Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the BOX Rules To Expand the Short Term Option Series Program, 72490-72492 [2011-30197]
Download as PDF
72490
Federal Register / Vol. 76, No. 226 / Wednesday, November 23, 2011 / Notices
because the proposal is substantially
similar to that of another exchange that
has been approved by the
Commission.14 Therefore, the
Commission designates the proposal
operative upon filing.15
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 email to rulecomments@sec.gov. Please include File
Number SR–CBOE–2011–108 on the
subject line.
sroberts on DSK5SPTVN1PROD with NOTICES
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–2011–108. This file
number should be included on the
subject line if email 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
14 See Securities Exchange Act Release No. 65771
(November 17, 2011) (SR–ISE–2011–60) (order
approving expansion of Short Term Option
Program).
15 For purposes only of waiving the 30-day
operative delay, 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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Jkt 226001
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 the filing also
will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–CBOE–
2011–108 and should be submitted on
or before December 14, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–30198 Filed 11–22–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65773; File No. SR–BX–
2011–075]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change To Amend the
BOX Rules To Expand the Short Term
Option Series Program
November 17, 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
November 10, 2011, NASDAQ OMX BX,
Inc. (the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The 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.
16 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
1 15
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Rules of the Boston Options Exchange
Group, LLC (‘‘BOX’’) to expand the
Short Term Option Series Program.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this proposed rule
change is to amend Supplementary
Material .07 to Chapter IV, Section 6
(Series of Options Open for Trading)
and Supplementary Material .02 to
Chapter XIV, Section 10 (Terms of Index
Options Contracts) to expand the Short
Term Option Series Program (‘‘Weeklys
Program’’) 4 so that BOX may select
twenty-five option classes to participate
in the Weeklys Program 5 and list a total
of 30 Short Term Option Series
(‘‘Weekly Series’’) for each option class
that participates in the Weeklys
Program.
The Weeklys Program is codified in
Supplementary Material .07 to Chapter
IV, Section 6 and Supplementary
Material .02 to Chapter XIV, Section 10.
These rules state that after an option
class has been approved for listing and
trading on BOX, BOX may open for
trading on any Thursday or Friday that
is a business day series of options on no
more than fifteen option classes that
expire on the Friday of the following
business week that is a business day. In
addition to the fifteen-option class
limitation, there is also a limitation that
4 The Exchange adopted the Weeklys Program on
July 15, 2010. See Securities Exchange Act Release
No. 62505 (July 15, 2010), 75 FR 42792 (July 22,
2010) (SR–BX–2010–047).
5 The Exchange previously increased the total
number of option classes that may participate in the
Weeklys Program from 5 to fifteen (15). See
Securities Exchange Act Release No. 64009 (March
2, 2011), 76 FR 12771 (March 8, 2011) (SR–BX–
2011–014).
E:\FR\FM\23NON1.SGM
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Federal Register / Vol. 76, No. 226 / Wednesday, November 23, 2011 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
no more than twenty series for each
expiration date in those classes that may
be opened for trading.6 Furthermore, the
strike price of each short term option
has to be fixed with approximately the
same number of strike prices being
opened above and below the value of
the underlying security at about the
time that the Weekly options are
initially opened for trading on BOX, and
with strike prices being within thirty
percent (30%) above or below the
closing price of the underlying security
from the preceding day. BOX does not
propose any changes to the Weeklys
Program limitations other than to
increase from fifteen to twenty-five the
number of option classes that may be
opened pursuant to the Weeklys
Program and increase from 20 to 30 the
number of Weekly Series that may be
opened for each class of option selected
to participate in the Weeklys Program.
The principal reason for the proposed
expansion to the number of classes is
customer demand for adding, or not
removing, short term option classes
from the Weeklys Program. BOX
understands that other options
exchanges, in order to not exceed the
fifteen-option class restriction, from
time to time, have had to discontinue
trading one short term option class
before beginning to trade other option
classes within their Weeklys Program.
BOX believes this has negatively
impacted investors and traders,
particularly retail public customers.
BOX understands that market
participants have also requested that
other options exchanges add additional
classes to the Weeklys Program. BOX
notes that the Weeklys Program has
been well received by market
participants, in particular by retail
investors. BOX believes a modest
increase to the number of classes that
may participate in the Weeklys Program,
such as the one proposed herein, will
6 However, if BOX opens less than twenty (20)
short term options for a Short Term Option
Expiration Date, additional series may be opened
for trading on BOX when the Exchange deems it
necessary to maintain an orderly market, to meet
customer demand or when the market price of the
underlying security moves substantially from the
exercise price or prices of the series already opened.
Any additional strike prices listed by BOX shall be
within thirty percent (30%) above or below the
current price of the underlying security. BOX may
also open additional strike prices of Short Term
Option Series that are more than 30% above or
below the current price of the underlying security
provided that demonstrated customer interest exists
for such series, as expressed by institutional,
corporate or individual customers or their brokers
(market-makers trading for their own account shall
not be considered when determining customer
interest under this provision). Supplementary
Material .07 to Chapter IV, Section 6 and
Supplementary Material .02 to Chapter XIV, Section
10.
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17:03 Nov 22, 2011
Jkt 226001
permit the options exchanges to meet
increased customer demand and
provide market participants with the
ability to hedge in a greater number of
option classes.
The principal reason for the proposed
expansion to the number of series is
market demand for additional series in
Weeklys Options classes in which the
maximum number of series (20) has
already been reached. Specifically, BOX
has observed increased demand for
more series when market moving
events, such as corporate events and
large price swings, have occurred during
the life span of an affected Weeklys
Program class. Currently, in order to be
able to respond to market demand, BOX
is forced to delete or delist certain series
in order to make room for more in
demand series.7 BOX finds this method
to be problematic for two reasons.
First, BOX has received requests to
keep series that it intends to delete/
delist to make room for more in demand
series. While market participants may
access other markets for the deleted/
delisted series, BOX would prefer that
market participants trade these series at
BOX. Second, this method can lead to
competitive disadvantages among
exchanges. If one exchange is actively
responding to market demand by
deleting/delisting and adding series,
and another exchange is the last to list
the less desirable series with open
interest, this last exchange is stuck with
those series and unable to list the in
demand series (because to do so would
result in more than 20 series being listed
on that exchange). As a result, the
maximum number of series per class of
options that participates in the Program
should be increased to 30 so that
exchanges can list the full panoply of
series that other exchange list and
which the market demands.
To affect[sic] this change, the
Exchange is proposing to amend the
BOX rules to limit the initial number of
series that may be opened for trading to
20 series and to limit the number of
additional series that may be opened for
trading to 10 series.
With regard to the impact of this
proposal on system capacity, BOX has
analyzed its capacity and represents that
it and the Options Price Reporting
Authority (‘‘OPRA’’) have the necessary
systems capacity to handle the potential
additional traffic associated with trading
of an expanded number of classes and
series in the Weeklys Program.
BOX believes that the Weeklys
Program has provided investors with
7 BOX deletes series with no open interest and
delists series with open interest if those series are
open for trading on another exchange.
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
72491
greater trading opportunities and
flexibility and the ability to more
closely tailor their investment and risk
management strategies and decisions.
BOX further believes this proposed rule
change will provide investors with
additional short term option classes and
series for investment, trading, and risk
management purposes.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Securities Exchange
Act of 1934 8 (the ‘‘Act’’) in general, and
furthers the objectives of Section 6(b)(5)
of the Act 9 in particular, in that it is
designed to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general to protect investors and the
public interest. The Exchange believes
that expanding the current short term
options program will result in a
continuing benefit to investors by giving
them more flexibility to closely tailor
their investment decisions and hedging
decisions in greater number of
securities. The Exchange believes that
expanding the current program would
provide the investing public and other
market participants increased
opportunities because an expanded
program would provide market
participants additional opportunities to
hedge their investment thus allowing
these investors to better manage their
risk exposure. While the expansion of
the Weeklys Program will generate
additional quote traffic, the Exchange
does not believe that this increased
traffic will become unmanageable since
the proposal remains limited to a fixed
number of classes. Further, the
Exchange does not believe that the
proposed rule change will result in a
material proliferation of additional
series because it is limited to a fixed
number of series per class and the
Exchange does not believe that the
additional price points will result in
fractured liquidity. Moreover, the
Exchange believes the proposed rule
change would benefit investors by
giving them more flexibility to closely
tailor their investment decisions in a
greater number of securities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
8 15
9 15
E:\FR\FM\23NON1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
23NON1
72492
Federal Register / Vol. 76, No. 226 / Wednesday, November 23, 2011 / Notices
necessary or appropriate in furtherance
of the purposes of the Act.
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
Electronic Comments
[Release No. 34–65770; File Nos. SR–BATS–
2011–038; SR–BYX–2011–025; SR–BX–
2011–068; SR–CBOE–2011–087; SR–C2–
2011–024; SR–CHX–2011–30; SR–EDGA–
2011–31; SR–EDGX–2011–30; SR–FINRA–
2011–054; SR–ISE–2011–61; SR–NASDAQ–
2011–131; SR–NSX–2011–11; SR–NYSE–
2011–48; SR–NYSEAmex–2011–73; SR–
NYSEArca–2011–68; SR–Phlx–2011–129]
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not significantly affect the
protection of investors or the public
interest, does not impose any significant
burden on competition, and, by its
terms, does not become operative for 30
days from the date on which it was
filed, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 10 and Rule 19b–
4(f)(6) thereunder.11
The Exchange has requested that the
Commission waive the 30-day operative
delay. The Commission believes that
waiver of the operative delay is
consistent with the protection of
investors and the public interest
because the proposal is substantially
similar to that of another exchange that
has been approved by the
Commission.12 Therefore, the
Commission designates the proposal
operative upon filing.13
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.
10 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s 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
has satisfied this requirement.
12 See Securities Exchange Act Release No. 65771
(November 17, 2011) (SR–ISE–2011–60) (order
approving expansion of Short Term Option
Program).
13 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
sroberts on DSK5SPTVN1PROD with NOTICES
11 17
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17:03 Nov 22, 2011
Jkt 226001
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–BX–2011–075 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–BX–2011–075. This file
number should be included on the
subject line if email 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 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 the filing also
will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BX–
2011–075 and should be submitted on
or before December 14, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–30197 Filed 11–22–11; 8:45 am]
BILLING CODE 8011–01–P
14 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00106
Fmt 4703
Sfmt 4703
Self-Regulatory Organizations; BATS
Exchange, Inc.; BATS
Y-Exchange, Inc.; NASDAQ OMX BX,
Inc.; Chicago Board Options
Exchange, Incorporated; C2 Options
Exchange, Incorporated; Chicago
Stock Exchange, Inc.; EDGA
Exchange, Inc.; EDGX Exchange, Inc.;
Financial Industry Regulatory
Authority, Inc.; International Securities
Exchange LLC; The NASDAQ Stock
Market LLC; New York Stock Exchange
LLC; NYSE Amex LLC; NYSE Arca,
Inc.; National Stock Exchange, Inc.;
NASDAX OMX PHLX LLC; Notice of a
Designation of a Longer Period for
Commission Action on Proposed Rule
Changes Relating to Trading Halts Due
to Extraordinary Market Volatility
November 17, 2011.
I. Introduction
On September 27, 2011, each of BATS
Exchange, Inc. (‘‘BATS’’), BATS YExchange, Inc. (‘‘BYX’’), NASDAQ OMX
BX, Inc. (‘‘BX’’), Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’), C2
Options Exchange, Incorporated (‘‘C2’’),
Chicago Stock Exchange, Inc. (‘‘CHX’’),
EDGA Exchange, Inc (‘‘EDGA’’), EDGX
Exchange, Inc. (‘‘EDGX’’), Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’), International Securities
Exchange LLC (‘‘ISE’’), The NASDAQ
Stock Market LLC (‘‘Nasdaq’’), National
Stock Exchange, Inc. (‘‘NSX’’), New
York Stock Exchange LLC (‘‘NYSE’’),
NYSE Amex LLC (‘‘NYSE Amex’’),
NYSE Arca, Inc. (‘‘NYSE Arca’’), and
NASDAQ OMX PHLX LLC (‘‘Phlx’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) 1 of the Securities
Exchange Act of 1934 (‘‘Act’’),2 and
Rule 19b–4 thereunder,3 proposed rule
changes to amend certain of their
respective rules relating to trading halts
due to extraordinary market volatility.
The proposed rule changes were
published for comment in the Federal
Register on October 4, 2011.4 The
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 See Securities Exchange Act Release Nos. 65437
(September 28, 2011), 76 FR 61466 (October 4,
2 15
E:\FR\FM\23NON1.SGM
23NON1
Agencies
[Federal Register Volume 76, Number 226 (Wednesday, November 23, 2011)]
[Notices]
[Pages 72490-72492]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-30197]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65773; File No. SR-BX-2011-075]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To Amend
the BOX Rules To Expand the Short Term Option Series Program
November 17, 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 November 10, 2011, NASDAQ OMX BX, Inc. (the ``Exchange'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the Exchange. The 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 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 proposes to amend the Rules of the Boston Options
Exchange Group, LLC (``BOX'') to expand the Short Term Option Series
Program.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend Supplementary
Material .07 to Chapter IV, Section 6 (Series of Options Open for
Trading) and Supplementary Material .02 to Chapter XIV, Section 10
(Terms of Index Options Contracts) to expand the Short Term Option
Series Program (``Weeklys Program'') \4\ so that BOX may select twenty-
five option classes to participate in the Weeklys Program \5\ and list
a total of 30 Short Term Option Series (``Weekly Series'') for each
option class that participates in the Weeklys Program.
---------------------------------------------------------------------------
\4\ The Exchange adopted the Weeklys Program on July 15, 2010.
See Securities Exchange Act Release No. 62505 (July 15, 2010), 75 FR
42792 (July 22, 2010) (SR-BX-2010-047).
\5\ The Exchange previously increased the total number of option
classes that may participate in the Weeklys Program from 5 to
fifteen (15). See Securities Exchange Act Release No. 64009 (March
2, 2011), 76 FR 12771 (March 8, 2011) (SR-BX-2011-014).
---------------------------------------------------------------------------
The Weeklys Program is codified in Supplementary Material .07 to
Chapter IV, Section 6 and Supplementary Material .02 to Chapter XIV,
Section 10. These rules state that after an option class has been
approved for listing and trading on BOX, BOX may open for trading on
any Thursday or Friday that is a business day series of options on no
more than fifteen option classes that expire on the Friday of the
following business week that is a business day. In addition to the
fifteen-option class limitation, there is also a limitation that
[[Page 72491]]
no more than twenty series for each expiration date in those classes
that may be opened for trading.\6\ Furthermore, the strike price of
each short term option has to be fixed with approximately the same
number of strike prices being opened above and below the value of the
underlying security at about the time that the Weekly options are
initially opened for trading on BOX, and with strike prices being
within thirty percent (30%) above or below the closing price of the
underlying security from the preceding day. BOX does not propose any
changes to the Weeklys Program limitations other than to increase from
fifteen to twenty-five the number of option classes that may be opened
pursuant to the Weeklys Program and increase from 20 to 30 the number
of Weekly Series that may be opened for each class of option selected
to participate in the Weeklys Program.
---------------------------------------------------------------------------
\6\ However, if BOX opens less than twenty (20) short term
options for a Short Term Option Expiration Date, additional series
may be opened for trading on BOX when the Exchange deems it
necessary to maintain an orderly market, to meet customer demand or
when the market price of the underlying security moves substantially
from the exercise price or prices of the series already opened. Any
additional strike prices listed by BOX shall be within thirty
percent (30%) above or below the current price of the underlying
security. BOX may also open additional strike prices of Short Term
Option Series that are more than 30% above or below the current
price of the underlying security provided that demonstrated customer
interest exists for such series, as expressed by institutional,
corporate or individual customers or their brokers (market-makers
trading for their own account shall not be considered when
determining customer interest under this provision). Supplementary
Material .07 to Chapter IV, Section 6 and Supplementary Material .02
to Chapter XIV, Section 10.
---------------------------------------------------------------------------
The principal reason for the proposed expansion to the number of
classes is customer demand for adding, or not removing, short term
option classes from the Weeklys Program. BOX understands that other
options exchanges, in order to not exceed the fifteen-option class
restriction, from time to time, have had to discontinue trading one
short term option class before beginning to trade other option classes
within their Weeklys Program. BOX believes this has negatively impacted
investors and traders, particularly retail public customers. BOX
understands that market participants have also requested that other
options exchanges add additional classes to the Weeklys Program. BOX
notes that the Weeklys Program has been well received by market
participants, in particular by retail investors. BOX believes a modest
increase to the number of classes that may participate in the Weeklys
Program, such as the one proposed herein, will permit the options
exchanges to meet increased customer demand and provide market
participants with the ability to hedge in a greater number of option
classes.
The principal reason for the proposed expansion to the number of
series is market demand for additional series in Weeklys Options
classes in which the maximum number of series (20) has already been
reached. Specifically, BOX has observed increased demand for more
series when market moving events, such as corporate events and large
price swings, have occurred during the life span of an affected Weeklys
Program class. Currently, in order to be able to respond to market
demand, BOX is forced to delete or delist certain series in order to
make room for more in demand series.\7\ BOX finds this method to be
problematic for two reasons.
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\7\ BOX deletes series with no open interest and delists series
with open interest if those series are open for trading on another
exchange.
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First, BOX has received requests to keep series that it intends to
delete/delist to make room for more in demand series. While market
participants may access other markets for the deleted/delisted series,
BOX would prefer that market participants trade these series at BOX.
Second, this method can lead to competitive disadvantages among
exchanges. If one exchange is actively responding to market demand by
deleting/delisting and adding series, and another exchange is the last
to list the less desirable series with open interest, this last
exchange is stuck with those series and unable to list the in demand
series (because to do so would result in more than 20 series being
listed on that exchange). As a result, the maximum number of series per
class of options that participates in the Program should be increased
to 30 so that exchanges can list the full panoply of series that other
exchange list and which the market demands.
To affect[sic] this change, the Exchange is proposing to amend the
BOX rules to limit the initial number of series that may be opened for
trading to 20 series and to limit the number of additional series that
may be opened for trading to 10 series.
With regard to the impact of this proposal on system capacity, BOX
has analyzed its capacity and represents that it and the Options Price
Reporting Authority (``OPRA'') have the necessary systems capacity to
handle the potential additional traffic associated with trading of an
expanded number of classes and series in the Weeklys Program.
BOX believes that the Weeklys Program has provided investors with
greater trading opportunities and flexibility and the ability to more
closely tailor their investment and risk management strategies and
decisions. BOX further believes this proposed rule change will provide
investors with additional short term option classes and series for
investment, trading, and risk management purposes.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Securities Exchange Act of 1934 \8\ (the
``Act'') in general, and furthers the objectives of Section 6(b)(5) of
the Act \9\ in particular, in that it is designed to promote just and
equitable principles of trade, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general to protect investors and the public interest. The Exchange
believes that expanding the current short term options program will
result in a continuing benefit to investors by giving them more
flexibility to closely tailor their investment decisions and hedging
decisions in greater number of securities. The Exchange believes that
expanding the current program would provide the investing public and
other market participants increased opportunities because an expanded
program would provide market participants additional opportunities to
hedge their investment thus allowing these investors to better manage
their risk exposure. While the expansion of the Weeklys Program will
generate additional quote traffic, the Exchange does not believe that
this increased traffic will become unmanageable since the proposal
remains limited to a fixed number of classes. Further, the Exchange
does not believe that the proposed rule change will result in a
material proliferation of additional series because it is limited to a
fixed number of series per class and the Exchange does not believe that
the additional price points will result in fractured liquidity.
Moreover, the Exchange believes the proposed rule change would benefit
investors by giving them more flexibility to closely tailor their
investment decisions in a greater number of securities.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not
[[Page 72492]]
necessary or appropriate in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not significantly
affect the protection of investors or the public interest, does not
impose any significant burden on competition, and, by its terms, does
not become operative for 30 days from the date on which it was filed,
or such shorter time as the Commission may designate, it has become
effective pursuant to Section
19(b)(3)(A) of the Act \10\ and Rule 19b-4(f)(6) thereunder.\11\
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice of the
Exchange's 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 has satisfied this requirement.
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The Exchange has requested that the Commission waive the 30-day
operative delay. The Commission believes that waiver of the operative
delay is consistent with the protection of investors and the public
interest because the proposal is substantially similar to that of
another exchange that has been approved by the Commission.\12\
Therefore, the Commission designates the proposal operative upon
filing.\13\
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\12\ See Securities Exchange Act Release No. 65771 (November 17,
2011) (SR-ISE-2011-60) (order approving expansion of Short Term
Option Program).
\13\ For purposes only of waiving the 30-day operative delay,
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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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 email to rule-comments@sec.gov. Please include
File Number SR-BX-2011-075 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-BX-2011-075. This file
number should be included on the subject line if email 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 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 the filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BX-2011-075 and should be
submitted on or before December 14, 2011.
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\14\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2011-30197 Filed 11-22-11; 8:45 am]
BILLING CODE 8011-01-P