Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing of Proposed Rule Change Amending the Definition of “Block” for Purposes of Rule 72(d) and the Size of a Proposed Cross Transaction Eligible for the Cross Function in Rule 76, 25748-25750 [2016-09975]
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25748
Federal Register / Vol. 81, No. 83 / Friday, April 29, 2016 / Notices
as practicable thereafter, the General
Partner of each Fund will send to each
investor in such Fund who had an
interest in any capital account of the
Fund, at any time during the fiscal year
then ended, Fund financial statements
audited by the Fund’s independent
accountants, except in the case of a
Fund formed to make a single portfolio
investment. In such cases, financial
statements will be unaudited, but each
investor will receive financial
statements of the single portfolio
investment audited by such entity’s
independent accountants. At the end of
each fiscal year and at other times as
necessary in accordance with customary
practice, the General Partner will make
a valuation or cause a valuation to be
made of all of the assets of the Fund as
of the fiscal year end. In addition, as
soon as practicable after the end of each
tax year of a Fund, the General Partner
of such Fund will send a report to each
person who was an investor in such
Fund at any time during the fiscal year
then ended, setting forth such tax
information as shall be necessary for the
preparation by the investor of his, her or
its U.S. federal and state income tax
returns and a report of the investment
activities of the Fund during that fiscal
year.
6. If a Fund makes purchases or sales
from or to an entity affiliated with the
Fund by reason of an officer, director or
employee of AB (a) serving as an officer,
director, general partner or investment
adviser of the entity, or (b) having a 5%
or more investment in the entity, such
individual will not participate in the
Fund’s determination of whether or not
to effect the purchase or sale.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–10020 Filed 4–28–16; 8:45 am]
asabaliauskas on DSK3SPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77701; File No. SR–NYSE–
2016–30]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of Proposed Rule Change
Amending the Definition of ‘‘Block’’ for
Purposes of Rule 72(d) and the Size of
a Proposed Cross Transaction Eligible
for the Cross Function in Rule 76
April 25, 2016.
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 April 12,
2016, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) 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 the
definition of ‘‘block’’ for purposes of
Rule 72(d) and the size of a proposed
cross transaction eligible for the Cross
Function in Rule 76. 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
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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 the
definition of ‘‘block’’ for purposes of
Rule 72(d) and the size of a proposed
cross transaction eligible for the Cross
Function in Rule 76. Under Rule 72(d),
when a member 4 has an order to buy
and an order to sell an equivalent
amount of the same security, and both
orders are ‘‘block’’ orders, the member
may cross those orders at a price at or
within the Exchange best bid or offer
and does not have to break up the cross
transaction to trade with any bids or
offers previously displayed at the
Exchange best bid or offer, including
any interest with priority. For purposes
of Rule 72(d), a ‘‘block’’ is at least
10,000 shares or a quantity of stock
having a market value of $200,000 or
more, whichever is less.
Further, Rule 76 governs the
execution of ‘‘cross’’ or ‘‘crossing’’
orders by Floor Brokers. Rule 76 applies
only to manual transactions executed at
the point of sale on the trading floor and
provides that when a member has an
order to buy and an order to sell the
same security that can be crossed at the
same price, the member is required to
announce to the trading crowd the
proposed cross by offering the security
at a price that is higher than his or her
bid by a minimum variation permitted
in the security before crossing the
orders. Any other member, including
the DMM, can break up the announced
bid and offer by trading with either side
of the proposed cross transaction.
Supplementary [sic] .10 to Rule 76
provides for a ‘‘Cross Function’’ that
Floor brokers may use to monitor
compliance with Rule 611 of Regulation
NMS. To be eligible for this Cross
Function, the proposed cross
transaction must be for at least 10,000
shares or a quantity of stock having a
market value of $200,000 or more.
The Exchange proposes to amend the
permissible size of a crossing
transaction permitted under Rule 72(d)
and Supplementary Material .10 to Rule
76 to be at least 5,000 shares or a
quantity of stock having a market value
of $100,000 or more, whichever is less.
The Exchange’s proposed definition of
block size would more closely align
with how a block-sized transaction is
4 The reference to ‘‘member’’ in Rule 72(d) and
this rule proposal means only Floor Broker
members. Designated Market Makers (‘‘DMMs’’),
while members of the Exchange, do not have any
agency relationships, and are therefore not able to
effect this type of transaction.
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asabaliauskas on DSK3SPTVN1PROD with NOTICES
defined in other SEC rules and other
exchanges’ rules.5 For example, SEC
Rule 10b–18 (Purchases of certain
equity securities by the issuer and
others) includes in the definition of a
block a quantity of stock that is at least
5,000 shares and has a purchase price of
at least $50,000.6 Additionally,
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) defines a
block-sized order as being 10,000 shares
or more, unless such orders are less than
$100,000 in value.7 The CBOE Stock
Exchange (‘‘CBSX’’) Rule 52.11 also
permits a cross of two orders so long as
the crossing transaction is of at least
5,000 shares and is for a principal
amount of at least $100,000.8 More
recently, in approving the National
Market System Plan to Implement a
Tick Size Pilot Program (‘‘Tick Size
Pilot’’),9 the SEC approved a modified
definition of ‘‘block size’’ such that an
order of at least 5,000 shares or with a
market value of at least $100,000 would
be considered a block size for purposes
the Tick Size Pilot. In approving the
5 For purposes of Regulation NMS, a ‘‘block size’’
with respect to an order means it is: (i) Of at least
10,000 shares or (ii) for a quantity of stock having
a market value of at least $200,000. See 17 CFR
242.600(a)(9). The term ‘‘block size’’ is used in
Regulation NMS in the definition of an OTC Market
Marker, 17 CFR 242.600(a)(52), and in an exception
to specialists’ and OTC Market Makers’ obligation
to display customer limit orders, 17 CFR
242.604(b)(4). The definition of ‘‘block size’’ in
Regulation NMS is the same as the Exchange’s
current definition of ‘‘block’’ for purposes of Rule
72(d) and the size of a proposed cross transaction
eligible for the Cross Function in Rule 76. The
Exchange’s proposal to change its rules does not
change the definition of ‘‘block size’’ as used in
Regulation NMS.
6 See 17 CFR 240.10b–18(a)(5)(ii).
7 See FINRA Rule 5320, Supplementary Material
.01.
8 See CBSX Rule 52.11 Facilitation of Orders and
Crossing Trades, Chapter LII—Trading Rules and
Processing of Orders. In September 2006, the
Commission approved rules governing the trading
of non-option securities traded on the Chicago
Board Options Exchange, Inc. (‘‘CBOE’’), including
CBSX Rule 52.11. See Securities Exchange Act
Release No. 54422 (September 11, 2006), 71 FR
54537 (September 15, 2006) (Approving SR–CBOE–
2004–21). The Commission also approved
modifications to CBOE’s non-option trading rules to
conform those rules to aspects of Regulation NMS.
See Securities Exchange Act Release No. 54526
(September 27, 2006), 71 FR 58646 (October 4,
2006) (Approving SR–CBOE–2006–70). Although
CBSX has ceased trading operations, the CBSX rules
are incorporated into the rules of the CBOE.
9 See Securities Exchange Act Release No. 34–
74892 (May 6, 2015), 80 FR 27514 (May 13, 2015)
File No. 4–657 (Order Approving the National
Market System Plan To Implement a Tick Size Pilot
Program by BATS Exchange, Inc. BATS–Y
Exchange, Inc., Chicago Stock Exchange, Inc.,
EDGA Exchange, Inc., EDGX Exchange, Inc.,
Financial Industry Regulatory Authority, Inc.,
NASDAQ OMX BX, Inc., NASDAQ OMX PHLX
LLC, The NASDAQ Stock Market LLC, New York
Stock Exchange LLC, NYSE MKT LLC, and NYSE
Arca, Inc., as Modified by the Commission, for a
Two-Year Period) (‘‘Tick Size Approval Order).
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18:31 Apr 28, 2016
Jkt 238001
Tick Size Pilot, the Commission noted
that among all NMS securities, trades
with at least 10,000 shares or with a
market value of at least $200,000
constitute just 0.24 percent of all trades,
13.04 percent of traded share volume
and 16.27 percent of traded dollar
volume.10 The Exchange believes
modifying the definition of a block
order in its rules would likely result in
a greater number of large size orders
being executed on the Exchange.
The Exchange believes the proposed
rule change would promote increased
trading by institutions as they are most
frequent participants of block-sized
trading on the Exchange. If an
institution is able to execute in larger
sizes, the contra party to the execution
is less likely to be a participant that
reacts to short term changes in the stock
price and as such the price impact to the
stock could be less acute when larger
individual executions are obtained by
the institution.11 As a consequence of
this concern, large size orders are often
executed away from the Exchange in
dark pools or via broker-dealer
internalization.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,12 in general, and
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,
promote just and equitable principles of
trade, remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and protect investors and the
public interest.
The Exchange believes that the
proposed rule change would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system because it
would attract more order flow to the
Exchange that is currently trading on
less transparent venues that contribute
less to price discovery and price
competition than executions and quotes
that occur on lit markets. Such new
10 See
Tick Size Approval Order at 27541.
Commission has long recognized this
concern: ‘‘Another type of implicit transaction cost
reflected in the price of a security is short-term
price volatility caused by temporary imbalances in
trading interest. For example, a significant implicit
cost for large investors [sic] is the price impact that
their large trades can have on the market. Indeed,
disclosure of these large orders can reduce the
likelihood of their being filled.’’ See Securities
Exchange Act Release No. 42450 (February 23,
2000), 65 FR 10577 (February 28, 2000) (SR–NYSE–
99–48).
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
11 The
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25749
order flow will further enhance the
depth and liquidity on the Exchange,
which supports just and equitable
principles of trade. Specifically, as
required under Rule 76, any proposed
crossing transaction, including a
transaction using the Cross Function or
a cross that meets the requirements of
Rule 72(d), must be announced in the
Crowd before trading, thus providing an
opportunity for other market
participants, including other Floor
brokers or the designated market maker,
to participate in the proposed crossing
transaction. By reducing the size of a
block transaction, the Exchange believes
that additional order flow may be routed
to Floor brokers and thus be subject to
such exposure requirements on the
Trading Floor.
The Exchange believes that modifying
the definition of block orders to lower
the thresholds would be consistent with
the public interest and the protection of
investors because the Exchange is
proposing to align the definition of
block orders to current SEC and other
exchange rules which the Exchange
expects will result in increased
participation of large-sized orders on the
Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the proposed change will align the
definition of a ‘‘block’’ with current SEC
and other exchange rules, thereby
promoting its competitiveness with dark
pools where such large-sized orders
currently trade in more frequency than
on lit markets. As a consequence, the
proposed change will promote
competition among the many trading
venues, which, in turn, will decrease
the burden on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or such longer period up to 90
days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
E:\FR\FM\29APN1.SGM
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Federal Register / Vol. 81, No. 83 / Friday, April 29, 2016 / Notices
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
asabaliauskas on DSK3SPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSE–2016–30 on the subject line.
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–NYSE–2016–30. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2016–30 and should be submitted on or
before May 20, 2016.
VerDate Sep<11>2014
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–09975 Filed 4–28–16; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #14703 and #14704]
The Interest Rates are:
Percent
For Physical Damage:
Non-Profit Organizations With
Credit Available Elsewhere ...
Non-Profit Organizations Without Credit Available Elsewhere .....................................
For Economic Injury:
Non-Profit Organizations Without Credit Available Elsewhere .....................................
2.625
2.625
2.625
Louisiana Disaster #LA–00063
The number assigned to this disaster
for physical damage is 147036 and for
economic injury is 147046.
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
This is a Notice of the
Presidential declaration of a major
disaster for Public Assistance Only for
the State of Louisiana (FEMA–4263–
DR), dated 04/20/2016.
Incident: Severe Storms and Flooding.
Incident Period: 03/08/2016 through
04/08/2016.
Effective Date: 04/20/2016.
Physical Loan Application Deadline
Date: 06/20/2016.
Economic Injury (EIDL) Loan
Application Deadline Date: 01/20/2017.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
President’s major disaster declaration on
04/20/2016, Private Non-Profit
organizations that provide essential
services of governmental nature may file
disaster loan applications at the address
listed above or other locally announced
locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Allen, Ascension,
Avoyelles, Beauregard, Bienville,
Bossier, Caddo, Calcasieu,
Caldwell, Catahoula, Claiborne, De
Soto, East Carroll, Franklin, Grant,
Jackson, La Salle, Lafourche,
Lincoln, Livingston, Madison,
Morehouse, Natchitoches, Ouachita,
Rapides, Red River, Richland,
Sabine, Saint Helena, Saint
Tammany, Tangipahoa, Union,
Vernon, Washington, Webster, West
Carroll, Winn.
SUMMARY:
14 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00111
Fmt 4703
Sfmt 4703
(Catalog of Federal Domestic Assistance
Number 59008)
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2016–10071 Filed 4–28–16; 8:45 am]
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
Military Reservist Economic Injury
Disaster Loans Interest Rate for Third
Quarter FY 2016
In accordance with the Code of
Federal Regulations 13—Business Credit
and Assistance § 123.512, the following
interest rate is effective for Military
Reservist Economic Injury Disaster
Loans approved on or after April 22,
2016.
Military Reservist Loan Program—
4.000%
Dated: April 21, 2016.
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2016–10072 Filed 4–28–16; 8:45 am]
BILLING CODE 8025–01–P
SURFACE TRANSPORTATION BOARD
[Docket No. FD 36024]
Finger Lakes Railway Corp.—Sublease
and Operation Exemption—Seneca
County Industrial Development Agency
Finger Lakes Railway Corp. (FGLK), a
Class III rail carrier, has filed a verified
notice of exemption under 49 CFR
1150.41 to sublease from Seneca County
Industrial Development Agency
(Agency), and operate, approximately
26.44 miles of railroad located in New
York as follows: (1) Auburn Secondary,
between milepost 37.56 at the Seneca/
Cayuga County line and milepost 50.50
at or near Geneva, a distance of 12.94
miles; and (2) Geneva Running Track,
E:\FR\FM\29APN1.SGM
29APN1
Agencies
[Federal Register Volume 81, Number 83 (Friday, April 29, 2016)]
[Notices]
[Pages 25748-25750]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-09975]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77701; File No. SR-NYSE-2016-30]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing of Proposed Rule Change Amending the Definition of
``Block'' for Purposes of Rule 72(d) and the Size of a Proposed Cross
Transaction Eligible for the Cross Function in Rule 76
April 25, 2016.
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 April 12, 2016, New York Stock Exchange LLC (``NYSE'' or
the ``Exchange'') 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the definition of ``block'' for
purposes of Rule 72(d) and the size of a proposed cross transaction
eligible for the Cross Function in Rule 76. 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 proposes to amend the definition of ``block'' for
purposes of Rule 72(d) and the size of a proposed cross transaction
eligible for the Cross Function in Rule 76. Under Rule 72(d), when a
member \4\ has an order to buy and an order to sell an equivalent
amount of the same security, and both orders are ``block'' orders, the
member may cross those orders at a price at or within the Exchange best
bid or offer and does not have to break up the cross transaction to
trade with any bids or offers previously displayed at the Exchange best
bid or offer, including any interest with priority. For purposes of
Rule 72(d), a ``block'' is at least 10,000 shares or a quantity of
stock having a market value of $200,000 or more, whichever is less.
---------------------------------------------------------------------------
\4\ The reference to ``member'' in Rule 72(d) and this rule
proposal means only Floor Broker members. Designated Market Makers
(``DMMs''), while members of the Exchange, do not have any agency
relationships, and are therefore not able to effect this type of
transaction.
---------------------------------------------------------------------------
Further, Rule 76 governs the execution of ``cross'' or ``crossing''
orders by Floor Brokers. Rule 76 applies only to manual transactions
executed at the point of sale on the trading floor and provides that
when a member has an order to buy and an order to sell the same
security that can be crossed at the same price, the member is required
to announce to the trading crowd the proposed cross by offering the
security at a price that is higher than his or her bid by a minimum
variation permitted in the security before crossing the orders. Any
other member, including the DMM, can break up the announced bid and
offer by trading with either side of the proposed cross transaction.
Supplementary [sic] .10 to Rule 76 provides for a ``Cross Function''
that Floor brokers may use to monitor compliance with Rule 611 of
Regulation NMS. To be eligible for this Cross Function, the proposed
cross transaction must be for at least 10,000 shares or a quantity of
stock having a market value of $200,000 or more.
The Exchange proposes to amend the permissible size of a crossing
transaction permitted under Rule 72(d) and Supplementary Material .10
to Rule 76 to be at least 5,000 shares or a quantity of stock having a
market value of $100,000 or more, whichever is less. The Exchange's
proposed definition of block size would more closely align with how a
block-sized transaction is
[[Page 25749]]
defined in other SEC rules and other exchanges' rules.\5\ For example,
SEC Rule 10b-18 (Purchases of certain equity securities by the issuer
and others) includes in the definition of a block a quantity of stock
that is at least 5,000 shares and has a purchase price of at least
$50,000.\6\ Additionally, Financial Industry Regulatory Authority, Inc.
(``FINRA'') defines a block-sized order as being 10,000 shares or more,
unless such orders are less than $100,000 in value.\7\ The CBOE Stock
Exchange (``CBSX'') Rule 52.11 also permits a cross of two orders so
long as the crossing transaction is of at least 5,000 shares and is for
a principal amount of at least $100,000.\8\ More recently, in approving
the National Market System Plan to Implement a Tick Size Pilot Program
(``Tick Size Pilot''),\9\ the SEC approved a modified definition of
``block size'' such that an order of at least 5,000 shares or with a
market value of at least $100,000 would be considered a block size for
purposes the Tick Size Pilot. In approving the Tick Size Pilot, the
Commission noted that among all NMS securities, trades with at least
10,000 shares or with a market value of at least $200,000 constitute
just 0.24 percent of all trades, 13.04 percent of traded share volume
and 16.27 percent of traded dollar volume.\10\ The Exchange believes
modifying the definition of a block order in its rules would likely
result in a greater number of large size orders being executed on the
Exchange.
---------------------------------------------------------------------------
\5\ For purposes of Regulation NMS, a ``block size'' with
respect to an order means it is: (i) Of at least 10,000 shares or
(ii) for a quantity of stock having a market value of at least
$200,000. See 17 CFR 242.600(a)(9). The term ``block size'' is used
in Regulation NMS in the definition of an OTC Market Marker, 17 CFR
242.600(a)(52), and in an exception to specialists' and OTC Market
Makers' obligation to display customer limit orders, 17 CFR
242.604(b)(4). The definition of ``block size'' in Regulation NMS is
the same as the Exchange's current definition of ``block'' for
purposes of Rule 72(d) and the size of a proposed cross transaction
eligible for the Cross Function in Rule 76. The Exchange's proposal
to change its rules does not change the definition of ``block size''
as used in Regulation NMS.
\6\ See 17 CFR 240.10b-18(a)(5)(ii).
\7\ See FINRA Rule 5320, Supplementary Material .01.
\8\ See CBSX Rule 52.11 Facilitation of Orders and Crossing
Trades, Chapter LII--Trading Rules and Processing of Orders. In
September 2006, the Commission approved rules governing the trading
of non-option securities traded on the Chicago Board Options
Exchange, Inc. (``CBOE''), including CBSX Rule 52.11. See Securities
Exchange Act Release No. 54422 (September 11, 2006), 71 FR 54537
(September 15, 2006) (Approving SR-CBOE-2004-21). The Commission
also approved modifications to CBOE's non-option trading rules to
conform those rules to aspects of Regulation NMS. See Securities
Exchange Act Release No. 54526 (September 27, 2006), 71 FR 58646
(October 4, 2006) (Approving SR-CBOE-2006-70). Although CBSX has
ceased trading operations, the CBSX rules are incorporated into the
rules of the CBOE.
\9\ See Securities Exchange Act Release No. 34-74892 (May 6,
2015), 80 FR 27514 (May 13, 2015) File No. 4-657 (Order Approving
the National Market System Plan To Implement a Tick Size Pilot
Program by BATS Exchange, Inc. BATS-Y Exchange, Inc., Chicago Stock
Exchange, Inc., EDGA Exchange, Inc., EDGX Exchange, Inc., Financial
Industry Regulatory Authority, Inc., NASDAQ OMX BX, Inc., NASDAQ OMX
PHLX LLC, The NASDAQ Stock Market LLC, New York Stock Exchange LLC,
NYSE MKT LLC, and NYSE Arca, Inc., as Modified by the Commission,
for a Two-Year Period) (``Tick Size Approval Order).
\10\ See Tick Size Approval Order at 27541.
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The Exchange believes the proposed rule change would promote
increased trading by institutions as they are most frequent
participants of block-sized trading on the Exchange. If an institution
is able to execute in larger sizes, the contra party to the execution
is less likely to be a participant that reacts to short term changes in
the stock price and as such the price impact to the stock could be less
acute when larger individual executions are obtained by the
institution.\11\ As a consequence of this concern, large size orders
are often executed away from the Exchange in dark pools or via broker-
dealer internalization.
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\11\ The Commission has long recognized this concern: ``Another
type of implicit transaction cost reflected in the price of a
security is short-term price volatility caused by temporary
imbalances in trading interest. For example, a significant implicit
cost for large investors [sic] is the price impact that their large
trades can have on the market. Indeed, disclosure of these large
orders can reduce the likelihood of their being filled.'' See
Securities Exchange Act Release No. 42450 (February 23, 2000), 65 FR
10577 (February 28, 2000) (SR-NYSE-99-48).
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\12\ in general, and 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,
promote just and equitable principles of trade, 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.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposed rule change would remove
impediments to and perfect the mechanism of a free and open market and
a national market system because it would attract more order flow to
the Exchange that is currently trading on less transparent venues that
contribute less to price discovery and price competition than
executions and quotes that occur on lit markets. Such new order flow
will further enhance the depth and liquidity on the Exchange, which
supports just and equitable principles of trade. Specifically, as
required under Rule 76, any proposed crossing transaction, including a
transaction using the Cross Function or a cross that meets the
requirements of Rule 72(d), must be announced in the Crowd before
trading, thus providing an opportunity for other market participants,
including other Floor brokers or the designated market maker, to
participate in the proposed crossing transaction. By reducing the size
of a block transaction, the Exchange believes that additional order
flow may be routed to Floor brokers and thus be subject to such
exposure requirements on the Trading Floor.
The Exchange believes that modifying the definition of block orders
to lower the thresholds would be consistent with the public interest
and the protection of investors because the Exchange is proposing to
align the definition of block orders to current SEC and other exchange
rules which the Exchange expects will result in increased participation
of large-sized orders on the Exchange.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. Specifically, the proposed
change will align the definition of a ``block'' with current SEC and
other exchange rules, thereby promoting its competitiveness with dark
pools where such large-sized orders currently trade in more frequency
than on lit markets. As a consequence, the proposed change will promote
competition among the many trading venues, which, in turn, will
decrease the burden on competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which
[[Page 25750]]
the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSE-2016-30 on the subject line.
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-NYSE-2016-30. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSE-2016-30 and should be
submitted on or before May 20, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-09975 Filed 4-28-16; 8:45 am]
BILLING CODE 8011-01-P