Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Stock-Option Orders, 7614-7616 [2011-2970]
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7614
Federal Register / Vol. 76, No. 28 / Thursday, February 10, 2011 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
such proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–CBOE–2011–010 on the
subject line.
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 Web site viewing and
printing 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 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 No. SR–CBOE–
2011–010 and should be submitted on
or before March 3, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–2971 Filed 2–9–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63842; File No. SR–CBOE–
2011–009]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to Stock-Option
Orders
February 4, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
• Send paper comments in triplicate
‘‘Act’’),1 and Rule 19b-4 thereunder,2
to Elizabeth M. Murphy, Secretary,
notice is hereby given that on January
Securities and Exchange Commission,
27, 2011, the Chicago Board Options
100 F Street, NE., Washington, DC
Exchange, Incorporated (‘‘Exchange’’ or
20549–1090.
‘‘CBOE’’) filed with the Securities and
All submissions should refer to File
Exchange Commission (the
Number SR–CBOE–2011–010. This file
‘‘Commission’’) the proposed rule
number should be included on the
change as described in Items I and II
subject line if e-mail is used. To help the below, which Items have been prepared
Commission process and review your
by the Exchange. CBOE has submitted
comments more efficiently, please use
the proposed rule change under Section
only one method. The Commission will 19(b)(3)(A) of the Act 3 and Rule 19b–
post all comments on the Commission’s 4(f)(6) thereunder,4 which renders the
Internet Web site (https://www.sec.gov/
proposal effective upon filing with the
rules/sro.shtml). Copies of the
Commission. The Commission is
submission, all subsequent
publishing this notice to solicit
amendments, all written statements
with respect to the proposed rule
11 17 CFR 200.30–3(a)(12).
change that are filed with the
1 15 U.S.C. 78s(b)(1).
Commission, and all written
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
communications relating to the
4 17 CFR 240.19b–4(f)(6).
proposed rule change between the
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Paper Comments
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comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to amend
its complex order request for response
(‘‘RFR’’) auction (‘‘COA’’) as it applies to
stock-option orders to incorporate
certain order eligibility parameters. The
text of the proposed rule change is
available on the Exchange’s Web site
(https://www.cboe.org/Legal), at the
Exchange’s Office of the Secretary, and
at the Commission.
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 those
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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Prior to routing to the complex order
book or once on PAR, eligible complex
orders may be subjected to an
automated COA process where orders
are exposed for price improvement
under Rule 6.53C(d), Process for
Complex Order RFR Auction. Generally,
if a market order cannot be filled in
whole or in a permissible ratio at the
conclusion of COA, then the order (or
any remaining balance) will route to
PAR for manual handling. However, the
Exchange has the ability to vary this
process for market stock-option orders
that contain one or more option leg(s)
under Rule 6.53C.06(d). Specifically,
instead of routing to PAR for manual
handling, the Exchange may determine
on a class-by-class basis that any
remaining balance of the option leg(s) of
a market stock-option order will
automatically route to CBOE’s Hybrid
System for processing as a simple
market order(s) consistent with CBOE’s
order execution rules and any remaining
balance of the stock leg will
automatically route to the CBOE Stock
Exchange (‘‘CBSX’’), CBOE’s stock
facility, for processing as a simple
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Federal Register / Vol. 76, No. 28 / Thursday, February 10, 2011 / Notices
jdjones on DSK8KYBLC1PROD with NOTICES
market order consistent with CBSX
order execution rules.5 This alternate
legging functionality is intended to
assist in the automatic execution and
processing of stock-option orders that
are market orders. The Exchange notes
that when a stock-option order is legged
in this manner, it is possible for CBOE
to route the option leg(s) to another
options exchange and/or for CBSX to
route the stock leg to another stock
exchange, consistent with their
respective rules.6
The Exchange is preparing to activate
this legging functionality for market
stock-option orders. However, before
activating the functionality, the
Exchange is proposing to codify certain
order eligibility parameters that would
be applicable to such market stockoption orders. Specifically, the
Exchange is proposing to provide that
for each class in which the legging
functionality is activated, an ‘‘eligible
market order’’ means a stock-option
order that is within designated size and
order type 7 parameters, determined by
the Exchange on a class-by-class basis,
and for which the national best bid or
offer (‘‘NBBO’’) is within designated size
and price parameters, as determined by
the Exchange for the individual leg. The
designated NBBO price parameters will
be determined based on a minimum bid
price for sell orders and a maximum
offer price for buy orders. The Exchange
may also determine on a class-by-class
basis to limit the trading times within
regular trading hours that the legging
functionality will be available.8
The Exchange notes that the inclusion
of an order eligibility provision will
provide the Exchange with more
flexibility to administer the legging
functionality in a manner that is
consistent with other CBOE rules that
contain order eligibility provisions
based on order size, order type and
other factors, e.g., Rules 6.13, CBOE
Hybrid System Automatic Execution
Feature, 6.14, Hybrid Agency Liaison
(HAL), 6.14A, 6.53, Certain Types of
5 Pursuant to Rule 6.53C.01, any determination by
the Exchange to route stock-option market orders in
this manner will be announced to Trading Permit
Holders via Regulatory Circular.
6 See, e.g., CBOE’s Rules 6.14A, Hybrid Agency
Liaison 2 (HAL2), and 6.14B, Order Routing to
Other Exchanges, and CBSX’s Rule 52.6, Processing
of Round-lot Orders.
7 The legging functionality is currently only
available for stock-option orders that are market
orders. The market stock-option ‘‘order types’’ are
those with only one option leg and those with more
than one option leg (e.g., a conversion or reversal).
8 Pursuant to Rule 6.53C.01, any determination by
the Exchange regarding these legging functionality
parameters will be announced to Trading Permit
Holders via Regulatory Circular.
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Orders Defined, and 6.53C(d).9 The
Exchange also notes that the designated
NBBO size and NBBO price parameters
and the eligible trading time parameter
are specific to the COA legging
functionality (although the Exchange
notes that there are other price
reasonability check parameters within
various other CBOE Rules, e.g., Rule
6.13 and Interpretation and Policy .08 to
Rule 6.53C, Complex Orders on the
Hybrid System).
Under these new order eligibility
parameters, for example, the Exchange
might determine that for a given option
class the COA legging functionality
would only be available for stock-option
orders involving one option leg where
the maximum eligible order size is 1,000
shares for the stock leg and 10 contracts
for the option leg. Under the NBBO size
parameter, the Exchange might also
determine that the legging functionality
would only be available in instances
where the minimum NBBO size is at
least 1,000 shares for the stock leg and
the minimum NBBO size for the options
leg(s) is a size that is at least sufficient
to satisfy the entire option leg(s). Under
the NBBO price parameter, the
Exchange might also determine that the
legging functionality would only be
available in instances where the NBBO
bid for a component leg is at least $0.25
or higher for a sell option leg. As for the
eligible trading times, the Exchange
might determine to designate a time
within regular trading hours when the
legging functionality would be
available, such as, for example, saying
the legging functionality would not be
available within 3 minutes of the 3 p.m.
(Central Time) close of trading.10
As indicated above, the legging
functionality is intended to assist in the
automatic execution and processing of
stock-option orders that are market
orders. The Exchange believes the
addition of the above described order
eligibility parameters will provide the
Exchange more flexibility in
9 Indeed, to be eligible for the COA process itself,
an order must be a COA-eligible order. A ‘‘COAeligible order’’ is a complex order (including a
stock-option order) that, as determined by the
Exchange on a class-by-class basis, is eligible for
COA considering the order’s marketability (defined
as a number of ticks away from the current market),
size, complex order type and complex order origin
types (i.e., non-broker-dealer public customer,
broker-dealers that are not Market-Makers or
specialists on an options exchange, and/or MarketMakers or specialists on an options exchange). See
Rule 6.53C(d)(i)(2) and Interpretation and Policy
.06(d) to Rule 6.53C.
10 In the example above, the Exchange would
issue a Regulatory Circular to Trading Permit
Holders before the legging functionality parameters
go into effect for the given option class that
announces the particular parameters that the
Exchange determined to establish. See note 8,
supra.
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7615
administering the legging functionality
in a manner that is consistent with other
Exchange rules that contain order
eligibility provisions. The Exchange also
believes that these eligibility parameters
will enhance the functionality and assist
with the maintenance of orderly markets
by helping to mitigate the potential risks
associated with legging stock option
orders, e.g., the risk of an order drilling
through multiple price points on
another exchange (thereby resulting in
execution at prices that are away from
the NBBO and potentially erroneous),
and/or the risk of one leg of the stockoption order going unexecuted (thereby
not achieving a complete stock-option
order execution and having a partial
position that is unhedged).
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act 11
in general and furthers the objectives of
Section 6(b)(5) of the Act 12 in particular
in that it should promote just and
equitable principles of trade, serve to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and
protect investors and the public interest.
The Exchange believes the proposed
rule change will assist in the automatic
execution and processing of stockoption orders that are market orders.
The Exchange also believes the addition
of the order eligibility parameters will
provide the Exchange with more
flexibility in administering the legging
functionality in a manner that is
consistent with other Exchange rules
that contain order eligibility provisions.
In addition, the Exchange believes that
these eligibility requirements will
enhance the functionality and assist
with the maintenance of orderly markets
by helping to mitigate the potential risks
associated with legging stock option
orders, e.g., the risk of an order drilling
through multiple price points on
another exchange (thereby resulting in
execution at prices that are away from
the NBBO and potentially erroneous),
and/or the risk of one leg of the stockoption order going unexecuted (thereby
not achieving a complete stock-option
order execution and having a partial
position that is unhedged).
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
11 15
12 15
E:\FR\FM\10FEN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10FEN1
7616
Federal Register / Vol. 76, No. 28 / Thursday, February 10, 2011 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposal.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
CBOE has designated the proposed
rule change as one that 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 if consistent
with the protection of investors and the
public interest. Therefore, the proposed
rule change has become effective
pursuant to Section 19(b)(3)(A) of the
Act 13 and Rule 19b–4(f)(6)
thereunder.14
The Exchange has asked the
Commission to waive the 30-day
operative delay. CBOE believes that the
proposed order eligibility parameters for
the legging functionality will provide
the Exchange with flexibility in
administering the legging functionality
and assist in the maintenance of fair and
orderly markets by helping to mitigate
potential risks associated with the
legging of stock-option orders, including
the risk of executions at multiple price
points that are away from the NBBO and
potentially erroneous, and the risk that
one leg of the order will go unexecuted,
resulting in an incomplete execution of
the stock-option order and a partial
position that is unhedged.
The Commission grants the CBOE’s
request.15 The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because the order eligibility parameters
could help to mitigate some of the risks
associated with the legging of stockoption orders, including the risk of an
incomplete execution of one leg of the
order that results in a position that is
not fully hedged, and the risk that a
13 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). Rule 19b-4(f)(6)(iii)
also requires an exchange to provide the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
satisfied this requirement.
15 For purposes only of waiving the 30-day
operative delay of this proposal, the Commission
has considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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14 17
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component of the order could be
executed at multiple prices that are
away from the NBBO and potentially
erroneous. The Commission notes, in
addition, that CBOE will notify Trading
Permit Holders through a Regulatory
Circular of the legging functionality
parameters for an option class before the
parameters go into effect.16
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend 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–CBOE–2011–009 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–CBOE–2011–009. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for website viewing and
printing in the Commission’s Public
16 See notes 8 and 10, supra. See also CBOE Rule
6.53C, Interpretation and Policy .01.
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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 the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–CBOE–
2011–009 and should be submitted on
or before March 3, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–2970 Filed 2–9–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63839; File No. SR–EDGA–
2011–03]
Self-Regulatory Organizations; EDGA
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGA Exchange, Inc. Fee
Schedule
February 3, 2011.
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 February
1, 2011, the EDGA Exchange, Inc. (the
‘‘Exchange’’ or the ‘‘EDGA’’) 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 selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
fees and rebates applicable to Members 3
of the Exchange pursuant to EDGA Rule
15.1(a) and (c). All of the changes
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 A Member is any registered broker or dealer, or
any person associated with a registered broker or
dealer, that has been admitted to membership in the
Exchange.
1 15
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Agencies
[Federal Register Volume 76, Number 28 (Thursday, February 10, 2011)]
[Notices]
[Pages 7614-7616]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-2970]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63842; File No. SR-CBOE-2011-009]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change Related to Stock-Option Orders
February 4, 2011.
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 January 27, 2011, the Chicago Board Options Exchange,
Incorporated (``Exchange'' or ``CBOE'') filed with the Securities and
Exchange Commission (the ``Commission'') the proposed rule change as
described in Items I and II below, which Items have been prepared by
the Exchange. CBOE has submitted the proposed rule change under Section
19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(6) thereunder,\4\ 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is proposing to amend its complex order request for
response (``RFR'') auction (``COA'') as it applies to stock-option
orders to incorporate certain order eligibility parameters. The text of
the proposed rule change is available on the Exchange's Web site
(https://www.cboe.org/Legal), at the Exchange's Office of the Secretary,
and at the Commission.
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 those 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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
Prior to routing to the complex order book or once on PAR, eligible
complex orders may be subjected to an automated COA process where
orders are exposed for price improvement under Rule 6.53C(d), Process
for Complex Order RFR Auction. Generally, if a market order cannot be
filled in whole or in a permissible ratio at the conclusion of COA,
then the order (or any remaining balance) will route to PAR for manual
handling. However, the Exchange has the ability to vary this process
for market stock-option orders that contain one or more option leg(s)
under Rule 6.53C.06(d). Specifically, instead of routing to PAR for
manual handling, the Exchange may determine on a class-by-class basis
that any remaining balance of the option leg(s) of a market stock-
option order will automatically route to CBOE's Hybrid System for
processing as a simple market order(s) consistent with CBOE's order
execution rules and any remaining balance of the stock leg will
automatically route to the CBOE Stock Exchange (``CBSX''), CBOE's stock
facility, for processing as a simple
[[Page 7615]]
market order consistent with CBSX order execution rules.\5\ This
alternate legging functionality is intended to assist in the automatic
execution and processing of stock-option orders that are market orders.
The Exchange notes that when a stock-option order is legged in this
manner, it is possible for CBOE to route the option leg(s) to another
options exchange and/or for CBSX to route the stock leg to another
stock exchange, consistent with their respective rules.\6\
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\5\ Pursuant to Rule 6.53C.01, any determination by the Exchange
to route stock-option market orders in this manner will be announced
to Trading Permit Holders via Regulatory Circular.
\6\ See, e.g., CBOE's Rules 6.14A, Hybrid Agency Liaison 2
(HAL2), and 6.14B, Order Routing to Other Exchanges, and CBSX's Rule
52.6, Processing of Round-lot Orders.
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The Exchange is preparing to activate this legging functionality
for market stock-option orders. However, before activating the
functionality, the Exchange is proposing to codify certain order
eligibility parameters that would be applicable to such market stock-
option orders. Specifically, the Exchange is proposing to provide that
for each class in which the legging functionality is activated, an
``eligible market order'' means a stock-option order that is within
designated size and order type \7\ parameters, determined by the
Exchange on a class-by-class basis, and for which the national best bid
or offer (``NBBO'') is within designated size and price parameters, as
determined by the Exchange for the individual leg. The designated NBBO
price parameters will be determined based on a minimum bid price for
sell orders and a maximum offer price for buy orders. The Exchange may
also determine on a class-by-class basis to limit the trading times
within regular trading hours that the legging functionality will be
available.\8\
---------------------------------------------------------------------------
\7\ The legging functionality is currently only available for
stock-option orders that are market orders. The market stock-option
``order types'' are those with only one option leg and those with
more than one option leg (e.g., a conversion or reversal).
\8\ Pursuant to Rule 6.53C.01, any determination by the Exchange
regarding these legging functionality parameters will be announced
to Trading Permit Holders via Regulatory Circular.
---------------------------------------------------------------------------
The Exchange notes that the inclusion of an order eligibility
provision will provide the Exchange with more flexibility to administer
the legging functionality in a manner that is consistent with other
CBOE rules that contain order eligibility provisions based on order
size, order type and other factors, e.g., Rules 6.13, CBOE Hybrid
System Automatic Execution Feature, 6.14, Hybrid Agency Liaison (HAL),
6.14A, 6.53, Certain Types of Orders Defined, and 6.53C(d).\9\ The
Exchange also notes that the designated NBBO size and NBBO price
parameters and the eligible trading time parameter are specific to the
COA legging functionality (although the Exchange notes that there are
other price reasonability check parameters within various other CBOE
Rules, e.g., Rule 6.13 and Interpretation and Policy .08 to Rule 6.53C,
Complex Orders on the Hybrid System).
---------------------------------------------------------------------------
\9\ Indeed, to be eligible for the COA process itself, an order
must be a COA-eligible order. A ``COA-eligible order'' is a complex
order (including a stock-option order) that, as determined by the
Exchange on a class-by-class basis, is eligible for COA considering
the order's marketability (defined as a number of ticks away from
the current market), size, complex order type and complex order
origin types (i.e., non-broker-dealer public customer, broker-
dealers that are not Market-Makers or specialists on an options
exchange, and/or Market-Makers or specialists on an options
exchange). See Rule 6.53C(d)(i)(2) and Interpretation and Policy
.06(d) to Rule 6.53C.
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Under these new order eligibility parameters, for example, the
Exchange might determine that for a given option class the COA legging
functionality would only be available for stock-option orders involving
one option leg where the maximum eligible order size is 1,000 shares
for the stock leg and 10 contracts for the option leg. Under the NBBO
size parameter, the Exchange might also determine that the legging
functionality would only be available in instances where the minimum
NBBO size is at least 1,000 shares for the stock leg and the minimum
NBBO size for the options leg(s) is a size that is at least sufficient
to satisfy the entire option leg(s). Under the NBBO price parameter,
the Exchange might also determine that the legging functionality would
only be available in instances where the NBBO bid for a component leg
is at least $0.25 or higher for a sell option leg. As for the eligible
trading times, the Exchange might determine to designate a time within
regular trading hours when the legging functionality would be
available, such as, for example, saying the legging functionality would
not be available within 3 minutes of the 3 p.m. (Central Time) close of
trading.\10\
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\10\ In the example above, the Exchange would issue a Regulatory
Circular to Trading Permit Holders before the legging functionality
parameters go into effect for the given option class that announces
the particular parameters that the Exchange determined to establish.
See note 8, supra.
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As indicated above, the legging functionality is intended to assist
in the automatic execution and processing of stock-option orders that
are market orders. The Exchange believes the addition of the above
described order eligibility parameters will provide the Exchange more
flexibility in administering the legging functionality in a manner that
is consistent with other Exchange rules that contain order eligibility
provisions. The Exchange also believes that these eligibility
parameters will enhance the functionality and assist with the
maintenance of orderly markets by helping to mitigate the potential
risks associated with legging stock option orders, e.g., the risk of an
order drilling through multiple price points on another exchange
(thereby resulting in execution at prices that are away from the NBBO
and potentially erroneous), and/or the risk of one leg of the stock-
option order going unexecuted (thereby not achieving a complete stock-
option order execution and having a partial position that is unhedged).
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the Act
\11\ in general and furthers the objectives of Section 6(b)(5) of the
Act \12\ in particular in that it should promote just and equitable
principles of trade, serve to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and
protect investors and the public interest. The Exchange believes the
proposed rule change will assist in the automatic execution and
processing of stock-option orders that are market orders. The Exchange
also believes the addition of the order eligibility parameters will
provide the Exchange with more flexibility in administering the legging
functionality in a manner that is consistent with other Exchange rules
that contain order eligibility provisions. In addition, the Exchange
believes that these eligibility requirements will enhance the
functionality and assist with the maintenance of orderly markets by
helping to mitigate the potential risks associated with legging stock
option orders, e.g., the risk of an order drilling through multiple
price points on another exchange (thereby resulting in execution at
prices that are away from the NBBO and potentially erroneous), and/or
the risk of one leg of the stock-option order going unexecuted (thereby
not achieving a complete stock-option order execution and having a
partial position that is unhedged).
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
[[Page 7616]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposal.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
CBOE has designated the proposed rule change as one that 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 if consistent with
the protection of investors and the public interest. Therefore, the
proposed rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \13\ and Rule 19b-4(f)(6) thereunder.\14\
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6). Rule 19b-4(f)(6)(iii) also requires
an exchange to provide the Commission with written notice of its
intent to file the proposed rule change, along with a brief
description and text of the proposed rule change, at least five
business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange satisfied this requirement.
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The Exchange has asked the Commission to waive the 30-day operative
delay. CBOE believes that the proposed order eligibility parameters for
the legging functionality will provide the Exchange with flexibility in
administering the legging functionality and assist in the maintenance
of fair and orderly markets by helping to mitigate potential risks
associated with the legging of stock-option orders, including the risk
of executions at multiple price points that are away from the NBBO and
potentially erroneous, and the risk that one leg of the order will go
unexecuted, resulting in an incomplete execution of the stock-option
order and a partial position that is unhedged.
The Commission grants the CBOE's request.\15\ The Commission
believes that waiving the 30-day operative delay is consistent with the
protection of investors and the public interest because the order
eligibility parameters could help to mitigate some of the risks
associated with the legging of stock-option orders, including the risk
of an incomplete execution of one leg of the order that results in a
position that is not fully hedged, and the risk that a component of the
order could be executed at multiple prices that are away from the NBBO
and potentially erroneous. The Commission notes, in addition, that CBOE
will notify Trading Permit Holders through a Regulatory Circular of the
legging functionality parameters for an option class before the
parameters go into effect.\16\
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\15\ For purposes only of waiving the 30-day operative delay of
this proposal, the Commission has considered the proposed rule's
impact on efficiency, competition, and capital formation. See 15
U.S.C. 78c(f).
\16\ See notes 8 and 10, supra. See also CBOE Rule 6.53C,
Interpretation and Policy .01.
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend 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 rule-comments@sec.gov. Please include
File Number SR-CBOE-2011-009 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-CBOE-2011-009. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for website viewing and
printing 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 the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-CBOE-2011-009 and should be
submitted on or before March 3, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-2970 Filed 2-9-11; 8:45 am]
BILLING CODE 8011-01-P