Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rule 4702 To Introduce a Market Maker Peg Order for Use on BX, 46074-46078 [2015-18882]
Download as PDF
mstockstill on DSK4VPTVN1PROD with NOTICES
46074
Federal Register / Vol. 80, No. 148 / Monday, August 3, 2015 / Notices
further believes that a reduction in its
liquidity risk would reduce systemic
risk and would have a positive impact
on the safety and soundness of the
clearing system.
While the Prefunded Liquidity
Program, like any liquidity resource,
would involve certain risks, most of
these risks are standard in any
commercial paper or extendible note
program. One risk associated with the
Prefunded Liquidity Program would be
the risk that NSCC does not have
sufficient funds to repay issued Notes
when they mature. NSCC believes that
this risk is extremely remote, as the
proceeds of the Prefunded Liquidity
Program would be used only in the
event of a Member default, and NSCC
would replenish that cash, as it would
replenish any of its liquidity resources
that are used to facilitate settlement in
the event of a Member default, with the
proceeds of the close out of that
defaulted Member’s portfolio. This
notwithstanding, in the event that
proceeds from the close out are
insufficient to fully repay a liquidity
borrowing, then NSCC would look to its
loss waterfall to repay any outstanding
liquidity borrowings. NSCC would
further mitigate this risk by structuring
the Prefunded Liquidity Program so that
the maturity dates of the issued Notes
are sufficiently staggered, which would
provide NSCC with time to complete the
close out of a defaulted Member’s
portfolio. A second risk is that NSCC
may be unable to issue new Notes as
issued Notes mature. This risk is
mitigated by the fact that NSCC
maintains a number of different
liquidity resources, described above,
and would not depend on the Prefunded
Liquidity Program as its sole source of
liquidity. As such, NSCC believes that
the significant systemic risk mitigation
benefits of providing NSCC with
additional, prefunded liquidity
resources outweigh these risks.
Consistency with Clearing
Supervision Act. By supplementing
NSCC’s existing liquidity resources with
prefunded liquidity, the proposed
Prefunded Liquidity Program would
contribute to NSCC’s goal of assuring
that NSCC has adequate liquidity
resources to meet its settlement
obligations notwithstanding the default
of any of its Members. As such, the
proposed Prefunded Liquidity Program
is consistent with Section 805(b)(1) of
the Clearing Supervision Act, the
objectives and principles of which
specify the promotion of robust risk
management, promotion of safety and
soundness, reduction of systemic risks
VerDate Sep<11>2014
18:35 Jul 31, 2015
Jkt 235001
and support of the stability of the
broader financial system.9
III. Date of Effectiveness of the Advance
Notice, and Timing for Commission
Action
The proposed change may be
implemented if the Commission does
not object to the proposed change
within 60 days of the later of (i) the date
that the proposed change was filed with
the Commission or (ii) the date that any
additional information requested by the
Commission is received. NSCC shall not
implement the proposed change if the
Commission has any objection to the
proposed change.
The Commission may extend the
period for review by an additional 60
days if the proposed change raises novel
or complex issues, subject to the
Commission providing NSCC with
prompt written notice of the extension.
The proposed change may be
implemented in less than 60 days from
the date the Advance Notice is filed, or
the date further information requested
by the Commission is received, if the
Commission notifies NSCC in writing
that it does not object to the proposed
change and authorizes NSCC to
implement the proposed change on an
earlier date, subject to any conditions
imposed by the Commission.
NSCC shall post notice on its Web site
of proposed changes that are
implemented.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the Advance Notice
is consistent with the Clearing
Supervision Act. Comments may be
submitted by any of the following
methods:
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 Advance Notice that
are filed with the Commission, and all
written communications relating to the
Advance Notice 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 NSCC and on NSCC’s Web site
(https://dtcc.com/legal/sec-rulefilings.aspx). 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–NSCC–
2015–802 and should be submitted on
or before August 18, 2015.
By the Commission.
Brent J. Fields,
Secretary.
[FR Doc. 2015–18905 Filed 7–31–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75536; File No. SR–BX–
2015–042]
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–
NSCC–2015–802 on the subject line.
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Amend Rule
4702 To Introduce a Market Maker Peg
Order for Use on BX
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NSCC–2015–802. 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
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 July 17,
2015, NASDAQ OMX BX, Inc. (‘‘BX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
PO 00000
July 28, 2015.
1 15
9 12
U.S.C. 5464(b)(1).
Frm 00143
Fmt 4703
2 17
Sfmt 4703
E:\FR\FM\03AUN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
03AUN1
Federal Register / Vol. 80, No. 148 / Monday, August 3, 2015 / Notices
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
Rule 4702 to introduce a Market Maker
Peg Order for use on BX.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxbx.cchwallstreet.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
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
mstockstill on DSK4VPTVN1PROD with NOTICES
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
introduce a Market Maker Peg Order
(‘‘MMPO’’) for use on BX by registered
BX Market Makers. The MMPO, which
is currently available for use on The
NASDAQ Stock Market (‘‘NASDAQ’’) 3
and NASDAQ OMX Phlx (‘‘PHLX’’) PSX
System,4 is an order type that provides
a means by which a market maker may
comply with its market making
obligations under applicable Exchange
rules.5 Although the Exchange has rules
allowing market making on BX, it does
not currently have any market makers
registered with the Exchange. In an
effort to attract market makers, BX is
proposing to introduce the MMPO,
which will facilitate BX market maker
compliance with BX quoting
obligations.6 The MMPO is available for
use only by BX Market Makers because
See NASDAQ Rule 4702(b)(7).
PHLX Rule 3301A(b)(5).
5 See Rule 4613. The MMPO is a ‘‘one-sided’’
order. Therefore a member firm exclusively
employing the order type to comply with its market
making obligations must enter both a buy and sell
MMPO.
6 Id.
3
4 See
VerDate Sep<11>2014
18:35 Jul 31, 2015
Jkt 235001
these obligations are not applicable to
other market participants. The MMPO is
available only through the Exchange’s
RASH and FIX connectivity protocols,
because these are the only protocols that
support continuous pegging
functionality.
BX Rule 4613 requires a member firm
registered as a Market Maker in a
particular security to be willing to buy
and sell such security for its own
account on a continuous basis during
regular market hours and to enter and
maintain a two-sided trading interest
(‘‘Two-Sided Obligation’’) that is
identified to the Exchange as the
interest meeting the obligation and is
displayed in BX’s quotation montage at
all times. Interest eligible to be
considered part of a Market Maker’s
Two-Sided Obligation must have a
displayed quotation size of at least one
normal unit of trading.7 After an
execution against its Two-Sided
Obligation, a Market Maker must ensure
that it has additional trading interest to
satisfy its Two-Sided Obligation either
by immediately entering new interest to
comply with this obligation to maintain
continuous two-sided quotations or by
identifying existing interest on the BX
book that will satisfy this obligation.
BX Market Makers must also adhere
to certain pricing obligations established
by Rule 4613, which are premised on
entering quotation prices that are not
more than a ‘‘Designated Percentage’’ 8
away from the National Best Bid or
National Best Offer 9 (as applicable), and
that must be refreshed if a change in the
National Best Bid or National Best Offer
causes the quotation price to be more
than a ‘‘Defined Limit’’ 10 away from the
otherwise designated, 100 shares.
‘‘Designated Percentage’’ is: (i) 8% for
securities subject to Rule 4120(a)(11) and are
securities included in the S&P 500® Index, Russell
1000® Index, and a pilot list of Exchange Traded
Products (‘‘Tier 1 Securities’’); 28% for securities
subject to Rule 4120(a)(11) and that are all NMS
stocks not Tier 1 Securities with a price equal to
or greater than $1 (‘‘Tier 2 Securities’’); and 30%
for securities subject to Rule 4120(a)(11) and that
are all NMS stocks not Tier 1 Securities with a price
less than $1 (‘‘Tier 3 Securities’’), except that
between 9:30 a.m. and 9:45 a.m. and between 3:35
p.m. and the close of trading, when Rule
4120(a)(11) is not in effect, the Designated
Percentage shall be 20% for Tier 1 Securities, 28%
for all Tier 2 Securities, and 30% for Tier 3
Securities. See Rule 4613(a)(2)(D).
9 As determined by the Exchange in accordance
with its procedures for determining Protected
Quotations under SEC Rule 600 under Regulation
NMS.
10 The ‘‘Defined Limit’’ is 9.5% for Tier 1
Securities, 29.5% for Tier 2 Securities, and 31.5%
for Tier 3 Securities, except that between 9:30 a.m.
and 9:45 a.m. and between 3:35 p.m. and the close
of trading, when Rule 4120(a)(11) is not in effect,
the Defined Limit shall be 21.5% Tier 1 Securities,
29.5% for Tier 2 Securities, and 31.5% for Tier 3
Securities. See Rule 4613(a)(2)(E).
PO 00000
7 Unless
8 The
Frm 00144
Fmt 4703
Sfmt 4703
46075
National Best Bid or National Best
Offer.11 The pricing obligations
established by the Rule apply during
regular trading hours (i.e., 9:30 a.m. to
4:00 p.m.), but do not commence during
any trading day until after the first
regular way transaction on the primary
listing market in the security. Moreover,
the obligations are suspended during a
trading halt, suspension, or pause, and
do not re-commence until after the first
regular way transaction on the primary
listing market in the security following
such halt, suspension, or pause, as
reported by the responsible single plan
processor. When the halt is lifted, the
order will remain on the book unless
cancelled by the market maker or if the
displayed price is outside the permitted
pricing range the order will be
cancelled.
For bid quotations, at the time of
entry of bid interest satisfying the TwoSided Obligation, the displayed price of
the bid interest may not be more than
the applicable Designated Percentage
away from the then current National
Best Bid, or if no National Best Bid, not
more than the Designated Percentage
away from the last reported sale from
the responsible single plan securities
information processor. In the event that
the National Best Bid (or if no National
Best Bid, the last reported sale)
increases to a level that would cause the
bid interest of the Two-Sided Obligation
to be more than the Defined Limit away
from the National Best Bid (or if no
National Best Bid, the last reported
sale), or if the bid is executed or
cancelled, the Market Maker must enter
new bid interest at a displayed price not
more than the Designated Percentage
away from the then current National
Best Bid (or if no National Best Bid, the
last reported sale), or identify to the
Exchange current resting interest that
satisfies the Two-Sided Obligation.
Similarly, for offer quotations, at the
time of entry of offer interest satisfying
the Two-Sided Obligation, the displayed
price of the offer interest may not be
more than the Designated Percentage
away from the then current National
Best Offer, or if no National Best Offer,
not more than the Designated
Percentage away from the last reported
sale received from the responsible single
plan securities information processor. In
the event that the National Best Offer (or
if no National Best Offer, the last
reported sale) decreases to a level that
would cause the offer interest of the
Two-Sided Obligation to be more than
11 Nothing in Rule 4613 precludes a BX Market
Maker from quoting at price levels that are closer
to the National Best Bid and Offer than the levels
required by the rule.
E:\FR\FM\03AUN1.SGM
03AUN1
mstockstill on DSK4VPTVN1PROD with NOTICES
46076
Federal Register / Vol. 80, No. 148 / Monday, August 3, 2015 / Notices
the Defined Limit away from the
National Best Offer (or if no National
Best Offer, the last reported sale), or if
the offer is executed or cancelled, the
Market Maker must enter new offer
interest at a displayed price not more
than the Designated Percentage away
from the then current National Best
Offer (or if no National Best Offer, the
last reported sale), or identify to the
Exchange current resting interest that
satisfies the Two-Sided Obligation.
The MMPO is designed to assist
Market Makers in complying with these
requirements by being repriced in
accordance with the parameters
required by Rule 4613. Thus, use of the
order will allow market makers to make
liquidity available at prices reasonably
related to the National Best Bid and
National Best Offer, even in
circumstances where they are not
themselves quoting at the best price or
have more limited liquidity available at
the best price. Specifically, the MMPO
is a limit order that, upon entry, is
automatically priced by the BX System
at the Designated Percentage away from
the Reference Price to keep the
displayed price of the order bounded
within a price range, thereby allowing
the market maker to comply with the
quotation requirements under Rule
4613(a)(2). The Reference Price is the
then current National Best Bid (National
Best Offer), or if no National Best Bid
(National Best Offer), the most recent
reported last-sale eligible trade from the
responsible single plan processor for
that day, or if none, the previous closing
price of the security as adjusted to
reflect any corporate actions (e.g.,
dividends or stock splits) in the
security. For example, if the National
Best Bid was $10 in a Tier 1 Security,
the Designated Percentage would be 8%,
an MMPO to buy entered between 9:45
a.m. and 3:45 p.m. would be priced at
$9.20.12 Because the order is designed to
post to the book at the Designated
Percentage, it would not be marketable
upon entry and therefore may not be
entered with a time-in-force of
Immediate-or-Cancel. As a result, an
MMPO would provide, rather than
access, liquidity. The order may not be
assigned any special conditions
governing its terms of execution, other
than time-in-force, limit price, and the
pegging functionality described herein.
Upon reaching the Defined Limit, the
displayed price of an MMPO will be
repriced by the System to the
12 As noted above, the MMPO is a limit order and
therefore must be assigned a limit priced beyond
which it will not execute. If the repricing
mechanism of the order would result in the order
being priced at a level inconsistent with its limit
price, the order will be rejected or cancelled.
VerDate Sep<11>2014
18:35 Jul 31, 2015
Jkt 235001
Designated Percentage away from the
then current Reference Price. Thus, if
the National Best Bid in the above
example increased to $10.17, the MMPO
priced at $9.20 would now be more than
9.5%, the Defined Limit, away from the
National Best Bid, and would be
repriced to $9.35, the Designated
Percentage away from $10.17.
An MMPO order could execute in the
circumstances shown below. The best
bid in a particular security is currently
$10.00 and all MMPO’s in the security
are currently priced at $9.50 with no
other bids resting between those two
prices. If the $10.00 bid were cancelled
or executed, the MMPO’s resting at
$9.50 would become the inside market
and would then be available for
execution against any order willing to
sell at $9.50 or lower. Alternatively,
assume there is a bid for 100 shares at
$10.00 and the next order on the book
is the MMPO resting at $9.50 for 100
shares. If a 200 share order to sell at
$9.50 is received, it would execute 100
shares against the $10.00 bid and 100
shares against the MMPO that is posted
at $9.50.
If as a result of a change to the
Reference Price, the displayed price of
a Market Maker Peg Order to buy (sell)
is at least one minimum price variation
more than (less than) a price that is 4%
less than (more than) the Reference
Price, rounded up (down), then the
price of the Market Maker Peg Order to
buy (sell) will be re-priced to the
Designated Percentage away from the
Reference Price. Thus, if the National
Best Bid was initially $10 in a Tier 1
Security, and an MMPO to buy was
initially entered at $9.20, if the National
Best Bid decreased to $9.57 (such that
the displayed price of the MMPO would
be at least $0.01 more than a price that
is 4% less than the National Best Bid,
rounded up (i.e., $9.57 ¥ ($9.57 × 0.04)
= $9.1872, rounding up to $9.19), the
MMPO would be repriced to $8.81 (8%
away from the National Best Bid).13
For a given MMPO, a Market Maker
may designate a more aggressive offset
from the National Best Bid or National
Best Offer than the given Designated
Percentage, but such an offset will be
expressed as a price difference from the
Reference Price. Thus, for example, the
Market Maker could designate an offset
of $0.25, in which case the order would
be continually repriced to maintain the
$0.25 offset as the Reference Price
moved. Thus, if the National Best Bid
was $10, an MMPO to buy with a $0.25
13 If the resulting calculated price is $9.185, the
price would round up or down to the compliant
price for the entering party, up for a buyer and
down for a seller.
PO 00000
Frm 00145
Fmt 4703
Sfmt 4703
offset would initially be priced at $9.75,
with the price rising or falling
continually as the Reference Price
moved.14 If there is no Reference Price,
an MMPO with a designated offset
amount will be sent back to the Market
Maker.
In the absence of a Reference Price, a
Market Maker Peg Order will be
cancelled (if on the BX Book) or rejected
(if it is an incoming Order). If, after
entry, a Market Maker Peg Order has a
displayed price based on a Reference
Price other than the National Best Bid
or National Best Offer and such Market
Maker Peg Order is established as the
National Best Bid or National Best Offer,
the Market Maker Peg Order will not be
subsequently repriced in accordance
with this rule until a new Reference
Price is established. Thus, if the last sale
price on the consolidated tape was $10
and an MMPO to buy is priced at $9.20
and establishes the National Best Bid,
the order will not then be repriced to
maintain an offset from itself. Rather,
the order will be repriced only once
there is an independent basis pricing
the order. In the event of an execution
against an MMPO that reduces the size
of the order below one round lot, the
Market Maker would need to enter a
new order (after performing required
regulatory checks, as discussed below)
to satisfy its obligations under Rule
4613.15 If a Market Maker Peg Order is
repriced 1,000 times, it will be
cancelled.16
MMPOs are not eligible for routing
pursuant to Rule 4758 and are always
displayed on BX. Notwithstanding the
availability of MMPO functionality, a
Market Maker remains responsible for
entering, monitoring, and resubmitting,
as applicable, quotations that meet the
requirements of Rule 4613. A new
timestamp is created for an MMPO each
time that its displayed price is
automatically repriced. At a particular
price, the order would be processed in
regular price/time priority, with better
14 An MMPO with an offset operates in a manner
similar to a Primary Pegged Order with an offset
amount (see Rule 4702(b(4)), but an MMPO is
always displayed. Note also that if the repricing of
an order with an offset amount would result in the
order being priced at a level inconsistent with its
limit price, the order will be rejected or cancelled.
15 Rule 4613 generally sets forth BX Market Maker
requirements, which include quotation and pricing
obligations, and the firm quote obligation.
16 BX limits the total number of repricings to
1,000 to control message traffic in the System. For
example, a MMPO may be affected by a flickering
quotation, which is a condition whereby the
displayed quotation (off of which the MPPO is
pegged) can change multiple times in a single
second. The Exchange determined that, if the
MMPO repricing was unlimited, the flickering
quotation may cause unnecessary System traffic as
the MMPO continually reprices in reaction to each
rapid change of the quotation.
E:\FR\FM\03AUN1.SGM
03AUN1
Federal Register / Vol. 80, No. 148 / Monday, August 3, 2015 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
priced interest being executed prior to
the MMPO and with the MMPO being
executed behind similarly priced orders
entered before the MMPO is repriced.
Although Rule 4613 does not govern
the pre-market trading session before
9:30 a.m. and the post-market trading
session after 4:00 p.m., a Market Maker
may enter an MMPO during such
periods. In that case, the Designated
Percentage and Defined Limit applicable
to the MMPO will be the same as for the
periods from 9:30 a.m. through 9:45
a.m., as described in Rule 4613.17 As BX
does not have a special market opening
or closing process, an MMPO does not
behave differently at 9:30 a.m. or 4:00
p.m. than it does immediately before or
after such times.
Use of the MMPO does not frustrate
compliance with any broker-dealer risk
management obligations required by
SEC Rule 15c3–5 (the ‘‘Market Access
Rule’’), or any Regulation SHO marking
and locate requirement prior to order
entry. As such, use of the order is not
inconsistent with Market Makers
fulfilling their obligations under these
rules, while also meeting their Exchange
market making obligations. It should be
noted, however, that use of the order
does not ensure that the Market Maker
is in compliance with its regulatory
obligations under the Market Access
Rule or Regulation SHO.
2. Statutory Basis
BX believes that the proposed rule
change is consistent with the provisions
of section 6 of the Act,18 in general, and
with section 6(b)(5) of the Act,19 in
particular, in that the proposal is
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; and also in that it is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers. The
Exchange believes that the MMPO will
aid Market Makers in complying with
the requirements of Rule 4613. The
Exchange further believes that
compliance with this rule will remove
impediments to and perfect the
mechanism of a free and open market
17 Supra
notes 8 and 10.
U.S.C. 78f.
19 15 U.S.C. 78f(b)(5).
18 15
VerDate Sep<11>2014
18:35 Jul 31, 2015
Jkt 235001
and a national market system, and
protect investors and the public interest,
because it will provide a means by
which Market Makers may offer
liquidity at prices that are reasonably
related to the National Best Bid and
National Best Offer, even in
circumstances where they are not
willing to quote at the inside market. As
a result, in circumstances where
liquidity available at displayed prices
closer to the inside than the price of an
MMPO is exhausted, the MMPO will
nevertheless be available to support
executions at prices that are not widely
at variance with the prior inside market.
Moreover, a Market Maker may elect to
set a more aggressive offset from the
National Best Bid or National Best Offer
than the given Designated Percentage,
which would support executions as
prices closer to the prior inside market.
Because the MMPO is repriced to avoid
triggering a limit-up, limit-down
restriction or a trading pause, it will not
contribute to aberrant volatility in a
particular stock.
The methodology for repricing an
MMPO is consistent with the
requirements of the Act because it will
ensure that the displayed price of the
order bears a reasonable relationship to
the inside market and is less likely to
execute at a price that would trigger a
limit-up, limit-down restriction or a
trading pause. Moreover, because the
repricing of an MMPO results in a new
timestamp being attached to the order,
the MMPO does not provide a means by
which an MMPO may achieve an
execution priority superior to an order
entered at that price earlier in time. In
addition, the use of the MMPO would
not be inconsistent with Market Makers
fulfilling their obligations under the
Market Access Rule and Regulation
SHO.
The Exchange also believes that
although the order may be used only by
Market Makers, this restriction is not
unfairly discriminatory because only
Market Makers are subject to the
requirements of Rule 4613; accordingly,
the order is not needed to assist other
market participants in fulfilling
regulatory obligations. To the extent that
a market participant wishes to maintain
an order at a displayed price that
deviates from the inside market by a
particular amount, however, it may use
the Primary Peg Order to achieve this
purpose. Accordingly, an alternative to
the MMPO is already available to
market participants.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
PO 00000
Frm 00146
Fmt 4703
Sfmt 4703
46077
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the Exchange believes that the proposal
will enhance BX’s competitiveness by
providing Market Makers on BX with a
means to offer liquidity at prices
reasonably related to the inside market.
The Exchange believes that this
functionality will be appealing to
potential Market Makers, and therefore
will make it more likely that market
participants will choose to become
active on BX. This may, in turn,
increase the extent of liquidity available
on BX and increase its ability to
compete with other execution venues to
attract orders that are seeking liquidity.
The Exchange further believes that the
introduction of the MMPO will not
impair in any manner the ability of
market participants or other execution
venues to compete.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
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, it has
become effective pursuant to section
19(b)(3)(A)(iii) of the Act 20 and
subparagraph (f)(6) of Rule 19b–4
thereunder.21
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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.
20 15
U.S.C. 78s(b)(3)(a)(iii).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
21 17
E:\FR\FM\03AUN1.SGM
03AUN1
46078
Federal Register / Vol. 80, No. 148 / Monday, August 3, 2015 / Notices
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:
[FR Doc. 2015–18882 Filed 7–31–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–
BX–2015–042 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Robert W. Errett,
Deputy Secretary.
All submissions should refer to File
Number SR–BX–2015–042. 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–BX–
2015–042, and should be submitted on
or before August 24, 2015.
[Release No. 34–75535; File No. SR–
NYSEMKT–2015–54]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE MKT
Rule 500—Equities To Extend the
Operation of the Pilot Program that
Allows ‘‘UTP Securities’’ To Be Traded
on the Exchange Pursuant to a Grant
of Unlisted Trading Privileges Until
October 31, 2015
July 28, 2015.
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 July 17,
2015, 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 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 MKT Rule 500—Equities to
extend the operation of the pilot
program that allows ‘‘UTP Securities’’ to
be traded on the Exchange pursuant to
a grant of unlisted trading privileges.
The pilot program is currently
scheduled to expire on July 31, 2015;
the Exchange proposes to extend it until
the earlier of Securities and Exchange
Commission (‘‘Commission’’) approval
to make such pilot permanent or
October 31, 2015. 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.
22 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b 4.
1 15
VerDate Sep<11>2014
18:35 Jul 31, 2015
Jkt 235001
PO 00000
Frm 00147
Fmt 4703
Sfmt 4703
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
NYSE MKT Rule 500—Equities to
extend the operation of the pilot
program that allows ‘‘UTP Securities’’ to
be traded on the Exchange pursuant to
a grant of unlisted trading privileges.4
The pilot program is currently
scheduled to expire on July 31, 2015;
the Exchange proposes to extend it until
the earlier of Commission approval to
make such pilot permanent or October
31, 2015.
NYSE MKT Rules 500–525—Equities,
as a pilot program, govern the trading of
any ‘‘UTP Securities’’ on the Exchange
pursuant to unlisted trading privileges
(‘‘UTP Pilot Program’’).5 The Exchange
4 ‘‘UTP Securities’’ is included within the
definition of ‘‘security’’ as that term is used in the
NYSE MKT Equities Rules. See NYSE MKT Rule
3—Equities. In accordance with this definition,
UTP Securities are admitted to dealings on the
Exchange on an ‘‘issued,’’ ‘‘when issued,’’ or ‘‘when
distributed’’ basis. See NYSE MKT Rule 501—
Equities.
5 See Securities Exchange Act Release No. 62479
(July 9, 2010), 75 FR 41264 (July 15, 2010) (SR–
NYSEAmex–2010–31). See also Securities
Exchange Act Release Nos. 62857 (September 7,
2010), 75 FR 55837 (September 14, 2010) (SR–
NYSEAmex–2010–89); 63601 (December 22, 2010),
75 FR 82117 (December 29, 2010) (SR–NYSEAmex–
2010–124); 64746 (June 24, 2011), 76 FR 38446
(June 30, 2011) (SR–NYSEAmex–2011–45); 66040
(December 23, 2011), 76 FR 82324 (December 30,
2011) (SR–NYSEAmex–2011–104); 67497 (July 25,
2012), 77 FR 45404 (July 31, 2012) (SR–NYSEMKT–
2012–25); 68561 (January 2, 2013), 78 FR 1290
(January 8, 2013) (SR–NYSEMKT–2012–86); 69814
(June 20, 2013), 78 FR 38762 (June 27, 2013) (SR–
NYSEMKT–2013–53); 71363 (January 21, 2014), 79
FR 4373 (January 27, 2014) (SR–NYSEMKT–2014–
01); 72624 (July 16, 2014), 79 FR 42595 (July 22,
2014) (SR–NYSEMKT–2014–59); and 73969
(December 31, 2014), 80 FR 914 (January 7, 2015)
(SR–NYSEMKT–2014–112). The UTP Pilot Program
was originally limited to securities listed on the
Nasdaq Stock Market LLC (‘‘Nasdaq Securities’’),
but the Exchange recently expanded the UTP Pilot
Program beyond Nasdaq Securities. See Securities
Exchange Act Release No. 71952 (April 16, 2014),
E:\FR\FM\03AUN1.SGM
03AUN1
Agencies
[Federal Register Volume 80, Number 148 (Monday, August 3, 2015)]
[Notices]
[Pages 46074-46078]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-18882]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75536; File No. SR-BX-2015-042]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Amend
Rule 4702 To Introduce a Market Maker Peg Order for Use on BX
July 28, 2015.
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 July 17, 2015, NASDAQ OMX BX, Inc. (``BX'' or ``Exchange'') filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the proposed rule change as described in Items I, II, and III below,
which Items have been prepared by the Exchange. The
[[Page 46075]]
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 Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 4702 to introduce a Market
Maker Peg Order for use on BX.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxbx.cchwallstreet.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 Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to introduce a Market Maker Peg Order
(``MMPO'') for use on BX by registered BX Market Makers. The MMPO,
which is currently available for use on The NASDAQ Stock Market
(``NASDAQ'') \3\ and NASDAQ OMX Phlx (``PHLX'') PSX System,\4\ is an
order type that provides a means by which a market maker may comply
with its market making obligations under applicable Exchange rules.\5\
Although the Exchange has rules allowing market making on BX, it does
not currently have any market makers registered with the Exchange. In
an effort to attract market makers, BX is proposing to introduce the
MMPO, which will facilitate BX market maker compliance with BX quoting
obligations.\6\ The MMPO is available for use only by BX Market Makers
because these obligations are not applicable to other market
participants. The MMPO is available only through the Exchange's RASH
and FIX connectivity protocols, because these are the only protocols
that support continuous pegging functionality.
---------------------------------------------------------------------------
\3\ See NASDAQ Rule 4702(b)(7).
\4\ See PHLX Rule 3301A(b)(5).
\5\ See Rule 4613. The MMPO is a ``one-sided'' order. Therefore
a member firm exclusively employing the order type to comply with
its market making obligations must enter both a buy and sell MMPO.
\6\ Id.
---------------------------------------------------------------------------
BX Rule 4613 requires a member firm registered as a Market Maker in
a particular security to be willing to buy and sell such security for
its own account on a continuous basis during regular market hours and
to enter and maintain a two-sided trading interest (``Two-Sided
Obligation'') that is identified to the Exchange as the interest
meeting the obligation and is displayed in BX's quotation montage at
all times. Interest eligible to be considered part of a Market Maker's
Two-Sided Obligation must have a displayed quotation size of at least
one normal unit of trading.\7\ After an execution against its Two-Sided
Obligation, a Market Maker must ensure that it has additional trading
interest to satisfy its Two-Sided Obligation either by immediately
entering new interest to comply with this obligation to maintain
continuous two-sided quotations or by identifying existing interest on
the BX book that will satisfy this obligation.
---------------------------------------------------------------------------
\7\ Unless otherwise designated, 100 shares.
---------------------------------------------------------------------------
BX Market Makers must also adhere to certain pricing obligations
established by Rule 4613, which are premised on entering quotation
prices that are not more than a ``Designated Percentage'' \8\ away from
the National Best Bid or National Best Offer \9\ (as applicable), and
that must be refreshed if a change in the National Best Bid or National
Best Offer causes the quotation price to be more than a ``Defined
Limit'' \10\ away from the National Best Bid or National Best
Offer.\11\ The pricing obligations established by the Rule apply during
regular trading hours (i.e., 9:30 a.m. to 4:00 p.m.), but do not
commence during any trading day until after the first regular way
transaction on the primary listing market in the security. Moreover,
the obligations are suspended during a trading halt, suspension, or
pause, and do not re-commence until after the first regular way
transaction on the primary listing market in the security following
such halt, suspension, or pause, as reported by the responsible single
plan processor. When the halt is lifted, the order will remain on the
book unless cancelled by the market maker or if the displayed price is
outside the permitted pricing range the order will be cancelled.
---------------------------------------------------------------------------
\8\ The ``Designated Percentage'' is: (i) 8% for securities
subject to Rule 4120(a)(11) and are securities included in the S&P
500[supreg] Index, Russell 1000[supreg] Index, and a pilot list of
Exchange Traded Products (``Tier 1 Securities''); 28% for securities
subject to Rule 4120(a)(11) and that are all NMS stocks not Tier 1
Securities with a price equal to or greater than $1 (``Tier 2
Securities''); and 30% for securities subject to Rule 4120(a)(11)
and that are all NMS stocks not Tier 1 Securities with a price less
than $1 (``Tier 3 Securities''), except that between 9:30 a.m. and
9:45 a.m. and between 3:35 p.m. and the close of trading, when Rule
4120(a)(11) is not in effect, the Designated Percentage shall be 20%
for Tier 1 Securities, 28% for all Tier 2 Securities, and 30% for
Tier 3 Securities. See Rule 4613(a)(2)(D).
\9\ As determined by the Exchange in accordance with its
procedures for determining Protected Quotations under SEC Rule 600
under Regulation NMS.
\10\ The ``Defined Limit'' is 9.5% for Tier 1 Securities, 29.5%
for Tier 2 Securities, and 31.5% for Tier 3 Securities, except that
between 9:30 a.m. and 9:45 a.m. and between 3:35 p.m. and the close
of trading, when Rule 4120(a)(11) is not in effect, the Defined
Limit shall be 21.5% Tier 1 Securities, 29.5% for Tier 2 Securities,
and 31.5% for Tier 3 Securities. See Rule 4613(a)(2)(E).
\11\ Nothing in Rule 4613 precludes a BX Market Maker from
quoting at price levels that are closer to the National Best Bid and
Offer than the levels required by the rule.
---------------------------------------------------------------------------
For bid quotations, at the time of entry of bid interest satisfying
the Two-Sided Obligation, the displayed price of the bid interest may
not be more than the applicable Designated Percentage away from the
then current National Best Bid, or if no National Best Bid, not more
than the Designated Percentage away from the last reported sale from
the responsible single plan securities information processor. In the
event that the National Best Bid (or if no National Best Bid, the last
reported sale) increases to a level that would cause the bid interest
of the Two-Sided Obligation to be more than the Defined Limit away from
the National Best Bid (or if no National Best Bid, the last reported
sale), or if the bid is executed or cancelled, the Market Maker must
enter new bid interest at a displayed price not more than the
Designated Percentage away from the then current National Best Bid (or
if no National Best Bid, the last reported sale), or identify to the
Exchange current resting interest that satisfies the Two-Sided
Obligation. Similarly, for offer quotations, at the time of entry of
offer interest satisfying the Two-Sided Obligation, the displayed price
of the offer interest may not be more than the Designated Percentage
away from the then current National Best Offer, or if no National Best
Offer, not more than the Designated Percentage away from the last
reported sale received from the responsible single plan securities
information processor. In the event that the National Best Offer (or if
no National Best Offer, the last reported sale) decreases to a level
that would cause the offer interest of the Two-Sided Obligation to be
more than
[[Page 46076]]
the Defined Limit away from the National Best Offer (or if no National
Best Offer, the last reported sale), or if the offer is executed or
cancelled, the Market Maker must enter new offer interest at a
displayed price not more than the Designated Percentage away from the
then current National Best Offer (or if no National Best Offer, the
last reported sale), or identify to the Exchange current resting
interest that satisfies the Two-Sided Obligation.
The MMPO is designed to assist Market Makers in complying with
these requirements by being repriced in accordance with the parameters
required by Rule 4613. Thus, use of the order will allow market makers
to make liquidity available at prices reasonably related to the
National Best Bid and National Best Offer, even in circumstances where
they are not themselves quoting at the best price or have more limited
liquidity available at the best price. Specifically, the MMPO is a
limit order that, upon entry, is automatically priced by the BX System
at the Designated Percentage away from the Reference Price to keep the
displayed price of the order bounded within a price range, thereby
allowing the market maker to comply with the quotation requirements
under Rule 4613(a)(2). The Reference Price is the then current National
Best Bid (National Best Offer), or if no National Best Bid (National
Best Offer), the most recent reported last-sale eligible trade from the
responsible single plan processor for that day, or if none, the
previous closing price of the security as adjusted to reflect any
corporate actions (e.g., dividends or stock splits) in the security.
For example, if the National Best Bid was $10 in a Tier 1 Security, the
Designated Percentage would be 8%, an MMPO to buy entered between 9:45
a.m. and 3:45 p.m. would be priced at $9.20.\12\ Because the order is
designed to post to the book at the Designated Percentage, it would not
be marketable upon entry and therefore may not be entered with a time-
in-force of Immediate-or-Cancel. As a result, an MMPO would provide,
rather than access, liquidity. The order may not be assigned any
special conditions governing its terms of execution, other than time-
in-force, limit price, and the pegging functionality described herein.
---------------------------------------------------------------------------
\12\ As noted above, the MMPO is a limit order and therefore
must be assigned a limit priced beyond which it will not execute. If
the repricing mechanism of the order would result in the order being
priced at a level inconsistent with its limit price, the order will
be rejected or cancelled.
---------------------------------------------------------------------------
Upon reaching the Defined Limit, the displayed price of an MMPO
will be repriced by the System to the Designated Percentage away from
the then current Reference Price. Thus, if the National Best Bid in the
above example increased to $10.17, the MMPO priced at $9.20 would now
be more than 9.5%, the Defined Limit, away from the National Best Bid,
and would be repriced to $9.35, the Designated Percentage away from
$10.17.
An MMPO order could execute in the circumstances shown below. The
best bid in a particular security is currently $10.00 and all MMPO's in
the security are currently priced at $9.50 with no other bids resting
between those two prices. If the $10.00 bid were cancelled or executed,
the MMPO's resting at $9.50 would become the inside market and would
then be available for execution against any order willing to sell at
$9.50 or lower. Alternatively, assume there is a bid for 100 shares at
$10.00 and the next order on the book is the MMPO resting at $9.50 for
100 shares. If a 200 share order to sell at $9.50 is received, it would
execute 100 shares against the $10.00 bid and 100 shares against the
MMPO that is posted at $9.50.
If as a result of a change to the Reference Price, the displayed
price of a Market Maker Peg Order to buy (sell) is at least one minimum
price variation more than (less than) a price that is 4% less than
(more than) the Reference Price, rounded up (down), then the price of
the Market Maker Peg Order to buy (sell) will be re-priced to the
Designated Percentage away from the Reference Price. Thus, if the
National Best Bid was initially $10 in a Tier 1 Security, and an MMPO
to buy was initially entered at $9.20, if the National Best Bid
decreased to $9.57 (such that the displayed price of the MMPO would be
at least $0.01 more than a price that is 4% less than the National Best
Bid, rounded up (i.e., $9.57 - ($9.57 x 0.04) = $9.1872, rounding up to
$9.19), the MMPO would be repriced to $8.81 (8% away from the National
Best Bid).\13\
---------------------------------------------------------------------------
\13\ If the resulting calculated price is $9.185, the price
would round up or down to the compliant price for the entering
party, up for a buyer and down for a seller.
---------------------------------------------------------------------------
For a given MMPO, a Market Maker may designate a more aggressive
offset from the National Best Bid or National Best Offer than the given
Designated Percentage, but such an offset will be expressed as a price
difference from the Reference Price. Thus, for example, the Market
Maker could designate an offset of $0.25, in which case the order would
be continually repriced to maintain the $0.25 offset as the Reference
Price moved. Thus, if the National Best Bid was $10, an MMPO to buy
with a $0.25 offset would initially be priced at $9.75, with the price
rising or falling continually as the Reference Price moved.\14\ If
there is no Reference Price, an MMPO with a designated offset amount
will be sent back to the Market Maker.
---------------------------------------------------------------------------
\14\ An MMPO with an offset operates in a manner similar to a
Primary Pegged Order with an offset amount (see Rule 4702(b(4)), but
an MMPO is always displayed. Note also that if the repricing of an
order with an offset amount would result in the order being priced
at a level inconsistent with its limit price, the order will be
rejected or cancelled.
---------------------------------------------------------------------------
In the absence of a Reference Price, a Market Maker Peg Order will
be cancelled (if on the BX Book) or rejected (if it is an incoming
Order). If, after entry, a Market Maker Peg Order has a displayed price
based on a Reference Price other than the National Best Bid or National
Best Offer and such Market Maker Peg Order is established as the
National Best Bid or National Best Offer, the Market Maker Peg Order
will not be subsequently repriced in accordance with this rule until a
new Reference Price is established. Thus, if the last sale price on the
consolidated tape was $10 and an MMPO to buy is priced at $9.20 and
establishes the National Best Bid, the order will not then be repriced
to maintain an offset from itself. Rather, the order will be repriced
only once there is an independent basis pricing the order. In the event
of an execution against an MMPO that reduces the size of the order
below one round lot, the Market Maker would need to enter a new order
(after performing required regulatory checks, as discussed below) to
satisfy its obligations under Rule 4613.\15\ If a Market Maker Peg
Order is repriced 1,000 times, it will be cancelled.\16\
---------------------------------------------------------------------------
\15\ Rule 4613 generally sets forth BX Market Maker
requirements, which include quotation and pricing obligations, and
the firm quote obligation.
\16\ BX limits the total number of repricings to 1,000 to
control message traffic in the System. For example, a MMPO may be
affected by a flickering quotation, which is a condition whereby the
displayed quotation (off of which the MPPO is pegged) can change
multiple times in a single second. The Exchange determined that, if
the MMPO repricing was unlimited, the flickering quotation may cause
unnecessary System traffic as the MMPO continually reprices in
reaction to each rapid change of the quotation.
---------------------------------------------------------------------------
MMPOs are not eligible for routing pursuant to Rule 4758 and are
always displayed on BX. Notwithstanding the availability of MMPO
functionality, a Market Maker remains responsible for entering,
monitoring, and resubmitting, as applicable, quotations that meet the
requirements of Rule 4613. A new timestamp is created for an MMPO each
time that its displayed price is automatically repriced. At a
particular price, the order would be processed in regular price/time
priority, with better
[[Page 46077]]
priced interest being executed prior to the MMPO and with the MMPO
being executed behind similarly priced orders entered before the MMPO
is repriced.
Although Rule 4613 does not govern the pre-market trading session
before 9:30 a.m. and the post-market trading session after 4:00 p.m., a
Market Maker may enter an MMPO during such periods. In that case, the
Designated Percentage and Defined Limit applicable to the MMPO will be
the same as for the periods from 9:30 a.m. through 9:45 a.m., as
described in Rule 4613.\17\ As BX does not have a special market
opening or closing process, an MMPO does not behave differently at 9:30
a.m. or 4:00 p.m. than it does immediately before or after such times.
---------------------------------------------------------------------------
\17\ Supra notes 8 and 10.
---------------------------------------------------------------------------
Use of the MMPO does not frustrate compliance with any broker-
dealer risk management obligations required by SEC Rule 15c3-5 (the
``Market Access Rule''), or any Regulation SHO marking and locate
requirement prior to order entry. As such, use of the order is not
inconsistent with Market Makers fulfilling their obligations under
these rules, while also meeting their Exchange market making
obligations. It should be noted, however, that use of the order does
not ensure that the Market Maker is in compliance with its regulatory
obligations under the Market Access Rule or Regulation SHO.
2. Statutory Basis
BX believes that the proposed rule change is consistent with the
provisions of section 6 of the Act,\18\ in general, and with section
6(b)(5) of the Act,\19\ in particular, in that the proposal is 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; and also in that it is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers. The Exchange believes that the MMPO will aid
Market Makers in complying with the requirements of Rule 4613. The
Exchange further believes that compliance with this rule will 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, because it will provide a means by which Market Makers may
offer liquidity at prices that are reasonably related to the National
Best Bid and National Best Offer, even in circumstances where they are
not willing to quote at the inside market. As a result, in
circumstances where liquidity available at displayed prices closer to
the inside than the price of an MMPO is exhausted, the MMPO will
nevertheless be available to support executions at prices that are not
widely at variance with the prior inside market. Moreover, a Market
Maker may elect to set a more aggressive offset from the National Best
Bid or National Best Offer than the given Designated Percentage, which
would support executions as prices closer to the prior inside market.
Because the MMPO is repriced to avoid triggering a limit-up, limit-down
restriction or a trading pause, it will not contribute to aberrant
volatility in a particular stock.
---------------------------------------------------------------------------
\18\ 15 U.S.C. 78f.
\19\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The methodology for repricing an MMPO is consistent with the
requirements of the Act because it will ensure that the displayed price
of the order bears a reasonable relationship to the inside market and
is less likely to execute at a price that would trigger a limit-up,
limit-down restriction or a trading pause. Moreover, because the
repricing of an MMPO results in a new timestamp being attached to the
order, the MMPO does not provide a means by which an MMPO may achieve
an execution priority superior to an order entered at that price
earlier in time. In addition, the use of the MMPO would not be
inconsistent with Market Makers fulfilling their obligations under the
Market Access Rule and Regulation SHO.
The Exchange also believes that although the order may be used only
by Market Makers, this restriction is not unfairly discriminatory
because only Market Makers are subject to the requirements of Rule
4613; accordingly, the order is not needed to assist other market
participants in fulfilling regulatory obligations. To the extent that a
market participant wishes to maintain an order at a displayed price
that deviates from the inside market by a particular amount, however,
it may use the Primary Peg Order to achieve this purpose. Accordingly,
an alternative to the MMPO is already available to market participants.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act. Specifically,
the Exchange believes that the proposal will enhance BX's
competitiveness by providing Market Makers on BX with a means to offer
liquidity at prices reasonably related to the inside market. The
Exchange believes that this functionality will be appealing to
potential Market Makers, and therefore will make it more likely that
market participants will choose to become active on BX. This may, in
turn, increase the extent of liquidity available on BX and increase its
ability to compete with other execution venues to attract orders that
are seeking liquidity. The Exchange further believes that the
introduction of the MMPO will not impair in any manner the ability of
market participants or other execution venues to compete.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
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, it has become
effective pursuant to section 19(b)(3)(A)(iii) of the Act \20\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\21\
---------------------------------------------------------------------------
\20\ 15 U.S.C. 78s(b)(3)(a)(iii).
\21\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) 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.
[[Page 46078]]
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-BX-2015-042 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-BX-2015-042. 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-BX-2015-042,
and should be submitted on or before August 24, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
---------------------------------------------------------------------------
\22\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-18882 Filed 7-31-15; 8:45 am]
BILLING CODE 8011-01-P