Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of Proposed Rule Change Modifying Its Quote Mitigation Plan and Amending Rule 970NY and Rule 970.1NY, 63009-63011 [2014-24953]
Download as PDF
Federal Register / Vol. 79, No. 203 / Tuesday, October 21, 2014 / 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 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 will also 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–
NYSEMKT–2014–89 and should be
submitted on or before November 12,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24945 Filed 10–20–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73367; File No. SR–
NYSEMKT–2014–86]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing of Proposed
Rule Change Modifying Its Quote
Mitigation Plan and Amending Rule
970NY and Rule 970.1NY
mstockstill on DSK4VPTVN1PROD with NOTICES
October 15, 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 October
2, 2014, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) 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 selfregulatory organization. The
Commission is publishing this notice to
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.
18:05 Oct 20, 2014
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to modify its
quote mitigation plan and to amend
Rule 970NY (Firm Quotes) and Rule
970.1NY(Quote Mitigation). The text of
the proposed rule change is available on
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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to modify
its quote mitigation plan and to amend
Rule 970NY (Firm Quotes) and Rule
970.1NY (Quote Mitigation). As
discussed below, the Exchange believes
the modified quote mitigation plan will
adequately accommodate the number of
quotations sent to the Exchange and the
message traffic that the Exchange sends
to the Options Price Reporting
Authority (‘‘OPRA’’).
Rule 970.1NY
In connection with the adoption of
the Penny Pilot Program, the Exchange
adopted a quote mitigation plan
designed to reduce the number of
quotations generated by the Exchange
for all options traded on the Exchange,
not just issues included in the Penny
Pilot Program.4 The current plan
reduces the number of messages the
Exchange sends to OPRA by only
submitting quote messages for ‘‘active’’
series. Rule 970.1NY defines active
4 See Securities and Exchange Release No. 59472
(February 29, 2009), 74 FR 9843 (March 6, 2009)
(SR–ALTR–2008–14); see also Securities and
Exchange Release No. 55162 (January 24, 2007), 72
FR 4738 (February 1, 2007) (SR–Amex–2006–106)
(original quote mitigation proposal).
12 17
VerDate Sep<11>2014
solicit comments on the proposed rule
change from interested persons.
Jkt 235001
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
63009
series as: (i) The series has traded on
any options exchange in the previous 14
calendar days; or, (ii) the series is solely
listed on the Exchange; or (iii) the series
has been trading ten days or less, or; (iv)
the Exchange has an order in the series.
Alternatively, the Exchange may define
a series as active on an intraday basis if:
(i) The series trades at any options
exchange; (ii) the Exchange receives an
order in the series; or (iii) the Exchange
receives a request for quote from a
Customer in that series.
The Exchange believes it no longer
needs the quote mitigation provided by
Rule 970.1NY because rules adopted
since Rule 970.1NY provide sufficient
quote mitigation.
Current Market Structure and Controls
on the Exchange
In 2010, the Exchange incorporated
select provisions of the Options Listing
Procedures Plan (‘‘OLPP’’) in Rule 903A
as a quote mitigation strategy.5
The OLPP is a national market system
plan that, among other things, sets forth
procedures governing the listing of new
options series. From the OLPP, the
Exchange incorporated in Rule 903A
‘‘applied uniform standards to the range
of options series exercise (or strike)
prices available for trading on the
[Exchange] as a quote mitigation
strategy.’’ 6 In approving the OLPP
provisions, subsequently incorporated
in Rule 903A, the Commission indicated
that ‘‘adopting uniform standards to the
range of options series exercise (or
strike) prices available for trading on the
[Exchange] should reduce the number of
option series available for trading, and
thus should reduce increases in the
options quote message traffic because
market participants will not be
submitting quotes in those series.’’ 7
One year after adopting select
provisions of the OLPP, the Exchange
refined the quoting obligations
applicable to Market Makers as a quote
mitigation strategy.8 Specifically, the
Exchange adopted Commentary .01 to
Rule 925.1NY, which states that
Specialists’ and Market Makers’
continuous quoting obligations ‘‘shall
not apply to Market Makers with respect
to adjusted option series, and series
5 See Securities and Exchange Release No. 61978
(April 23, 2010), 75 FR 22886 (April 30, 2010) (SR–
NYSEAmex–2010–3). See also OLPP, available at,
https://www.theocc.com/clearing/industry-services/
olpp.jsp.
6 Rule 903A codified Amendment No. 3 to the
OLPP. See Securities and Exchange Release No.
60531 (August 19, 2009), 74 FR 43173 (File No. 4–
443). See also Rule 903A.
7 Id., 74 FR at 43174.
8 See Securities and Exchange Release No. 65572
(October 14, 2011), 76 FR 65310 (October 20, 2011)
(NYSEAmex–2011–61).
E:\FR\FM\21OCN1.SGM
21OCN1
63010
Federal Register / Vol. 79, No. 203 / Tuesday, October 21, 2014 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
with a time to expiration of nine months
or greater, for options on equities and
Exchange Traded Fund Shares, and
series with a time to expiration of
twelve months or greater for Index
options.’’ 9 Because there are no Market
Maker quoting obligations associated
with adjusted options series, there is a
reduction in quote traffic that is sent to
OPRA. Indeed, in approving
Commentary .01 to Rule 925.1NY, the
Commission noted, ‘‘. . . the
Exchange’s proposal would reduce the
burden on market makers to submit
continuous quotes that the Exchange
may not submit to OPRA.’’ 10
The Exchange believes that reliance
on the OLPP, via Rule 903A, together
with the refined Market Maker quoting
obligations, pursuant to Commentary
.01 to Rule 925.1NY, is sufficient as a
quote mitigation strategy and obviates
the need for Rule 970.1NY. The
Exchange believes that limiting the
number of series listed on the Exchange
is preferable to suppressing quotes of
inactive series, as required under
current Rule 970.1NY, because all
quotes sent by Market Makers are
actionable even if not displayed.
The Exchange believes that both its
own systems capacity and OPRA’s
systems capacity are more than
sufficient to accommodate any
additional increase in quote traffic that
might be sent to OPRA as a result of the
deletion of Rule 970.1NY. The Exchange
has already successfully conducted
testing to ensure that its internal
systems are equipped to handle any
increase in quote traffic as a result of the
proposed rule change. Further, the
Exchange continually assesses its
capacity needs and ensures that the
capacity that it requests from OPRA is
not only sufficient but also compliant
with the requirements established in the
OPRA Capacity Guidelines.11 In
submitting its capacity requests, the
Exchange has factored in the impact on
capacity if all series currently subject to
Rule 970.1NY were to become active
and therefore sent to OPRA.12
9 An ‘‘adjusted series’’ is ‘‘an option series
wherein, as a result of a corporate action by the
issuer of the underlying security, one option
contract in the series represents the delivery of
other than 100 shares of underlying stock or
Exchange-Traded Fund Shares.’’ See Commentary
.01 to Rule 925.1NY.
10 See supra n. 8, 79 FR at 65311.
11 See the OPRA Capacity Guidelines, available
here, https://www.opradata.com/pdf/capacity_
guidelines.pdf.
12 OPRA has delegated certain functions
pertaining to planning the capacity of the OPRA
System to an Independent System Capacity Advisor
(‘‘ISCA’’) that ‘‘may provide less than all of the
capacity that has been requested if it determines (a)
that the capacity requests of one or more of the
parties are unreasonable, or (b) that it is not
VerDate Sep<11>2014
18:05 Oct 20, 2014
Jkt 235001
In addition, the Exchange has in place
the following measures that it believes
serve as additional safeguards against
excessive quoting:
—Monitoring: The Exchange actively
monitors the quotation activity of its
Market Makers. When the Exchange
detects that a Market Maker is
disseminating an unusual number of
quotes, the Exchange contacts that
Market Maker and alerts it to such
activity. Such monitoring may reveal
that the Market Maker may have
internal system issues or has
incorrectly set system parameters that
were not immediately apparent.
Alerting a Market Maker to the
heightened levels of activity will
usually result in a change that reduces
the number of quotes sent to the
Exchange by the Market Maker.
—New Listings: The Exchange has a
business plan with respect to the
listing of options on new underlying
securities that is designed to help
ensure that any new listings are
sufficiently active to avoid listing
options on underlying securities that
generate quote volume without the
offsetting benefit of trading volume.13
—Excessive Bandwidth Utilization Fees:
The Exchange imposes Excessive
Bandwidth Utilization Fees, which
are designed to encourage efficient
quoting.14 The Excessive Bandwidth
Utilization Fees are comprised of
Order To Trade Ratio Fees and
Messages to Contracts Traded Ratio
Fees.15
In connection with the foregoing, the
Exchange proposes to amend paragraphs
(b)(1) and (b)(2) of Rule 970NY to delete
references to the ‘‘Quote Mitigation
Plan,’’ which refer to the plan set forth
in Rule 970.1NY. In addition, the
Exchange proposes to delete Rule
970.1NY in its entirety, as it contains a
discussion of the current quote
mitigation plan.
Implementation
The Exchange will announce the
implementation date of the proposed
rule change by Trader Update to be
reasonable to develop or maintain a System that has
capacity sufficient to satisfy the requests of the
parties.’’ See id. The Exchange has never been
informed by the ISCA that the capacity it has
requested cannot be met for any reason, including
because the ISCA had deemed the request to be
unreasonable. Thus, the Exchange believes that any
increase in quote traffic that might be sent to OPRA
as a result of the current proposal should not
impact any other exchange’s capacity at OPRA.
13 See Commentary .09(b) to Rule 15.
14 See NYSE Amex Options fee schedule,
available here, https://www.theice.com/publicdos/
nyse/market/amex-options/NYSE_Amex_Options_
Fee_Schedule.pdf.
15 Id.
PO 00000
Frm 00071
Fmt 4703
Sfmt 4703
published no later than 60 days
following the effective date of this filing.
The implementation date will be no
later than 60 days following the
issuance of the Trader Update.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act 16
in general and furthers the objectives of
Section 6(b)(5) of the Act 17 in particular
in that it should promote just and
equitable principles of trade, serve to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and
protect investors and the public interest.
The Exchange believes that the
proposed modifications to the quote
mitigation plan, including the
continued reliance on Rule 903A and
Commentary .01 to Rule 925.1NY,
together with the other safeguards
mentioned above, would promote just
and equitable principles of trade, serve
to remove impediments to and perfect
the mechanism of a free and open
market as it would increase
transparency and enhance price
discovery as all Market Maker quotes
would be reflected in the market.
Specifically, the Exchange believes that
deleting Rule 970.1NY will remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because it
will enable all actionable Market Maker
quotes to be displayed, including in
inactive series. The Exchange believes
this would also protect investors and
the public interest because available
Market Maker liquidity in all series
would be publicly displayed, thereby
putting investors on notice of such
liquidity. The Exchange further believes
that the market structure initiatives
adopted in recent years serve to reduce
the potential for excessive quoting
because the OLPP limits the number of
series eligible to be listed, which
reduces the number of series for which
a Market Maker would be obligated to
quote, and therefore reduces quote
traffic.
As discussed above, the Exchange
believes that both its own systems
capacity and OPRA’s systems capacity
are more than sufficient to
accommodate any additional increase in
quote traffic that might be sent to OPRA
as a result of the proposed rule change.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
16 15
17 15
E:\FR\FM\21OCN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
21OCN1
Federal Register / Vol. 79, No. 203 / Tuesday, October 21, 2014 / Notices
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
as discussed above, the Exchange
believes that any increase in quote
traffic that might be sent to OPRA as a
result of the proposed rule change
should not impact any other exchange’s
capacity at OPRA.18
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be 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:
mstockstill on DSK4VPTVN1PROD 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–
NYSEMKT–2014–86 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–NYSEMKT–2014–86. 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
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–
NYSEMKT–2014–86, and should be
submitted on or before November 12,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24953 Filed 10–20–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73356; File No. SR–BATS–
2014–045]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend Rule 11.16 of
BATS Exchange, Inc.
October 15, 2014.
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 October
7, 2014, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
19 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
18 See
supra. n. 12.
VerDate Sep<11>2014
18:05 Oct 20, 2014
Jkt 235001
PO 00000
Frm 00072
Fmt 4703
Sfmt 4703
63011
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 filed a proposed rule
change to amend paragraph (f) of Rule
11.16 to provide Members 3 with
additional time within which to submit
a written claim for compensation for
‘‘losses resulting directly from the
malfunction of the Exchange’s physical
equipment, devices and/or
programming or the negligent acts or
omissions of its employees’’ (‘‘Exchange
Systems Issues’’). In addition, the
Exchange proposes to add a new
paragraph (g) to Rule 11.16 to permit the
Exchange, subject to certain conditions
and limitations, to compensate Members
for certain losses incurred in connection
with orders or portions of orders routed
by the Exchange through its affiliated
routing broker-dealer, BATS Trading,
Inc. (‘‘BATS Trading’’), to Trading
Centers 4 where such losses are claimed
by the Member to have resulted directly
from a malfunction of the physical
equipment, devices and/or
programming, or the negligent acts or
omissions of the employees, of such
Trading Centers (‘‘Trading Center
Systems Issue’’).
The proposed rule change is
substantially similar to the existing
functionality on EDGX Exchange, Inc.
(‘‘EDGX’’) and EDGA Exchange, Inc.
(‘‘EDGA’’).5 The Exchange has
3 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer that has been admitted
to membership in the Exchange. A Member will
have the status of a ‘‘member’’ of the Exchange as
that term is defined in Section 3(a)(3) of the Act.
Membership may be granted to a sole proprietor,
partnership, corporation, limited liability company
or other organization which is a registered broker
or dealer pursuant to Section 15 of the Act, and
which has been approved by the Exchange.’’ See
Exchange Rule 1.5(n).
4 Rule 600(b)(78) of Regulation NMS, 17 CFR
242.600(b)(78), defines a ‘‘Trading Center’’ as ‘‘a
national securities exchange or national securities
association that operates an SRO trading facility, an
alternative trading system, an exchange market
maker, an OTC market maker, or any other broker
or dealer that executes orders internally by trading
as principal or crossing orders as agent.’’ See also
Exchange Rule 2.11(a).
5 See EDGA Rules 11.12(d)(3) and (e); EDGX
Rules 11.12(d)(3) and (e). See also Securities
Exchange Act Release Nos. 71061 (December 12,
2013), 78 FR 76685 (December 18, 2013) (SR–
EDGA–2013–36) (Notice of Filing and Immediate
Effectiveness of Proposed Rule Change To Amend
EDGX Rule 11.12, Limitations of Liability); and
71062 (December 12, 2013), 78 FR 76693 (December
18, 2013) (SR–EDGX–2013–45) (Notice of Filing and
Immediate Effectiveness of Proposed Rule Change
To Amend EDGX Rule 11.12, Limitations of
Liability). The Exchange notes that proposed Rule
11.16(g)(4) refers [sic] the liability limits under
BATS Rule 11.16(d)(1)–(3), which differ from the
Continued
E:\FR\FM\21OCN1.SGM
21OCN1
Agencies
[Federal Register Volume 79, Number 203 (Tuesday, October 21, 2014)]
[Notices]
[Pages 63009-63011]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-24953]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73367; File No. SR-NYSEMKT-2014-86]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of
Proposed Rule Change Modifying Its Quote Mitigation Plan and Amending
Rule 970NY and Rule 970.1NY
October 15, 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 October 2, 2014, NYSE MKT LLC (the ``Exchange'' or
``NYSE MKT'') 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 self-regulatory
organization. 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to modify its quote mitigation plan and to
amend Rule 970NY (Firm Quotes) and Rule 970.1NY(Quote Mitigation). The
text of the proposed rule change is available on 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to modify its quote mitigation plan and
to amend Rule 970NY (Firm Quotes) and Rule 970.1NY (Quote Mitigation).
As discussed below, the Exchange believes the modified quote mitigation
plan will adequately accommodate the number of quotations sent to the
Exchange and the message traffic that the Exchange sends to the Options
Price Reporting Authority (``OPRA'').
Rule 970.1NY
In connection with the adoption of the Penny Pilot Program, the
Exchange adopted a quote mitigation plan designed to reduce the number
of quotations generated by the Exchange for all options traded on the
Exchange, not just issues included in the Penny Pilot Program.\4\ The
current plan reduces the number of messages the Exchange sends to OPRA
by only submitting quote messages for ``active'' series. Rule 970.1NY
defines active series as: (i) The series has traded on any options
exchange in the previous 14 calendar days; or, (ii) the series is
solely listed on the Exchange; or (iii) the series has been trading ten
days or less, or; (iv) the Exchange has an order in the series.
Alternatively, the Exchange may define a series as active on an
intraday basis if: (i) The series trades at any options exchange; (ii)
the Exchange receives an order in the series; or (iii) the Exchange
receives a request for quote from a Customer in that series.
---------------------------------------------------------------------------
\4\ See Securities and Exchange Release No. 59472 (February 29,
2009), 74 FR 9843 (March 6, 2009) (SR-ALTR-2008-14); see also
Securities and Exchange Release No. 55162 (January 24, 2007), 72 FR
4738 (February 1, 2007) (SR-Amex-2006-106) (original quote
mitigation proposal).
---------------------------------------------------------------------------
The Exchange believes it no longer needs the quote mitigation
provided by Rule 970.1NY because rules adopted since Rule 970.1NY
provide sufficient quote mitigation.
Current Market Structure and Controls on the Exchange
In 2010, the Exchange incorporated select provisions of the Options
Listing Procedures Plan (``OLPP'') in Rule 903A as a quote mitigation
strategy.\5\
---------------------------------------------------------------------------
\5\ See Securities and Exchange Release No. 61978 (April 23,
2010), 75 FR 22886 (April 30, 2010) (SR-NYSEAmex-2010-3). See also
OLPP, available at, https://www.theocc.com/clearing/industry-services/olpp.jsp.
---------------------------------------------------------------------------
The OLPP is a national market system plan that, among other things,
sets forth procedures governing the listing of new options series. From
the OLPP, the Exchange incorporated in Rule 903A ``applied uniform
standards to the range of options series exercise (or strike) prices
available for trading on the [Exchange] as a quote mitigation
strategy.'' \6\ In approving the OLPP provisions, subsequently
incorporated in Rule 903A, the Commission indicated that ``adopting
uniform standards to the range of options series exercise (or strike)
prices available for trading on the [Exchange] should reduce the number
of option series available for trading, and thus should reduce
increases in the options quote message traffic because market
participants will not be submitting quotes in those series.'' \7\
---------------------------------------------------------------------------
\6\ Rule 903A codified Amendment No. 3 to the OLPP. See
Securities and Exchange Release No. 60531 (August 19, 2009), 74 FR
43173 (File No. 4-443). See also Rule 903A.
\7\ Id., 74 FR at 43174.
---------------------------------------------------------------------------
One year after adopting select provisions of the OLPP, the Exchange
refined the quoting obligations applicable to Market Makers as a quote
mitigation strategy.\8\ Specifically, the Exchange adopted Commentary
.01 to Rule 925.1NY, which states that Specialists' and Market Makers'
continuous quoting obligations ``shall not apply to Market Makers with
respect to adjusted option series, and series
[[Page 63010]]
with a time to expiration of nine months or greater, for options on
equities and Exchange Traded Fund Shares, and series with a time to
expiration of twelve months or greater for Index options.'' \9\ Because
there are no Market Maker quoting obligations associated with adjusted
options series, there is a reduction in quote traffic that is sent to
OPRA. Indeed, in approving Commentary .01 to Rule 925.1NY, the
Commission noted, ``. . . the Exchange's proposal would reduce the
burden on market makers to submit continuous quotes that the Exchange
may not submit to OPRA.'' \10\
---------------------------------------------------------------------------
\8\ See Securities and Exchange Release No. 65572 (October 14,
2011), 76 FR 65310 (October 20, 2011) (NYSEAmex-2011-61).
\9\ An ``adjusted series'' is ``an option series wherein, as a
result of a corporate action by the issuer of the underlying
security, one option contract in the series represents the delivery
of other than 100 shares of underlying stock or Exchange-Traded Fund
Shares.'' See Commentary .01 to Rule 925.1NY.
\10\ See supra n. 8, 79 FR at 65311.
---------------------------------------------------------------------------
The Exchange believes that reliance on the OLPP, via Rule 903A,
together with the refined Market Maker quoting obligations, pursuant to
Commentary .01 to Rule 925.1NY, is sufficient as a quote mitigation
strategy and obviates the need for Rule 970.1NY. The Exchange believes
that limiting the number of series listed on the Exchange is preferable
to suppressing quotes of inactive series, as required under current
Rule 970.1NY, because all quotes sent by Market Makers are actionable
even if not displayed.
The Exchange believes that both its own systems capacity and OPRA's
systems capacity are more than sufficient to accommodate any additional
increase in quote traffic that might be sent to OPRA as a result of the
deletion of Rule 970.1NY. The Exchange has already successfully
conducted testing to ensure that its internal systems are equipped to
handle any increase in quote traffic as a result of the proposed rule
change. Further, the Exchange continually assesses its capacity needs
and ensures that the capacity that it requests from OPRA is not only
sufficient but also compliant with the requirements established in the
OPRA Capacity Guidelines.\11\ In submitting its capacity requests, the
Exchange has factored in the impact on capacity if all series currently
subject to Rule 970.1NY were to become active and therefore sent to
OPRA.\12\
---------------------------------------------------------------------------
\11\ See the OPRA Capacity Guidelines, available here, https://www.opradata.com/pdf/capacity_guidelines.pdf.
\12\ OPRA has delegated certain functions pertaining to planning
the capacity of the OPRA System to an Independent System Capacity
Advisor (``ISCA'') that ``may provide less than all of the capacity
that has been requested if it determines (a) that the capacity
requests of one or more of the parties are unreasonable, or (b) that
it is not reasonable to develop or maintain a System that has
capacity sufficient to satisfy the requests of the parties.'' See
id. The Exchange has never been informed by the ISCA that the
capacity it has requested cannot be met for any reason, including
because the ISCA had deemed the request to be unreasonable. Thus,
the Exchange believes that any increase in quote traffic that might
be sent to OPRA as a result of the current proposal should not
impact any other exchange's capacity at OPRA.
---------------------------------------------------------------------------
In addition, the Exchange has in place the following measures that
it believes serve as additional safeguards against excessive quoting:
--Monitoring: The Exchange actively monitors the quotation activity of
its Market Makers. When the Exchange detects that a Market Maker is
disseminating an unusual number of quotes, the Exchange contacts that
Market Maker and alerts it to such activity. Such monitoring may reveal
that the Market Maker may have internal system issues or has
incorrectly set system parameters that were not immediately apparent.
Alerting a Market Maker to the heightened levels of activity will
usually result in a change that reduces the number of quotes sent to
the Exchange by the Market Maker.
--New Listings: The Exchange has a business plan with respect to the
listing of options on new underlying securities that is designed to
help ensure that any new listings are sufficiently active to avoid
listing options on underlying securities that generate quote volume
without the offsetting benefit of trading volume.\13\
---------------------------------------------------------------------------
\13\ See Commentary .09(b) to Rule 15.
---------------------------------------------------------------------------
--Excessive Bandwidth Utilization Fees: The Exchange imposes Excessive
Bandwidth Utilization Fees, which are designed to encourage efficient
quoting.\14\ The Excessive Bandwidth Utilization Fees are comprised of
Order To Trade Ratio Fees and Messages to Contracts Traded Ratio
Fees.\15\
---------------------------------------------------------------------------
\14\ See NYSE Amex Options fee schedule, available here, https://www.theice.com/publicdos/nyse/market/amex-options/NYSE_Amex_Options_Fee_Schedule.pdf.
\15\ Id.
In connection with the foregoing, the Exchange proposes to amend
paragraphs (b)(1) and (b)(2) of Rule 970NY to delete references to the
``Quote Mitigation Plan,'' which refer to the plan set forth in Rule
970.1NY. In addition, the Exchange proposes to delete Rule 970.1NY in
its entirety, as it contains a discussion of the current quote
mitigation plan.
Implementation
The Exchange will announce the implementation date of the proposed
rule change by Trader Update to be published no later than 60 days
following the effective date of this filing. The implementation date
will be no later than 60 days following the issuance of the Trader
Update.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the Act
\16\ in general and furthers the objectives of Section 6(b)(5) of the
Act \17\ in particular in that it should promote just and equitable
principles of trade, serve to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and
protect investors and the public interest.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes that the proposed modifications to the quote
mitigation plan, including the continued reliance on Rule 903A and
Commentary .01 to Rule 925.1NY, together with the other safeguards
mentioned above, would promote just and equitable principles of trade,
serve to remove impediments to and perfect the mechanism of a free and
open market as it would increase transparency and enhance price
discovery as all Market Maker quotes would be reflected in the market.
Specifically, the Exchange believes that deleting Rule 970.1NY will
remove impediments to and perfect the mechanism of a free and open
market and a national market system because it will enable all
actionable Market Maker quotes to be displayed, including in inactive
series. The Exchange believes this would also protect investors and the
public interest because available Market Maker liquidity in all series
would be publicly displayed, thereby putting investors on notice of
such liquidity. The Exchange further believes that the market structure
initiatives adopted in recent years serve to reduce the potential for
excessive quoting because the OLPP limits the number of series eligible
to be listed, which reduces the number of series for which a Market
Maker would be obligated to quote, and therefore reduces quote traffic.
As discussed above, the Exchange believes that both its own systems
capacity and OPRA's systems capacity are more than sufficient to
accommodate any additional increase in quote traffic that might be sent
to OPRA as a result of the proposed rule change.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose
[[Page 63011]]
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. Specifically, as discussed
above, the Exchange believes that any increase in quote traffic that
might be sent to OPRA as a result of the proposed rule change should
not impact any other exchange's capacity at OPRA.\18\
---------------------------------------------------------------------------
\18\ See supra. n. 12.
---------------------------------------------------------------------------
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
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be 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-NYSEMKT-2014-86 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-NYSEMKT-2014-86. 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 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-NYSEMKT-2014-86, and should
be submitted on or before November 12, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
---------------------------------------------------------------------------
\19\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-24953 Filed 10-20-14; 8:45 am]
BILLING CODE 8011-01-P