Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting Approval of a Proposed Rule Change, as Modified by Amendment No. 1, To Amend Rule 6.60 and To Adopt Rule 6.61, Which Was Previously Reserved, To Provide Price Protection for Market Maker Quotes, 12664-12666 [2015-05497]
Download as PDF
12664
Federal Register / Vol. 80, No. 46 / Tuesday, March 10, 2015 / Notices
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–
PHLX–2015–20 on the subject line.
Paper Comments
mstockstill on DSK4VPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–PHLX–2015–20. 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–PHLX–
2015–20 and should be submitted on or
before March 31, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Brent J. Fields,
Secretary.
[FR Doc. 2015–05481 Filed 3–9–15; 8:45 am]
BILLING CODE 8011–01–P
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
17:53 Mar 09, 2015
[Release No. 34–74441; File No. SR–
NYSEArca–2014–150]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
a Proposed Rule Change, as Modified
by Amendment No. 1, To Amend Rule
6.60 and To Adopt Rule 6.61, Which
Was Previously Reserved, To Provide
Price Protection for Market Maker
Quotes
March 4, 2015.
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549.
14 17
SECURITIES AND EXCHANGE
COMMISSION
Jkt 235001
I. Introduction
On December 29, 2014, NYSE Arca,
Inc. (‘‘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 Exchange Rule 6.60 (Price
Protection) and to adopt Exchange Rule
6.61 to provide price protection for
Market Maker quotes. The proposed rule
change was published for comment in
the Federal Register on January 14,
2015.3 The Commission received no
comment letters on the proposal. On
March 2, 2015, the Exchange filed
Amendment No. 1 to the proposed rule
change.4 This order approves the
proposed rule change, as modified by
Amendment No. 1 thereto.
II. Description of the Proposal
The Exchange proposed to amend
Exchange Rule 6.60 and to adopt
Exchange Rule 6.61, which was
previously Reserved, to provide price
protection for Market Maker quotes.
Exchange Rule 6.60 currently applies
and will continue to apply solely to
orders. Exchange Rule 6.60(b), provides
a price protection filter for incoming
limit orders, pursuant to which the
Exchange rejects limit orders priced a
specified percentage 5 through the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 74018
(January 8, 2015), 80 FR 1982 (‘‘Notice’’).
4 In Amendment No. 1, the Exchange clarified
that it believes that Market Maker bids should not
be priced the same as or higher than the
corresponding benchmark, which would be the
price of the underlying security for call options and
the strike price for put options. Amendment No. 1
does not change any of the proposed rule text that
was submitted in the original filing. Amendment
No. 1 is technical in nature and, therefore, the
Commission is not publishing it for comment.
5 Pursuant to Exchange Rule 6.60(b), unless
determined otherwise by the Exchange and
announced to OTP Holders and OTP Firms via
Trader Update, the specified percentage is 100% for
the contra-side NBB or NBO priced at or below
$1.00 and 50% for contra-side NBB or NBO priced
above $1.00. See Notice, supra note 3, at 1983.
2 17
PO 00000
Frm 00048
Fmt 4703
Sfmt 4703
National Best Bid (‘‘NBB’’) or National
Best Offer (‘‘NBO’’) (‘‘Limit Order
Filter’’). To clarify that Exchange Rule
6.60 applies only to orders, the
Exchange proposed to append the word
‘‘Orders’’ to the Exchange Rule 6.60
header to provide ‘‘Rule 6.60. Price
Protection—Orders.’’ 6
A. Proposed Market Maker Quote Price
Protection
The Exchange proposed to adopt new
Exchange Rule 6.61 to provide for a
price protection mechanism for quotes
entered by a Market Maker. Exchange
Rule 6.61(a) will provide price
protection filters applicable only for
quotes entered by a Market Maker
pursuant to Rule 6.37B and will not be
applicable to orders entered by a Market
Maker. The Exchange proposed to
provide for two layers of price
protection that will be applicable to all
incoming Market Maker quotes.7 The
first layer of price protection will assess
incoming sell quotes against the NBB
and incoming buy quotes against the
NBO.8 The second layer of price
protection will assess the price of call or
put bids against a specified benchmark.
1. NBBO Price Reasonability Check
Proposed Exchange Rule 6.61(a)(1)
sets forth the Exchange’s proposed
NBBO price reasonability check, which
will compare Market Maker bids with
the NBO and Market Maker offers with
the NBB. Specifically, provided that an
NBBO is available, a Market Maker
quote will be rejected if it is priced a
specified dollar amount or percentage
through the contra-side NBBO as
follows:
(A) $1.00 for Market Maker bids when
the contra-side NBO is priced at or
below $1.00; or
(B) 50% for Market Maker bids (offers)
when the contra-side NBO (NBB) is
priced above $1.00.
The Exchange will reject inbound
Market Maker quotes that exceed the
parameters set forth in proposed
Exchange Rule 6.61(a)(1)(A)–(B).9 The
6 See
Notice, supra note 3, at 1983.
Exchange states that the proposal will assist
with the maintenance of fair and orderly markets
by averting the risk of Market Maker quotes
sweeping through multiple price points resulting in
executions at prices that are through the last sale
price or National Best Bid or Best Offer (‘‘NBBO’’).
See Notice, supra note 3, at 1983.
8 The Exchange represents that this proposed
price protection mechanism is similar to the
Exchange’s Limit Order Filter. See Notice, supra
note 3, at 1983.
9 The Exchange states that the proposed
percentages are appropriate because they are based
on the percentages established for the Limit Order
Filter. See Notice, supra note 3, at 1983.
7 The
E:\FR\FM\10MRN1.SGM
10MRN1
Federal Register / Vol. 80, No. 46 / Tuesday, March 10, 2015 / Notices
Exchange states that it has proposed a
specific dollar threshold for when the
NBO is priced at or below $1.00
because, for such low-priced NBOs, the
Exchange believes it is appropriate to
provide Market Makers with the ability
to enter quotes at least $1.00 higher than
the prevailing NBO.10 For example, if
the NBO were $0.06, when using a
100% filter, the Exchange would be
required to reject any bids priced $0.12
or more. In addition, the Exchange
proposed that pursuant to proposed
Exchange Rule 6.61(a)(1)(A), Market
Maker offers that arrive when the NBB
is priced at or below $1.00 will not be
subject to this filter. The Exchange notes
that when the NBB is priced at or below
$1.00, the price of an offer will be
bound by $0.00, and therefore an offer
will always be less than $1.00 away
from the NBB.11
Because there may be market
scenarios that require the proposed
parameters to be adjusted, for example,
during periods of extreme price
volatility, the Exchange has further
proposed that the Exchange may revise
these parameters, provided such revised
parameters are announced to OTP
Holders or OTP Firms via a Trader
Update.12
The Exchange also proposed that if a
Market Maker quote is rejected pursuant
to paragraph (a)(1) of the proposed rule,
the Exchange will also cancel any
resting same-side quote in the affected
series from that Market Maker.13
According to the Exchange, even if the
new quote is rejected because it is
priced a specified dollar amount or
percentage through the contra-side
NBBO, in violation of proposed
Exchange Rule 6.61(a)(1), the Market
Maker’s implicit instruction to cancel
the resting quote remains valid
nonetheless.14
10 See
Notice, supra note 3, at 1983.
Exchange states that such offer prices
would likely not be erroneous and therefore the
Exchange does not believe it necessary to reject
such Market Maker offers. See Notice, supra note
3, at 1983.
12 See proposed Exchange Rule 6.61(a)(1)(A)–(B)
(setting forth the specified dollar amount or
percentages ‘‘unless determined otherwise by the
Exchange and announced to OTP Holders and OTP
Firms via Trader Update’’).
13 See proposed Exchange Rule 6.61(b). The
Exchange states that it believes it is appropriate to
reject any resting same-side quote because when a
Market Maker submits a new quote, that Market
Maker is implicitly instructing the Exchange to
cancel any resting quote in that same series. See
Notice, supra note 3, at 1983.
14 See Notice, supra note 3, at 1984 for examples
illustrating how proposed Exchange Rule 6.61(a)
will operate.
mstockstill on DSK4VPTVN1PROD with NOTICES
11 The
VerDate Sep<11>2014
17:53 Mar 09, 2015
Jkt 235001
2. Underlying Stock Price/Strike Price
Check
The Exchange also has proposed new
Exchange Rule 6.61(a)(2) and (3) which
will set forth the Exchange’s proposed
second layer of price protection filters
for Market Maker quotes. These price
protection mechanisms will be
applicable when either there is no
NBBO available, for example, during
pre-opening or prior to conducting a reopening after a trading halt, or if the
NBBO is so wide as to not to reflect an
appropriate price for the respective
options series. Proposed Exchange Rule
6.61(a)(2) will also provide price
protection for Market Maker bids in call
options. As proposed, if such bids equal
or exceed the price of the underlying
security, the Market Maker bid will be
rejected.15
Under new Exchange Rule
6.61(a)(2)(A), before the underlying
security is open, the Exchange will use
the previous day’s closing price to
determine the price of the underlying
security.16 Under new Exchange Rule
6.61(a)(2)(B), once the underlying
security has opened, the Exchange will
use the consolidated last sale price to
determine the price of the underlying
security. Under new Exchange Rule
6.61(a)(2)(C), during a trading halt of the
underlying security, the Exchange will
use the consolidated last sale reported
immediately prior to the trading halt to
determine the price of the underlying
security.17 New Exchange Rule
6.61(a)(3) will provide for price
protection for Market Maker bids in put
options. In particular, any Market Maker
15 See proposed Exchange Rule 6.61(a)(2). With a
call bid, a Market Maker is bidding to buy an option
that would be exercised into the right to acquire the
underlying security. The Exchange states that it
does not believe that a derivative product, which
conveys the right to purchase a security underlying
the derivative, should ever be priced the same as
or higher than the prevailing price of the underlying
security itself. Accordingly, the Exchange believes
it is appropriate to reject Market Maker bids for call
options that are equal to or in excess of the price
of the underlying security. See Notice, supra note
3, at 1984. See also Amendment No. 1, supra note
4.
16 According to the Exchange, although the
underlying securities may trade in the equities
markets outside of 9:30 a.m. ET to 4:00 p.m. ET, the
equities market is generally not as liquid during this
time and equity market makers generally do not
have quoting obligations in after-hours trading.
Therefore, the Exchange believes that using the
previous day’s closing price—based on trading
during Core Trading Hours, when the market is
most liquid—provides a more accurate benchmark
and thus a more precise price protection filter for
underlying securities that have not yet opened. See
Notice, supra note 3, at 1984.
17 The Exchange believes that the consolidated
last sale price for an underlying security that has
already opened will provide the most accurate
benchmark because the market is most liquid
during Core Trading Hours. See Notice, supra note
3, at 1984.
PO 00000
Frm 00049
Fmt 4703
Sfmt 4703
12665
bid for put options will be rejected if the
price of the bid is equal to or greater
than the strike price of the option.18
The Exchange also has proposed that
when a Market Maker quote is rejected
pursuant to paragraph (a)(2) or (a)(3) of
the proposed rule, the Exchange will
also cancel all resting quote(s) in the
affected class(es) from that Market
Maker and will not accept new quote(s)
in the affected class(es) until the Market
Maker submits a message (which may be
automated) to the Exchange to enable
the entry of new quotes.19
B. Implementation
The Exchange stated that it would
announce the implementation date of
the proposed rule change in a Trader
Update and publish such announcement
at least 30 days prior to implementation.
III. Discussion and Commission
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 and, in particular,
with Section 6(b) of the Act.20 In
particular, the Commission finds that
the proposed rule change is consistent
with Sections 6(b)(5) of the Act,21 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 foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
18 The Exchange states that the value of a put can
never exceed the strike price of the option, even if
the stock goes to zero. For example, a put with a
strike price of $50 gives the holder the right to sell
the underlying security for $50 (no more, or no
less), therefore the Exchange states that it would be
illogical to pay $50 or more for the right to sell that
underlying security, no matter what the price of the
underlying security. See Notice, supra note 3, at
1984. See also Amendment No. 1, supra note 4.
19 See proposed Exchange Rule 6.61(b). The
Exchange believes that this temporary suspension
from quoting in the affected option class(es) would
operate as a safety valve that forces Market Makers
to re-evaluate their positions before requesting to reenter the market. See Notice, supra note 3, at 1984.
See also Notice, supra note 3, at 1984–5 for
examples illustrating how proposed Exchange Rule
6.61(a)(2) and (a)(3) would operate.
20 15 U.S.C. 78f(b). In approving this proposed
rule change, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
21 15 U.S.C. 78f(b)(5).
E:\FR\FM\10MRN1.SGM
10MRN1
mstockstill on DSK4VPTVN1PROD with NOTICES
12666
Federal Register / Vol. 80, No. 46 / Tuesday, March 10, 2015 / Notices
general, to protect investors and the
public interest.
The proposed rule change provides a
price protection mechanism for quotes
entered by a Market Maker when an
NBBO is available that are priced a
specified dollar amount or percentage
through the last sale or prevailing
contra-side market, which the Exchange
believes is evidence of error. The
Commission believes that the proposed
price protection mechanism is
reasonably designed to promote just and
equitable principles of trade by
preventing potential price dislocation
that could result from erroneous Market
Maker quotes sweeping through
multiple price points resulting in
executions at prices that are through the
last sale price or NBBO.22
The Exchange’s proposed use of
benchmarks to check the reasonability
of Market Maker bids for call and put
options affords a second layer of price
protection to Market Maker quotes. The
Commission believes that the additional
price reasonability check on Market
Maker bids that are priced equal to or
greater than the price of the underlying
security for call options, and equal to or
greater than the strike price for put
options, is reasonably designed to
operate in manner that would remove
impediments to and perfect the
mechanism of a free and open market
and protect investors and the public
interest. Further, the Commission notes
the Exchange’s belief that the additional
risk controls that result in the
cancellation of a Market Maker’s resting
same side quote and/or the temporary
suspension a Market Maker’s quoting
activity in the affected option class(es),
as applicable, provide market
participants with additional protection
from anomalous executions.23
Accordingly, the Commission believes
that the proposed price protection for
Market Maker quotes is reasonably
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, 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.
IV. Conclusion
For the foregoing reasons, the
Commission finds that the proposed
22 See
23 See
Notice, supra note 3, at 1985.
Notice, supra note 3, at 1985.
VerDate Sep<11>2014
17:53 Mar 09, 2015
Jkt 235001
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to a national
securities exchange.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,24 that the
proposed rule change (SR–NYSEArca–
2014–150), as modified by Amendment
No. 1, be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–05497 Filed 3–9–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74439; File No. SR–EDGX–
2015–08]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing of a
Proposed Rule Change, as Modified by
Amendment No. 1, To Amend Rules
11.6, 11.8, 11.9, 11.10 and 11.11 of
EDGX Exchange, Inc.
March 4, 2015.
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 February
20, 2015, EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) 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 self-regulatory organization. On
February 27, 2015, the Exchange filed
Amendment No. 1 to the proposal.3 The
Commission is publishing this notice, as
modified by Amendment No. 1, 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
The Exchange filed a proposal to
amend Rules 11.6, 11.8, 11.9, 11.10 and
11.11 to clarify and to include
additional specificity regarding the
current functionality of the Exchange’s
System,4 including the operation of its
24 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Amendment No. 1 replaces SR–EDGX–2015–08
and supersedes such filing in its entirety.
4 The term ‘‘System’’ is defined as ‘‘the electronic
communications and trading facility designated by
the Board through which securities orders of Users
are consolidated for ranking, execution and, when
applicable, routing away.’’ See Exchange Rule
1.5(cc).
25 17
1 15
PO 00000
Frm 00050
Fmt 4703
Sfmt 4703
order types and order instructions, as
further described below.
The text of the proposed rule change
is available at the Exchange’s Web site
at www.batstrading.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 the
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 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
On June 5, 2014, Chair Mary Jo White
asked all national securities exchanges
to conduct a comprehensive review of
each order type offered to members and
how it operates.5 The Exchange notes
that a comprehensive rule filing
clarifying and updating Exchange rules
was recently approved.6 However, based
on the request from Chair White, the
Exchange did indeed conduct further
review of each order types and its
operation. The proposals set forth below
are based on this comprehensive review
and are intended to clarify and to
include additional specificity regarding
the current functionality of the
Exchange’s System, including the
operation of its order types and order
instructions. The proposals set forth
below are intended to supplement the
recently approved filing based on
further review conducted by the
Exchange and are intended to clarify
and enhance the understandability of
the Exchange’s rules related to the
ranking and execution of orders. The
proposal is also intended to add
additional detail with respect to the
handling of orders with a Discretionary
5 See Mary Jo White, Chair, Commission, Speech
at the Sandler O’Neill & Partners, L.P. Global
Exchange and Brokerage Conference, (June 5, 2014)
(available at https://www.sec.gov/News/Speech/
Detail/Speech/1370542004312#.VD2HW610w6Y).
6 Securities Exchange Act Release No. 73468
(October 29, 2014), 79 FR 65450 (November 4, 2014)
(SR–EDGX–2014–18).
E:\FR\FM\10MRN1.SGM
10MRN1
Agencies
[Federal Register Volume 80, Number 46 (Tuesday, March 10, 2015)]
[Notices]
[Pages 12664-12666]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-05497]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74441; File No. SR-NYSEArca-2014-150]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting
Approval of a Proposed Rule Change, as Modified by Amendment No. 1, To
Amend Rule 6.60 and To Adopt Rule 6.61, Which Was Previously Reserved,
To Provide Price Protection for Market Maker Quotes
March 4, 2015.
I. Introduction
On December 29, 2014, NYSE Arca, Inc. (``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 Exchange
Rule 6.60 (Price Protection) and to adopt Exchange Rule 6.61 to provide
price protection for Market Maker quotes. The proposed rule change was
published for comment in the Federal Register on January 14, 2015.\3\
The Commission received no comment letters on the proposal. On March 2,
2015, the Exchange filed Amendment No. 1 to the proposed rule
change.\4\ This order approves the proposed rule change, as modified by
Amendment No. 1 thereto.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 74018 (January 8,
2015), 80 FR 1982 (``Notice'').
\4\ In Amendment No. 1, the Exchange clarified that it believes
that Market Maker bids should not be priced the same as or higher
than the corresponding benchmark, which would be the price of the
underlying security for call options and the strike price for put
options. Amendment No. 1 does not change any of the proposed rule
text that was submitted in the original filing. Amendment No. 1 is
technical in nature and, therefore, the Commission is not publishing
it for comment.
---------------------------------------------------------------------------
II. Description of the Proposal
The Exchange proposed to amend Exchange Rule 6.60 and to adopt
Exchange Rule 6.61, which was previously Reserved, to provide price
protection for Market Maker quotes. Exchange Rule 6.60 currently
applies and will continue to apply solely to orders. Exchange Rule
6.60(b), provides a price protection filter for incoming limit orders,
pursuant to which the Exchange rejects limit orders priced a specified
percentage \5\ through the National Best Bid (``NBB'') or National Best
Offer (``NBO'') (``Limit Order Filter''). To clarify that Exchange Rule
6.60 applies only to orders, the Exchange proposed to append the word
``Orders'' to the Exchange Rule 6.60 header to provide ``Rule 6.60.
Price Protection--Orders.'' \6\
---------------------------------------------------------------------------
\5\ Pursuant to Exchange Rule 6.60(b), unless determined
otherwise by the Exchange and announced to OTP Holders and OTP Firms
via Trader Update, the specified percentage is 100% for the contra-
side NBB or NBO priced at or below $1.00 and 50% for contra-side NBB
or NBO priced above $1.00. See Notice, supra note 3, at 1983.
\6\ See Notice, supra note 3, at 1983.
---------------------------------------------------------------------------
A. Proposed Market Maker Quote Price Protection
The Exchange proposed to adopt new Exchange Rule 6.61 to provide
for a price protection mechanism for quotes entered by a Market Maker.
Exchange Rule 6.61(a) will provide price protection filters applicable
only for quotes entered by a Market Maker pursuant to Rule 6.37B and
will not be applicable to orders entered by a Market Maker. The
Exchange proposed to provide for two layers of price protection that
will be applicable to all incoming Market Maker quotes.\7\ The first
layer of price protection will assess incoming sell quotes against the
NBB and incoming buy quotes against the NBO.\8\ The second layer of
price protection will assess the price of call or put bids against a
specified benchmark.
---------------------------------------------------------------------------
\7\ The Exchange states that the proposal will assist with the
maintenance of fair and orderly markets by averting the risk of
Market Maker quotes sweeping through multiple price points resulting
in executions at prices that are through the last sale price or
National Best Bid or Best Offer (``NBBO''). See Notice, supra note
3, at 1983.
\8\ The Exchange represents that this proposed price protection
mechanism is similar to the Exchange's Limit Order Filter. See
Notice, supra note 3, at 1983.
---------------------------------------------------------------------------
1. NBBO Price Reasonability Check
Proposed Exchange Rule 6.61(a)(1) sets forth the Exchange's
proposed NBBO price reasonability check, which will compare Market
Maker bids with the NBO and Market Maker offers with the NBB.
Specifically, provided that an NBBO is available, a Market Maker quote
will be rejected if it is priced a specified dollar amount or
percentage through the contra-side NBBO as follows:
(A) $1.00 for Market Maker bids when the contra-side NBO is priced
at or below $1.00; or
(B) 50% for Market Maker bids (offers) when the contra-side NBO
(NBB) is priced above $1.00.
The Exchange will reject inbound Market Maker quotes that exceed
the parameters set forth in proposed Exchange Rule 6.61(a)(1)(A)-
(B).\9\ The
[[Page 12665]]
Exchange states that it has proposed a specific dollar threshold for
when the NBO is priced at or below $1.00 because, for such low-priced
NBOs, the Exchange believes it is appropriate to provide Market Makers
with the ability to enter quotes at least $1.00 higher than the
prevailing NBO.\10\ For example, if the NBO were $0.06, when using a
100% filter, the Exchange would be required to reject any bids priced
$0.12 or more. In addition, the Exchange proposed that pursuant to
proposed Exchange Rule 6.61(a)(1)(A), Market Maker offers that arrive
when the NBB is priced at or below $1.00 will not be subject to this
filter. The Exchange notes that when the NBB is priced at or below
$1.00, the price of an offer will be bound by $0.00, and therefore an
offer will always be less than $1.00 away from the NBB.\11\
---------------------------------------------------------------------------
\9\ The Exchange states that the proposed percentages are
appropriate because they are based on the percentages established
for the Limit Order Filter. See Notice, supra note 3, at 1983.
\10\ See Notice, supra note 3, at 1983.
\11\ The Exchange states that such offer prices would likely not
be erroneous and therefore the Exchange does not believe it
necessary to reject such Market Maker offers. See Notice, supra note
3, at 1983.
---------------------------------------------------------------------------
Because there may be market scenarios that require the proposed
parameters to be adjusted, for example, during periods of extreme price
volatility, the Exchange has further proposed that the Exchange may
revise these parameters, provided such revised parameters are announced
to OTP Holders or OTP Firms via a Trader Update.\12\
---------------------------------------------------------------------------
\12\ See proposed Exchange Rule 6.61(a)(1)(A)-(B) (setting forth
the specified dollar amount or percentages ``unless determined
otherwise by the Exchange and announced to OTP Holders and OTP Firms
via Trader Update'').
---------------------------------------------------------------------------
The Exchange also proposed that if a Market Maker quote is rejected
pursuant to paragraph (a)(1) of the proposed rule, the Exchange will
also cancel any resting same-side quote in the affected series from
that Market Maker.\13\ According to the Exchange, even if the new quote
is rejected because it is priced a specified dollar amount or
percentage through the contra-side NBBO, in violation of proposed
Exchange Rule 6.61(a)(1), the Market Maker's implicit instruction to
cancel the resting quote remains valid nonetheless.\14\
---------------------------------------------------------------------------
\13\ See proposed Exchange Rule 6.61(b). The Exchange states
that it believes it is appropriate to reject any resting same-side
quote because when a Market Maker submits a new quote, that Market
Maker is implicitly instructing the Exchange to cancel any resting
quote in that same series. See Notice, supra note 3, at 1983.
\14\ See Notice, supra note 3, at 1984 for examples illustrating
how proposed Exchange Rule 6.61(a) will operate.
---------------------------------------------------------------------------
2. Underlying Stock Price/Strike Price Check
The Exchange also has proposed new Exchange Rule 6.61(a)(2) and (3)
which will set forth the Exchange's proposed second layer of price
protection filters for Market Maker quotes. These price protection
mechanisms will be applicable when either there is no NBBO available,
for example, during pre-opening or prior to conducting a re-opening
after a trading halt, or if the NBBO is so wide as to not to reflect an
appropriate price for the respective options series. Proposed Exchange
Rule 6.61(a)(2) will also provide price protection for Market Maker
bids in call options. As proposed, if such bids equal or exceed the
price of the underlying security, the Market Maker bid will be
rejected.\15\
---------------------------------------------------------------------------
\15\ See proposed Exchange Rule 6.61(a)(2). With a call bid, a
Market Maker is bidding to buy an option that would be exercised
into the right to acquire the underlying security. The Exchange
states that it does not believe that a derivative product, which
conveys the right to purchase a security underlying the derivative,
should ever be priced the same as or higher than the prevailing
price of the underlying security itself. Accordingly, the Exchange
believes it is appropriate to reject Market Maker bids for call
options that are equal to or in excess of the price of the
underlying security. See Notice, supra note 3, at 1984. See also
Amendment No. 1, supra note 4.
---------------------------------------------------------------------------
Under new Exchange Rule 6.61(a)(2)(A), before the underlying
security is open, the Exchange will use the previous day's closing
price to determine the price of the underlying security.\16\ Under new
Exchange Rule 6.61(a)(2)(B), once the underlying security has opened,
the Exchange will use the consolidated last sale price to determine the
price of the underlying security. Under new Exchange Rule
6.61(a)(2)(C), during a trading halt of the underlying security, the
Exchange will use the consolidated last sale reported immediately prior
to the trading halt to determine the price of the underlying
security.\17\ New Exchange Rule 6.61(a)(3) will provide for price
protection for Market Maker bids in put options. In particular, any
Market Maker bid for put options will be rejected if the price of the
bid is equal to or greater than the strike price of the option.\18\
---------------------------------------------------------------------------
\16\ According to the Exchange, although the underlying
securities may trade in the equities markets outside of 9:30 a.m. ET
to 4:00 p.m. ET, the equities market is generally not as liquid
during this time and equity market makers generally do not have
quoting obligations in after-hours trading. Therefore, the Exchange
believes that using the previous day's closing price--based on
trading during Core Trading Hours, when the market is most liquid--
provides a more accurate benchmark and thus a more precise price
protection filter for underlying securities that have not yet
opened. See Notice, supra note 3, at 1984.
\17\ The Exchange believes that the consolidated last sale price
for an underlying security that has already opened will provide the
most accurate benchmark because the market is most liquid during
Core Trading Hours. See Notice, supra note 3, at 1984.
\18\ The Exchange states that the value of a put can never
exceed the strike price of the option, even if the stock goes to
zero. For example, a put with a strike price of $50 gives the holder
the right to sell the underlying security for $50 (no more, or no
less), therefore the Exchange states that it would be illogical to
pay $50 or more for the right to sell that underlying security, no
matter what the price of the underlying security. See Notice, supra
note 3, at 1984. See also Amendment No. 1, supra note 4.
---------------------------------------------------------------------------
The Exchange also has proposed that when a Market Maker quote is
rejected pursuant to paragraph (a)(2) or (a)(3) of the proposed rule,
the Exchange will also cancel all resting quote(s) in the affected
class(es) from that Market Maker and will not accept new quote(s) in
the affected class(es) until the Market Maker submits a message (which
may be automated) to the Exchange to enable the entry of new
quotes.\19\
---------------------------------------------------------------------------
\19\ See proposed Exchange Rule 6.61(b). The Exchange believes
that this temporary suspension from quoting in the affected option
class(es) would operate as a safety valve that forces Market Makers
to re-evaluate their positions before requesting to re-enter the
market. See Notice, supra note 3, at 1984. See also Notice, supra
note 3, at 1984-5 for examples illustrating how proposed Exchange
Rule 6.61(a)(2) and (a)(3) would operate.
---------------------------------------------------------------------------
B. Implementation
The Exchange stated that it would announce the implementation date
of the proposed rule change in a Trader Update and publish such
announcement at least 30 days prior to implementation.
III. Discussion and Commission 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
and, in particular, with Section 6(b) of the Act.\20\ In particular,
the Commission finds that the proposed rule change is consistent with
Sections 6(b)(5) of the Act,\21\ 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 foster cooperation and coordination
with persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in
[[Page 12666]]
general, to protect investors and the public interest.
---------------------------------------------------------------------------
\20\ 15 U.S.C. 78f(b). In approving this proposed rule change,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
\21\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The proposed rule change provides a price protection mechanism for
quotes entered by a Market Maker when an NBBO is available that are
priced a specified dollar amount or percentage through the last sale or
prevailing contra-side market, which the Exchange believes is evidence
of error. The Commission believes that the proposed price protection
mechanism is reasonably designed to promote just and equitable
principles of trade by preventing potential price dislocation that
could result from erroneous Market Maker quotes sweeping through
multiple price points resulting in executions at prices that are
through the last sale price or NBBO.\22\
---------------------------------------------------------------------------
\22\ See Notice, supra note 3, at 1985.
---------------------------------------------------------------------------
The Exchange's proposed use of benchmarks to check the
reasonability of Market Maker bids for call and put options affords a
second layer of price protection to Market Maker quotes. The Commission
believes that the additional price reasonability check on Market Maker
bids that are priced equal to or greater than the price of the
underlying security for call options, and equal to or greater than the
strike price for put options, is reasonably designed to operate in
manner that would remove impediments to and perfect the mechanism of a
free and open market and protect investors and the public interest.
Further, the Commission notes the Exchange's belief that the additional
risk controls that result in the cancellation of a Market Maker's
resting same side quote and/or the temporary suspension a Market
Maker's quoting activity in the affected option class(es), as
applicable, provide market participants with additional protection from
anomalous executions.\23\
---------------------------------------------------------------------------
\23\ See Notice, supra note 3, at 1985.
---------------------------------------------------------------------------
Accordingly, the Commission believes that the proposed price
protection for Market Maker quotes is reasonably designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, 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.
IV. Conclusion
For the foregoing reasons, the Commission finds that the proposed
rule change is consistent with the Act and the rules and regulations
thereunder applicable to a national securities exchange.
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\24\ that the proposed rule change (SR-NYSEArca-2014-150), as
modified by Amendment No. 1, be, and hereby is, approved.
---------------------------------------------------------------------------
\24\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\25\
---------------------------------------------------------------------------
\25\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015-05497 Filed 3-9-15; 8:45 am]
BILLING CODE 8011-01-P