Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing of Amendment No. 1 and Order Granting Accelerated Approval to a Proposed Rule Change, as Modified by Amendment No. 1 Thereto, Amending NYSE Amex Equities Rule 70 in Order To Update d-Quote Functionality and Provide for e-Quotes To Peg to the National Best Bid or Offer, 64105-64107 [E9-28999]
Download as PDF
Federal Register / Vol. 74, No. 233 / Monday, December 7, 2009 / Notices
In addition, the changes proposed in
Amendment No. 1, discussed in Part III
• Send paper comments in triplicate
above, seek to clarify the proposed
to Elizabeth M. Murphy, Secretary,
handling of d-Quotes with a filed price
Securities and Exchange Commission,
outside the BBO. The proposal as
Station Place, 100 F Street, NE.,
modified by Amendment No. 1 does not
Washington, DC 20549–1090.
differ materially from the proposal as
All submissions should refer to File
described in the Notice and the
Number SR–NYSE–2009–106. This file
Commission believes the revision helps
number should be included on the
clarify the proposed operation of dsubject line if e-mail is used. To help the Quotes.
Commission process and review your
In light of the foregoing, the
comments more efficiently, please use
Commission finds good cause,
only one method. The Commission will consistent with Section 19(b)(2) of the
post all comments on the Commission’s Act,13 to approve the proposed rule
Internet Web site (https://www.sec.gov/
change, as modified by Amendment No.
rules/sro.shtml). Copies of the
1, on an accelerated basis.
12 all subsequent
submission,
VI. Conclusion
amendments, all written statements
with respect to the proposed rule
It is therefore ordered, pursuant to
change that are filed with the
Section 19(b)(2) of the Act,14 that the
Commission, and all written
proposed rule change (SR–NYSE–2009–
communications relating to the
106), as modified by Amendment No. 1,
proposed rule change between the
be, and hereby is, approved on an
Commission and any person, other than accelerated basis.
those that may be withheld from the
For the Commission, by the Division of
public in accordance with the
Trading and Markets, pursuant to delegated
provisions of 5 U.S.C. 552, will be
authority.15
available for inspection and copying in
Florence E. Harmon,
the Commission’s Public Reference
Deputy Secretary.
Room, on official business days between
[FR Doc. E9–28998 Filed 12–4–09; 8:45 am]
the hours of 10 a.m. and 3 p.m. Copies
BILLING CODE 8011–01–P
of such filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
SECURITIES AND EXCHANGE
received will be posted without change;
COMMISSION
the Commission does not edit personal
[Release No. 34–61081; File No. SR–
identifying information from
NYSEAmex–2009–76]
submissions. You should submit only
information that you wish to make
Self-Regulatory Organizations; NYSE
available publicly. All submissions
Amex LLC; Notice of Filing of
should refer to File Number SR–NYSE–
Amendment No. 1 and Order Granting
2009–106 and should be submitted on
Accelerated Approval to a Proposed
or before December 28, 2009.
Rule Change, as Modified by
V. Accelerated Approval of Proposed
Amendment No. 1 Thereto, Amending
Rule Change, as Modified by
NYSE Amex Equities Rule 70 in Order
Amendment No. 1
To Update d-Quote Functionality and
Provide for e-Quotes To Peg to the
The Commission also finds good
National Best Bid or Offer
cause to approve the proposed rule
change, as modified by Amendment
December 1, 2009.
No. 1, prior to the thirtieth day after
publication in the Federal Register. The I. Introduction
Commission notes that no comments
On October 26, 2009, NYSE Amex
were received during the 21-day
LLC (‘‘NYSE Amex’’ or the ‘‘Exchange’’),
comment period allotted for the initial
filed with the Securities and Exchange
proposal. The Commission notes that
Commission (‘‘Commission’’), pursuant
the Exchange’s representation that the
to Section 19(b)(1) of the Securities
proposal seeks to replace functionality
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
that was previously eliminated. In
19b–4 thereunder,2 a proposed rule
addition, in this case, accelerated
change to amend NYSE Amex Equities
approval of the proposed rule change
Rule 70 in order to update d-Quote
will permit the Exchange to implement
functionality and provide for e-Quotes
systems changes related to the proposed
13 15 U.S.C. 78s(b)(2).
rule change in a timely fashion.
erowe on DSK5CLS3C1PROD with NOTICES
Paper Comments
14 15
12 The
text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov.
VerDate Nov<24>2008
14:05 Dec 04, 2009
Jkt 220001
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
15 17
PO 00000
Frm 00061
Fmt 4703
Sfmt 4703
64105
to peg to the National best bid or offer.
The proposed rule change was
published for comment in the Federal
Register on November 3, 2009.3 NYSE
Amex filed Amendment No. 1 to the
proposed rule change on November 19,
2009.4 The Commission received no
comment letters on the proposed rule
change. This notice and order provides
notice of filing of Amendment No. 1 to
the proposed rule change, and grants
accelerated approval to the proposed
rule change, as modified by Amendment
No. 1.
II. Description of the Proposed Rule, as
Modified by Amendment No. 1
Background 5
NYSE Amex Equities Rule 70.25
governs the entry, validation, and
execution of bids and offers represented
electronically by a Floor broker on the
Floor of the Exchange that include
discretionary instructions as to size and/
or price.6 The discretionary instructions
that a Floor broker may include with an
e-Quote can relate to the price range
within which the e-Quote may trade and
the number of shares to which the
discretionary price instruction applies.
D–Quote functionality is available for
both displayed and reserve interest.
In particular, NYSE Amex Equities
Rule 70.25(a) provides that d-Quotes are
eligible for execution only when they
are at or join the existing Exchange
BBO, would establish a new Exchange
BBO, or at the opening and closing
transactions. Under current rules, dQuotes at or joining the Exchange BBO
may be displayed or undisplayed
interest. In addition, NYSE Amex
Equities Rule 70.25(d)(ii) currently
provides that, once it has been
activated, a d-Quote will automatically
execute against a contra-side order if the
contra-side order’s price is within the
discretionary pricing instructions and
the contra-side order’s size meets any
minimum or maximum size
requirements that have been set for the
d-Quote.
NYSE Amex Equities Rule 70.26
provides for the entry, validation, and
execution of an e-Quote that remains
available for execution at the Exchange
3 See Securities Exchange Act Release No. 60887
(October 27, 2009), 74 FR 56899 (‘‘Notice’’).
4 The text of Amendment No. 1 is available on the
Exchange’s Web site (https://www.nyse.com), at the
Exchange, and at the Commission’s Public
Reference Room.
5 The Notice contains additional discussion and
examples regarding the current operation of dQuotes and e-Quotes. See supra note 3.
6 For purposes of these rules, floor broker agency
interest files (that is, electronic bids or offers from
the Floor) are referred to as ‘‘e-Quotes.’’ E-quotes
that include discretionary instructions are referred
to a ‘‘d-Quotes.’’
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64106
Federal Register / Vol. 74, No. 233 / Monday, December 7, 2009 / Notices
BBO as the Exchange BBO moves. Floor
brokers are able to designate a range of
prices within which their e-Quotes and
d-Quotes will peg and, as long as the
Exchange BBO is within that range, the
e-Quote and d-Quote will be included in
the quote.
erowe on DSK5CLS3C1PROD with NOTICES
Proposed Amendments 7
D–Quotes Active When Their Filed
Price Is Not at the Exchange BBO
The Exchange proposes to amend
NYSE Amex Equities Rule 70.25(a)(ii) to
provide that d-Quotes would be active
and available to execute whenever
incoming interest satisfies the
discretionary instructions, without
regard to whether the d-Quote’s filed
price is or becomes the Exchange BBO.
The Exchange also proposes to add
clarifying language to NYSE Amex
Equities Rule 70.25(a)(i) to provide that
d-Quotes that exercise discretion would
be considered non-displayable interest
for purposes of NYSE Amex Equities
Rule 72, and to amend NYSE Amex
Equities Rule 70.25(d)(i) (as proposed
NYSE Amex Equities Rule 70.25(e)(i)) to
provide that a d-Quote with
discretionary pricing instructions above
the best bid if a buy order or below the
best offer if a sell order would seek to
secure the largest execution for the dQuote using the least amount of price
discretion to exercise at or above the bid
if a buy order or at or below the offer
if a sell order. The Exchange proposes
to further clarify that a d-Quote with
discretionary pricing instructions equal
to or less than the best bid if a buy order
or equal to or greater than the best offer
if a sell order would extend to its
maximum discretion.
The Exchange states that the proposed
d-Quote functionality would provide
Floor brokers with functionality that is
similar to functionality that was
previously available to Floor brokers on
the New York Stock Exchange, via CAP–
DI orders, when the New York Stock
Exchange operated in a manual
auction.8 In addition, the Exchange
notes that the proposed functionality
would allow d-Quotes to interact with
interest (such as fully dark reserve
interest) that did not exist when dQuotes were first introduced, and which
would otherwise be unable to easily
interact with under the current rules.
The Exchange believes that the d-Quote
functionality proposed in this rule filing
therefore would enable d-Quotes to
trade with all willing contra-side
7 The Notice contains additional discussion and
examples regarding the proposed operation of dQuotes and e-Quotes. See supra note 3.
8 The Notice contains a discussion regarding
CAP–DI orders. See supra note 3.
VerDate Nov<24>2008
14:05 Dec 04, 2009
Jkt 220001
liquidity, including reserve interest. In
this way, the Exchange believes that the
proposed changes will allow the
brokers’ tools to keep pace with the
ways in which trading on the Exchange
has evolved.
Minimum Trade Size (‘‘MTS’’)
Instruction for d-Quotes
The Exchange also proposes to add a
new subsection to NYSE Amex Equities
Rule 70.25 to provide that a Floor broker
may include additional discretionary
instructions with a d-Quote such that
the d-Quote would only execute if the
designated MTS is met. Currently, dQuotes may include instructions of a
minimum size requirement that would
trigger discretionary pricing, but such
requirement would not guarantee a
minimum execution size (e.g., if there is
other interest on the same side as the dQuote that can trade with a contra-side
order that meets the d-Quote’s
minimum size requirement). As
proposed, if the amount of an execution
that would be allocated to a d-Quote is
less than the MTS quantity, the d-Quote
would not be eligible to participate in
the execution and will not compete with
other same-side interest from other
Floor brokers. Additionally, MTS
instructions would not be active at the
open or close.
NYSE Amex Equities Rule 70.25(a)(vi)
provides that same-side d-Quotes from
the same Floor broker do not compete
with each other for executions allocated
to that Floor broker, as they would if
from different Floor brokers, when the
d-Quote with the most aggressive price
range executes first. The Exchange
proposes to add new paragraph (d)(ii) to
NYSE Amex Equities Rule 70.25 such
that when a Floor broker designates an
MTS for a d-Quote, such d-Quote may
compete with other same-side d-Quotes
from the same Floor broker by
improving the price if necessary to
satisfy its MTS.
Pegging to the NBBO
Currently, a pegging e-Quote or dQuote is activated at the Exchange BBO
and, subject to its price range, moves
when the Exchange BBO moves. Under
current rules, pegging e-Quotes and dQuotes cannot be the sole interest at the
Exchange BBO, but must peg to other
non-pegging interest at the Exchange
BBO. Accordingly, under current rules
and functionality, pegging e-Quotes are
unable to set the Exchange BBO.
The Exchange proposes that pegging
e-Quotes and d-Quotes would peg to the
NBBO rather than the Exchange BBO.
As a result, a pegging e-Quote or dQuote may set the Exchange BBO, even
if there is no other displayed bid or offer
PO 00000
Frm 00062
Fmt 4703
Sfmt 4703
at the Exchange at that price.
Accordingly, the Exchange proposes to
amend NYSE Amex Equities Rule
70.26(vi) to provide that pegging eQuotes or d-Quotes may be entitled to
priority pursuant to NYSE Amex
Equities Rule 72 if such e-Quote or dQuote sets the Exchange BBO. Under
the Exchange’s proposal and similar to
its current rule, if the NBBO moves, the
pegging e-Quote or d-Quote would move
to follow the NBBO, provided that the
NBBO is in the price range of the
pegging e-Quote or d-Quote. In addition,
a pegging e-Quote or d-Quote would
never set the NBBO.
III. Discussion and Commission’s
Findings
After careful review of the proposed
rule change, as amended, 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.9 In
particular, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,10 which
requires, among other things, that
exchange rules be designed to prevent
fraudulent and manipulative acts and
practices, 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, protect investors and the public
interest. The Exchange stated in its
filing that it believes that the updates to
Floor broker functionality meet such
goals because they should ensure that
customer orders eligible to trade will
execute against willing contra-side
liquidity. In particular, d-Quotes that
are active outside the Exchange BBO
provide Floor brokers with functionality
to replace the now defunct CAP–DI
functionality and permit d-Quotes to
better participate in sweeps or to
execute against reserve interest. The
addition of the MTS instruction
provides investors with the ability to
ensure that an execution will not be
fragmented and therefore should
promote larger-sized executions. In
addition, the Exchange stated in its
filing that it believes that the proposed
change to provide for e-Quotes and dQuotes to peg to the NBBO should
ensure that investors’ orders will be
executed in the best market because
9 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
10 15 U.S.C. 78f(b)(5).
E:\FR\FM\07DEN1.SGM
07DEN1
Federal Register / Vol. 74, No. 233 / Monday, December 7, 2009 / Notices
more liquidity will be available at the
NBBO.
The Commission notes that the
proposal to allow d-Quotes to be active
when their filed price is inferior to the
BBO should contribute to market depth
by making the Floor brokers’ d-Quote
liquidity available for execution in a
greater number of situations. The
proposal to permit minimum trade size
instructions for d-Quotes should allow
Floor brokers additional flexibility in
the handling of their orders without
adversely affecting the executions of
other market participants, since Floor
brokers would remain subject to the
existing parity allocation rules.11
Finally, the proposal to peg d-Quotes to
the NBBO rather than the BBO should
contribute to market quality by
providing additional liquidity at the
NBBO, thus encouraging the tightening
of spreads to the NBBO on the
Exchange. For the foregoing reasons, the
Commission finds the proposed rule
change is consistent with the Act.
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 such 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–
NYSEAmex–2009–76 and should be
submitted on or before December 28,
2009.
IV. Solicitation of Comments
V. Accelerated Approval of Proposed
Rule Change, as modified by
Amendment No. 1
erowe on DSK5CLS3C1PROD with NOTICES
Interested persons are invited to
submit written data, views, and
arguments concerning Amendment No.
1, including whether Amendment No. 1
is consistent with the Act. Comments
may be submitted by any of the
following methods:
The Commission also finds good
cause to approve the proposed rule
change, as modified by Amendment
No.1, prior to the thirtieth day after
publication in the Federal Register. The
Electronic Comments
Commission notes that no comments
were received during the 21-day
• Use the Commission’s Internet
comment period allotted for the initial
comment form (https://www.sec.gov/
proposal. The Commission notes that
rules/sro.shtml); or
• Send an e-mail to rulethe Exchange’s representation that the
comments@sec.gov. Please include File
proposal seeks to replace functionality
No. SR–NYSEAmex–2009–76 on the
that was previously eliminated. In
subject line.
addition, in this case, accelerated
approval of the proposed rule change
Paper Comments
will permit the Exchange to implement
• Send paper comments in triplicate
systems changes related to the proposed
to Elizabeth M. Murphy, Secretary,
rule change in a timely fashion.
Securities and Exchange Commission,
In addition, the changes proposed in
Station Place, 100 F Street, NE.,
Amendment No. 1, discussed in Part III
Washington, DC 20549–1090.
above, seek to clarify the proposed
All submissions should refer to File
Number SR–NYSEAmex–2009–76. This handling of d-Quotes with a filed price
outside the BBO. The proposal as
file number should be included on the
subject line if e-mail is used. To help the modified by Amendment No. 1 does not
differ materially from the proposal as
Commission process and review your
described in the Notice and the
comments more efficiently, please use
only one method. The Commission will Commission believes the revision helps
post all comments on the Commission’s clarify the proposed operation of dQuotes.
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
In light of the foregoing, the
submission, 12 all subsequent
Commission finds good cause,
amendments, all written statements
consistent with Section 19(b)(2) of the
with respect to the proposed rule
Act,13 to approve the proposed rule
change, as modified by Amendment No.
11 See NYSE Amex Equities Rule 72.
1, on an accelerated basis.
12
The text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov.
VerDate Nov<24>2008
14:05 Dec 04, 2009
Jkt 220001
13 15
PO 00000
U.S.C. 78s(b)(2).
Frm 00063
Fmt 4703
Sfmt 4703
64107
VI. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,14 that the
proposed rule change (SR–NYSEAmex–
2009–76), as modified by Amendment
No. 1, be, and hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–28999 Filed 12–4–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61070; File No. SR–
NASDAQ–2009–100]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify
Pricing for NASDAQ’s Portal Reference
Database
November 30, 2009.
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 November
16, 2009, The NASDAQ Stock Market
LLC (the ‘‘NASDAQ Exchange’’ or
‘‘NASDAQ’’) 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 NASDAQ Exchange.
The NASDAQ Exchange has designated
the proposed rule change as constituting
a non-controversial rule change under
Rule 19b–4(f)(6) under the Act,3 which
renders the proposal effective upon
filing with the Commission. 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 the Substance
of the Proposed Rule Change
The NASDAQ Exchange is proposing
to modify and simplify pricing for
NASDAQ’s Portal Reference Database.
The text of the proposed rule change is
below. Proposed new language is
italicized; proposed deletions are in
brackets.
*
*
*
*
*
14 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b-4.
3 17 CFR 240.19b-4(f)(6).
15 17
E:\FR\FM\07DEN1.SGM
07DEN1
Agencies
[Federal Register Volume 74, Number 233 (Monday, December 7, 2009)]
[Notices]
[Pages 64105-64107]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-28999]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61081; File No. SR-NYSEAmex-2009-76]
Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing of
Amendment No. 1 and Order Granting Accelerated Approval to a Proposed
Rule Change, as Modified by Amendment No. 1 Thereto, Amending NYSE Amex
Equities Rule 70 in Order To Update d-Quote Functionality and Provide
for e-Quotes To Peg to the National Best Bid or Offer
December 1, 2009.
I. Introduction
On October 26, 2009, NYSE Amex LLC (``NYSE Amex'' or the
``Exchange''), filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to amend NYSE Amex Equities Rule 70 in order to
update d-Quote functionality and provide for e-Quotes to peg to the
National best bid or offer. The proposed rule change was published for
comment in the Federal Register on November 3, 2009.\3\ NYSE Amex filed
Amendment No. 1 to the proposed rule change on November 19, 2009.\4\
The Commission received no comment letters on the proposed rule change.
This notice and order provides notice of filing of Amendment No. 1 to
the proposed rule change, and grants accelerated approval to the
proposed rule change, as modified by Amendment No. 1.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 60887 (October 27,
2009), 74 FR 56899 (``Notice'').
\4\ The text of Amendment No. 1 is available on the Exchange's
Web site (https://www.nyse.com), at the Exchange, and at the
Commission's Public Reference Room.
---------------------------------------------------------------------------
II. Description of the Proposed Rule, as Modified by Amendment No. 1
Background \5\
---------------------------------------------------------------------------
\5\ The Notice contains additional discussion and examples
regarding the current operation of d-Quotes and e-Quotes. See supra
note 3.
---------------------------------------------------------------------------
NYSE Amex Equities Rule 70.25 governs the entry, validation, and
execution of bids and offers represented electronically by a Floor
broker on the Floor of the Exchange that include discretionary
instructions as to size and/or price.\6\ The discretionary instructions
that a Floor broker may include with an e-Quote can relate to the price
range within which the e-Quote may trade and the number of shares to
which the discretionary price instruction applies. D-Quote
functionality is available for both displayed and reserve interest.
---------------------------------------------------------------------------
\6\ For purposes of these rules, floor broker agency interest
files (that is, electronic bids or offers from the Floor) are
referred to as ``e-Quotes.'' E-quotes that include discretionary
instructions are referred to a ``d-Quotes.''
---------------------------------------------------------------------------
In particular, NYSE Amex Equities Rule 70.25(a) provides that d-
Quotes are eligible for execution only when they are at or join the
existing Exchange BBO, would establish a new Exchange BBO, or at the
opening and closing transactions. Under current rules, d-Quotes at or
joining the Exchange BBO may be displayed or undisplayed interest. In
addition, NYSE Amex Equities Rule 70.25(d)(ii) currently provides that,
once it has been activated, a d-Quote will automatically execute
against a contra-side order if the contra-side order's price is within
the discretionary pricing instructions and the contra-side order's size
meets any minimum or maximum size requirements that have been set for
the d-Quote.
NYSE Amex Equities Rule 70.26 provides for the entry, validation,
and execution of an e-Quote that remains available for execution at the
Exchange
[[Page 64106]]
BBO as the Exchange BBO moves. Floor brokers are able to designate a
range of prices within which their e-Quotes and d-Quotes will peg and,
as long as the Exchange BBO is within that range, the e-Quote and d-
Quote will be included in the quote.
Proposed Amendments \7\
---------------------------------------------------------------------------
\7\ The Notice contains additional discussion and examples
regarding the proposed operation of d-Quotes and e-Quotes. See supra
note 3.
---------------------------------------------------------------------------
D-Quotes Active When Their Filed Price Is Not at the Exchange BBO
The Exchange proposes to amend NYSE Amex Equities Rule 70.25(a)(ii)
to provide that d-Quotes would be active and available to execute
whenever incoming interest satisfies the discretionary instructions,
without regard to whether the d-Quote's filed price is or becomes the
Exchange BBO.
The Exchange also proposes to add clarifying language to NYSE Amex
Equities Rule 70.25(a)(i) to provide that d-Quotes that exercise
discretion would be considered non-displayable interest for purposes of
NYSE Amex Equities Rule 72, and to amend NYSE Amex Equities Rule
70.25(d)(i) (as proposed NYSE Amex Equities Rule 70.25(e)(i)) to
provide that a d-Quote with discretionary pricing instructions above
the best bid if a buy order or below the best offer if a sell order
would seek to secure the largest execution for the d-Quote using the
least amount of price discretion to exercise at or above the bid if a
buy order or at or below the offer if a sell order. The Exchange
proposes to further clarify that a d-Quote with discretionary pricing
instructions equal to or less than the best bid if a buy order or equal
to or greater than the best offer if a sell order would extend to its
maximum discretion.
The Exchange states that the proposed d-Quote functionality would
provide Floor brokers with functionality that is similar to
functionality that was previously available to Floor brokers on the New
York Stock Exchange, via CAP-DI orders, when the New York Stock
Exchange operated in a manual auction.\8\ In addition, the Exchange
notes that the proposed functionality would allow d-Quotes to interact
with interest (such as fully dark reserve interest) that did not exist
when d-Quotes were first introduced, and which would otherwise be
unable to easily interact with under the current rules. The Exchange
believes that the d-Quote functionality proposed in this rule filing
therefore would enable d-Quotes to trade with all willing contra-side
liquidity, including reserve interest. In this way, the Exchange
believes that the proposed changes will allow the brokers' tools to
keep pace with the ways in which trading on the Exchange has evolved.
---------------------------------------------------------------------------
\8\ The Notice contains a discussion regarding CAP-DI orders.
See supra note 3.
---------------------------------------------------------------------------
Minimum Trade Size (``MTS'') Instruction for d-Quotes
The Exchange also proposes to add a new subsection to NYSE Amex
Equities Rule 70.25 to provide that a Floor broker may include
additional discretionary instructions with a d-Quote such that the d-
Quote would only execute if the designated MTS is met. Currently, d-
Quotes may include instructions of a minimum size requirement that
would trigger discretionary pricing, but such requirement would not
guarantee a minimum execution size (e.g., if there is other interest on
the same side as the d-Quote that can trade with a contra-side order
that meets the d-Quote's minimum size requirement). As proposed, if the
amount of an execution that would be allocated to a d-Quote is less
than the MTS quantity, the d-Quote would not be eligible to participate
in the execution and will not compete with other same-side interest
from other Floor brokers. Additionally, MTS instructions would not be
active at the open or close.
NYSE Amex Equities Rule 70.25(a)(vi) provides that same-side d-
Quotes from the same Floor broker do not compete with each other for
executions allocated to that Floor broker, as they would if from
different Floor brokers, when the d-Quote with the most aggressive
price range executes first. The Exchange proposes to add new paragraph
(d)(ii) to NYSE Amex Equities Rule 70.25 such that when a Floor broker
designates an MTS for a d-Quote, such d-Quote may compete with other
same-side d-Quotes from the same Floor broker by improving the price if
necessary to satisfy its MTS.
Pegging to the NBBO
Currently, a pegging e-Quote or d-Quote is activated at the
Exchange BBO and, subject to its price range, moves when the Exchange
BBO moves. Under current rules, pegging e-Quotes and d-Quotes cannot be
the sole interest at the Exchange BBO, but must peg to other non-
pegging interest at the Exchange BBO. Accordingly, under current rules
and functionality, pegging e-Quotes are unable to set the Exchange BBO.
The Exchange proposes that pegging e-Quotes and d-Quotes would peg
to the NBBO rather than the Exchange BBO. As a result, a pegging e-
Quote or d-Quote may set the Exchange BBO, even if there is no other
displayed bid or offer at the Exchange at that price. Accordingly, the
Exchange proposes to amend NYSE Amex Equities Rule 70.26(vi) to provide
that pegging e-Quotes or d-Quotes may be entitled to priority pursuant
to NYSE Amex Equities Rule 72 if such e-Quote or d-Quote sets the
Exchange BBO. Under the Exchange's proposal and similar to its current
rule, if the NBBO moves, the pegging e-Quote or d-Quote would move to
follow the NBBO, provided that the NBBO is in the price range of the
pegging e-Quote or d-Quote. In addition, a pegging e-Quote or d-Quote
would never set the NBBO.
III. Discussion and Commission's Findings
After careful review of the proposed rule change, as amended, 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.\9\ In particular, the
Commission finds that the proposed rule change is consistent with
Section 6(b)(5) of the Act,\10\ which requires, among other things,
that exchange rules be designed to prevent fraudulent and manipulative
acts and practices, 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, protect investors
and the public interest. The Exchange stated in its filing that it
believes that the updates to Floor broker functionality meet such goals
because they should ensure that customer orders eligible to trade will
execute against willing contra-side liquidity. In particular, d-Quotes
that are active outside the Exchange BBO provide Floor brokers with
functionality to replace the now defunct CAP-DI functionality and
permit d-Quotes to better participate in sweeps or to execute against
reserve interest. The addition of the MTS instruction provides
investors with the ability to ensure that an execution will not be
fragmented and therefore should promote larger-sized executions. In
addition, the Exchange stated in its filing that it believes that the
proposed change to provide for e-Quotes and d-Quotes to peg to the NBBO
should ensure that investors' orders will be executed in the best
market because
[[Page 64107]]
more liquidity will be available at the NBBO.
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\9\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\10\ 15 U.S.C. 78f(b)(5).
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The Commission notes that the proposal to allow d-Quotes to be
active when their filed price is inferior to the BBO should contribute
to market depth by making the Floor brokers' d-Quote liquidity
available for execution in a greater number of situations. The proposal
to permit minimum trade size instructions for d-Quotes should allow
Floor brokers additional flexibility in the handling of their orders
without adversely affecting the executions of other market
participants, since Floor brokers would remain subject to the existing
parity allocation rules.\11\ Finally, the proposal to peg d-Quotes to
the NBBO rather than the BBO should contribute to market quality by
providing additional liquidity at the NBBO, thus encouraging the
tightening of spreads to the NBBO on the Exchange. For the foregoing
reasons, the Commission finds the proposed rule change is consistent
with the Act.
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\11\ See NYSE Amex Equities Rule 72.
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning Amendment No. 1, including whether Amendment No. 1
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 No. SR-NYSEAmex-2009-76 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEAmex-2009-76. 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, \12\ 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 such 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-NYSEAmex-2009-76 and should
be submitted on or before December 28, 2009.
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\12\ The text of the proposed rule change is available on the
Commission's Web site at https://www.sec.gov.
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V. Accelerated Approval of Proposed Rule Change, as modified by
Amendment No. 1
The Commission also finds good cause to approve the proposed rule
change, as modified by Amendment No.1, prior to the thirtieth day after
publication in the Federal Register. The Commission notes that no
comments were received during the 21-day comment period allotted for
the initial proposal. The Commission notes that the Exchange's
representation that the proposal seeks to replace functionality that
was previously eliminated. In addition, in this case, accelerated
approval of the proposed rule change will permit the Exchange to
implement systems changes related to the proposed rule change in a
timely fashion.
In addition, the changes proposed in Amendment No. 1, discussed in
Part III above, seek to clarify the proposed handling of d-Quotes with
a filed price outside the BBO. The proposal as modified by Amendment
No. 1 does not differ materially from the proposal as described in the
Notice and the Commission believes the revision helps clarify the
proposed operation of d-Quotes.
In light of the foregoing, the Commission finds good cause,
consistent with Section 19(b)(2) of the Act,\13\ to approve the
proposed rule change, as modified by Amendment No. 1, on an accelerated
basis.
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\13\ 15 U.S.C. 78s(b)(2).
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VI. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\14\ that the proposed rule change (SR-NYSEAmex-2009-76), as
modified by Amendment No. 1, be, and hereby is, approved on an
accelerated basis.
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\14\ 15 U.S.C. 78s(b)(2).
\15\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-28999 Filed 12-4-09; 8:45 am]
BILLING CODE 8011-01-P