Self-Regulatory Organizations; New York Stock Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Modifying the Manner in Which It Calculates Certain Volume, Liquidity and Quoting Thresholds Applicable to Billing on the Exchange in Relation to a Suspension of Trading on the Exchange on July 8, 2015, 48583-48586 [2015-19876]
Download as PDF
Federal Register / Vol. 80, No. 156 / Thursday, August 13, 2015 / Notices
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEArca–2015–65 on the subject line.
SECURITIES AND EXCHANGE
COMMISSION
Paper comments
[Release No. 34–75648; File No. SR–NYSE–
2015–34]
• 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–NYSEArca–2015–65. 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 will also be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2015–65 and should be
submitted on or before September 3,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.34
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–19871 Filed 8–12–15; 8:45 am]
tkelley on DSK3SPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
Self-Regulatory Organizations; New
York Stock Exchange, LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Modifying the
Manner in Which It Calculates Certain
Volume, Liquidity and Quoting
Thresholds Applicable to Billing on the
Exchange in Relation to a Suspension
of Trading on the Exchange on July 8,
2015
August 7, 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 30,
2015, New York Stock Exchange LLC
(‘‘NYSE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the 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 modify the
manner in which it calculates certain
volume, liquidity and quoting
thresholds applicable to billing on the
Exchange in relation to a suspension of
trading on the Exchange on July 8, 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.
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.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
34 17
CFR 200.30–3(a)(12).
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48583
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to modify
the manner in which it calculates
certain volume, liquidity and quoting
thresholds applicable to billing on the
Exchange in relation to a suspension of
trading on the Exchange on July 8, 2015
(‘‘trading suspension’’).4
The trading suspension resulted in a
more than 40% decrease in trading
volume on the Exchange on July 8, 2015
for that day as compared to average
daily volume (‘‘ADV’’) on the Exchange
for the prior trading days in July 2015.
The Exchange believes that the trading
suspension prevented member
organizations on the Exchange,
including Designated Market Makers
(‘‘DMMs’’), Supplemental Liquidity
Providers (‘‘SLPs’’) and Retail Liquidity
Providers (‘‘RLPs’’), from engaging in
normal trading, quoting and liquidity in
their assigned securities, leading to
decreased quoting and trading volume
compared to ADV.
As provided in the Exchange’s Price
List, many of the Exchange’s transaction
fees and credits are based on trading,
quoting and liquidity thresholds that
member organizations must satisfy in
order to qualify for the particular rates.
The Exchange believes that the trading
suspension may affect the ability of
member organizations to meet certain of
these thresholds during July 2015.5
Accordingly, the Exchange proposes to
exclude July 8, 2015 from such
calculations, in order to reasonably
ensure that a member organization that
would otherwise qualify for a particular
threshold during July 2015, and the
corresponding transaction rate, would
not be negatively impacted by the
trading suspension.
First, the Exchange proposes to
exclude July 8, 2015 for purposes of
determining transaction fees and credits
that are based on ADV executed by the
member organization during the billing
month, either directly or as a percentage
of consolidated average daily volume in
NYSE-listed securities (‘‘NYSE CADV’’).
If the Exchange did not exclude July 8,
2015 when calculating ADV for July, the
numerator for the calculation (e.g.,
4 See NYSE Informational Message, ‘‘NYSE/NYSE
MKT—Outage Description’’ July 9, 2015, available
at https://www.nyse.com/market-status/history.
Trading at the Exchange’s market affiliate, NYSE
MKT LLC, was also suspended.
5 The Exchange notes that it does not perform the
calculations necessary to determine whether these
thresholds have been met until after the particular
billing month has ended.
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48584
Federal Register / Vol. 80, No. 156 / Thursday, August 13, 2015 / Notices
trading volume) would be lower as a
result of the decreased trading volume
on July 8, 2015, but the denominator for
the threshold calculations (e.g., the
number of trading days) would not be
smaller. Excluding July 8, 2015 from the
calculation of ADV for the month of July
would reasonably ensure that a member
organization that would otherwise
qualify for a particular threshold during
July 2015, and the corresponding
transaction rate, would not be
negatively impacted by the trading
suspension on July 8, 2015.
Second, the Exchange proposes to
exclude July 8, 2015 for purposes of
determining transaction fees and credits
that are based on quoting and/or
liquidity levels of DMMs, SLPs and
RLPs. The calculations of such quoting
and liquidity levels include the amount
of time that the relevant DMM, SLP or
RLP quoted at the National Best Bid or
Offer (‘‘NBBO’’).6 This proposed change
would exclude July 8, 2015 for purposes
of the DMM thresholds in the Price List
that are based on NYSE Quoted Size or
the DMM Quoted Size.7 The Exchange
also proposes to adjust the calculation
of the NYSE total intraday adding
liquidity to exclude July 8, 2015. NYSE
total intraday adding liquidity includes
all NYSE adding liquidity, excluding
NYSE open and NYSE Close volume, by
all NYSE participants, including SLPs,
customers, Floor brokers and DMMs. If
the Exchange did not exclude July 8,
2015 when calculating these quoting
and liquidity levels for July, the
numerator for the calculation (e.g., time
during which the DMM, SLP or RLP
quoted at the NBBO) would be lower as
a result of the decreased trading volume
on July 8, 2015, but the denominator
(e.g., total time that the U.S. equity
markets quote during regular trading
hours) would not be decreased.
Excluding July 8, 2015 from the
calculation of these quoting and
liquidity levels for the month of July
would reasonably ensure that a member
organization that would otherwise
qualify for a particular threshold during
July 2015, and the corresponding
transaction rate, would not be
negatively impacted by the trading
suspension on July 8, 2015.
The Exchange notes that the proposed
exclusions would be similar to the
tkelley on DSK3SPTVN1PROD with NOTICES
6 See
Rules 107B(g) and 107C(f).
NYSE Quoted Size is calculated by
multiplying the average number of shares quoted on
the NYSE at the NBBO by the percentage of time
the NYSE had a quote posted at the NBBO. The
DMM Quoted Size is calculated by multiplying the
average number of shares of the applicable security
quoted at the NBBO by the DMM by the percentage
of time during which the DMM quoted at the
NBBO.
7 The
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current provision in the Price List
whereby, for purposes of transaction
fees and SLP credits, ADV calculations
exclude early closing days.8 Generally,
this applies to certain days before or
after a holiday observed by the
Exchange.9
Finally, the Exchange does not
propose to exclude July 8, 2015 for
purposes of the DMM thresholds in the
Price List that are based solely on U.S.
consolidated average daily volume
(‘‘CADV’’),10 including CADV as used in
the definition of More Active Securities
and Less Active Securities. The
thresholds that are based solely on
CADV consider volume across all
markets, not only the Exchange’s, and,
unlike the transaction fees and credits
discussed above that are based on ADV
during the billing month as a percentage
of NYSE CADV, the DMM thresholds
based solely on CADV and do not take
CADV as a percentage of another metric.
Therefore the trading suspension would
not be expected to significantly impact
CADV.
The Exchange notes that the proposed
change is not otherwise intended to
address any other issues surrounding
billing for activity on the Exchange and
the Exchange is not aware of any
negative impact on member
organizations that would result from the
proposed change.
2. Statutory Basis
The Exchange believes that the
proposed change is consistent with
Section 6(b) of the Securities Exchange
Act of 1934 (the ‘‘Act’’),11 in general,
and furthers the objectives of Section
6(b)(4) of the Act,12 in particular,
because it provides for the equitable
allocation of reasonable dues, fees, and
other charges among its members,
issuers and other persons using its
facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
Specifically, the Exchange believes
that excluding July 8, 2015 for purposes
of determining transaction fees and
credits that are based on ADV during
the billing month, either directly or as
a percentage of NYSE CADV, is
reasonable because trading suspension
resulted in a significant decrease in
trading volume on the Exchange. This
8 See
footnote 4 in the Price List.
example, the Exchange is closed on
Thanksgiving Day and closes early on the Friday
immediately following Thanksgiving Day (e.g.,
Friday, November 28, 2014).
10 CADV includes all volume reported to the
Consolidated Tape Association Plan for Tapes A, B
and C securities.
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(4).
9 For
PO 00000
Frm 00109
Fmt 4703
Sfmt 4703
proposed change is reasonable because,
without this exclusion, the numerator
for the calculations of ADV (e.g., trading
volume) would be lower as a result of
the decreased trading volume on July 8,
2015, but the denominator for the
calculations (e.g., the number of trading
days) would not be smaller. The
Exchange believes that excluding
activity on July 8, 2015 for purposes of
determining transaction fees and credits
that are based on ADV during the billing
month is equitable and not unfairly
discriminatory because it would apply
equally to all market participants on the
Exchange. In this regard, excluding July
8, 2015 from such ADV calculations is
equitable and not unfairly
discriminatory because the exclusion
would reasonably ensure that a member
organization that would otherwise
qualify for a particular threshold for July
2015, and the corresponding transaction
rate, would not be negatively impacted
by the trading suspension.
The Exchange also believes that
excluding July 8, 2015 for purposes of
determining transaction fees and credits
that are based on quoting and/or
liquidity levels of DMMs, SLPs and
RLPs is reasonable because the
calculations of such quoting and
liquidity levels include the amount of
time that the relevant DMM, SLP or RLP
quoted at the NBBO. In this regard,
excluding July 8, 2015 from these
quoting and liquidity calculations is
reasonable because, without this
exclusion, the numerator for the
calculations (e.g., time during which the
DMM, SLP or RLP quoted at the NBBO)
would be lower as a result of the
decreased trading volume on July 8,
2015, but the denominator for the
threshold calculations (e.g., total time
that the U.S. equity markets quote
during regular trading hours) would not
be decreased. As a result, without this
exclusion, a member organization that
would otherwise qualify for a particular
threshold for July 2015, and the
corresponding transaction rate may be
negatively impacted by the trading
suspension. This is equitable and not
unfairly discriminatory because DMMs,
SLPs and RLPs have specific
performance metrics that must be
satisfied for assigned securities in order
to qualify for the particular rates in the
Price List.
Finally, the Exchange believes that
not excluding activity on July 8, 2015
for purposes of determining transaction
fees and credits related to the DMM
thresholds in the Price List that are
based solely on CADV is reasonable.
This is because the thresholds that are
based solely on CADV consider volume
across all markets, not only the
E:\FR\FM\13AUN1.SGM
13AUN1
tkelley on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 80, No. 156 / Thursday, August 13, 2015 / Notices
Exchange’s, and, unlike the transaction
fees and credits discussed above that are
based on ADV during the billing month
as a percentage of NYSE CADV, the
DMM thresholds based solely on CADV
do not take CADV as a percentage of
another metric. Therefore the trading
suspension would not be expected to
significantly impact CADV. This is
equitable and not unfairly
discriminatory because, in addition to
applying to all DMMs on the Exchange,
the Exchange believes that the trading
suspension did not have a significant
impact on these thresholds and,
therefore, including activity on July 8,
2015 will have an equal impact for all
DMMs.
The Exchange also believes that the
proposed rule change furthers the
objectives of Section 6(b)(5) of the Act,13
in particular, because it 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 mechanisms of, a free
and open market and a national market
system and, in general, to protect
investors and the public interest and
because it is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
The Exchange believes that the
proposed exclusions would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because
they would reasonably ensure that a
member organization that would
otherwise qualify for a particular
threshold during the month, and the
corresponding transaction rate, would
not be negatively impacted by the
trading suspension. In particular, the
Exchange believes that the proposed
exclusions promote just and equitable
principles of trade because they account
for the impact on trading volume,
liquidity and quoting that resulted from
the trading suspension for all securities
traded on the Exchange. The Exchange
further believes that the proposed
exclusions remove impediments to and
perfect the mechanism of a free and
open market and a national market
system because they provide
transparency for member organizations
and the public regarding the manner in
which the Exchange will calculate
certain volume, liquidity and quoting
thresholds related to billing for activity
on the Exchange on July 8, 2015 and for
the month of July 2015. In this regard,
the Exchange believes that the proposed
exclusions are consistent with the Act
because they address inquiries from
member organizations regarding how
the Exchange will treat July 8, 2015 for
purposes of billing. Also, the proposed
exclusions are not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers,
but are instead designed to provide
transparency for all member
organizations and the public regarding
the manner in which the Exchange will
calculate certain volume, liquidity and
quoting thresholds in relation to the
trading suspension. The Exchange is not
aware of any negative impact on
member organizations that would result
from the proposed change.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,14 the Exchange believes that the
proposed rule change will not impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change would treat all
market participants on the Exchange
equally by excluding July 8, 2015 from
NYSE CADV, ADV, quoting level and
liquidity level calculations described in
the Price List. Moreover, the Exchange
believes that the proposed change
would enhance competition between
competing marketplaces by enabling the
Exchange to exclude July 8, 2015 for the
purposes of determining transaction fees
and credits based on volume, quoting
and/or liquidity levels as set forth in the
Price List.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 15 and Rule 19b–4(f)(6) 16
thereunder because the proposal does
not: (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) by its
terms, become operative for 30 days
from the date on which it was filed, or
14 15
U.S.C. 78f(b)(8).
U.S.C. 78s(b)(3)(A).
16 17 CFR 240.19b–4(f)(6).
15 15
13 15
U.S.C. 78f(b)(5).
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48585
such shorter time as the Commission
may designate if consistent with the
protection of investors and the public
interest.17
A proposed rule change filed under
Rule 19b–4(f)(6) normally may not
become operative prior to 30 days after
the date of filing. However, Rule 19b–
4(f)(6)(iii) 18 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange has requested that the
Commission waive the 30-day operative
delay period. The Commission believes
that waiver of the 30-day operative
delay period is consistent with the
protection of investors and the public
interest. Specifically, the Commission
believes that the proposal would allow
the Exchange to immediately implement
the calculation related to the trading
suspension, thereby reducing the
potential for confusion among member
organizations regarding the volume,
liquidity, and quoting thresholds
applicable to billing in July 2015. The
Commission believes that the waiver
would also assist the Exchange in
determining transaction fees and credits
for member organizations in a timely
manner after the end of the billing
month of July 2015. For these reasons,
the Commission believes that waiving
the 30-day operative delay is consistent
with the protection of investors and the
public interest, and designates the
proposed rule change to be operative
upon filing with the Commission.19
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.20
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.
17 In addition, Rule 19b–4(f)(6)(iii) requires the
Exchange to give the Commission written notice of
the Exchange’s intent to file the proposed rule
change, along with a brief description and text of
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.
18 17 CFR 240.19b–4(f)(6)(iii).
19 For purposes only of waiving the operative
delay for this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
20 15 U.S.C. 78s(b)(3)(C).
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Federal Register / Vol. 80, No. 156 / Thursday, August 13, 2015 / Notices
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–
NYSE–2015–34 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–NYSE–2015–34. 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–NYSE–
2015–34 and should be submitted on or
before September 3, 2015.
notice is hereby given that on August 5,
2015, The NASDAQ Stock Market LLC
(‘‘Nasdaq’’ 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
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Jill M. Peterson,
Assistant Secretary.
The Exchange proposes to update
Exchange Rule 4759 and to amend the
public disclosure of the sources of data
that the Exchange utilizes when
performing (1) order handling and
execution; (2) order routing; and (3)
related compliance processes.
The text of the proposed rule change
is below. Proposed new language is
italicized; proposed deletions are
bracketed.
*
*
*
*
*
[FR Doc. 2015–19876 Filed 8–12–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75637; File No. SR–
NASDAQ–2015–093]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Update
Public Disclosure of Exchange Usage
of Market Data
August 7, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
4759. Data Feeds Utilized
The NASDAQ System utilizes the
below proprietary and network
processor feeds [utilized by the System]
for the handling, routing, and execution
of orders, as well as for the regulatory
compliance processes related to those
functions. The Secondary Source of data
is, where applicable, utilized only in
emergency market conditions and only
until those emergency conditions are
resolved.
Market center
Primary source
A—NYSE MKT (AMEX) ..........................................................
B—NASDAQ OMX BX ............................................................
C—NSX ...................................................................................
D—FINRA ADF .......................................................................
J—DirectEdge A ......................................................................
K—DirectEdge X .....................................................................
M—CSX ..................................................................................
N—NYSE ................................................................................
P—NYSE Arca ........................................................................
T/Q—NASDAQ ........................................................................
X—NASDAQ OMX PSX .........................................................
Y—BATS Y-Exchange ............................................................
Z—BATS Exchange ................................................................
[CQS/UQDF] NYSE MKT OpenBook Ultra ............................
BX ITCH [4.1] 5.0 ...................................................................
CQS/UQDF .............................................................................
CQS/UQDF .............................................................................
[EdgeBook] BATS PITCH ......................................................
[EdgeBook] BATS PITCH ......................................................
CQS/UQDF .............................................................................
NYSE OpenBook Ultra ...........................................................
[ArcaBook Binary uncompacted] NYSE ARCA XDP .............
ITCH [4.1] 5.0 .........................................................................
PSX ITCH [4.1] 5.0 ................................................................
BATS PITCH ..........................................................................
BATS PITCH ..........................................................................
tkelley on DSK3SPTVN1PROD with NOTICES
*
*
*
*
*
(b) Not applicable.
(c) Not applicable.
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
21 17
CFR 200.30–3(a)(12).
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U.S.C. 78s(b)(1).
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[n/a] CQS/UQDF
CQS/UQDF
n/a
n/a
CQS/UQDF
CQS/UQDF
n/a
CQS/UQDF
CQS/UQDF
CQS/UQDF
CQS/UQDF
CQS/UQDF
CQS/UQDF
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.
2 17
Sfmt 4703
Secondary source
E:\FR\FM\13AUN1.SGM
CFR 240.19b–4.
13AUN1
Agencies
[Federal Register Volume 80, Number 156 (Thursday, August 13, 2015)]
[Notices]
[Pages 48583-48586]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-19876]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75648; File No. SR-NYSE-2015-34]
Self-Regulatory Organizations; New York Stock Exchange, LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Modifying the Manner in Which It Calculates Certain Volume, Liquidity
and Quoting Thresholds Applicable to Billing on the Exchange in
Relation to a Suspension of Trading on the Exchange on July 8, 2015
August 7, 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 30, 2015, New York Stock Exchange LLC (``NYSE'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to modify the manner in which it calculates
certain volume, liquidity and quoting thresholds applicable to billing
on the Exchange in relation to a suspension of trading on the Exchange
on July 8, 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.
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 is proposing to modify the manner in which it
calculates certain volume, liquidity and quoting thresholds applicable
to billing on the Exchange in relation to a suspension of trading on
the Exchange on July 8, 2015 (``trading suspension'').\4\
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\4\ See NYSE Informational Message, ``NYSE/NYSE MKT--Outage
Description'' July 9, 2015, available at https://www.nyse.com/market-status/history. Trading at the Exchange's market affiliate,
NYSE MKT LLC, was also suspended.
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The trading suspension resulted in a more than 40% decrease in
trading volume on the Exchange on July 8, 2015 for that day as compared
to average daily volume (``ADV'') on the Exchange for the prior trading
days in July 2015. The Exchange believes that the trading suspension
prevented member organizations on the Exchange, including Designated
Market Makers (``DMMs''), Supplemental Liquidity Providers (``SLPs'')
and Retail Liquidity Providers (``RLPs''), from engaging in normal
trading, quoting and liquidity in their assigned securities, leading to
decreased quoting and trading volume compared to ADV.
As provided in the Exchange's Price List, many of the Exchange's
transaction fees and credits are based on trading, quoting and
liquidity thresholds that member organizations must satisfy in order to
qualify for the particular rates. The Exchange believes that the
trading suspension may affect the ability of member organizations to
meet certain of these thresholds during July 2015.\5\ Accordingly, the
Exchange proposes to exclude July 8, 2015 from such calculations, in
order to reasonably ensure that a member organization that would
otherwise qualify for a particular threshold during July 2015, and the
corresponding transaction rate, would not be negatively impacted by the
trading suspension.
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\5\ The Exchange notes that it does not perform the calculations
necessary to determine whether these thresholds have been met until
after the particular billing month has ended.
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First, the Exchange proposes to exclude July 8, 2015 for purposes
of determining transaction fees and credits that are based on ADV
executed by the member organization during the billing month, either
directly or as a percentage of consolidated average daily volume in
NYSE-listed securities (``NYSE CADV''). If the Exchange did not exclude
July 8, 2015 when calculating ADV for July, the numerator for the
calculation (e.g.,
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trading volume) would be lower as a result of the decreased trading
volume on July 8, 2015, but the denominator for the threshold
calculations (e.g., the number of trading days) would not be smaller.
Excluding July 8, 2015 from the calculation of ADV for the month of
July would reasonably ensure that a member organization that would
otherwise qualify for a particular threshold during July 2015, and the
corresponding transaction rate, would not be negatively impacted by the
trading suspension on July 8, 2015.
Second, the Exchange proposes to exclude July 8, 2015 for purposes
of determining transaction fees and credits that are based on quoting
and/or liquidity levels of DMMs, SLPs and RLPs. The calculations of
such quoting and liquidity levels include the amount of time that the
relevant DMM, SLP or RLP quoted at the National Best Bid or Offer
(``NBBO'').\6\ This proposed change would exclude July 8, 2015 for
purposes of the DMM thresholds in the Price List that are based on NYSE
Quoted Size or the DMM Quoted Size.\7\ The Exchange also proposes to
adjust the calculation of the NYSE total intraday adding liquidity to
exclude July 8, 2015. NYSE total intraday adding liquidity includes all
NYSE adding liquidity, excluding NYSE open and NYSE Close volume, by
all NYSE participants, including SLPs, customers, Floor brokers and
DMMs. If the Exchange did not exclude July 8, 2015 when calculating
these quoting and liquidity levels for July, the numerator for the
calculation (e.g., time during which the DMM, SLP or RLP quoted at the
NBBO) would be lower as a result of the decreased trading volume on
July 8, 2015, but the denominator (e.g., total time that the U.S.
equity markets quote during regular trading hours) would not be
decreased. Excluding July 8, 2015 from the calculation of these quoting
and liquidity levels for the month of July would reasonably ensure that
a member organization that would otherwise qualify for a particular
threshold during July 2015, and the corresponding transaction rate,
would not be negatively impacted by the trading suspension on July 8,
2015.
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\6\ See Rules 107B(g) and 107C(f).
\7\ The NYSE Quoted Size is calculated by multiplying the
average number of shares quoted on the NYSE at the NBBO by the
percentage of time the NYSE had a quote posted at the NBBO. The DMM
Quoted Size is calculated by multiplying the average number of
shares of the applicable security quoted at the NBBO by the DMM by
the percentage of time during which the DMM quoted at the NBBO.
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The Exchange notes that the proposed exclusions would be similar to
the current provision in the Price List whereby, for purposes of
transaction fees and SLP credits, ADV calculations exclude early
closing days.\8\ Generally, this applies to certain days before or
after a holiday observed by the Exchange.\9\
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\8\ See footnote 4 in the Price List.
\9\ For example, the Exchange is closed on Thanksgiving Day and
closes early on the Friday immediately following Thanksgiving Day
(e.g., Friday, November 28, 2014).
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Finally, the Exchange does not propose to exclude July 8, 2015 for
purposes of the DMM thresholds in the Price List that are based solely
on U.S. consolidated average daily volume (``CADV''),\10\ including
CADV as used in the definition of More Active Securities and Less
Active Securities. The thresholds that are based solely on CADV
consider volume across all markets, not only the Exchange's, and,
unlike the transaction fees and credits discussed above that are based
on ADV during the billing month as a percentage of NYSE CADV, the DMM
thresholds based solely on CADV and do not take CADV as a percentage of
another metric. Therefore the trading suspension would not be expected
to significantly impact CADV.
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\10\ CADV includes all volume reported to the Consolidated Tape
Association Plan for Tapes A, B and C securities.
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The Exchange notes that the proposed change is not otherwise
intended to address any other issues surrounding billing for activity
on the Exchange and the Exchange is not aware of any negative impact on
member organizations that would result from the proposed change.
2. Statutory Basis
The Exchange believes that the proposed change is consistent with
Section 6(b) of the Securities Exchange Act of 1934 (the ``Act''),\11\
in general, and furthers the objectives of Section 6(b)(4) of the
Act,\12\ in particular, because it provides for the equitable
allocation of reasonable dues, fees, and other charges among its
members, issuers and other persons using its facilities and does not
unfairly discriminate between customers, issuers, brokers or dealers.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4).
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Specifically, the Exchange believes that excluding July 8, 2015 for
purposes of determining transaction fees and credits that are based on
ADV during the billing month, either directly or as a percentage of
NYSE CADV, is reasonable because trading suspension resulted in a
significant decrease in trading volume on the Exchange. This proposed
change is reasonable because, without this exclusion, the numerator for
the calculations of ADV (e.g., trading volume) would be lower as a
result of the decreased trading volume on July 8, 2015, but the
denominator for the calculations (e.g., the number of trading days)
would not be smaller. The Exchange believes that excluding activity on
July 8, 2015 for purposes of determining transaction fees and credits
that are based on ADV during the billing month is equitable and not
unfairly discriminatory because it would apply equally to all market
participants on the Exchange. In this regard, excluding July 8, 2015
from such ADV calculations is equitable and not unfairly discriminatory
because the exclusion would reasonably ensure that a member
organization that would otherwise qualify for a particular threshold
for July 2015, and the corresponding transaction rate, would not be
negatively impacted by the trading suspension.
The Exchange also believes that excluding July 8, 2015 for purposes
of determining transaction fees and credits that are based on quoting
and/or liquidity levels of DMMs, SLPs and RLPs is reasonable because
the calculations of such quoting and liquidity levels include the
amount of time that the relevant DMM, SLP or RLP quoted at the NBBO. In
this regard, excluding July 8, 2015 from these quoting and liquidity
calculations is reasonable because, without this exclusion, the
numerator for the calculations (e.g., time during which the DMM, SLP or
RLP quoted at the NBBO) would be lower as a result of the decreased
trading volume on July 8, 2015, but the denominator for the threshold
calculations (e.g., total time that the U.S. equity markets quote
during regular trading hours) would not be decreased. As a result,
without this exclusion, a member organization that would otherwise
qualify for a particular threshold for July 2015, and the corresponding
transaction rate may be negatively impacted by the trading suspension.
This is equitable and not unfairly discriminatory because DMMs, SLPs
and RLPs have specific performance metrics that must be satisfied for
assigned securities in order to qualify for the particular rates in the
Price List.
Finally, the Exchange believes that not excluding activity on July
8, 2015 for purposes of determining transaction fees and credits
related to the DMM thresholds in the Price List that are based solely
on CADV is reasonable. This is because the thresholds that are based
solely on CADV consider volume across all markets, not only the
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Exchange's, and, unlike the transaction fees and credits discussed
above that are based on ADV during the billing month as a percentage of
NYSE CADV, the DMM thresholds based solely on CADV do not take CADV as
a percentage of another metric. Therefore the trading suspension would
not be expected to significantly impact CADV. This is equitable and not
unfairly discriminatory because, in addition to applying to all DMMs on
the Exchange, the Exchange believes that the trading suspension did not
have a significant impact on these thresholds and, therefore, including
activity on July 8, 2015 will have an equal impact for all DMMs.
The Exchange also believes that the proposed rule change furthers
the objectives of Section 6(b)(5) of the Act,\13\ in particular,
because it 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 mechanisms of, a free and open market and a national market
system and, in general, to protect investors and the public interest
and because it is not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers.
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\13\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposed exclusions would remove
impediments to and perfect the mechanism of a free and open market and
a national market system because they would reasonably ensure that a
member organization that would otherwise qualify for a particular
threshold during the month, and the corresponding transaction rate,
would not be negatively impacted by the trading suspension. In
particular, the Exchange believes that the proposed exclusions promote
just and equitable principles of trade because they account for the
impact on trading volume, liquidity and quoting that resulted from the
trading suspension for all securities traded on the Exchange. The
Exchange further believes that the proposed exclusions remove
impediments to and perfect the mechanism of a free and open market and
a national market system because they provide transparency for member
organizations and the public regarding the manner in which the Exchange
will calculate certain volume, liquidity and quoting thresholds related
to billing for activity on the Exchange on July 8, 2015 and for the
month of July 2015. In this regard, the Exchange believes that the
proposed exclusions are consistent with the Act because they address
inquiries from member organizations regarding how the Exchange will
treat July 8, 2015 for purposes of billing. Also, the proposed
exclusions are not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers, but are instead designed to
provide transparency for all member organizations and the public
regarding the manner in which the Exchange will calculate certain
volume, liquidity and quoting thresholds in relation to the trading
suspension. The Exchange is not aware of any negative impact on member
organizations that would result from the proposed change.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\14\ the Exchange
believes that the proposed rule change will not impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. The proposed rule change would treat all market
participants on the Exchange equally by excluding July 8, 2015 from
NYSE CADV, ADV, quoting level and liquidity level calculations
described in the Price List. Moreover, the Exchange believes that the
proposed change would enhance competition between competing
marketplaces by enabling the Exchange to exclude July 8, 2015 for the
purposes of determining transaction fees and credits based on volume,
quoting and/or liquidity levels as set forth in the Price List.
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\14\ 15 U.S.C. 78f(b)(8).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \15\ and Rule 19b-4(f)(6) \16\ thereunder
because the proposal does not: (i) Significantly affect the protection
of investors or the public interest; (ii) impose any significant burden
on competition; and (iii) by its terms, become operative for 30 days
from the date on which it was filed, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest.\17\
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(6).
\17\ In addition, Rule 19b-4(f)(6)(iii) requires the Exchange to
give the Commission written notice of the Exchange's intent to file
the proposed rule change, along with a brief description and text of
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.
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A proposed rule change filed under Rule 19b-4(f)(6) normally may
not become operative prior to 30 days after the date of filing.
However, Rule 19b-4(f)(6)(iii) \18\ permits the Commission to designate
a shorter time if such action is consistent with the protection of
investors and the public interest. The Exchange has requested that the
Commission waive the 30-day operative delay period. The Commission
believes that waiver of the 30-day operative delay period is consistent
with the protection of investors and the public interest. Specifically,
the Commission believes that the proposal would allow the Exchange to
immediately implement the calculation related to the trading
suspension, thereby reducing the potential for confusion among member
organizations regarding the volume, liquidity, and quoting thresholds
applicable to billing in July 2015. The Commission believes that the
waiver would also assist the Exchange in determining transaction fees
and credits for member organizations in a timely manner after the end
of the billing month of July 2015. For these reasons, the Commission
believes that waiving the 30-day operative delay is consistent with the
protection of investors and the public interest, and designates the
proposed rule change to be operative upon filing with the
Commission.\19\
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\18\ 17 CFR 240.19b-4(f)(6)(iii).
\19\ For purposes only of waiving the operative delay for this
proposal, the Commission has considered the proposed rule's impact
on efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.\20\
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\20\ 15 U.S.C. 78s(b)(3)(C).
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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.
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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-NYSE-2015-34 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-NYSE-2015-34. 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-NYSE-2015-34 and should be
submitted on or before September 3, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015-19876 Filed 8-12-15; 8:45 am]
BILLING CODE 8011-01-P