Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend NASDAQ Rule 4753 To Expand the Information Made Available Through the Order Imbalance Indicator in Connection With the NASDAQ Halt Cross, 55519-55521 [2014-22003]
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Federal Register / Vol. 79, No. 179 / Tuesday, September 16, 2014 / Notices
55519
Number SR–NYSE–2014–49 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
the most significant parts of such
statements.
Paper Comments
[Release No. 34–73069; File No. SR–
NASDAQ–2014–088]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSE–2014–49. 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
10:00 a.m. and 3:00 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–NYSE–
2014–49 and should be submitted on or
before October 7, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2014–22004 Filed 9–15–14; 8:45 am]
tkelley on DSK3SPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
NASDAQ Rule 4753 To Expand the
Information Made Available Through
the Order Imbalance Indicator in
Connection With the NASDAQ Halt
Cross
September 10, 2014.
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 August
28, 2014, The NASDAQ Stock Market
LLC (‘‘NASDAQ’’ or the ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) a
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.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
NASDAQ proposes a rule change to
amend NASDAQ Rule 4753 to expand
the information made available through
the Order Imbalance Indicator in
connection with the NASDAQ Halt
Cross (the ‘‘Halt Cross’’ or the ‘‘Cross’’).
NASDAQ proposes to make the change
operative on or about October 1, 2014,
on a date that is at least 30 days after
the date of the filing.
The text of the proposed rule change
is available at https://nasdaq.
cchwallstreet.com/, at NASDAQ’s
principal office, 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,
NASDAQ included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of 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
1 15
12 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
18:22 Sep 15, 2014
2
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PO 00000
U.S.C. 78s(b)(1).
17 CFR 240.19b–4.
Frm 00094
Fmt 4703
Sfmt 4703
1. Purpose
NASDAQ recently amended the
language of Rule 4753 to correct
imprecise language with respect to
imbalance information disseminated
through the Order Imbalance Indicator
(also known as the ‘‘Net Order
Imbalance Indicator’’ or ‘‘NOII’’) prior to
the execution of the Halt Cross.3 In this
new proposed rule change, NASDAQ is
proposing to expand the information
made available through the NOII to
enhance the ability of market
participants to understand the interplay
of supply and demand of buy and sell
orders leading up to the completion of
the Cross.
The NASDAQ Halt Cross is designed
to provide for an orderly, single-priced
opening of securities subject to an
intraday halt, including securities that
are the subject of an initial public
offering (‘‘IPO’’). Prior to the Cross
execution, market participants enter
quotes and orders eligible for
participation in the Cross, and NASDAQ
disseminates certain information—the
NOII—regarding buying and selling
interest entered and the indicative
execution price.
At the time when the security is
released for trading, the Halt Cross will
occur at the price that maximizes the
number of shares of trading interest
eligible for participation in the Cross 4 to
be executed. If there is more than one
such price, the Cross will occur at the
price that minimizes any Imbalance,
which is defined in the rule as ‘‘the
number of shares of Eligible Interest that
may not be matched with other order
shares at a particular price at any given
time.’’ 5 The NOII is disseminated every
five seconds during a designated period
prior to the completion of the Halt
Cross, in order to provide market
3 Securities Exchange Act Release No. 72736
(August 1, 2014), 79 FR 45860 (August 6, 2014)
(SR–NASDAQ–2014–075).
4 ‘‘Eligible Interest’’ is defined as any quotation or
any order that may be entered into the system and
designated with a time-in-force of SIOC, SDAY,
SGTC, MIOC, MDAY, MGTC, SHEX, or GTMC.
These respective times-in-force are defined in Rule
4751. NASDAQ is proposing to simplify this rule
language by replacing the list of times-in-force with
a more general reference to ‘‘a time-in-force that
would allow the order to be in force at the time of
the Halt Cross.’’ The change is not substantive in
effect.
5 Additional provisions of Rule 4753, not
pertinent to this proposed rule change, are used to
determine the price in the event that there is more
than one price that minimizes any Imbalance.
E:\FR\FM\16SEN1.SGM
16SEN1
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Federal Register / Vol. 79, No. 179 / Tuesday, September 16, 2014 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
participants with information regarding
the possible price and volume of the
Cross. The information includes the
Current Reference Price, which is the
price at which the Cross would occur if
it executed at the time of the NOII’s
dissemination, and the number of shares
of Eligible Interest that would be paired
at that price.
NASDAQ currently disseminates a
Market Order Imbalance—defined as
‘‘the number of shares of Eligible
Interest entered through market orders
that would not be matched with other
order shares at the time of the
dissemination of an Order Imbalance
Indicator’’—if in fact there are such
unexecutable market order shares. Thus,
if all market orders would be executed,
the field for the Market Order Imbalance
is blank. When the field is populated
(i.e., when there is a Market Order
Imbalance), NASDAQ also disseminates
the buy/sell direction of the Market
Order Imbalance. Thus, if a buydirection Market Order Imbalance is
disseminated, potential sellers in the
Cross would know that buy liquidity is
available at a market price, potentially
encouraging them to enter additional
sell orders to allow the Cross to proceed.
NASDAQ is proposing also to
disseminate information about the size
and buy/sell direction of an
‘‘Imbalance.’’ As noted above,
Imbalance is defined as ‘‘the number of
shares of Eligible Interest that may not
be matched with other order shares at a
particular price at any given time.’’ As
noted above, ‘‘Eligible Interest’’ will be
defined as ‘‘any quotation or any order
that may be entered into the system and
designated with a time-in-force that
would allow the order to be in force at
the time of the Halt Cross.’’ Thus, the
provided information would reflect all
shares eligible for participation in the
Cross, regardless of time-in-force, and
would include non-displayed shares
and reserve size.6
6 Currently, a Market Order Imbalance reflects all
shares eligible for participation as noted. The
proposed change will result in all shares eligible for
participation to be reflected for an Imbalance that
is not a Market Order Imbalance. The Exchange
notes that, under the current process, non-displayed
market orders are potentially disclosed, in aggregate
and not individually, through the NOII feed in IPO
crosses when there is a Market Order Imbalance.
Under the proposal, non-displayed IOC limit orders
and hidden/reserve day limit orders (collectively,
‘‘non-displayed limit orders’’) could also be
disclosed, in the aggregate, in the event of an
Imbalance once the Reference Price is established.
The Exchange notes that this is currently the case
for non-displayed limit orders entered for
participation in the Opening Cross. As a
consequence, the Exchange believes that potential
aggregate disclosure of non-displayed limit orders
in the IPO Cross is consistent with its current
practice and the understanding of market
participants.
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18:22 Sep 15, 2014
Jkt 232001
While the current dissemination of
the Market Order Imbalance signals to
market participants that market orders
would not execute in the Cross and
therefore the Cross cannot occur until
additional liquidity is entered on the
other side of the market, the new
information would indicate the degree
to which available liquidity on one or
the other side of the market would not
be executed if the Cross were to occur
at that time. Because either the
Imbalance or the Market Order
Imbalance would be disseminated every
five seconds with each NOII message,7
the modification would provide more
continuity with respect to the
information about supply and demand
made available to market participants in
the time leading up to the Cross.
Specifically, allowing market
participants to see an Imbalance on one
side of the market or the other would
signal the extent to which orders on the
other side might be executable in the
Cross if entered thereafter. NASDAQ
believes that providing this information
will enhance the price discovery
process of the Cross and increase the
likelihood of order interaction.
Finally, NASDAQ is proposing to add
language in the rule to make it clear that
the NOII will not include the Current
Reference Price if there is a Market
Order Imbalance. This is true as a matter
of logic: If there is a Market Order
Imbalance, not all market orders can be
executed in the Cross and therefore
there is no price at which the Cross
could occur. However, NASDAQ
believes that it may promote market
participants’ understanding of the rule
to include this statement explicitly in
the rule language.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section
6(b) of the Act 8 in general, and furthers
the objectives of Section 6(b)(5),9 in
particular, in that it is designed to
promote just and equitable principles of
trade, remove impediments to and
perfect the mechanisms of a free and
open market and a national market
7 In practical terms, if there is a Market Order
Imbalance only, the Exchange will disseminate the
Market Order Imbalance indicator. Likewise, in the
event of an Imbalance only, the Exchange will
disseminate the Imbalance indicator. In the event of
both a Market Order Imbalance and an Imbalance,
the Exchange will disseminate the Market Order
Imbalance indicator only. The Exchange notes that
under this last scenario, there is no Reference Price
calculated because of the Market Order Imbalance.
A Reference Price is required to calculate the
Imbalance indicator, and therefore it cannot be
disseminated when there is a Market Order
Imbalance.
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
system and, in general, to protect
investors and the public interest. The
proposal is consistent with these
purposes because it will expand the
information made available through the
NOII to enhance the ability of market
participants to understand the interplay
of supply and demand of buy and sell
orders leading up to the completion of
the Cross. Specifically, by providing
information regarding orders that would
not be executed in the Cross if it
occurred at the time of dissemination of
the NOII, the proposed change may
encourage entry of additional orders,
thereby enhancing price discovery and
increasing the likelihood of order
interaction. The change will thereby
perfect the mechanisms of a free and
open market. Moreover, the change will
protect investors and the public interest
by providing additional transparency
regarding the Cross, helping investors to
understand the degree of supply and
demand for the security that is the
subject of the Cross.
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the proposed change serves merely to
increase the information provided by
NASDAQ regarding supply and
demand, thereby assisting market
participants in making informed
investment decisions regarding
participation in the Cross. The change
does not restrict the ability of market
participants to participate in the Cross
in any respect, and therefore does
impose any burden on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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, it has
become effective pursuant to Section
E:\FR\FM\16SEN1.SGM
16SEN1
Federal Register / Vol. 79, No. 179 / Tuesday, September 16, 2014 / Notices
19(b)(3)(A) of the Act 10 and
subparagraph (f)(6) of Rule 19b–4
thereunder.11
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. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
tkelley on DSK3SPTVN1PROD with NOTICES
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–
NASDAQ–2014–088 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2014–088. 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
10:00 a.m. and 3:00 p.m. Copies of such
10 15
11 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
VerDate Sep<11>2014
18:22 Sep 15, 2014
Jkt 232001
filing also will be available for
inspection and copying at the principal
offices 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–
NASDAQ–2014–088, and should be
submitted on or before October 7, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2014–22003 Filed 9–15–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73068; File No. SR–
NYSEArca–2014–98]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE Arca
Rule 2.23 To Specify the Registration
and Examination Requirements for
Persons Engaged in Supervisory
Activities
September 10, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on August
28, 2014, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) 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 self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Arca Rule 2.23 to specify the
registration and examination
requirements for a [sic] persons engaged
in supervisory activities.4 The text of
the proposed rule change is available on
12 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 The Rules of NYSE Arca govern NYSE Arca
Options. Rule changes proposed in this filing are
not applicable to NYSE Arca Equities.
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
55521
the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, 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
self-regulatory organization 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
The Exchange proposes to amend
Rule 2.23 to specify the registration and
examination requirements for a person
engaged in supervisory activities as
described in Rule 11.18—Supervision.
Rule 2.23 prescribes the registration
and qualification requirements for
individuals performing certain duties on
behalf of an OTP Holder or OTP Firm 5,
including traders and Proprietary
Traders. A ‘‘trader’’ is a person who is
directly or indirectly compensated by an
OTP Holder or OTP Firm and who
trades, makes trading decisions with
respect to, or otherwise engages in the
proprietary or agency trading of
securities. The General Securities
Registered Representative Examination,
(‘‘Series 7’’) is the qualifying
examination for registered traders. A
Proprietary Trader, which is a limited
registration category, is any person
engaged in the purchase or sale of
securities or other similar instruments
for the account of an OTP Holder or
OTP Firm with which he or she is
associated, as an employee or otherwise,
and who does not transact any business
with the public.6 The Proprietary
Traders Examination (‘‘Series 56’’) is the
5 See Rule 1.1(p). The term ‘‘OTP’’ shall refer to
an Options Trading Permit issued by the Exchange
for effecting approved securities transactions on the
Exchange’s Trading Facilities
6 The term ‘‘Proprietary Trader’’ does not include
a person who is required to be registered as a
Market Maker in accordance with Rule 6.33 or a
Market Maker Authorized Trader in accordance
with Rule 6.34A. See Rule 2.23(b)(2)(C).
E:\FR\FM\16SEN1.SGM
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Agencies
[Federal Register Volume 79, Number 179 (Tuesday, September 16, 2014)]
[Notices]
[Pages 55519-55521]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-22003]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73069; File No. SR-NASDAQ-2014-088]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend NASDAQ Rule 4753 To Expand the Information Made Available Through
the Order Imbalance Indicator in Connection With the NASDAQ Halt Cross
September 10, 2014.
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 August 28, 2014, The NASDAQ Stock Market LLC (``NASDAQ'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') a 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
NASDAQ proposes a rule change to amend NASDAQ Rule 4753 to expand
the information made available through the Order Imbalance Indicator in
connection with the NASDAQ Halt Cross (the ``Halt Cross'' or the
``Cross''). NASDAQ proposes to make the change operative on or about
October 1, 2014, on a date that is at least 30 days after the date of
the filing.
The text of the proposed rule change is available at https://nasdaq.cchwallstreet.com/, at NASDAQ's principal office, 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, NASDAQ included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASDAQ recently amended the language of Rule 4753 to correct
imprecise language with respect to imbalance information disseminated
through the Order Imbalance Indicator (also known as the ``Net Order
Imbalance Indicator'' or ``NOII'') prior to the execution of the Halt
Cross.\3\ In this new proposed rule change, NASDAQ is proposing to
expand the information made available through the NOII to enhance the
ability of market participants to understand the interplay of supply
and demand of buy and sell orders leading up to the completion of the
Cross.
---------------------------------------------------------------------------
\3\ Securities Exchange Act Release No. 72736 (August 1, 2014),
79 FR 45860 (August 6, 2014) (SR-NASDAQ-2014-075).
---------------------------------------------------------------------------
The NASDAQ Halt Cross is designed to provide for an orderly,
single-priced opening of securities subject to an intraday halt,
including securities that are the subject of an initial public offering
(``IPO''). Prior to the Cross execution, market participants enter
quotes and orders eligible for participation in the Cross, and NASDAQ
disseminates certain information--the NOII--regarding buying and
selling interest entered and the indicative execution price.
At the time when the security is released for trading, the Halt
Cross will occur at the price that maximizes the number of shares of
trading interest eligible for participation in the Cross \4\ to be
executed. If there is more than one such price, the Cross will occur at
the price that minimizes any Imbalance, which is defined in the rule as
``the number of shares of Eligible Interest that may not be matched
with other order shares at a particular price at any given time.'' \5\
The NOII is disseminated every five seconds during a designated period
prior to the completion of the Halt Cross, in order to provide market
[[Page 55520]]
participants with information regarding the possible price and volume
of the Cross. The information includes the Current Reference Price,
which is the price at which the Cross would occur if it executed at the
time of the NOII's dissemination, and the number of shares of Eligible
Interest that would be paired at that price.
---------------------------------------------------------------------------
\4\ ``Eligible Interest'' is defined as any quotation or any
order that may be entered into the system and designated with a
time-in-force of SIOC, SDAY, SGTC, MIOC, MDAY, MGTC, SHEX, or GTMC.
These respective times-in-force are defined in Rule 4751. NASDAQ is
proposing to simplify this rule language by replacing the list of
times-in-force with a more general reference to ``a time-in-force
that would allow the order to be in force at the time of the Halt
Cross.'' The change is not substantive in effect.
\5\ Additional provisions of Rule 4753, not pertinent to this
proposed rule change, are used to determine the price in the event
that there is more than one price that minimizes any Imbalance.
---------------------------------------------------------------------------
NASDAQ currently disseminates a Market Order Imbalance--defined as
``the number of shares of Eligible Interest entered through market
orders that would not be matched with other order shares at the time of
the dissemination of an Order Imbalance Indicator''--if in fact there
are such unexecutable market order shares. Thus, if all market orders
would be executed, the field for the Market Order Imbalance is blank.
When the field is populated (i.e., when there is a Market Order
Imbalance), NASDAQ also disseminates the buy/sell direction of the
Market Order Imbalance. Thus, if a buy-direction Market Order Imbalance
is disseminated, potential sellers in the Cross would know that buy
liquidity is available at a market price, potentially encouraging them
to enter additional sell orders to allow the Cross to proceed.
NASDAQ is proposing also to disseminate information about the size
and buy/sell direction of an ``Imbalance.'' As noted above, Imbalance
is defined as ``the number of shares of Eligible Interest that may not
be matched with other order shares at a particular price at any given
time.'' As noted above, ``Eligible Interest'' will be defined as ``any
quotation or any order that may be entered into the system and
designated with a time-in-force that would allow the order to be in
force at the time of the Halt Cross.'' Thus, the provided information
would reflect all shares eligible for participation in the Cross,
regardless of time-in-force, and would include non-displayed shares and
reserve size.\6\
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\6\ Currently, a Market Order Imbalance reflects all shares
eligible for participation as noted. The proposed change will result
in all shares eligible for participation to be reflected for an
Imbalance that is not a Market Order Imbalance. The Exchange notes
that, under the current process, non-displayed market orders are
potentially disclosed, in aggregate and not individually, through
the NOII feed in IPO crosses when there is a Market Order Imbalance.
Under the proposal, non-displayed IOC limit orders and hidden/
reserve day limit orders (collectively, ``non-displayed limit
orders'') could also be disclosed, in the aggregate, in the event of
an Imbalance once the Reference Price is established. The Exchange
notes that this is currently the case for non-displayed limit orders
entered for participation in the Opening Cross. As a consequence,
the Exchange believes that potential aggregate disclosure of non-
displayed limit orders in the IPO Cross is consistent with its
current practice and the understanding of market participants.
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While the current dissemination of the Market Order Imbalance
signals to market participants that market orders would not execute in
the Cross and therefore the Cross cannot occur until additional
liquidity is entered on the other side of the market, the new
information would indicate the degree to which available liquidity on
one or the other side of the market would not be executed if the Cross
were to occur at that time. Because either the Imbalance or the Market
Order Imbalance would be disseminated every five seconds with each NOII
message,\7\ the modification would provide more continuity with respect
to the information about supply and demand made available to market
participants in the time leading up to the Cross. Specifically,
allowing market participants to see an Imbalance on one side of the
market or the other would signal the extent to which orders on the
other side might be executable in the Cross if entered thereafter.
NASDAQ believes that providing this information will enhance the price
discovery process of the Cross and increase the likelihood of order
interaction.
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\7\ In practical terms, if there is a Market Order Imbalance
only, the Exchange will disseminate the Market Order Imbalance
indicator. Likewise, in the event of an Imbalance only, the Exchange
will disseminate the Imbalance indicator. In the event of both a
Market Order Imbalance and an Imbalance, the Exchange will
disseminate the Market Order Imbalance indicator only. The Exchange
notes that under this last scenario, there is no Reference Price
calculated because of the Market Order Imbalance. A Reference Price
is required to calculate the Imbalance indicator, and therefore it
cannot be disseminated when there is a Market Order Imbalance.
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Finally, NASDAQ is proposing to add language in the rule to make it
clear that the NOII will not include the Current Reference Price if
there is a Market Order Imbalance. This is true as a matter of logic:
If there is a Market Order Imbalance, not all market orders can be
executed in the Cross and therefore there is no price at which the
Cross could occur. However, NASDAQ believes that it may promote market
participants' understanding of the rule to include this statement
explicitly in the rule language.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
Section 6(b) of the Act \8\ in general, and furthers the objectives of
Section 6(b)(5),\9\ in particular, in that it is designed to promote
just and equitable principles of trade, remove impediments to and
perfect the mechanisms of a free and open market and a national market
system and, in general, to protect investors and the public interest.
The proposal is consistent with these purposes because it will expand
the information made available through the NOII to enhance the ability
of market participants to understand the interplay of supply and demand
of buy and sell orders leading up to the completion of the Cross.
Specifically, by providing information regarding orders that would not
be executed in the Cross if it occurred at the time of dissemination of
the NOII, the proposed change may encourage entry of additional orders,
thereby enhancing price discovery and increasing the likelihood of
order interaction. The change will thereby perfect the mechanisms of a
free and open market. Moreover, the change will protect investors and
the public interest by providing additional transparency regarding the
Cross, helping investors to understand the degree of supply and demand
for the security that is the subject of the Cross.
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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 that is not necessary or appropriate
in furtherance of the purposes of the Act. Specifically, the proposed
change serves merely to increase the information provided by NASDAQ
regarding supply and demand, thereby assisting market participants in
making informed investment decisions regarding participation in the
Cross. The change does not restrict the ability of market participants
to participate in the Cross in any respect, and therefore does impose
any burden on competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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, it has become
effective pursuant to Section
[[Page 55521]]
19(b)(3)(A) of the Act \10\ and subparagraph (f)(6) of Rule 19b-4
thereunder.\11\
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(6).
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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. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2014-088 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2014-088. 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
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal offices 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-NASDAQ-2014-
088, and should be submitted on or before October 7, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2014-22003 Filed 9-15-14; 8:45 am]
BILLING CODE 8011-01-P