Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Market-Makers' Continuous Electronic Quoting Obligations and Adjusted Option Series, 75575-75577 [2011-30996]
Download as PDF
Federal Register / Vol. 76, No. 232 / Friday, December 2, 2011 / Notices
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Section, 100 F Street NE., Washington,
DC 20549–1090. Copies of the filing will
also be available for inspection and
copying at the NYSE’s principal office
and on its Internet Web site at https://
www.nyse.com. 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–NYSE–
2011–59 and should be submitted on or
before December 23, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–30983 Filed 12–1–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65835; File No. SR–CBOE–
2011–105]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to MarketMakers’ Continuous Electronic
Quoting Obligations and Adjusted
Option Series
jlentini on DSK4TPTVN1PROD with NOTICES
November 28, 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 November
18, 2011, the Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by the Exchange. The Exchange filed the
proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
17:03 Dec 01, 2011
Jkt 226001
Section 19(b)(3)(A)(iii) of the Act 3 and
Rule 19b–4(f)(6) 4 thereunder. 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
rules to indicate that Market-Makers
will not be obligated to maintain
continuous electronic quotes in adjusted
option series and to define the term
adjusted option series. The text of the
proposed rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of 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
CBOE proposes to amend its rules to
indicate that Market-Makers will not be
obligated to maintain continuous
electronic quotes in adjusted option
series and to define the term adjusted
option series. The proposal is based on
recent rule changes of NYSE Amex LLC
(‘‘NYSE Amex’’), NYSE Arca, Inc.
(‘‘NYSE Arca’’) and NASDAQ OMX
PHLX, Inc. (‘‘PHLX’’).5
3 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
5 See Securities Exchange Act Release Nos. 65572
(October 14, 2011), 76 FR 65310 (October 20, 2011)
(SR–NYSEAmex-2011–61) (order granting approval
of proposed rule change concerning market maker
continuous quoting obligations and adjusted option
series); 65573 (October 14, 2011), 76 FR 65305
(October 20, 2011) (SR–NYSEArca-2011–59) (order
granting approval of proposed rule change
concerning market maker continuous quoting
obligations and adjusted option series); and 61095
(December 2, 2009), 74 FR 64786 (December 8, 2009
(SR–PHLX–2009–99).
4 17
PO 00000
Frm 00058
Fmt 4703
Sfmt 4703
75575
Rules 8.7, 8.13, 8.15A, 8.85, and 8.93
impose certain obligations on MarketMakers, Preferred Market-Makers, Lead
Market-Makers (‘‘LMMs’’), Designated
Primary Market-Makers (‘‘DPMs’’), and
electronic-DPMs (‘‘e-DPMs’’),
respectively (collectively, ‘‘MarketMakers’’).
These rules require that MarketMakers maintain continuous electronic
quotes 6 as follows:
• Rule 8.7(d)(ii)(B) requires that
Market-Makers maintain continuous
electronic quotes in 60% of the series of
the Market-Maker’s appointed class that
have a time to expiration of less than
nine months;
• Rule 8.13(d) requires that Preferred
Market-Makers, among other things,
provide continuous electronic quotes in
at least 90% of the series of each class
for which it receives Preferred MarketMaker orders;
• Rule 8.15A(b)(i) requires that LMMs
provide continuous electronic quotes
that comply with the bid/ask differential
requirements determined by the
Exchange on a class-by-class basis in
90% of the option series within their
assigned classes;7
• Rule 8.85(a)(i) requires DPMs to
provide continuous electronic quotes in
at least 90% of the series of each
multiply listed option class allocated to
it and in 100% of the series of each
singly listed option class allocated to it;
and
• Rule 8.93 requires that e-DPMs
provide continuous electronic quotes in
at least 90% of the series of each
allocated class.8
The Exchange proposes to relieve
Market-Makers of the obligation to
6 Rule 1.1(ccc) provides that a Market-Maker who
is obligated to provide continuous electronic quotes
on CBOE’s Hybrid Trading System will be deemed
to have provided ‘‘continuous electronic quotes’’ if
the Market-Maker provides electronic two-sided
quotes for 99% of the time that the Market-Maker
is required to provide electronic quotes in an
appointed option class on a given trading day. The
rule also provides that if a technical failure or
limitation of a system of the Exchange prevents the
Market-Maker from maintaining, or prevents the
Market-Maker from communicating to the
Exchange, timely and accurate electronic quotes in
a class, the duration of such failure will not be
considered in determining whether the MarketMaker has satisfied the 99% quoting standard with
respect to that option class. The Exchange may
consider other exceptions to this continuous
electronic quote obligation based on demonstrated
legal or regulatory requirements or other mitigating
circumstances.
7 This rule also provides that in option classes in
which both an on-floor LMM and an off-floor LMM
have been appointed, the on-floor LMM will only
be obligated to comply with obligations of MarketMakers in hybrid classes set forth in Rule 8.7(d).
8 Alternatively, an e-DPM must provide
continuous electronic quotes in at least 98% of
requests for quotes if such functionality is enabled
as determined by the Exchange.
E:\FR\FM\02DEN1.SGM
02DEN1
jlentini on DSK4TPTVN1PROD with NOTICES
75576
Federal Register / Vol. 76, No. 232 / Friday, December 2, 2011 / Notices
maintain continuous electronic quotes
in adjusted option series. The proposal
adds Rule 1.1(lll) to define ‘‘adjusted
option series’’ as an option series for
which, as a result of a corporate action
by the issuer of the security underlying
such option series, one option contract
in the series represents the delivery of
other than 100 shares of underlying
stock or Units.9 The proposal also
amends the rules discussed above that
impose continuous electronic quoting
obligations on Market-Makers to provide
that such quoting obligations only apply
to non-adjusted option series.
After a corporate action and a
subsequent adjustment to the existing
options, the series in question are
identified by the Options Price
Reporting Authority and at the Options
Clearing Corporation with a separate
symbol consisting of the underlying
symbol and a numerical appendage. As
a standard procedure, exchanges listing
options on an underlying security that
undergoes a corporate action resulting
in adjusted series will list new standard
option series across all appropriate
expiration months the day after the
existing series are adjusted. The
adjusted series are generally actively
traded for a short period of time
following adjustment, but orders to
open options positions in the
underlying security are almost
exclusively placed in the new standard
option series contracts. Although the
adjusted series may not expire for a long
period of time, in a short time the
adjusted series are no longer actively
traded. Thus, the burden of quoting
these series generally outweighs the
benefit of being appointed in the class
because of the lack of interest in the
series by various market participants.
The Exchange notes that other options
exchanges have indicated that marketmakers have recently withdrawn from
assignments in classes that include
adjusted series, resulting in a reduction
in liquidity in these classes. These
market-makers informed the exchanges
that the withdrawals were based in part
on their obligation to continuously
quote adjusted option series, and the
quoting obligations on these often less
frequently traded option series impacted
the risk parameters acceptable to the
market-makers. These options
exchanges also noted that marketmakers also expressed concern that the
adjusted nature of these series
complicates the calculation of an
appropriate quote. As a result of
withdrawals from such assignments by
market-makers, these options exchanges
stated that liquidity, as well as volume,
had been negatively impacted in the
affected options classes listed on the
exchanges.10 The Exchange believes that
this proposal will prevent any similar
withdrawals by CBOE Market-Makers
from assignments in classes that include
adjusted option series on the Exchange,
and thus any potential reduction in
liquidity and volume related to the
withdrawals, and encourage MarketMakers to continue their appointments
in these option classes.
In support of this proposal, the
Exchange notes that this proposed rule
change is similar to recent rule changes
of NYSE Amex, NYSE Arca and
PHLX.11 The Exchange is merely
proposing to exclude adjusted option
series from Market-Makers’ continuous
electronic quoting obligations, but not
from other obligations imposed on
Market-Makers pursuant to Rules 8.7,
8.13, 8.15A, 8.85, and 8.93. In
particular, the proposed rule change
would not excuse a Market-Maker from
its obligation to provide a two-sided
market complying with the bid/ask
differential requirements in response to
any request for quote by a floor broker,
Trading Permit Holder or PAR
Official.12 The proposed rule change
would also not excuse a Market-Maker
from its obligation to provide an open
outcry two-sided market complying
with the bid/ask differential
requirements in response to a request
for a quote by a Trading Permit Holder
or PAR Official directed at that MarketMaker or when, in response to a general
request for a quote by a Trading Permit
Holder or PAR Official, a market is not
then being vocalized by a reasonable
number of Market-Makers.13 Further,
the proposed rule change would not
excuse a Market-Maker from its
obligation to submit a single quote or
maintain continuous quotes in one or
more series of a class to which the
Market-Maker is appointed when called
upon by an Exchange official if, in the
judgment of such official, it is necessary
to do so in the interest of maintaining
a fair and orderly market.14
The current quoting obligation in
these illiquid adjusted option series is a
minor part of a Market-Maker’s overall
obligation, and the proposed relief is
10 See
supra note 5.
11 Id.
9 ‘‘Units’’ are securities other than shares that are
traded on a national securities exchange and are
defined as an ‘‘NMS stock’’ under Rule 600 of
Regulation NMS and that meet the other
requirements set forth in Rule 5.3, Interpretation
and Policy .06.
VerDate Mar<15>2010
17:03 Dec 01, 2011
Jkt 226001
12 See Rule 8.7(d)(i)(C) (relating to a request for
quote by a floor broker) and (ii)(C) (relating to a
request for a quote by a Trading Permit Holder or
PAR Official).
13 See Rule 8.7(d)(iv).
14 Id.
PO 00000
Frm 00059
Fmt 4703
Sfmt 4703
mitigated by a Market-Maker’s
obligation to respond to a request for
quote by a floor broker, Trading Permit
Holder or PAR Official. Because of the
lack of interest in these adjusted option
series, there is little demonstrable
benefit to being a Market-Maker in them
other than the ability to maintain
Market-Maker margins for what little
activity may occur. In addition, the
burden of continuous electronic quoting
in these series is counter to the
Exchange’s efforts to mitigate the
number of quotes collected and
disseminated.
The Exchange believes that the
proposed rule change should incent
Market-Makers to continue
appointments, and as a result expand
liquidity, in options classes listed on the
Exchange to the benefit of the Exchange
and its Trading Permit Holders and
public customers. The Exchange
believes that its Market-Makers would
be disadvantaged if they are required to
continuously electronically quote in
these illiquid adjusted option series,
and the Exchange’s Trading Permit
Holders and public customers would
also be disadvantaged if Market-Makers
withdrew from appointments in options
classes that include adjusted option
series, resulting in reduced liquidity
and volume in these classes.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section 6
of the Act 15 and the rules and
regulations thereunder and, in
particular, the requirements of Section
6(b) of the Act.16 Specifically, the
Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 17 requirements that the rules of
an exchange be designed to promote just
and equitable principles of trade, to
prevent fraudulent and manipulative
acts, to remove impediments to and to
perfect the mechanism for a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
In particular, the Exchange believes
this proposed rule change is consistent
with the Act because, on balance, the
elimination of the continuous electronic
quoting obligations in adjusted option
series is a minor change and should not
impact the quality of CBOE’s trading
markets. Among other things, adjusted
option series are not common, and
trading interest is often very low after
the corporate event has passed.
Consequently, continuous electronic
15 15
U.S.C. 78f.
U.S.C. 78f(b).
17 15 U.S.C. 78f(b)(5).
16 15
E:\FR\FM\02DEN1.SGM
02DEN1
Federal Register / Vol. 76, No. 232 / Friday, December 2, 2011 / Notices
quotes in these series increase quote
traffic and burdens systems without a
corresponding benefit. By not requiring
Market-Makers to provide continuous
electronic quotes in these series, the
Exchange’s proposal would further its
goal of measured quote mitigation.
Further, while they will not be tasked
with providing continuous electronic
quotes in these series, Market-Makers
must still quote these series when
requested by a floor broker, Trading
Permit Holder or PAR Official.
Accordingly, the proposal supports the
quality of CBOE’s trading markets by
helping to ensure that Market-Makers
will continue to be obligated to quote in
adjusted option series if and when the
need arises.
These changes are consistent with the
rules of competing options exchanges,
and they serve to remove impediments
to and to perfect the mechanism for a
free and open market and a national
market system.
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 not necessary or
appropriate in furtherance of the
purposes of the Act. In this regard, and
as indicated above, the Exchange notes
that the rule change is being proposed
as a competitive response to recent rule
changes of NYSE Amex, NYSE Arca and
PHLX.18 CBOE believes this proposed
rule change is necessary to permit fair
competition among the options
exchanges with respect to MarketMakers’ continuous electronic quoting
obligations.
jlentini on DSK4TPTVN1PROD with 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
Because the proposed rule change
does not (i) significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest,
provided that the self-regulatory
organization has given the Commission
18 See
supra note 5.
VerDate Mar<15>2010
17:03 Dec 01, 2011
Jkt 226001
written notice of its intent to file 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 proposed rule change
has become effective pursuant to
Section 19(b)(3)(A) of the Act 19 and
Rule 19b–4(f)(6) 20 thereunder.
At any time within 60 days of the
filing of such 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
75577
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–CBOE–
2011–105 and should be submitted on
or before December 23, 2011.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
Electronic Comments
[FR Doc. 2011–30996 Filed 12–1–11; 8:45 am]
• 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–2011–105 on the
subject line.
BILLING CODE 8011–01–P
Paper Comments
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of
Proposed Rule Change Amending and
Restating the CBSX Operating
Agreement and Adopting Rule 2.50
• 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–2011–105. 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
19 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
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.
20 17
PO 00000
Frm 00060
Fmt 4703
Sfmt 4703
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65843; File No. SR–CBOE–
2011–107]
November 28, 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 November
28, 2011, the Chicago Board Options
Exchange, Incorporated (the ‘‘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. 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 and
restate the Second Amended and
21 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\02DEN1.SGM
02DEN1
Agencies
[Federal Register Volume 76, Number 232 (Friday, December 2, 2011)]
[Notices]
[Pages 75575-75577]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-30996]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65835; File No. SR-CBOE-2011-105]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Market-Makers' Continuous Electronic
Quoting Obligations and Adjusted Option Series
November 28, 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 November 18, 2011, the Chicago Board Options Exchange,
Incorporated (the ``Exchange'' or ``CBOE'') filed with the Securities
and Exchange Commission (the ``Commission'') the proposed rule change
as described in Items I, II and III below, which Items have been
prepared by the Exchange. The Exchange filed the proposal as a ``non-
controversial'' proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \3\ and Rule 19b-4(f)(6) \4\ thereunder.
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)(iii).
\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 proposes to amend its rules to indicate that Market-
Makers will not be obligated to maintain continuous electronic quotes
in adjusted option series and to define the term adjusted option
series. The text of the proposed rule change is available on the
Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of the
Secretary, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of 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
CBOE proposes to amend its rules to indicate that Market-Makers
will not be obligated to maintain continuous electronic quotes in
adjusted option series and to define the term adjusted option series.
The proposal is based on recent rule changes of NYSE Amex LLC (``NYSE
Amex''), NYSE Arca, Inc. (``NYSE Arca'') and NASDAQ OMX PHLX, Inc.
(``PHLX'').\5\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release Nos. 65572 (October 14,
2011), 76 FR 65310 (October 20, 2011) (SR-NYSEAmex-2011-61) (order
granting approval of proposed rule change concerning market maker
continuous quoting obligations and adjusted option series); 65573
(October 14, 2011), 76 FR 65305 (October 20, 2011) (SR-NYSEArca-
2011-59) (order granting approval of proposed rule change concerning
market maker continuous quoting obligations and adjusted option
series); and 61095 (December 2, 2009), 74 FR 64786 (December 8, 2009
(SR-PHLX-2009-99).
---------------------------------------------------------------------------
Rules 8.7, 8.13, 8.15A, 8.85, and 8.93 impose certain obligations
on Market-Makers, Preferred Market-Makers, Lead Market-Makers
(``LMMs''), Designated Primary Market-Makers (``DPMs''), and
electronic-DPMs (``e-DPMs''), respectively (collectively, ``Market-
Makers'').
These rules require that Market-Makers maintain continuous
electronic quotes \6\ as follows:
---------------------------------------------------------------------------
\6\ Rule 1.1(ccc) provides that a Market-Maker who is obligated
to provide continuous electronic quotes on CBOE's Hybrid Trading
System will be deemed to have provided ``continuous electronic
quotes'' if the Market-Maker provides electronic two-sided quotes
for 99% of the time that the Market-Maker is required to provide
electronic quotes in an appointed option class on a given trading
day. The rule also provides that if a technical failure or
limitation of a system of the Exchange prevents the Market-Maker
from maintaining, or prevents the Market-Maker from communicating to
the Exchange, timely and accurate electronic quotes in a class, the
duration of such failure will not be considered in determining
whether the Market-Maker has satisfied the 99% quoting standard with
respect to that option class. The Exchange may consider other
exceptions to this continuous electronic quote obligation based on
demonstrated legal or regulatory requirements or other mitigating
circumstances.
---------------------------------------------------------------------------
Rule 8.7(d)(ii)(B) requires that Market-Makers maintain
continuous electronic quotes in 60% of the series of the Market-Maker's
appointed class that have a time to expiration of less than nine
months;
Rule 8.13(d) requires that Preferred Market-Makers, among
other things, provide continuous electronic quotes in at least 90% of
the series of each class for which it receives Preferred Market-Maker
orders;
Rule 8.15A(b)(i) requires that LMMs provide continuous
electronic quotes that comply with the bid/ask differential
requirements determined by the Exchange on a class-by-class basis in
90% of the option series within their assigned classes;\7\
---------------------------------------------------------------------------
\7\ This rule also provides that in option classes in which both
an on-floor LMM and an off-floor LMM have been appointed, the on-
floor LMM will only be obligated to comply with obligations of
Market-Makers in hybrid classes set forth in Rule 8.7(d).
---------------------------------------------------------------------------
Rule 8.85(a)(i) requires DPMs to provide continuous
electronic quotes in at least 90% of the series of each multiply listed
option class allocated to it and in 100% of the series of each singly
listed option class allocated to it; and
Rule 8.93 requires that e-DPMs provide continuous
electronic quotes in at least 90% of the series of each allocated
class.\8\
---------------------------------------------------------------------------
\8\ Alternatively, an e-DPM must provide continuous electronic
quotes in at least 98% of requests for quotes if such functionality
is enabled as determined by the Exchange.
---------------------------------------------------------------------------
The Exchange proposes to relieve Market-Makers of the obligation to
[[Page 75576]]
maintain continuous electronic quotes in adjusted option series. The
proposal adds Rule 1.1(lll) to define ``adjusted option series'' as an
option series for which, as a result of a corporate action by the
issuer of the security underlying such option series, one option
contract in the series represents the delivery of other than 100 shares
of underlying stock or Units.\9\ The proposal also amends the rules
discussed above that impose continuous electronic quoting obligations
on Market-Makers to provide that such quoting obligations only apply to
non-adjusted option series.
---------------------------------------------------------------------------
\9\ ``Units'' are securities other than shares that are traded
on a national securities exchange and are defined as an ``NMS
stock'' under Rule 600 of Regulation NMS and that meet the other
requirements set forth in Rule 5.3, Interpretation and Policy .06.
---------------------------------------------------------------------------
After a corporate action and a subsequent adjustment to the
existing options, the series in question are identified by the Options
Price Reporting Authority and at the Options Clearing Corporation with
a separate symbol consisting of the underlying symbol and a numerical
appendage. As a standard procedure, exchanges listing options on an
underlying security that undergoes a corporate action resulting in
adjusted series will list new standard option series across all
appropriate expiration months the day after the existing series are
adjusted. The adjusted series are generally actively traded for a short
period of time following adjustment, but orders to open options
positions in the underlying security are almost exclusively placed in
the new standard option series contracts. Although the adjusted series
may not expire for a long period of time, in a short time the adjusted
series are no longer actively traded. Thus, the burden of quoting these
series generally outweighs the benefit of being appointed in the class
because of the lack of interest in the series by various market
participants.
The Exchange notes that other options exchanges have indicated that
market-makers have recently withdrawn from assignments in classes that
include adjusted series, resulting in a reduction in liquidity in these
classes. These market-makers informed the exchanges that the
withdrawals were based in part on their obligation to continuously
quote adjusted option series, and the quoting obligations on these
often less frequently traded option series impacted the risk parameters
acceptable to the market-makers. These options exchanges also noted
that market-makers also expressed concern that the adjusted nature of
these series complicates the calculation of an appropriate quote. As a
result of withdrawals from such assignments by market-makers, these
options exchanges stated that liquidity, as well as volume, had been
negatively impacted in the affected options classes listed on the
exchanges.\10\ The Exchange believes that this proposal will prevent
any similar withdrawals by CBOE Market-Makers from assignments in
classes that include adjusted option series on the Exchange, and thus
any potential reduction in liquidity and volume related to the
withdrawals, and encourage Market-Makers to continue their appointments
in these option classes.
---------------------------------------------------------------------------
\10\ See supra note 5.
---------------------------------------------------------------------------
In support of this proposal, the Exchange notes that this proposed
rule change is similar to recent rule changes of NYSE Amex, NYSE Arca
and PHLX.\11\ The Exchange is merely proposing to exclude adjusted
option series from Market-Makers' continuous electronic quoting
obligations, but not from other obligations imposed on Market-Makers
pursuant to Rules 8.7, 8.13, 8.15A, 8.85, and 8.93. In particular, the
proposed rule change would not excuse a Market-Maker from its
obligation to provide a two-sided market complying with the bid/ask
differential requirements in response to any request for quote by a
floor broker, Trading Permit Holder or PAR Official.\12\ The proposed
rule change would also not excuse a Market-Maker from its obligation to
provide an open outcry two-sided market complying with the bid/ask
differential requirements in response to a request for a quote by a
Trading Permit Holder or PAR Official directed at that Market-Maker or
when, in response to a general request for a quote by a Trading Permit
Holder or PAR Official, a market is not then being vocalized by a
reasonable number of Market-Makers.\13\ Further, the proposed rule
change would not excuse a Market-Maker from its obligation to submit a
single quote or maintain continuous quotes in one or more series of a
class to which the Market-Maker is appointed when called upon by an
Exchange official if, in the judgment of such official, it is necessary
to do so in the interest of maintaining a fair and orderly market.\14\
---------------------------------------------------------------------------
\11\ Id.
\12\ See Rule 8.7(d)(i)(C) (relating to a request for quote by a
floor broker) and (ii)(C) (relating to a request for a quote by a
Trading Permit Holder or PAR Official).
\13\ See Rule 8.7(d)(iv).
\14\ Id.
---------------------------------------------------------------------------
The current quoting obligation in these illiquid adjusted option
series is a minor part of a Market-Maker's overall obligation, and the
proposed relief is mitigated by a Market-Maker's obligation to respond
to a request for quote by a floor broker, Trading Permit Holder or PAR
Official. Because of the lack of interest in these adjusted option
series, there is little demonstrable benefit to being a Market-Maker in
them other than the ability to maintain Market-Maker margins for what
little activity may occur. In addition, the burden of continuous
electronic quoting in these series is counter to the Exchange's efforts
to mitigate the number of quotes collected and disseminated.
The Exchange believes that the proposed rule change should incent
Market-Makers to continue appointments, and as a result expand
liquidity, in options classes listed on the Exchange to the benefit of
the Exchange and its Trading Permit Holders and public customers. The
Exchange believes that its Market-Makers would be disadvantaged if they
are required to continuously electronically quote in these illiquid
adjusted option series, and the Exchange's Trading Permit Holders and
public customers would also be disadvantaged if Market-Makers withdrew
from appointments in options classes that include adjusted option
series, resulting in reduced liquidity and volume in these classes.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
Section 6 of the Act \15\ and the rules and regulations thereunder and,
in particular, the requirements of Section 6(b) of the Act.\16\
Specifically, the Exchange believes the proposed rule change is
consistent with the Section 6(b)(5) \17\ requirements that the rules of
an exchange be designed to promote just and equitable principles of
trade, to prevent fraudulent and manipulative acts, to remove
impediments to and to perfect the mechanism for a free and open market
and a national market system, and, in general, to protect investors and
the public interest.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78f.
\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
In particular, the Exchange believes this proposed rule change is
consistent with the Act because, on balance, the elimination of the
continuous electronic quoting obligations in adjusted option series is
a minor change and should not impact the quality of CBOE's trading
markets. Among other things, adjusted option series are not common, and
trading interest is often very low after the corporate event has
passed. Consequently, continuous electronic
[[Page 75577]]
quotes in these series increase quote traffic and burdens systems
without a corresponding benefit. By not requiring Market-Makers to
provide continuous electronic quotes in these series, the Exchange's
proposal would further its goal of measured quote mitigation. Further,
while they will not be tasked with providing continuous electronic
quotes in these series, Market-Makers must still quote these series
when requested by a floor broker, Trading Permit Holder or PAR
Official. Accordingly, the proposal supports the quality of CBOE's
trading markets by helping to ensure that Market-Makers will continue
to be obligated to quote in adjusted option series if and when the need
arises.
These changes are consistent with the rules of competing options
exchanges, and they serve to remove impediments to and to perfect the
mechanism for a free and open market and a national market system.
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 not necessary or appropriate in furtherance of
the purposes of the Act. In this regard, and as indicated above, the
Exchange notes that the rule change is being proposed as a competitive
response to recent rule changes of NYSE Amex, NYSE Arca and PHLX.\18\
CBOE believes this proposed rule change is necessary to permit fair
competition among the options exchanges with respect to Market-Makers'
continuous electronic quoting obligations.
---------------------------------------------------------------------------
\18\ See supra note 5.
---------------------------------------------------------------------------
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
Because the proposed rule change does not (i) significantly affect
the protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest, provided that the self-regulatory organization
has given the Commission written notice of its intent to file 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 proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \19\ and Rule 19b-4(f)(6)
\20\ thereunder.
---------------------------------------------------------------------------
\19\ 15 U.S.C. 78s(b)(3)(A).
\20\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file 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.
---------------------------------------------------------------------------
At any time within 60 days of the filing of such 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-CBOE-2011-105 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-2011-105. 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-CBOE-2011-105 and should be
submitted on or before December 23, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
---------------------------------------------------------------------------
\21\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2011-30996 Filed 12-1-11; 8:45 am]
BILLING CODE 8011-01-P