Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Order Approving a Proposed Rule Change Relating to Distribution of Auction Messages, 46781-46783 [2012-19145]
Download as PDF
Federal Register / Vol. 77, No. 151 / Monday, August 6, 2012 / Notices
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–BOX–
2012–010 and should be submitted on
or before August 27, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–19082 Filed 8–3–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67547; File No. SR–CBOE–
2012–048]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Approving a
Proposed Rule Change Relating to
Distribution of Auction Messages
July 31, 2012.
mstockstill on DSK4VPTVN1PROD with NOTICES
I. Introduction
On June 6, 2012, the Chicago Board
Options Exchange, Incorporated
(‘‘CBOE’’ or the ‘‘Exchange’’), filed with
the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to amend rules regarding the
universe of eligible responders to
certain Exchange auctions and the
redistribution of auction messages. The
proposed rule change was published for
comment in the Federal Register on
June 22, 2012.3 The Commission
received no comment letters regarding
the proposed rule change. This order
approves the proposed rule change.
II. Description
The Exchange proposes to amend
several rules that govern its auction
mechanisms to, among other things,
permit it to broaden the class of persons
that may respond to auction messages as
well as specifically allow such
participants to rebroadcast auction
messages in options classes that have
11 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. 67209
(June 18, 2012), 77 FR 37724 (‘‘Notice’’).
1 15
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17:11 Aug 03, 2012
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been opened to such responders. The
proposed changes would amend Rule
6.13A, relating to the Simple Auction
Liaison (‘‘SAL’’); Rule 6.14A, relating to
the Hybrid Agency Liaison 2 system
(‘‘HAL2’’); and Rule 6.53C, relating to
Complex Orders on the Hybrid System,
each of which are described in more
detail below. In addition, CBOE also
proposes to delete Rule 6.14, relating to
the Hybrid Agency Liaison system
(‘‘HAL’’), because, since the rollout of
HAL2 in 2009, the Exchange has phased
out HAL and no longer uses it for any
classes.4
A. SAL
SAL is a feature within CBOE’s
Hybrid System designed to provide
price improvement over the national
best bid or offer (‘‘NBBO’’) by
automatically initiating an auction
process for an order that is eligible for
automatic execution by the Hybrid
System (‘‘Agency Order’’).5 Currently, to
the extent CBOE has activated SAL for
a particular class, Market-Makers with
an appointment in the relevant option
class and Trading Permit Holders acting
as agent for orders resting at the top of
the Exchange’s book opposite the
Agency Order (‘‘Qualifying Trading
Permit Holders’’) are permitted to
submit auction responses.6 However,
the Exchange may determine, on a classby-class basis, to permit SAL responses
by all CBOE Market-Makers in addition
to Qualifying Trading Permit Holders.7
CBOE now proposes to eliminate the
concept of Qualifying Trading Permit
Holders under Interpretation and Policy
.05 to Rule 6.13A, and instead provide
more broadly that it may determine on
a class-by-class basis to permit all
Trading Permit Holders,8 rather than
just CBOE Market-Makers and
4 See id. at 37725. Further, the Exchange proposes
to rename ‘‘HAL2’’ as ‘‘HAL’’ in the CBOE Rules to
eliminate any potential confusion investors may
have if there was a HAL2 but no HAL. For purposes
of this order, however, the Commission is using the
current terms to distinguish between ‘‘HAL2’’ and
‘‘HAL.’’ In addition, the Exchange proposes to
amend Rules 6.2B, 6.13, 6.14A, 6.25, and 6.53 to
delete cross-references to Rule 6.14 and HAL and
to correct other cross-references to conform to
numbering changes in this proposal throughout the
rules. See id.
5 See id. at 37724. The Exchange determines the
eligible order size, eligible order types, eligible
order origin code (i.e., public customer orders, nonMarket-Maker broker-dealer orders, and MarketMaker broker-dealer orders), and classes in which
SAL is activated. See CBOE Rule 6.13A(a).
6 See CBOE Rule 6.13A(b).
7 See CBOE Rule 6.13A, Interpretation and Policy
.05.
8 According to CBOE, by definition, all MarketMakers are Trading Permit Holders; therefore,
references to ‘‘Trading Permit Holders’’ include all
Market-Makers. See Notice, supra note 3, at 37724
n. 3.
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46781
Qualifying Trading Permit Holders, to
respond to SAL auction messages.9 The
Exchange also proposes to amend
Interpretation and Policy .02 to Rule
6.13A to allow Trading Permit Holders
to redistribute auction messages in
classes in which the Exchange allows all
Trading Permit Holders to submit SAL
auction responses.10 Finally, CBOE
proposes a new Interpretation and
Policy .05 to Rule 6.13A to provide that
all pronouncements regarding
determinations by the Exchange
pursuant to Rule 6.13A and the
Interpretations and Policies thereunder
will be announced to Trading Permit
Holders via Regulatory Circular.11
B. HAL2
HAL2 is a feature within CBOE’s
Hybrid System that provides automated
order handling in designated classes
trading on Hybrid for qualifying
electronic orders that are not
automatically executed by the Hybrid
System.12 For those classes, HAL2 will
process (1) an eligible order that is
marketable against the Exchange’s
disseminated quotation while that
quotation is not the NBBO; 13 (2) an
eligible order that would improve the
Exchange’s disseminated quotation and
that is marketable against quotations by
other exchanges that are participants in
the Options Order Protection and
Locked/Crossed Plan; (3) for Hybrid 3.0
classes, an eligible order that would
improve the Exchange’s disseminated
quotation; and (4) an order submitted to
HAL2 as a result of the price check
parameters of Rule 6.13(b)(v).14 HAL2
electronically exposes these orders at
the NBBO price to allow Market-Makers
appointed in that class as well as
Trading Permit Holders acting as agent
for orders at the top of the Exchange’s
book in the relevant series to step-up to
the NBBO price.15 Alternatively, the
Exchange may determine on a class-byclass basis to make the exposure
9 See id. at 37724. The Exchange also proposes to
move this language from Interpretation and Policy
.05 to Rule 6.13A to paragraph (b) of Rule 6.13A.
10 See id.
11 See id. at 37725.
12 See CBOE Rule 6.14A. The Exchange
determines the eligible order size, eligible order
types, eligible order origin code (i.e., public
customer orders, non-Market-Maker broker-dealer
orders, and Market-Maker broker-dealer orders),
and classes in which HAL2 is activated. See CBOE
Rule 6.14A(a).
13 Except that HAL2 will not be used to process
such an order when the Exchange’s quotation
contains resting orders and does not contain
sufficient Market-Maker quotation interest to satisfy
the entire order. See CBOE Rule 6.14A(a)(i).
14 See CBOE Rule 6.14A(a)(i)–(iv).
15 See Notice, supra note 3, at 37725; CBOE Rule
6.14A(b). The duration of the exposure period may
not exceed one second. See CBOE Rule 6.14A(b).
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Federal Register / Vol. 77, No. 151 / Monday, August 6, 2012 / Notices
message available to all Market-Makers
or to all Trading Permit Holders.16
Without making a substantive change
to this provision, the Exchange now
proposes to amend the HAL2 rule to
conform the language to the new SAL
and COA provisions that it has
proposed in this filing. In other words,
CBOE would continue to be able to
allow all Trading Permit Holders to
submit responses to the HAL2 exposure
message.17 CBOE also proposes to
amend Interpretation and Policy .01 to
Rule 6.14A to allow Trading Permit
Holders to redistribute HAL2 exposure
messages in classes in which the
Exchange allows all Trading Permit
Holders to submit HAL2 auction
responses.18
In addition, the Exchange proposes a
new Interpretation and Policy .03 to
Rule 6.14A to provide that all
pronouncements regarding
determinations by the Exchange
pursuant to Rule 6.14A and the
Interpretations and Policies thereunder
will be announced via Regulatory
Circular.19 Further, CBOE proposes to
clarify that the existing provision that
allows Trading Permit Holders acting as
agent for orders at the top of the
Exchange’s book in the relevant option
series to respond to exposure messages
applies to such Trading Permit Holders
that are representing orders on the
opposite side of the order submitted to
HAL. According to CBOE, the Hybrid
System currently only accepts responses
that are on the opposite side of the
exposed order, and the proposed rule
change amends Rule 6.14A to reflect
this current practice.20 Finally, the
Exchange proposes to amend Rule
6.14A(b) to change the word ‘‘flashed’’
to ‘‘exposed’’ to create consistency of
terminology in the Rule.
C. COA
COA is the automated complex order
request for responses (‘‘RFR’’) auction
process by which eligible complex
orders 21 may be given an opportunity
for price improvement before being
booked in the electronic complex order
book (‘‘COB’’) or on a PAR
16 See
CBOE Rule 6.14A(b).
id.
18 See Notice, supra note 3, at 37725.
19 See id.
20 See id.
21 The Exchange determines, on a class-by-classbasis, complex orders eligible for a COA
considering the order’s marketability (defined as a
number of ticks away from the current market), size,
complex order type, and complex order origin types
(i.e., non-broker-dealer public customer; brokerdealers that are not Market-Makers or specialists on
an options exchange; and Market-Makers or
specialists on an options exchange). See CBOE Rule
6.53C(d)(i)(2).
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17 See
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workstation.22 To the extent COA is
activated in a particular class, MarketMakers with an appointment in the
relevant option class and Trading
Permit Holders acting as agent for orders
resting at the top of the COB in the
relevant option series may submit
responses to the RFR messages during
the Response Time Interval.23 The
Exchange may determine on a class-byclass basis to permit COA responses by
all CBOE Market-Makers in addition to
Qualifying Trading Permit Holders.24
CBOE now proposes changes to the
COA rules that mirror the changes,
discussed above, that it is proposing for
SAL. Specifically, CBOE now proposes
to eliminate the concept of Qualifying
Trading Permit Holders under
Interpretation and Policy .07 to Rule
6.53C, and instead allow the Exchange
to determine on a class-by-class basis to
permit all Trading Permit Holders to
respond to RFR messages.25 In addition,
the proposed rule change clarifies that
only Trading Permit Holders acting as
agent for orders at the top of the
Exchange’s book in the relevant option
series may respond to RFR messages if
they represent orders on the opposite
side of the order submitted to COA.26
Finally, the Exchange proposes to
amend Interpretation and Policy .05 to
Rule 6.53C to allow Trading Permit
Holders to redistribute RFR messages in
classes in which the Exchange allows all
Trading Permit Holders to submit RFR
responses.27
III. Discussion and Commission’s
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.28 In particular, the
22 See Notice, supra note 3, at 37725–26; CBOE
Rule 6.53C(d). CBOE determines whether to activate
COA on a class-by-class basis. See Notice, supra
note 3, at 37725.
23 See CBOE Rule 6.53C(d)(iii). ‘‘Response Time
Interval’’ means the period of time during which
responses to the RFR may be entered, the length of
which is determined by the Exchange on a classby-class basis, but which shall not exceed three
seconds. See CBOE Rule 6.53C(d)(ii).
24 See CBOE Rule 6.53C, Interpretation and Policy
.07.
25 See Notice, supra note 3, at 37726. The
Exchange also proposes to move this language from
Interpretation and Policy .07 to Rule 6.53C to
paragraph (d)(iii) of Rule 6.53C.
26 According to the Exchange, the CBOE Hybrid
System currently only accepts responses that are on
the opposite side of the Agency Order, and the
proposed rule change amends Rule 6.53C to reflect
this current practice. See id.
27 See id.
28 In approving this proposal, the Commission has
considered the proposed rule’s impact on
PO 00000
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Fmt 4703
Sfmt 4703
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,29 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
In particular, the Commission
believes the Exchange’s proposal to
permit it to open up SAL and COA
auctions in specified classes to all
Trading Permit Holders and allow
redistribution of SAL, HAL2, and COA
auction messages in those classes where
the Exchange has broadened the
universe of participation could protect
investors and the public interest by
enhancing competition in these
auctions. CBOE’s stated purpose in
opening these auctions is to allow a
greater number of market participants to
submit responses to SAL auctions and
COA RFRs, which CBOE believes has
the potential to result in better prices for
customers as responses to exposure or
RFR messages could be at prices better
than the NBBO.30 The Commission
agrees that broadening the universe of
participants that receive these auction
messages and that may respond to those
messages is consistent with the
protection of investors and the public
interest. Among other things, if CBOE
takes advantage of these new provisions
to open up the SAL and COA auctions
to more participants, these changes
should promote broader awareness of,
and provide increased opportunities for
greater participation in, these auctions
and, consequentially, facilitate the
ability of CBOE to bring together
participants and encourage more robust
competition for price improvement in
these auctions. Consistent with the
protection of investors and the public
interest, increased opportunities for
participation and competition in these
auctions could result in better prices for
customers and participants
In addition, CBOE proposes to
reorganize provisions of Rules 6.13A,
6.14A, and 6.53C regarding which
Trading Permit Holders are eligible to
respond to auction messages so that the
requirements related to auction
responses for SAL auctions, HAL2
auctions, and COAs all use similar
language. These changes should make
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
29 15 U.S.C. 78f(b)(5).
30 See Notice, supra note 3, at 37726.
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Federal Register / Vol. 77, No. 151 / Monday, August 6, 2012 / Notices
these substantially similar provisions
easier to understand. CBOE also
proposes to delete Rule 6.14, relating to
HAL, while renaming ‘‘HAL2’’ as
‘‘HAL.’’ The Exchange has indicated
that HAL is outdated and no longer in
use.31 The Commission believes that the
deletion of the obsolete HAL rule and
the renaming of ‘‘HAL2’’ as ‘‘HAL’’
should alleviate any potential confusion
by CBOE Trading Permit Holders as
well as investors.
For the reasons stated above, the
Commission believes that the proposed
changes to the SAL, COA, HAL, and
HAL2 rules, discussed above, are
consistent with Section 6(b)(5) of the
Act.32
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,33 that the
proposed rule change (SR–CBOE–2012–
048) is approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.34
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–19145 Filed 8–3–12; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67548; File No. SR–CBOE–
2012–049]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Adopt Four New Order
Types on the CBOE Stock Exchange
mstockstill on DSK4VPTVN1PROD with NOTICES
July 31, 2012.
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 July 24,
2012, Chicago Board Options Exchange,
Incorporated (the ‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
id. at 37725.
U.S.C. 78f(b)(5).
33 15 U.S.C. 78s(b)(2).
34 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
32 15
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17:11 Aug 03, 2012
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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
BILLING CODE 8011–01–P
31 See
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to adopt four
new order types on the CBOE Stock
Exchange (‘‘CBSX’’). The text of the
proposed rule change is available on the
Exchange’s Web site (https://www.cboe.
com/AboutCBOE/CBOELegalRegulatory
Home.aspx), at the Exchange’s Office of
the Secretary, and at the Commission’s
Public Reference Room.
1. Purpose
The Exchange proposes to add four
new order types to CBSX: silent orders,
silent-mid orders, silent-post-mid
orders, and silent-mid-seeker orders.
A silent order is an order that is not
displayed publicly on the CBSX Book
but is to be executed at the National
Best Bid (‘‘NBB’’) (for a ‘‘buy’’ order) or
National Best Offer (‘‘NBO’’) (for a
‘‘sell’’ order). A silent order is an order
with an optional contingency price
which will indicate the highest price
that a buyer is willing to pay or the
lowest price at which a seller is willing
to accept (such contingency price to be
in $0.01 (full penny) increments only).
If NBB is higher than this contingency
price for a Buy order, or the NBO is
lower than this contingency price for a
Sell, Sell Short, or Sell Short Exempt
order, the order, or remainder of the
order, will be canceled prior to trading.
The reason that the order, or remainder
of the order, will be canceled prior to
trading (as opposed to upon entry) in
these circumstances is because it is
possible that, when an order comes in,
the NBB is lower than the contingency
price (for a Buy order), but the order
doesn’t trade because there is not
interest to trade with, and then the NBB
moves to a point at which it is higher
than the contingency price (at which
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Fmt 4703
Sfmt 4703
46783
point the order would cancel). The
reverse would be true for Sell, Sell
Short, or Sell Short Exempt orders.
A silent order may trade with any
other type of order and is to execute
following the execution of any
displayed orders at the National Best
Bid and Offer (‘‘NBBO’’) (if there are any
displayed orders at the NBBO) and has
a higher trading priority than All or
None orders. A silent order will never
be routed to an away market. When the
NBBO is locked or crossed, a silent
order will never trade, but instead rest
on the CBSX Book and remain eligible
to trade once the NBBO is no longer
locked or crossed.
The following examples will explain
how silent orders will trade on CBSX:
Consider, in example 1, a situation in
which the NBBO is quoting at $1.01—
$1.02, while CBSX is quoting $0.99–
$1.02. A 100-lot silent order comes in to
sell at the market, and rests behind a
displayed 100-lot order to sell at $1.02
in the CBSX Book. A 500-lot order to
buy at $1.02 comes in, and first trades
with the displayed 100-lot order to sell
at $1.02. Since there are no more
displayed orders to sell at or better than
$1.02, and $1.02 is at the NBBO, the
silent order would then trade with the
next 100 contracts in the 500-lot buy
order. The remaining 300 lots of the buy
order would be routed to the away
exchange displaying the NBBO.
Consider now, in example 2, a
situation in which the NBBO is once
again quoting at $1.01—$1.02, while
CBSX is quoting $0.99–$1.02. Again, a
100-lot silent order comes in to sell at
the market, and rests behind a displayed
100-lot order to sell at $1.02 in the
CBSX Book. A 100-lot buy order comes
in at $1.02. This buy order would trade
with the displayed 100-lot order to sell
at $1.02, causing the CBSX market to
move to $0.99–$1.03. The silent order
would continue to rest while waiting for
the opportunity to trade at the National
Best Offer. If the NBO becomes $1.03,
the silent order can then trade with any
incoming orders to buy at $1.03 after
any resting displayed orders to sell at
$1.03 have already traded.
In this third example, consider a
situation in which the NBBO is quoting
at $1.00–$1.01 and CBSX is quoting at
$0.99–$1.02. A 100-lot silent order
comes in to buy at the market. A 10,000lot Intermarket Sweep Order (‘‘ISO’’)
comes in to sell at $0.99. The silent
order would trade first at $1.00, since
that is the NBBO, regardless of the fact
that there are no current CBSX
displayed orders at the NBBO. The
remainder of the ISO trades against
CBSX $0.99 orders until volume is
E:\FR\FM\06AUN1.SGM
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Agencies
[Federal Register Volume 77, Number 151 (Monday, August 6, 2012)]
[Notices]
[Pages 46781-46783]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-19145]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67547; File No. SR-CBOE-2012-048]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Order Approving a Proposed Rule Change Relating to
Distribution of Auction Messages
July 31, 2012.
I. Introduction
On June 6, 2012, the Chicago Board Options Exchange, Incorporated
(``CBOE'' or the ``Exchange''), filed with the Securities and Exchange
Commission (``Commission''), pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4
thereunder,\2\ a proposed rule change to amend rules regarding the
universe of eligible responders to certain Exchange auctions and the
redistribution of auction messages. The proposed rule change was
published for comment in the Federal Register on June 22, 2012.\3\ The
Commission received no comment letters regarding 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. 67209 (June 18,
2012), 77 FR 37724 (``Notice'').
---------------------------------------------------------------------------
II. Description
The Exchange proposes to amend several rules that govern its
auction mechanisms to, among other things, permit it to broaden the
class of persons that may respond to auction messages as well as
specifically allow such participants to rebroadcast auction messages in
options classes that have been opened to such responders. The proposed
changes would amend Rule 6.13A, relating to the Simple Auction Liaison
(``SAL''); Rule 6.14A, relating to the Hybrid Agency Liaison 2 system
(``HAL2''); and Rule 6.53C, relating to Complex Orders on the Hybrid
System, each of which are described in more detail below. In addition,
CBOE also proposes to delete Rule 6.14, relating to the Hybrid Agency
Liaison system (``HAL''), because, since the rollout of HAL2 in 2009,
the Exchange has phased out HAL and no longer uses it for any
classes.\4\
---------------------------------------------------------------------------
\4\ See id. at 37725. Further, the Exchange proposes to rename
``HAL2'' as ``HAL'' in the CBOE Rules to eliminate any potential
confusion investors may have if there was a HAL2 but no HAL. For
purposes of this order, however, the Commission is using the current
terms to distinguish between ``HAL2'' and ``HAL.'' In addition, the
Exchange proposes to amend Rules 6.2B, 6.13, 6.14A, 6.25, and 6.53
to delete cross-references to Rule 6.14 and HAL and to correct other
cross-references to conform to numbering changes in this proposal
throughout the rules. See id.
---------------------------------------------------------------------------
A. SAL
SAL is a feature within CBOE's Hybrid System designed to provide
price improvement over the national best bid or offer (``NBBO'') by
automatically initiating an auction process for an order that is
eligible for automatic execution by the Hybrid System (``Agency
Order'').\5\ Currently, to the extent CBOE has activated SAL for a
particular class, Market-Makers with an appointment in the relevant
option class and Trading Permit Holders acting as agent for orders
resting at the top of the Exchange's book opposite the Agency Order
(``Qualifying Trading Permit Holders'') are permitted to submit auction
responses.\6\ However, the Exchange may determine, on a class-by-class
basis, to permit SAL responses by all CBOE Market-Makers in addition to
Qualifying Trading Permit Holders.\7\
---------------------------------------------------------------------------
\5\ See id. at 37724. The Exchange determines the eligible order
size, eligible order types, eligible order origin code (i.e., public
customer orders, non-Market-Maker broker-dealer orders, and Market-
Maker broker-dealer orders), and classes in which SAL is activated.
See CBOE Rule 6.13A(a).
\6\ See CBOE Rule 6.13A(b).
\7\ See CBOE Rule 6.13A, Interpretation and Policy .05.
---------------------------------------------------------------------------
CBOE now proposes to eliminate the concept of Qualifying Trading
Permit Holders under Interpretation and Policy .05 to Rule 6.13A, and
instead provide more broadly that it may determine on a class-by-class
basis to permit all Trading Permit Holders,\8\ rather than just CBOE
Market-Makers and Qualifying Trading Permit Holders, to respond to SAL
auction messages.\9\ The Exchange also proposes to amend Interpretation
and Policy .02 to Rule 6.13A to allow Trading Permit Holders to
redistribute auction messages in classes in which the Exchange allows
all Trading Permit Holders to submit SAL auction responses.\10\
Finally, CBOE proposes a new Interpretation and Policy .05 to Rule
6.13A to provide that all pronouncements regarding determinations by
the Exchange pursuant to Rule 6.13A and the Interpretations and
Policies thereunder will be announced to Trading Permit Holders via
Regulatory Circular.\11\
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\8\ According to CBOE, by definition, all Market-Makers are
Trading Permit Holders; therefore, references to ``Trading Permit
Holders'' include all Market-Makers. See Notice, supra note 3, at
37724 n. 3.
\9\ See id. at 37724. The Exchange also proposes to move this
language from Interpretation and Policy .05 to Rule 6.13A to
paragraph (b) of Rule 6.13A.
\10\ See id.
\11\ See id. at 37725.
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B. HAL2
HAL2 is a feature within CBOE's Hybrid System that provides
automated order handling in designated classes trading on Hybrid for
qualifying electronic orders that are not automatically executed by the
Hybrid System.\12\ For those classes, HAL2 will process (1) an eligible
order that is marketable against the Exchange's disseminated quotation
while that quotation is not the NBBO; \13\ (2) an eligible order that
would improve the Exchange's disseminated quotation and that is
marketable against quotations by other exchanges that are participants
in the Options Order Protection and Locked/Crossed Plan; (3) for Hybrid
3.0 classes, an eligible order that would improve the Exchange's
disseminated quotation; and (4) an order submitted to HAL2 as a result
of the price check parameters of Rule 6.13(b)(v).\14\ HAL2
electronically exposes these orders at the NBBO price to allow Market-
Makers appointed in that class as well as Trading Permit Holders acting
as agent for orders at the top of the Exchange's book in the relevant
series to step-up to the NBBO price.\15\ Alternatively, the Exchange
may determine on a class-by-class basis to make the exposure
[[Page 46782]]
message available to all Market-Makers or to all Trading Permit
Holders.\16\
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\12\ See CBOE Rule 6.14A. The Exchange determines the eligible
order size, eligible order types, eligible order origin code (i.e.,
public customer orders, non-Market-Maker broker-dealer orders, and
Market-Maker broker-dealer orders), and classes in which HAL2 is
activated. See CBOE Rule 6.14A(a).
\13\ Except that HAL2 will not be used to process such an order
when the Exchange's quotation contains resting orders and does not
contain sufficient Market-Maker quotation interest to satisfy the
entire order. See CBOE Rule 6.14A(a)(i).
\14\ See CBOE Rule 6.14A(a)(i)-(iv).
\15\ See Notice, supra note 3, at 37725; CBOE Rule 6.14A(b). The
duration of the exposure period may not exceed one second. See CBOE
Rule 6.14A(b).
\16\ See CBOE Rule 6.14A(b).
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Without making a substantive change to this provision, the Exchange
now proposes to amend the HAL2 rule to conform the language to the new
SAL and COA provisions that it has proposed in this filing. In other
words, CBOE would continue to be able to allow all Trading Permit
Holders to submit responses to the HAL2 exposure message.\17\ CBOE also
proposes to amend Interpretation and Policy .01 to Rule 6.14A to allow
Trading Permit Holders to redistribute HAL2 exposure messages in
classes in which the Exchange allows all Trading Permit Holders to
submit HAL2 auction responses.\18\
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\17\ See id.
\18\ See Notice, supra note 3, at 37725.
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In addition, the Exchange proposes a new Interpretation and Policy
.03 to Rule 6.14A to provide that all pronouncements regarding
determinations by the Exchange pursuant to Rule 6.14A and the
Interpretations and Policies thereunder will be announced via
Regulatory Circular.\19\ Further, CBOE proposes to clarify that the
existing provision that allows Trading Permit Holders acting as agent
for orders at the top of the Exchange's book in the relevant option
series to respond to exposure messages applies to such Trading Permit
Holders that are representing orders on the opposite side of the order
submitted to HAL. According to CBOE, the Hybrid System currently only
accepts responses that are on the opposite side of the exposed order,
and the proposed rule change amends Rule 6.14A to reflect this current
practice.\20\ Finally, the Exchange proposes to amend Rule 6.14A(b) to
change the word ``flashed'' to ``exposed'' to create consistency of
terminology in the Rule.
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\19\ See id.
\20\ See id.
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C. COA
COA is the automated complex order request for responses (``RFR'')
auction process by which eligible complex orders \21\ may be given an
opportunity for price improvement before being booked in the electronic
complex order book (``COB'') or on a PAR workstation.\22\ To the extent
COA is activated in a particular class, Market-Makers with an
appointment in the relevant option class and Trading Permit Holders
acting as agent for orders resting at the top of the COB in the
relevant option series may submit responses to the RFR messages during
the Response Time Interval.\23\ The Exchange may determine on a class-
by-class basis to permit COA responses by all CBOE Market-Makers in
addition to Qualifying Trading Permit Holders.\24\
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\21\ The Exchange determines, on a class-by-class-basis, complex
orders eligible for a COA considering the order's marketability
(defined as a number of ticks away from the current market), size,
complex order type, and complex order origin types (i.e., non-
broker-dealer public customer; broker-dealers that are not Market-
Makers or specialists on an options exchange; and Market-Makers or
specialists on an options exchange). See CBOE Rule 6.53C(d)(i)(2).
\22\ See Notice, supra note 3, at 37725-26; CBOE Rule 6.53C(d).
CBOE determines whether to activate COA on a class-by-class basis.
See Notice, supra note 3, at 37725.
\23\ See CBOE Rule 6.53C(d)(iii). ``Response Time Interval''
means the period of time during which responses to the RFR may be
entered, the length of which is determined by the Exchange on a
class-by-class basis, but which shall not exceed three seconds. See
CBOE Rule 6.53C(d)(ii).
\24\ See CBOE Rule 6.53C, Interpretation and Policy .07.
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CBOE now proposes changes to the COA rules that mirror the changes,
discussed above, that it is proposing for SAL. Specifically, CBOE now
proposes to eliminate the concept of Qualifying Trading Permit Holders
under Interpretation and Policy .07 to Rule 6.53C, and instead allow
the Exchange to determine on a class-by-class basis to permit all
Trading Permit Holders to respond to RFR messages.\25\ In addition, the
proposed rule change clarifies that only Trading Permit Holders acting
as agent for orders at the top of the Exchange's book in the relevant
option series may respond to RFR messages if they represent orders on
the opposite side of the order submitted to COA.\26\ Finally, the
Exchange proposes to amend Interpretation and Policy .05 to Rule 6.53C
to allow Trading Permit Holders to redistribute RFR messages in classes
in which the Exchange allows all Trading Permit Holders to submit RFR
responses.\27\
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\25\ See Notice, supra note 3, at 37726. The Exchange also
proposes to move this language from Interpretation and Policy .07 to
Rule 6.53C to paragraph (d)(iii) of Rule 6.53C.
\26\ According to the Exchange, the CBOE Hybrid System currently
only accepts responses that are on the opposite side of the Agency
Order, and the proposed rule change amends Rule 6.53C to reflect
this current practice. See id.
\27\ See id.
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III. Discussion and Commission's Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\28\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\29\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general, to protect investors and the
public interest.
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\28\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\29\ 15 U.S.C. 78f(b)(5).
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In particular, the Commission believes the Exchange's proposal to
permit it to open up SAL and COA auctions in specified classes to all
Trading Permit Holders and allow redistribution of SAL, HAL2, and COA
auction messages in those classes where the Exchange has broadened the
universe of participation could protect investors and the public
interest by enhancing competition in these auctions. CBOE's stated
purpose in opening these auctions is to allow a greater number of
market participants to submit responses to SAL auctions and COA RFRs,
which CBOE believes has the potential to result in better prices for
customers as responses to exposure or RFR messages could be at prices
better than the NBBO.\30\ The Commission agrees that broadening the
universe of participants that receive these auction messages and that
may respond to those messages is consistent with the protection of
investors and the public interest. Among other things, if CBOE takes
advantage of these new provisions to open up the SAL and COA auctions
to more participants, these changes should promote broader awareness
of, and provide increased opportunities for greater participation in,
these auctions and, consequentially, facilitate the ability of CBOE to
bring together participants and encourage more robust competition for
price improvement in these auctions. Consistent with the protection of
investors and the public interest, increased opportunities for
participation and competition in these auctions could result in better
prices for customers and participants
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\30\ See Notice, supra note 3, at 37726.
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In addition, CBOE proposes to reorganize provisions of Rules 6.13A,
6.14A, and 6.53C regarding which Trading Permit Holders are eligible to
respond to auction messages so that the requirements related to auction
responses for SAL auctions, HAL2 auctions, and COAs all use similar
language. These changes should make
[[Page 46783]]
these substantially similar provisions easier to understand. CBOE also
proposes to delete Rule 6.14, relating to HAL, while renaming ``HAL2''
as ``HAL.'' The Exchange has indicated that HAL is outdated and no
longer in use.\31\ The Commission believes that the deletion of the
obsolete HAL rule and the renaming of ``HAL2'' as ``HAL'' should
alleviate any potential confusion by CBOE Trading Permit Holders as
well as investors.
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\31\ See id. at 37725.
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For the reasons stated above, the Commission believes that the
proposed changes to the SAL, COA, HAL, and HAL2 rules, discussed above,
are consistent with Section 6(b)(5) of the Act.\32\
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\32\ 15 U.S.C. 78f(b)(5).
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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\33\ that the proposed rule change (SR-CBOE-2012-048) is approved.
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\33\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\34\
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\34\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-19145 Filed 8-3-12; 8:45 am]
BILLING CODE 8011-01-P