Exchange’s data on
RCMM trading because it ‘‘only
16 See Securities Exchange Act Release No. 58877
(October 29, 2008), 73 FR 65904 (November 5, 2008)
(SR–NYSE–2008–108). See also NYSE Rule 107B.
17 A SLP is required to quote at the National Best
Bid (‘‘NBB’’) or the National Best Offer (‘‘NBO’’) at
least 5% of the trading day for each assigned
security in round lots to maintain its status as an
SLP. If a SLP posts liquidity in its assigned
securities that results in an execution, the Exchange
will pay the SLP a financial rebate per share for
such executions provided that the SLP meets its
monthly quoting requirement for rebates averaging
3% at the NBB or NBO in its assigned securities in
round lots.
18 In addition to the GMT Comment Letter, the
Commission also received the Forbes E-mail from
Chris Forbes, who identified himself as a RCMM on
the floor of the NYSE. See supra note 5. Mr. Forbes
expressed his belief that RCMMs can provide a vital
service on the NYSE. Mr. Forbes did not provide
any further substantive arguments against the
NYSE’s proposal to eliminate CTs and RCMMs as
classes of floor traders.
19 See GMT Comment Letter, supra note 5.
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Fmt 4703
Sfmt 4703
37283
accounts for trading done through handheld systems or ‘paper’ trading on the
floor.’’ 20 GMT asserts that, had the
Exchange included volume traded away
from the floor via the DOT system in its
review, the trading data would have
been ‘‘dramatically larger,’’ particularly
if NYSE had not placed the Moratorium
on RCMMs and if the number of
RCMMs had numbered ‘‘500 or 1000.’’
Finally, GMT argues that RCMMs
should be maintained as an additional
source of liquidity on the floor, in
addition to the liquidity supplied from
DMMs and from off the floor by SLPs,
and advocates for a trial period during
which RCMMs could receive rebate
incentives and upgraded handheld
technology, among other things, to
determine whether RCMMs could
benefit the Exchange’s market.21
In the NYSE Response Letter, the
Exchange notes that the RCMM
community has never been large.22
Specifically, the Exchange states that
there were only eleven registered
RCMMs at the time the Moratorium was
imposed and, since the year 2000, the
number of registered RCMMs has never
exceeded thirteen.23 Further, the
Exchange notes that, in the filing, it had
included volume data for a period
preceding the imposition of the
Moratorium and, as indicated, that
volume was small in comparison to
overall trading volume on the Exchange.
In addition, the Exchange responded
that the elimination of the RCMM and
CT categories would not revoke the
Exchange memberships of these
individuals.24 If they retain their
memberships, the Exchange notes that
they would be able to trade from off the
floor through the Exchange’s electronic
systems, without the obligations
currently applicable to RCMMs trading
on the Exchange. Moreover, the
Exchange states that the current RCMMs
would be able to seek to become Floor
brokers or DMMs if they wish to
continue to trade on the floor of the
Exchange.25 Thus, the Exchange
contends that the elimination of RCMMs
and CTs would not prevent these
individuals from trading and adding
liquidity to the Exchange.
Finally, the Exchange states that it has
consulted with the RCMM community
over a period of years to determine
whether to continue the RCMM trading
category.26 However, the Exchange has
20 Id.
21 Id.
22 See
NYSE Response Letter, supra note 6.
23 Id.
24 Id.
25 Id.
26 Id.
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concluded that it is not cost effective to
devote resources to the facilitation and
regulation of RCMM or CT trading in
view of the limited liquidity provided
by these floor traders.27
IV. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.28 In particular, the
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
Act,29 which requires that an exchange
have rules 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 it is
reasonable and consistent with the Act
for the Exchange to eliminate RCMMs
and CTs as classes of floor traders on the
Exchange. The Commission notes that
the Exchange analyzed this issue over a
three-year period to review the
contributions of RCMMs and CTs to the
liquidity of the Exchange in light of its
more electronic trading environment. As
detailed above, the Exchange’s data
demonstrated that the trading of
RCMMs and CTs on the Exchange
amounted to a negligible portion of the
overall trading volume of the Exchange.
For example, according to NYSE, from
August 2005 through February 2008,
RCMM monthly average trading volume
for that time period never exceeded
.021% of the Exchange’s total trading
volume and, on average, RCMMs
comprised only .006% of the NYSE’s
trading volume. In addition, NYSE
represents that, during the time period
reviewed, there was no trading on the
Exchange by CTs.
The GMT Comment Letter takes issue
with the Exchange’s RCMM trading
data, stating that the low RCMM trading
volume figures were the result of the
Exchange imposing the Moratorium and
thereby restricting the size of the RCMM
community. However, as the NYSE
Response Letter notes, the GMT
Comment Letter fails to address the fact
that NYSE did review and provide data
for a period of time prior to the
Moratorium. Specifically, the Notice
stated that from May 2004 to December
27 Id.
28 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
29 15 U.S.C. 78f(b)(5).
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2004, before the Moratorium was
imposed, RCMM trading volume
comprised only .018% of the total
trading volume on the Exchange and
that in 2005, the year that the
Moratorium was implemented (in
October 2005), RCMM trading volume
comprised only .017% of the total NYSE
trading volume for the year. Thus, it
appears that RCMM trading volume was
quite limited in comparison to the
overall trading volume of the Exchange,
even before the Exchange imposed the
Moratorium. In addition, the NYSE
Response Letter represents that, even
before the implementation of the
Moratorium, the RCMM community has
always been relatively small, with a
maximum of only 13 individuals
registered as RCMMs since the year
2000.
The GMT Comment Letter also
criticizes the RCMM trading data
because it fails to take into account
trading done on the DOT System.
However, the Commission notes that
GMT itself concedes that adding the
DOT trading data for the five active
RCMMs would not have made a
significant difference in the figures.
In light of the above, the Commission
believes that the Exchange’s conclusion
that RCMMs and CTs no longer serve as
viable supplemental market makers and
no longer contribute significantly to the
overall liquidity available on the NYSE
is reasonable.
Further, the Commission notes that
the Exchange also considered the
technological, operational and
regulatory costs required to adequately
support and surveil RCMM and CT
trading activity. According to the
Exchange, the rules and functions of
RCMMs and CTs were developed when
NYSE was a manual trading center and
are not well-suited for the electronic,
high speed trading environment found
on the Exchange today.30 The
Commission notes that the Exchange
concluded that it would not be cost
effective to develop technology
specifically designed to comport with
the RCMM and CT trading rules in the
context of Next Generation NYSE in
view of the minimal current trading
volume of the five RCMMs and the
nonexistent trading volume of the one
registered CT. Instead, the Exchange
argues that SLPs ‘‘largely supplanted’’
the role that the RCMMs and CTs once
filled on the Exchange.
Though the GMT Comment Letter
argues that more floor traders mean
more liquidity and efficient price
discovery and thus the Exchange should
retain RCMMs and CTs as classes of
PO 00000
floor traders,31 the Commission agrees
with NYSE that there are a number of
other types of market participants to
provide liquidity, competition, and
price discovery, even after the
elimination of the CTs and RCMMs.
Along with SLPs who quote and trade
electronically from off the floor, DMMs
and Floor brokers will still provide
liquidity and competition on the floor of
the Exchange. Importantly, as NYSE
noted in its Response Letter, the
Exchange is not rescinding RCMM and
CT traders’ membership to the
Exchange.32 Members currently
operating as RCMMs and CTs may
choose to continue to trade and provide
liquidity to the Exchange either by
trading from off of the floor through the
Exchange’s electronic systems or by
trading as a different class of trader,
such as Floor brokers or DMMs,
assuming they are willing and able to
meet the requirements applicable to
such classes of traders.
The GMT Comment Letter also argues
that the rule change should be delayed
to allow for additional input and testing,
and to implement a one-year trial
period.33 However, according to NYSE,
the continuation of RCMM and CT
trading would require trading system
enhancements, the cost of continued
development of surveillance technology
and procedures, and staff training and
hours spent in these efforts. Moreover,
as noted in the NYSE Response Letter,
the Exchange has consulted with RCMM
firms over several years regarding
whether this class of traders should be
continued. The Commission also notes
that the Exchange has already extended
the Moratorium a number of times over
a period of more than three years. Thus,
the Commission finds NYSE’s proposal
to be reasonable in balancing the costs
of maintaining RCMMs and CTs as
classes of trades on the Exchange
against the benefits that they provide to
the Exchange.
Finally, the Commission recognizes
that the Exchange operates in a
competitive marketplace and believes
that the Exchange should have the
ability to structure its rules to
accommodate the implementation of its
own business model, provided that such
rules comply with the Act and the rules
promulgated thereunder. Given the
considerations noted above—the limited
trading volume of RCMMs and CTs, the
high costs of maintaining and surveiling
these classes of floor traders, the
existence of other market participants to
provide liquidity and competition, as
31 See
32 See
30 See
Notice, supra note 4.
Frm 00098
Fmt 4703
Sfmt 4703
GMT Comment Letter, supra note 5.
Notice, supra note 4.
33 Id.
E:\FR\FM\28JYN1.SGM
28JYN1
Federal Register / Vol. 74, No. 143 / Tuesday, July 28, 2009 / Notices
well as the fact that those currently
trading as RCMMs or CTs may choose
to continue trading in another role as
members of the Exchange—the
Commission believes that the
Exchange’s decision to eliminate
RCMMs and CTs from the Exchange is
reasonable and within the business
judgment of the Exchange, and is
consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,34 that the
proposed rule change (SR–NYSE–2009–
08) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.35
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–17879 Filed 7–27–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60364; File No. SR–BATS–
2009–026]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing of
Proposed Rule Change To Amend
BATS Fee Schedule to Impose Fees for
Ports Used for Order Entry and Receipt
of Market Data
July 22, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on July 21,
2009, BATS Exchange, Inc. (‘‘BATS’’ or
the ‘‘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 prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
mstockstill on DSKH9S0YB1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange has filed a proposed
rule change to amend the fee schedule
applicable to Members 3 and nonmembers of the Exchange pursuant to
BATS Rules 15.1(a) and (c). Pursuant to
the proposed rule change the Exchange
34 15
U.S.C. 78s(b)(2).
35 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 A Member is any registered broker or dealer that
has been admitted to membership in the Exchange.
VerDate Nov<24>2008
19:36 Jul 27, 2009
Jkt 217001
will commence charging fees to
Members and non-members for ports
used to enter orders into Exchange
systems and to receive data from the
Exchange. The Exchange will
implement the proposed rule change on
the first day of the month immediately
following Commission approval (or on
the date of approval, if on the first
business day of a month).
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, 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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to begin charging a monthly
fee for ports used to enter orders in the
Exchange’s trading system and to
receive data from the Exchange. The
Exchange proposes to charge $250.00
per month per pair 4 of any port type
other than a Multicast PITCH Spin
Server Port or a GRP Port. Thus, this
proposed charge will apply to all
Exchange FIX, FIXDROP, DROP, TCP
PITCH, TCP FAST PITCH and TOP
ports.5 In addition, the Exchange
proposes to provide all Exchange
constituents that receive the Exchange’s
Multicast PITCH Feed with 12 pairs of
Multicast PITCH Spin Server Ports free
of charge and, if such ports are used,
one free pair of GRP Ports. The
Exchange proposes to charge such
customers $250.00 per month per
additional pair of GRP Ports or
4 Each pair of ports will consist of one port at the
Exchange’s primary data center and one port at the
Exchange’s secondary data center.
5 BATS FIX ports are the only ports that may be
used to send orders and related instructions to the
Exchange. All other port types, including Multicast
PITCH and GRP Ports, permit Members and nonmembers to receive information from the Exchange.
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
37285
additional set of 12 pairs of Multicast
PITCH Spin Server Ports. The
Exchange’s proposal to provide certain
ports free of charge to Multicast Pitch
customers is designed to encourage use
of the Exchange’s Multicast PITCH Feed
because such feed is a relatively new
offering by the Exchange and because
the Exchange believes that the feed is its
most efficient feed, and thus, will
reduce infrastructure costs for both the
Exchange and those who utilize the
feed. Any Member or non-member that
has entered into the appropriate
agreements with the Exchange is
permitted to receive Multicast Pitch
Spin Server Ports and GRP Ports from
the Exchange.
Based on the proposal, the change
applies to Members that obtain ports for
direct access to the Exchange, nonmember service bureaus that act as a
conduit for orders entered by Exchange
Members that are their customers, and
market data recipients. The Exchange
has previously provided ports free of
charge to all Members and non-members
that use such ports for order entry to the
Exchange or for receipt of market data.
However, over time, the Exchange’s
infrastructure costs have increased. In
addition, the Exchange believes that
providing ports free of charge has not
encouraged Members and non-members
to reserve and maintain ports efficiently,
but rather, has led to a significant
number of ports that are reserved and
enabled by such market participants but
are never used or are under used.
Accordingly, the Exchange believes that
the imposition of port fees will help the
Exchange to continue to maintain and
improve its infrastructure, while also
encouraging Exchange customers to
request and enable only the ports that
are necessary for their operations related
to the Exchange.
2. Statutory Basis
The rule change proposed in this
submission is consistent with the
requirements of the Act and the rules
and regulations thereunder that are
applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the Act.6
Specifically, the Exchange believes that
the proposed change is consistent with
Section 6(b)(4) of the Act,7 because it
provides an equitable allocation of
reasonable dues, fees, and other charges
among its members and other persons
using its facilities. The Exchange
believes that its proposed port fees are
reasonable in light of the benefits to
members of direct market access and
6 15
7 15
E:\FR\FM\28JYN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
28JYN1
Agencies
[Federal Register Volume 74, Number 143 (Tuesday, July 28, 2009)]
[Notices]
[Pages 37281-37285]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-17879]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60356; File No. SR-NYSE-2009-08]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Approving Proposed Rule Change Rescinding NYSE Rule 110 Which
Establishes the Role of Competitive Traders and Exchange Rule 107A
Which Establishes the Role of the Registered Competitive Market Makers
July 21, 2009.
I. Introduction
On April 6, 2009, the New York Stock Exchange LLC (``NYSE'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to rescind NYSE Rule 110, which establishes the
role of Competitive Traders (``CTs''), and Exchange Rule
[[Page 37282]]
107A, which establishes the role of the Registered Competitive Market
Makers (``RCMMs'').\3\ The proposed rule change was published for
comment in the Federal Register on April 16, 2009.\4\ The Commission
received two comment letters on the proposal.\5\ On July 10, 2009 the
Exchange filed a comment response letter.\6\ This order approves the
proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ The Exchange also proposes to make conforming amendments to
NYSE Rules 36, 98, 123, 111, 476A, 800, 900 and 1600 to eliminate
references to RCMMs and CTs.
\4\ See Securities Exchange Act Release No. 59746 (April 10,
2009), 74 FR 17702 (the ``Notice'').
\5\ See letter from Robert Baxter and Charles Bocklet, Partners,
Green Mountain Trading LLC (``GMT'') to Elizabeth M. Murphy,
Secretary, Commission (``Elizabeth Murphy'') (``GMT Comment
Letter''). See also e-mail from Chris Forbes to Elizabeth Murphy,
dated July 9, 2009 (``Forbes E-mail'').
\6\ See letter from Pia K. Thompson, Assistant Secretary, New
York Stock Exchange LLC to Elizabeth Murphy, dated July 10, 2009
(``NYSE Response Letter'').
---------------------------------------------------------------------------
II. Description of the Proposal
Currently, NYSE Rule 107A governs the registration and obligations
of RCMMs. Similarly, NYSE Rule 110 governs the registration and
obligations of CTs. CTs and RCMMs were first established by the
Exchange in 1964 and 1978, respectively, as classes of floor traders
that could commit capital to trade in a manner that provides additional
liquidity, contribute to mitigating price fluctuations, and enhance
competition.\7\ In 1981, the Commission adopted Rule 11a1-5, which
provides that:
---------------------------------------------------------------------------
\7\ For a detailed discussion on the background and functions of
RCMMs and CTs, see Notice, supra note 4.
Any transaction by a New York Stock Exchange registered
competitive market maker * * * effected in compliance with [NYSE's]
governing rules shall be deemed to be of a kind which is consistent
with the purposes of section 11(a)(1) of the Act, the protection of
investors, and the maintenance of fair and orderly markets.\8\
---------------------------------------------------------------------------
\8\ 17 CFR 240.11a1-5. See Securities Exchange Act Release No.
17569 (February 24, 1981), 46 FR 14888 (March 3, 1981). Section
11(a)(1) of the Act prohibits a member of a national securities
exchange from effecting transactions on that exchange for its own
account, the account of an associated person, or an account over
which it or its associated person exercises discretion unless an
exception applies. 15 U.S.C. 78k(a).
Included among RCMM's affirmative obligations under Section B of
Rule 107A are requirements for a RCMM to: (i) Make a bid or offer in a
stock that contributes to the maintenance of a fair and orderly market
in such stock whenever called upon by certain parties, and (ii) effect
all purchases and sales for the RCMM's proprietary account in a manner
that contributes to the maintenance of price continuity with reasonable
depth and minimizes the effects of a temporary disparity between supply
and demand. In addition, NYSE Rule 107A requires a RCMM to avoid
participation as a dealer during the opening of the stock in a manner
that would disrupt the public balance of supply and demand, subject to
certain exceptions. Further, a RCMM may not effect transactions for its
own account or the account of its member organization that are not a
part of a course of dealings reasonably calculated to contribute to the
maintenance of price continuity with reasonable depth and to the
minimizing of the effects of any temporary disparity between supply and
demand. NYSE Rule 107A.10 describes the conditions under which a RCMM
must be ready to enter the market if called upon by a Floor Official or
Floor broker to narrow the quotation spread or add liquidity to the
market.
NYSE Rule 110 describes the obligations applicable to CTs. For
example, members acting as CTs that desire to purchase or sell stock
for accounts in which they have an interest are prohibited from
congregating in a particular stock, and individually or as a group,
intentionally or unintentionally, dominating the market in that stock.
CTs are also subject to meeting certain stabilization tests which are
computed on a monthly basis.
The Exchange proposes to rescind NYSE Rule 110 and NYSE Rule 107A,
eliminating CTs and RCMMs as recognized classes of floor traders on the
Exchange.\9\ The Exchange notes that the volume and speed of the
securities markets has increased dramatically since the inception of
the CTs and RCMMs and that the majority of trades on the Exchange are
now executed electronically. When the Exchange introduced its Hybrid
Market,\10\ the Exchange determined that a review of the viability of
RCMMs and CTs to trade in the more electronic trading environment was
warranted and undertook to assess the contributions of RCMMs and CTs to
the liquidity available to the NYSE. Thus, in October 2005, the
Exchange implemented a moratorium on the qualification and registration
of new CTs and RCMMs while the Exchange conducted a study on the future
viability of CTs and RCMMs (``Moratorium'').\11\ The Moratorium was
extended six times \12\ while the Exchange continued its evaluation of
CT and RCMM trading.
---------------------------------------------------------------------------
\9\ The Exchange also proposes to make conforming amendments to
NYSE Rules 36, 98, 476A, 111, 800, 900 and 1600 to eliminate
references to RCMMs and CTs.
\10\ See Securities Exchange Act Release No. 53539 (March 22,
2006), 71 FR 16353 (March 31, 2006) (SR-NYSE-2004-05) (establishing
the Hybrid Market).
\11\ See Securities Exchange Act Release No. 52648 (October 21,
2005), 70 FR 62155 (October 28, 2005) (SR-NYSE-2005-63).
\12\ See Securities Exchange Act Release Nos. 54140 (July 13,
2006), 71 FR 41491 (July 21, 2006) (SR-NYSE-2006-48); 54985
(December 21, 2006), 72 FR 171 (January 3, 2007) (SR-NYSE-2006-113);
55992 (June 29, 2007), 72 FR 37289 (July 9, 2007) (SR-NYSE-2007-57);
56556 (September 27, 2007), 72 FR 56421 (October 3, 2007) (SR-NYSE-
2007-86); 57072 (December 31, 2007), 73 FR 1252 (January 7, 2008)
(SR-NYSE-2007-125); and 57601 (April 2, 2008), 73 FR 19123 (April 8,
2008) (SR-NYSE-2008-22). The Moratorium was also amended to grant
RCMM firms the ability to replace a RCMM who relinquishes his or her
registration and ceases to conduct business as a RCMM during the
Moratorium with a newly qualified and registered RCMM. See
Securities Exchange Act Release No. 53549 (March 24, 2006), 71 FR
16388 (March 31, 2006) (SR-NYSE-2006-11).
---------------------------------------------------------------------------
In October 2008, the Commission approved the Exchange's new market
model filing (``Next Generation NYSE'').\13\ In light of the
implementation of the NYSE's new market model, the Exchange again
extended the Moratorium several times to evaluate the viability of the
RCMMs and CTs under its revised structure.\14\
---------------------------------------------------------------------------
\13\ See Securities Exchange Act Release No. 58845 (October 24,
2008), 73 FR 64379 (October 29, 2008) (SR-NYSE-2008-46).
\14\ See Securities Exchange Act Release Nos. 58033 (June 26,
2008), 73 FR 38265 (July 3, 2008) (SR-NYSE-2008-49); 58713 (October
2, 2008), 73 FR 59024 (October 8, 2008) (SR-NYSE-2008-96); and 59069
(December 8, 2008), 73 FR 76081 (December 15, 2008) (SR-NYSE-2008-
124). The Exchange extended the Moratorium three additional times
due to the filing of this current proposed rule change in order to
maintain the Moratorium until the completion of the Rule 19b-4 rule
filing process for this proposed rule change. See Securities
Exchange Act Release Nos. 59551 (March 10, 2009), 74 FR 11624 (March
18, 2009) (SR-NYSE-2009-24); 60062 (June 8, 2009), 74 FR 28297 (June
15, 2009) (SR-NYSE-2009-53); and 60197 (June 30, 2009), 74 FR 32663
(July 8, 2009) (SR-NYSE-2009-62).
---------------------------------------------------------------------------
The Exchange notes that, at the time the Moratorium was first
imposed, there were 11 registered RCMMs and one registered, but
inactive, CT. In December 2006, the largest RCMM firm ceased its RCMM
business and left the floor, eliminating 6 RCMMs from the floor. This
reduced the number of RCMMs operating on the Exchange to five.\15\
These remaining five RCMMs are associated with two member
organizations.
---------------------------------------------------------------------------
\15\ Registration as an RCMM is applicable only to individual
members, not member organizations. See NYSE Rule 107A(1).
Accordingly, RCMM trading licenses are issued to individual members.
---------------------------------------------------------------------------
In its study of the CT and RCMM trading in the more electronic
environment, the Exchange reviewed the trading data associated with the
CT and RCMM order execution. The Exchange's review found that the CT
class of floor trader had not executed
[[Page 37283]]
any transactions on the floor as a result of the non-usage of the CT
license and therefore provided no contribution to the quality of the
NYSE Market.
The Exchange also states that, from May 2004 to December 2004, RCMM
trading volume comprised only .018% of the total NYSE trading volume
for that time period. In 2005, the year that the Moratorium was
implemented, RCMM trading volume comprised only .017% of the total NYSE
trading volume for the year. In 2006, the RCMM trading volume comprised
.008% of the total NYSE trading volume for the year. After the largest
RCMM firm ceased its business in December 2006, RCMM trading volume in
2007 and 2008 comprised only .001% of the NYSE total trading volume for
each of those years.
The Exchange also represents that, from August 2005 through
February 2008, RCMM monthly average trading volume for that time period
never exceeded .021% of the Exchange's total trading volume for that
time period. On average during this time period, RCMMs comprised only
.006% of the NYSE's trading volume. The Exchange asserts that review of
the trading volume prior to and during the Moratorium indicates that
RCMM/CT trading volume was minimally affected by the Moratorium.
The Exchange further states that, for the time period from July
2008 to December 2008, RCMM and CT average trading volume did not
exceed .0011% of the Exchange's total trading volume per month for that
time period. On average over these six months, RCMMs comprised only
.001% of the NYSE's trading volume. The Exchange's review also found
that the CT class of floor trader still had not executed any
transactions on the floor as a result of the non-usage of the CT
license and therefore provided no contribution to the market quality on
the NYSE. The Exchange reports that RCMM trading in 2009 (as of the
date the Exchange filed this proposed rule change) comprised
approximately .001% of the total NYSE trading volume.
In light of these statistics, the Exchange concluded that the level
of participation of the RCMMs and CTs no longer serve as viable
supplemental market makers because they no longer contribute
significantly to the overall liquidity available on the NYSE.
In addition to reviewing the trading statistics of the RCMMs and
the sole, inactive CT, NYSE Market and NYSE Regulation reviewed the
technology, operational and regulatory costs required to adequately
support and surveil RCMM and CT trading activity in a predominantly
electronic trading environment. Following such review, the Exchange
concluded that the development of technology specifically designed to
comport with the RCMM and CT trading rules in the context of Next
Generation NYSE would not be cost effective in view of the minimal
current trading volume of the five RCMMs and the nonexistent trading
volume of the one registered CT.
Moreover, NYSE notes that it has developed a new class of
electronic liquidity providers, Supplemental Liquidity Providers
(``SLPs'') \16\ that, the Exchange contends, has largely supplanted the
role once filled by RCMMs and CTs. SLPs are off-floor entities that
quote and trade on the NYSE electronically. The operation of SLPs is
intended to provide incentives for quoting and to add competition to
the existing group of floor-based liquidity providers, the designated
market makers (``DMMs'').\17\
---------------------------------------------------------------------------
\16\ See Securities Exchange Act Release No. 58877 (October 29,
2008), 73 FR 65904 (November 5, 2008) (SR-NYSE-2008-108). See also
NYSE Rule 107B.
\17\ A SLP is required to quote at the National Best Bid
(``NBB'') or the National Best Offer (``NBO'') at least 5% of the
trading day for each assigned security in round lots to maintain its
status as an SLP. If a SLP posts liquidity in its assigned
securities that results in an execution, the Exchange will pay the
SLP a financial rebate per share for such executions provided that
the SLP meets its monthly quoting requirement for rebates averaging
3% at the NBB or NBO in its assigned securities in round lots.
---------------------------------------------------------------------------
III. Summary of Comments \18\
---------------------------------------------------------------------------
\18\ In addition to the GMT Comment Letter, the Commission also
received the Forbes E-mail from Chris Forbes, who identified himself
as a RCMM on the floor of the NYSE. See supra note 5. Mr. Forbes
expressed his belief that RCMMs can provide a vital service on the
NYSE. Mr. Forbes did not provide any further substantive arguments
against the NYSE's proposal to eliminate CTs and RCMMs as classes of
floor traders.
---------------------------------------------------------------------------
In its comment letter, GMT objects to the Exchange's elimination of
CTs and RCMMs as classes of floor traders on the NYSE for several
reasons. First, GMT argues that the Exchange's assertion that CTs and
RCMMs provide only limited liquidity to the Exchange as compared to the
overall trading volume on the NYSE is invalid because the Exchange
itself imposed a limitation on the growth of the RCMM community by
placing the Moratorium on the registration of new RCMMs.\19\ As such,
the GMT Comment Letter speculates that, had the Exchange permitted the
registration of additional RCMMs, the group's trading volume would have
been much greater, and contended that over 100 NYSE members desired to
become RCMMs.
---------------------------------------------------------------------------
\19\ See GMT Comment Letter, supra note 5.
---------------------------------------------------------------------------
In addition, GMT questions the reliability of the Exchange's data
on RCMM trading because it ``only accounts for trading done through
hand-held systems or `paper' trading on the floor.'' \20\ GMT asserts
that, had the Exchange included volume traded away from the floor via
the DOT system in its review, the trading data would have been
``dramatically larger,'' particularly if NYSE had not placed the
Moratorium on RCMMs and if the number of RCMMs had numbered ``500 or
1000.''
---------------------------------------------------------------------------
\20\ Id.
---------------------------------------------------------------------------
Finally, GMT argues that RCMMs should be maintained as an
additional source of liquidity on the floor, in addition to the
liquidity supplied from DMMs and from off the floor by SLPs, and
advocates for a trial period during which RCMMs could receive rebate
incentives and upgraded handheld technology, among other things, to
determine whether RCMMs could benefit the Exchange's market.\21\
---------------------------------------------------------------------------
\21\ Id.
---------------------------------------------------------------------------
In the NYSE Response Letter, the Exchange notes that the RCMM
community has never been large.\22\ Specifically, the Exchange states
that there were only eleven registered RCMMs at the time the Moratorium
was imposed and, since the year 2000, the number of registered RCMMs
has never exceeded thirteen.\23\ Further, the Exchange notes that, in
the filing, it had included volume data for a period preceding the
imposition of the Moratorium and, as indicated, that volume was small
in comparison to overall trading volume on the Exchange. In addition,
the Exchange responded that the elimination of the RCMM and CT
categories would not revoke the Exchange memberships of these
individuals.\24\ If they retain their memberships, the Exchange notes
that they would be able to trade from off the floor through the
Exchange's electronic systems, without the obligations currently
applicable to RCMMs trading on the Exchange. Moreover, the Exchange
states that the current RCMMs would be able to seek to become Floor
brokers or DMMs if they wish to continue to trade on the floor of the
Exchange.\25\ Thus, the Exchange contends that the elimination of RCMMs
and CTs would not prevent these individuals from trading and adding
liquidity to the Exchange.
---------------------------------------------------------------------------
\22\ See NYSE Response Letter, supra note 6.
\23\ Id.
\24\ Id.
\25\ Id.
---------------------------------------------------------------------------
Finally, the Exchange states that it has consulted with the RCMM
community over a period of years to determine whether to continue the
RCMM trading category.\26\ However, the Exchange has
[[Page 37284]]
concluded that it is not cost effective to devote resources to the
facilitation and regulation of RCMM or CT trading in view of the
limited liquidity provided by these floor traders.\27\
---------------------------------------------------------------------------
\26\ Id.
\27\ Id.
---------------------------------------------------------------------------
IV. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\28\ In particular, the Commission finds that the proposal is
consistent with Section 6(b)(5) of the Act,\29\ which requires that an
exchange have rules 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.
---------------------------------------------------------------------------
\28\ In approving this proposed rule change, the Commission
notes that it has considered the proposed rule's impact on
efficiency, competition, and capital formation. 15 U.S.C. 78c(f).
\29\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Commission believes that it is reasonable and consistent with
the Act for the Exchange to eliminate RCMMs and CTs as classes of floor
traders on the Exchange. The Commission notes that the Exchange
analyzed this issue over a three-year period to review the
contributions of RCMMs and CTs to the liquidity of the Exchange in
light of its more electronic trading environment. As detailed above,
the Exchange's data demonstrated that the trading of RCMMs and CTs on
the Exchange amounted to a negligible portion of the overall trading
volume of the Exchange. For example, according to NYSE, from August
2005 through February 2008, RCMM monthly average trading volume for
that time period never exceeded .021% of the Exchange's total trading
volume and, on average, RCMMs comprised only .006% of the NYSE's
trading volume. In addition, NYSE represents that, during the time
period reviewed, there was no trading on the Exchange by CTs.
The GMT Comment Letter takes issue with the Exchange's RCMM trading
data, stating that the low RCMM trading volume figures were the result
of the Exchange imposing the Moratorium and thereby restricting the
size of the RCMM community. However, as the NYSE Response Letter notes,
the GMT Comment Letter fails to address the fact that NYSE did review
and provide data for a period of time prior to the Moratorium.
Specifically, the Notice stated that from May 2004 to December 2004,
before the Moratorium was imposed, RCMM trading volume comprised only
.018% of the total trading volume on the Exchange and that in 2005, the
year that the Moratorium was implemented (in October 2005), RCMM
trading volume comprised only .017% of the total NYSE trading volume
for the year. Thus, it appears that RCMM trading volume was quite
limited in comparison to the overall trading volume of the Exchange,
even before the Exchange imposed the Moratorium. In addition, the NYSE
Response Letter represents that, even before the implementation of the
Moratorium, the RCMM community has always been relatively small, with a
maximum of only 13 individuals registered as RCMMs since the year 2000.
The GMT Comment Letter also criticizes the RCMM trading data
because it fails to take into account trading done on the DOT System.
However, the Commission notes that GMT itself concedes that adding the
DOT trading data for the five active RCMMs would not have made a
significant difference in the figures.
In light of the above, the Commission believes that the Exchange's
conclusion that RCMMs and CTs no longer serve as viable supplemental
market makers and no longer contribute significantly to the overall
liquidity available on the NYSE is reasonable.
Further, the Commission notes that the Exchange also considered the
technological, operational and regulatory costs required to adequately
support and surveil RCMM and CT trading activity. According to the
Exchange, the rules and functions of RCMMs and CTs were developed when
NYSE was a manual trading center and are not well-suited for the
electronic, high speed trading environment found on the Exchange
today.\30\ The Commission notes that the Exchange concluded that it
would not be cost effective to develop technology specifically designed
to comport with the RCMM and CT trading rules in the context of Next
Generation NYSE in view of the minimal current trading volume of the
five RCMMs and the nonexistent trading volume of the one registered CT.
Instead, the Exchange argues that SLPs ``largely supplanted'' the role
that the RCMMs and CTs once filled on the Exchange.
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\30\ See Notice, supra note 4.
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Though the GMT Comment Letter argues that more floor traders mean
more liquidity and efficient price discovery and thus the Exchange
should retain RCMMs and CTs as classes of floor traders,\31\ the
Commission agrees with NYSE that there are a number of other types of
market participants to provide liquidity, competition, and price
discovery, even after the elimination of the CTs and RCMMs. Along with
SLPs who quote and trade electronically from off the floor, DMMs and
Floor brokers will still provide liquidity and competition on the floor
of the Exchange. Importantly, as NYSE noted in its Response Letter, the
Exchange is not rescinding RCMM and CT traders' membership to the
Exchange.\32\ Members currently operating as RCMMs and CTs may choose
to continue to trade and provide liquidity to the Exchange either by
trading from off of the floor through the Exchange's electronic systems
or by trading as a different class of trader, such as Floor brokers or
DMMs, assuming they are willing and able to meet the requirements
applicable to such classes of traders.
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\31\ See GMT Comment Letter, supra note 5.
\32\ See Notice, supra note 4.
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The GMT Comment Letter also argues that the rule change should be
delayed to allow for additional input and testing, and to implement a
one-year trial period.\33\ However, according to NYSE, the continuation
of RCMM and CT trading would require trading system enhancements, the
cost of continued development of surveillance technology and
procedures, and staff training and hours spent in these efforts.
Moreover, as noted in the NYSE Response Letter, the Exchange has
consulted with RCMM firms over several years regarding whether this
class of traders should be continued. The Commission also notes that
the Exchange has already extended the Moratorium a number of times over
a period of more than three years. Thus, the Commission finds NYSE's
proposal to be reasonable in balancing the costs of maintaining RCMMs
and CTs as classes of trades on the Exchange against the benefits that
they provide to the Exchange.
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\33\ Id.
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Finally, the Commission recognizes that the Exchange operates in a
competitive marketplace and believes that the Exchange should have the
ability to structure its rules to accommodate the implementation of its
own business model, provided that such rules comply with the Act and
the rules promulgated thereunder. Given the considerations noted
above--the limited trading volume of RCMMs and CTs, the high costs of
maintaining and surveiling these classes of floor traders, the
existence of other market participants to provide liquidity and
competition, as
[[Page 37285]]
well as the fact that those currently trading as RCMMs or CTs may
choose to continue trading in another role as members of the Exchange--
the Commission believes that the Exchange's decision to eliminate RCMMs
and CTs from the Exchange is reasonable and within the business
judgment of the Exchange, and is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\34\ that the proposed rule change (SR-NYSE-2009-08) be, and hereby
is, approved.
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\34\ 15 U.S.C. 78s(b)(2).
\35\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\35\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-17879 Filed 7-27-09; 8:45 am]
BILLING CODE 8010-01-P