Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting Approval of Proposed Rule Change Adding Commentary .01 to Rule 6.37B Concerning Market Maker Continuous Quoting Obligations and Adjusted Option Series, 65305-65306 [2011-27137]
Download as PDF
Federal Register / Vol. 76, No. 203 / Thursday, October 20, 2011 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.73
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–27190 Filed 10–19–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65573; File No. SR–
NYSEArca–2011–59]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
Proposed Rule Change Adding
Commentary .01 to Rule 6.37B
Concerning Market Maker Continuous
Quoting Obligations and Adjusted
Option Series
October 14, 2011.
sroberts on DSK5SPTVN1PROD with NOTICES
I. Introduction
On August 16, 2011, NYSE Amex LLC
(‘‘Exchange’’ or ‘‘NYSE Arca’’) 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 add Commentary .01 to Rule
6.37B to indicate that market makers
will not be obligated to quote in
adjusted option series and to reference
an existing exception to the quoting
obligations. The proposed rule change
was published for comment in the
Federal Register on September 1, 2011.3
The Commission received no comment
letters on the proposed rule change.
This order approves the proposed rule
change.
II. Description of the Proposed Rule
Change
The Exchange proposes to add
Commentary .01 to Rule 6.37B (i) To
add an exception to relieve market
makers from the obligation to
continuously quote in adjusted option
series, and (ii) to reflect in Rule 6.37B
an exception from the continuous quote
requirements for Long-Term Equity
Option Series (‘‘LEAPS’’) that is
currently provided for in Rule 6.4(e)(i).
Rule 6.37B, relating to market maker
quotations, requires a Lead Market
Maker to provide continuous two-sided
quotations throughout the trading day in
its appointed issues for 90% of the time
the Exchange is open for trading in each
such issue. Rule 6.37B also requires
73 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 65210
(August 26, 2011), 76 FR 54516 (‘‘Notice’’).
1 15
VerDate Mar<15>2010
18:59 Oct 19, 2011
Jkt 226001
non-lead market makers to provide
continuous two-sided quotations
throughout the trading day in their
appointed issues for 60% of the time the
Exchange is open for trading in each
such issue.
Rule 6.4(e)(i), relating to LEAPS open
for trading, currently provides that
Exchange Rules regarding continuous
quoting obligations do not apply to
index option series until the time to
expiration is less than 12 months and do
not apply to equity options or option on
Exchange Traded Fund Shares until the
time to expiration is less than nine
months.4
The Exchange now proposes to add
Commentary .01 to Rule 6.37B (the rule
applicable to market maker quotations)
to reflect the exception for LEAPS that
is currently provided for in Rule
6.4(e)(i) to the continuous quoting
obligations contained in Rule 6.37B. In
other words, without altering the
substance of the exception, the
Exchange is proposing to include text
that already appears in Rule 6.4(e)(i)
into Rule 6.37B in order to reference
that exception in the rule that addresses
market maker quoting obligations.
In addition, the Exchange proposes to
extend the exception from the
continuous quoting obligations to
certain ‘‘adjusted series.’’ The Exchange
proposes to define an ‘‘adjusted series’’
for purposes of Rule 6.37B as ‘‘an option
series wherein, as a result of a corporate
action by the issuer of the underlying
security, one option contract in the
series represents the delivery of other
than 100 shares of underlying stock or
Exchange-Traded Fund Shares.’’ 5
In its filing, the Exchange notes that
adjusted series are generally active for a
short period of time following
adjustment and thereafter become
inactive as new orders to open options
positions in the underlying are almost
exclusively placed in the new standard
contracts.6 The Exchange noted that
adjusted series may not meet the
standards to be considered ‘‘active’’ and
thereby, under Commentary .03 to
NYSE Arca Rule 6.86, the Exchange may
no longer disseminate quotes in such
series.7 Consequently, market makers
are currently required to submit quotes
4 In addition, Rule 6.4(e)(1) provides that trading
in such LEAPS will commence either when there
is buying or selling interest, or forty minutes prior
to the close of trading for the day, whichever occurs
first. Further, the rule provides that quotations will
not be posted for extended far term option series
until trading in such series is commenced on the
day.
5 The Exchange provided additional background
regarding adjusted series options in its Notice. See
Notice, supra note 3, at 54517.
6 See id.
7 See id.
PO 00000
Frm 00148
Fmt 4703
Sfmt 4703
65305
in adjusted series that may not be
published to OPRA unless otherwise
requested.8
In its filing, the Exchange states that
market makers, including Lead Market
Makers, that have recently withdrawn
from assignments in classes have
informed the Exchange that the
withdrawals were based in part on the
obligation to continuously quote
adjusted options series whereby the
quoting obligations on such less
frequently traded option series impacted
the risk parameters acceptable to the
market makers.9 The Exchange noted
that market makers have also expressed
concern that the adjusted nature of these
series complicates the calculation of an
appropriate quote.10 As a result of
withdrawals from such assignments by
market makers, the Exchange states that
liquidity, as well as volume, has been
negatively impacted in the affected
options classes listed on the Exchange.11
The Exchange now proposes to add an
exception to Rule 6.37B to relieve
market makers from the obligation to
continuously quote in adjusted option
series in order to encourage market
makers, including Lead Market Makers,
to continue their appointments in
option classes that include adjusted
series.
III. Discussion and Commission’s
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of
Section 6 of the Act 12 and the rules and
regulations thereunder applicable to a
national securities exchange.13 In
particular, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,14 which
requires, among other things, that the
Exchange’s rules be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
8 Commentary .03 to Rule 6.86 states, in part,
‘‘The Exchange may determine that a series has
become active intraday if (i) the series trades at any
options exchange; (ii) NYSE Arca receives an order
in the series; or (iii) NYSE Arca receives a request
for quote from a customer in that series. If a series
becomes active intraday, the Exchange will
immediately disseminate quotes in the series to
OPRA, and continue to disseminate quotes for the
balance of the trading day.’’
9 See Notice, supra note 3, at 54517. See also Rule
6.35 (providing for market maker appointments by
class).
10 See Notice, supra note 3, at 54517.
11 See id.
12 15 U.S.C. 78f.
13 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
14 15 U.S.C. 78f(b)(5).
E:\FR\FM\20OCN1.SGM
20OCN1
sroberts on DSK5SPTVN1PROD with NOTICES
65306
Federal Register / Vol. 76, No. 203 / Thursday, October 20, 2011 / Notices
and coordination with persons engaged
in facilitating transactions in securities,
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 Exchange’s proposal to relieve
market makers from the obligation to
continuously quote in adjusted series
would not affect market makers’ other
obligations. For example, the
Commission notes that the proposal
does not excuse a market maker from
the obligations to respond with a twosided, legal width market to a call for a
market by a floor broker.15 The
Commission also notes that the proposal
does not excuse a market maker from
the obligation to submit a single quote
or maintain continuous quotes in one or
more series of an option issue within
the market maker’s appointment
whenever, in the judgment of such
Trading Official, it is necessary to do so
in the interest of maintaining fair and
orderly markets.16 Accordingly, the
Exchange’s proposal concerning
adjusted series is narrowly tailored to,
among other things, 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. To the extent such
series, shortly after the adjustment,
become inactive as a result of a lack of
interest in the series by market
participants who have instead focused
their trading in the new standard
contracts, the Exchange’s proposal
would reduce the burden on market
makers to submit continuous quotes that
the Exchange may not submit to OPRA.
In so doing, the proposal may
incentivize market makers to continue
appointments in classes that have
adjusted option series, and thereby
should help maintain liquidity in these
classes to the benefit of the Exchange,
its OTP Holders, and investors. In
addition, the obligation to continuously
quote in such illiquid series, for which
there may be little or no trading interest,
is a minor part of a market maker’s
overall obligations and thus requiring a
continuous quote may not justify the
system resources necessary to
accommodate them.
Further, the proposed new
Commentary .01 to Rule 6.37B (the rule
applicable to market maker quotations)
to reflect the exception for LEAPS
provided for in Rule 6.4(e)(i) to the
continuous quoting obligations
contained in Rule 6.37B, is not a new
substantive provision, but rather
references the exception currently
provided for in Rule 6.4(e)(i). In so
doing, the proposed change clarifies the
exception by referencing it in the rule
applicable to market maker quoting
obligations generally.
IV. Conclusion
It Is Therefore Ordered, pursuant to
Section 19(b)(2) of the Act,17 that the
proposed rule change (SR–NYSEArca–
2011–59) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–27137 Filed 10–19–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65575; File No. SR–
NASDAQ–2011–141]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify
Interpretation of Rule 4120(a)(11)
October 14, 2011.
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 October
6, 2011, the NASDAQ Stock Market,
LLC (‘‘NASDAQ’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by NASDAQ. 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
NASDAQ proposes to modify its
interpretation of Rule 4120(a)(11)
regarding at what price level to initiate
a subsequent trading halts for any
security that has been previously halted.
NASDAQ will implement the proposed
change immediately upon filing. There
is no new proposed rule text, and a copy
of the proposed rule change is available
at https://nasdaqomx.cchwallstreet.com,
at NASDAQ’s principal office, and at
17 15
15 See
NYSE Arca Rule 6.37B.
16 See NYSE Arca Rule 6.37(b)(5) and
Commentary .05.
VerDate Mar<15>2010
18:59 Oct 19, 2011
Jkt 226001
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.
18 17
PO 00000
Frm 00149
Fmt 4703
Sfmt 4703
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,
NASDAQ 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.
NASDAQ has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASDAQ is modifying its
interpretation and practices related to
certain language contained in Rule
4120(a)(11) which generally allows for
the pausing of trading in individual
securities should that security
experience a significant percentage
price increase or decline. Once a stock
is halted pursuant to the rule, a fiveminute halt period commences, after
which trading is re-commenced using
prices determined by NASDAQ’s haltcross process.
Currently, NASDAQ interprets
language in Rule 4120(a) that states
‘‘[p]rice moves under this paragraph
will be calculated by changes in each
consolidated last-sale price
disseminated by a network processor
over a five minute rolling period
measured continuously[.]’’ as requiring
a continuous look back of five
minutes—even when a stock is
currently halted for a previous triggering
price increase or decline. In this
situation, trade reports for transactions
taking place immediately before, or
contemporaneous with, the halt can be
submitted and disseminated, and thus
set a new ‘‘within five minutes’’
comparison price level with any
subsequent opening price coming out of
the halt-cross process. Should a
resulting price decline differential
between the late intra-halt disseminated
price and any new opening price
coming out of the cross halt be great
enough, another disruptive halt can be
triggered.
In response, NASDAQ proposes to
modify its interpretation of what price
its systems will for [sic] consider for
evaluating the need for any subsequent
E:\FR\FM\20OCN1.SGM
20OCN1
Agencies
[Federal Register Volume 76, Number 203 (Thursday, October 20, 2011)]
[Notices]
[Pages 65305-65306]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-27137]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65573; File No. SR-NYSEArca-2011-59]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting
Approval of Proposed Rule Change Adding Commentary .01 to Rule 6.37B
Concerning Market Maker Continuous Quoting Obligations and Adjusted
Option Series
October 14, 2011.
I. Introduction
On August 16, 2011, NYSE Amex LLC (``Exchange'' or ``NYSE Arca'')
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
add Commentary .01 to Rule 6.37B to indicate that market makers will
not be obligated to quote in adjusted option series and to reference an
existing exception to the quoting obligations. The proposed rule change
was published for comment in the Federal Register on September 1,
2011.\3\ The Commission received no comment letters on the proposed
rule change. This order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 65210 (August 26,
2011), 76 FR 54516 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
The Exchange proposes to add Commentary .01 to Rule 6.37B (i) To
add an exception to relieve market makers from the obligation to
continuously quote in adjusted option series, and (ii) to reflect in
Rule 6.37B an exception from the continuous quote requirements for
Long-Term Equity Option Series (``LEAPS'') that is currently provided
for in Rule 6.4(e)(i).
Rule 6.37B, relating to market maker quotations, requires a Lead
Market Maker to provide continuous two-sided quotations throughout the
trading day in its appointed issues for 90% of the time the Exchange is
open for trading in each such issue. Rule 6.37B also requires non-lead
market makers to provide continuous two-sided quotations throughout the
trading day in their appointed issues for 60% of the time the Exchange
is open for trading in each such issue.
Rule 6.4(e)(i), relating to LEAPS open for trading, currently
provides that Exchange Rules regarding continuous quoting obligations
do not apply to index option series until the time to expiration is
less than 12 months and do not apply to equity options or option on
Exchange Traded Fund Shares until the time to expiration is less than
nine months.\4\
---------------------------------------------------------------------------
\4\ In addition, Rule 6.4(e)(1) provides that trading in such
LEAPS will commence either when there is buying or selling interest,
or forty minutes prior to the close of trading for the day,
whichever occurs first. Further, the rule provides that quotations
will not be posted for extended far term option series until trading
in such series is commenced on the day.
---------------------------------------------------------------------------
The Exchange now proposes to add Commentary .01 to Rule 6.37B (the
rule applicable to market maker quotations) to reflect the exception
for LEAPS that is currently provided for in Rule 6.4(e)(i) to the
continuous quoting obligations contained in Rule 6.37B. In other words,
without altering the substance of the exception, the Exchange is
proposing to include text that already appears in Rule 6.4(e)(i) into
Rule 6.37B in order to reference that exception in the rule that
addresses market maker quoting obligations.
In addition, the Exchange proposes to extend the exception from the
continuous quoting obligations to certain ``adjusted series.'' The
Exchange proposes to define an ``adjusted series'' for purposes of Rule
6.37B as ``an option series wherein, as a result of a corporate action
by the issuer of the underlying security, one option contract in the
series represents the delivery of other than 100 shares of underlying
stock or Exchange-Traded Fund Shares.'' \5\
---------------------------------------------------------------------------
\5\ The Exchange provided additional background regarding
adjusted series options in its Notice. See Notice, supra note 3, at
54517.
---------------------------------------------------------------------------
In its filing, the Exchange notes that adjusted series are
generally active for a short period of time following adjustment and
thereafter become inactive as new orders to open options positions in
the underlying are almost exclusively placed in the new standard
contracts.\6\ The Exchange noted that adjusted series may not meet the
standards to be considered ``active'' and thereby, under Commentary .03
to NYSE Arca Rule 6.86, the Exchange may no longer disseminate quotes
in such series.\7\ Consequently, market makers are currently required
to submit quotes in adjusted series that may not be published to OPRA
unless otherwise requested.\8\
---------------------------------------------------------------------------
\6\ See id.
\7\ See id.
\8\ Commentary .03 to Rule 6.86 states, in part, ``The Exchange
may determine that a series has become active intraday if (i) the
series trades at any options exchange; (ii) NYSE Arca receives an
order in the series; or (iii) NYSE Arca receives a request for quote
from a customer in that series. If a series becomes active intraday,
the Exchange will immediately disseminate quotes in the series to
OPRA, and continue to disseminate quotes for the balance of the
trading day.''
---------------------------------------------------------------------------
In its filing, the Exchange states that market makers, including
Lead Market Makers, that have recently withdrawn from assignments in
classes have informed the Exchange that the withdrawals were based in
part on the obligation to continuously quote adjusted options series
whereby the quoting obligations on such less frequently traded option
series impacted the risk parameters acceptable to the market makers.\9\
The Exchange noted that market makers have also expressed concern that
the adjusted nature of these series complicates the calculation of an
appropriate quote.\10\ As a result of withdrawals from such assignments
by market makers, the Exchange states that liquidity, as well as
volume, has been negatively impacted in the affected options classes
listed on the Exchange.\11\ The Exchange now proposes to add an
exception to Rule 6.37B to relieve market makers from the obligation to
continuously quote in adjusted option series in order to encourage
market makers, including Lead Market Makers, to continue their
appointments in option classes that include adjusted series.
---------------------------------------------------------------------------
\9\ See Notice, supra note 3, at 54517. See also Rule 6.35
(providing for market maker appointments by class).
\10\ See Notice, supra note 3, at 54517.
\11\ See id.
---------------------------------------------------------------------------
III. Discussion and Commission's Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of Section 6 of the Act \12\
and the rules and regulations thereunder applicable to a national
securities exchange.\13\ In particular, the Commission finds that the
proposed rule change is consistent with Section 6(b)(5) of the Act,\14\
which requires, among other things, that the Exchange's rules be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
[[Page 65306]]
and coordination with persons engaged in facilitating transactions in
securities, 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.
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78f.
\13\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\14\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange's proposal to relieve market makers from the
obligation to continuously quote in adjusted series would not affect
market makers' other obligations. For example, the Commission notes
that the proposal does not excuse a market maker from the obligations
to respond with a two-sided, legal width market to a call for a market
by a floor broker.\15\ The Commission also notes that the proposal does
not excuse a market maker from the obligation to submit a single quote
or maintain continuous quotes in one or more series of an option issue
within the market maker's appointment whenever, in the judgment of such
Trading Official, it is necessary to do so in the interest of
maintaining fair and orderly markets.\16\ Accordingly, the Exchange's
proposal concerning adjusted series is narrowly tailored to, among
other things, 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. To the extent such series,
shortly after the adjustment, become inactive as a result of a lack of
interest in the series by market participants who have instead focused
their trading in the new standard contracts, the Exchange's proposal
would reduce the burden on market makers to submit continuous quotes
that the Exchange may not submit to OPRA. In so doing, the proposal may
incentivize market makers to continue appointments in classes that have
adjusted option series, and thereby should help maintain liquidity in
these classes to the benefit of the Exchange, its OTP Holders, and
investors. In addition, the obligation to continuously quote in such
illiquid series, for which there may be little or no trading interest,
is a minor part of a market maker's overall obligations and thus
requiring a continuous quote may not justify the system resources
necessary to accommodate them.
---------------------------------------------------------------------------
\15\ See NYSE Arca Rule 6.37B.
\16\ See NYSE Arca Rule 6.37(b)(5) and Commentary .05.
---------------------------------------------------------------------------
Further, the proposed new Commentary .01 to Rule 6.37B (the rule
applicable to market maker quotations) to reflect the exception for
LEAPS provided for in Rule 6.4(e)(i) to the continuous quoting
obligations contained in Rule 6.37B, is not a new substantive
provision, but rather references the exception currently provided for
in Rule 6.4(e)(i). In so doing, the proposed change clarifies the
exception by referencing it in the rule applicable to market maker
quoting obligations generally.
IV. Conclusion
It Is Therefore Ordered, pursuant to Section 19(b)(2) of the
Act,\17\ that the proposed rule change (SR-NYSEArca-2011-59) be, and
hereby is, approved.
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
---------------------------------------------------------------------------
\18\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-27137 Filed 10-19-11; 8:45 am]
BILLING CODE 8011-01-P