Self-Regulatory Organizations; NASDAQ BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to the Automated Removal of Quotes, 46135-46139 [2016-16725]
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Federal Register / Vol. 81, No. 136 / Friday, July 15, 2016 / Notices
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 FINRA. All comments received
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should refer to File Number SR–FINRA–
2016–025, and should be submitted on
or before August 5, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–16722 Filed 7–14–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78286; File No. SR–BX–
2016–032]
Self-Regulatory Organizations;
NASDAQ BX, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to the
Automated Removal of Quotes
July 11, 2016.
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 1,
2016, NASDAQ BX, Inc. (‘‘BX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Chapter VII, Section 6(f), entitled
‘‘Automated Removal of Quotes.’’
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqomxbx.cchwall
street.com/, at the principal office of the
Exchange, and at the Commission’s
Public Reference Room.
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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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 proposes to amend BX
Rules at Chapter VII, Section 6(f),
entitled ‘‘Automated Removal of
Quotes’’ to modify the minimum
Specified Percentage (as described
below). A BX Options Market Maker 3
sets the Specified Percentage to enhance
its risk management for an underlying
security as market conditions warrant,
based on its own risk tolerance level
and quoting behavior. The Exchange
proposes to permit the BX Options
Market Maker to set the Specified
Percentage more broadly, no less than
1%, with this rule change. The
Exchange also proposes to replace the
definition of ‘‘disseminated size’’ 4 with
a quantitative description to add
transparency with respect to the
calculation of Series Percentage.
Background
Today, Chapter VII, Section 6(f)
permits BX Options Market Makers to
monitor risk arising from multiple
executions across multiple options
series of a single underlying security. A
BX Options Market Maker may provide
a specified time period and a specified
percentage by which the Exchange’s
System will automatically remove a BX
Options Market Maker’s quotes in all
series of an underlying security
3 The term ‘‘BX Options Market Maker’’ or
‘‘Options Market Maker’’ (herein ‘‘BX Options
Market Maker’’) means an Options Participant
registered with the Exchange for the purpose of
making markets in options contracts traded on the
Exchange and that is vested with the rights and
responsibilities specified in Chapter VII of these
Rules.’’ [sic] See BX Rules at Chapter I, Section
1(a)(9).
4 See Securities Exchange Act Release No. 76317
(October 30, 2015), 80 FR 68586 at 68587
(November 5, 2015) (SR–BX–2015–060). The
Exchange defined disseminated size in this rule
change in footnote 12, as the original size quoted
by the Participant.
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46135
submitted through designated BX
protocols, as specified by the Exchange,
during a specified time period not to
exceed 15 seconds (‘‘Percentage-Based
Specified Time Period’’).5
For each series in an option, the
System determines: (i) The percentage
that the number of contracts executed in
that series represents relative to the BX
Options Market Maker’s disseminated
size of each side in that series (‘‘Series
Percentage’’); and (ii) the sum of the
Series Percentage in the option issue
(‘‘Issue Percentage’’). The Exchange
proposes herein to replace the term
‘‘disseminated size’’ with the more
precise phrase ‘‘number of contracts
available at the time of execution plus
the number of contracts executed in
unexpired prior executions.’’
The System tracks and calculates the
net impact of positions in the same
option issue during the PercentageBased Specified Time Period.
Specifically, the System tracks
transactions, i.e., the sum of buy-side
put percentages, the sum of sell-side put
percentages, the sum of buy-side call
percentages, and the sum of sell-side
call percentages. The System then
calculates the absolute value of the
difference between the buy-side puts
and the sell-side puts plus the absolute
value of the difference between the buyside calls and the sell-side calls. If the
Issue Percentage, rounded to the nearest
integer, equals or exceeds a percentage
established by the BX Options Market
Maker, not less than 100% (‘‘Specified
Percentage’’), the System automatically
removes a BX Options Market Maker’s
quotes in all series of an underlying
security submitted through designated
BX protocols, as specified by the
Exchange, during the Percentage-Based
Specified Time.
The Percentage-Based Specified Time
Period commences for an option every
time an execution occurs in any series
in such option and continues until the
System removes quotes as described in
Chapter VII, Section 6(f)(iv) or (v) or the
Percentage-Based Specified Time Period
expires. The Percentage-Based Specified
Time Period operates on a rolling basis
among all series in an option in that
there may be multiple Percentage-Based
Specified Time Periods occurring
simultaneously and such PercentageBased Specified Time periods may
overlap.
Proposal
The Exchange proposes to lower the
minimum Specified Percentage, which
5 A specified time period commences for an
option when a transaction occurs in any series in
such option.
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is set by the BX Options Market Maker,
from 100% to 1%. The proposal would
amend the rule text to state, if the Issue
Percentage, rounded to the nearest
integer, equals or exceeds a percentage
established by the BX Options Market
Maker, not less than 1% (‘‘Specified
Percentage’’), the System automatically
removes a BX Options Market Maker’s
quotes in all series of an underlying
security submitted through designated
BX protocols, as specified by the
Exchange, during the Percentage-Based
Specified Time. This proposal would
allow a BX Options Market Maker to
establish a Specified Percentage at any
percentage level greater than or equal to
1% for an option in which the BX
Options Market Maker is appointed.
Today, the Specified Percentage would
be set by the BX Options Market Maker
at greater than or equal to 100%. This
amendment will allow BX Options
Market Makers to better manage their
risk and assist them to avoid trading a
number of contracts that exceeds the BX
Options Marker Maker’s risk tolerance
level across multiple series of a single
underlying when such series are
executed in rapid succession.
BX Options Market Makers will be
able to more precisely customize their
risk settings within the System. BX
Options Market Makers will be able to
consider factors such as present and
anticipated market conditions, news in
an option, and a sudden change in
volatility of an option. BX Options
Market Makers are required to utilize
either the Percentage Based Threshold
or the Volume Based Threshold. BX
Options Market Makers that select to
utilize the Percentage-Based Threshold
will be able to adopt more precise
controls with this proposal based on the
BX Options Market Maker’s risk
tolerance level. BX Options Market
Makers must utilize either the
Percentage-Based 6 or Volume-Based
risk controls. BX Options Market
Makers may contact Market Operations
to set their percentage, which is 1% or
greater with this proposal, and specified
time period.
By way of example, if a BX Options
Market Maker has set the percentage
setting to 50% and a Specified Time
6 BX Options Market Makers selecting the
Percentage-Based risk control in Rule 1095(i) [sic]
are required to provide a specified time period, up
to 15 seconds, and a specified percentage with a
number of 1% or greater, as proposed herein, to the
BX Market Operations staff to select this risk
control. If a BX Options Market Maker does not
desire to utilize the Percentage-Based risk control
the BX Options Market Maker must utilize the
Volume-Based risk control which is similarly setup by contacting Market Operations and providing
certain settings.
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Period of 15 seconds and the Order
Book reflects:
MM1 has a displayed quote of 1.10
(100) × 1.20 (100) for IBM May 20, 2016
70 puts and MM1 is the only displayed
size on BX and an order is submitted to
buy 75 IBM May 20, 2016 70 Puts for
1.20.
Chapter VII, Section 6(f) would cause
the following:
(1) Provide MM1 with an execution
—Sld [sic] 75 @ 1.20; and
(2) Trigger the Percentage-Based
Threshold and remove MM1’s quotes in
IBM.
Another example is with multiple
executions. Presume the following:
MM1 has set the percentage setting to
80% by 5 seconds and MM1 has a
displayed quote of 2.00 (100) × 2.25
(100) for IBM May 20, 2016 70 puts and
he is the only displayed size on the BX.
Also, presume an order comes in to buy
50 IBM May 20, 2016 70 puts for 2.25.
Chapter VII, Section 6(f) would cause
the following:
(1) Provide MM1 with an execution—
Sold 50 @ 2.25;
(2) Update MMI [sic] quote to 2.00
(100) × 2.25 (50);
(3) Within 1 second an order comes in
to buy 45 IBM May 20, 2016 70 puts for
2.25;
(4) Provide MM1 with an execution—
Sold 45 @ 2.25; and
(5) Trigger the Percentage-Based
Threshold and remove MM1’s quotes in
IBM.
The Exchange also proposes to
replace the term ‘‘disseminated size’’
with a quantitative description to add
transparency with respect to the
calculation of Series Percentage. The
language proposed amends the original
definition of disseminated size. With
respect to the disseminated size, the
Exchange previously defined
disseminated size as ‘‘. . . the original
size quoted by the Participant.’’ 7
The Exchange proposes to amend the
definition as follows: ‘‘For each series in
an option, the System will determine: (i)
The percentage that the number of
contracts executed in that series
represents relative to the number of
contracts available at the time of
execution plus the number of contracts
executed in unexpired prior executions
of each side in that series (‘‘Series
Percentage’’); and (ii) the sum of the
Series Percentage in the option issue
(‘‘Issue Percentage’’).’’ The Exchange
counts Specialized Quote Feed
(‘‘SQF’’) 8 quotes in determining the
note 4 above.
permits the receipt of quotes. SQF Auction
Responses and market sweeps are also not
included.
PO 00000
7 See
number of contracts traded and removed
by the System. SQF permits a two-sided
quote for each BX Options Market
Maker.
By way of example, with the proposed
definition, if a BX Options Market
Maker with a Percentage-Based
Specified Time Period of 10 seconds
and a Specified Percentage of 100%
submits a quote over SQF of 1.00 (100)
× 1.10 (100) and a buy order executes
75, the remaining size would be 1.00
(100) × 1.10 (25). Thereafter a new
Percentage-Based Specified Time Period
begins and current Series Percentage
executed is 75 and three seconds pass
and the BX Options Market Maker requotes 1.00 (100) × 1.10 (100), an
incoming buy order of 43 would cause
the Issue Percentage to meet the
Percentage-Based Threshold. This is due
to a counted size of 175 (the executed
75 plus the newly quoted 100) and
rounding (0.75 + 43/175 = 0.9957
rounds up to 100%). If the former
definition applied, the size would have
been 100 and an execution of only 25
contracts on the same side would have
caused the Issue Percentage to meet the
Percentage-Based Threshold, which is
not the case. In other words, the current
SQF quote on that side for that series
(for that BX Options Market Maker) in
addition to all the executions that have
occurred on that side for that series (for
that BX Options Market Maker) within
the Percentage-Based Specified Time
Period would comprise the size.
This new definition accurately
represents the manner in which the
Issue Percentage is calculated. Also, the
more precise language within the rule
text will provide BX Options Market
Makers with a more accurate
description of the operation of this risk
mechanism. The Exchange has always
calculated the BX Options Market
Maker’s size in this fashion. The
definition, as described in the prior rule
change, was not accurate and the
Exchange seeks to amend the definition
with this proposal and memorialize the
definition within the rule.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 9 in general, and furthers the
objectives of Section 6(b)(5) of the Act 10
in particular, in that it is designed to
promote just and equitable principles of
trade, 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, by
8 SQF
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9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 15
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offering BX Options Market Makers the
ability to better manage their own risk
with this risk feature.
BX Options Market Makers are
obligated to submit continuous twosided quotations in a certain number of
series in their appointed option classes
for a certain percentage of each trading
session.11 This obligation renders them
vulnerable to risk from unusual market
condition, volatility in specific options,
and other market events that may cause
them to receive multiple, extremely
rapid automatic executions before they
can adjust their quotations and overall
risk exposure in the market. Without
adequate risk management tools in place
on the Exchange, the incentive for BX
Options Market Makers to quote
aggressively, respecting both price and
size could be diminished. Such a result
may undermine the quality of the
markets, which are enhanced by the
depth and liquidity such Market Makers
provide in the marketplace.
By allowing the Specified Percentage
provided by the BX Options Market
Maker to be reduced from 100% to 1%,
the Exchange provides its BX Options
Market Makers the desired flexibility to
take into account such factors as present
and anticipated market conditions,
news in an option or sudden change in
volatility of an option without any
limitation regarding the Specified
Percentage. This should encourage BX
Options Market Makers to provide
additional depth and liquidity to the
Exchange’s markets, thereby removing
impediments to and perfecting the
mechanisms of a free and open market
and a national market system and, in
general, protecting investors and the
public interest.
The proposal is consistent with the
Act because the reduction of the
Specified Percentage to not less than 1%
provides more alternatives to BX
Options Market Makers in setting their
percentage without impacting their firm
quote obligations. The System operates
consistently with the firm quote
obligations of a broker-dealer pursuant
to Rule 602 of Regulation NMS.
Specifically, with respect to BX Options
Market Makers, their obligation to
provide continuous two-sided quotes on
11 Pursuant to BX Rules at Chapter VII, Section 5,
entitled ‘‘Obligations of Market Makers’’, in
registering as a market maker, an Options
Participant commits himself to various obligations.
Transactions of a BX Options Market Maker must
constitute a course of dealings reasonably
calculated to contribute to the maintenance of a fair
and orderly market, and Market Makers should not
make bids or offers or enter into transactions that
are inconsistent with such course of dealings.
Further, all Market Makers are designated as
specialists on BX for all purposes under the Act or
rules thereunder. See Chapter VII, Section 5.
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a daily basis is not diminished by the
removal of such quotes by the
Percentage-Based Threshold. BX
Options Market Makers are required to
provide continuous two-sided quotes on
a daily basis.12 BX Options Market
Makers that utilize the Percentage-Based
Threshold will not be relieved of the
obligation to provide continuous twosided quotes on a daily basis, nor will
the change prohibit the Exchange from
taking disciplinary action against a BX
Options Market Maker for failing to
meet the continuous quoting obligation
each trading day. All quotes entered
into the System are considered firm.
Quotes will only be removed from the
System once the Percentage-Based
Threshold has been met if the quote was
not otherwise executed by an incoming
order.
This risk feature will continue to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system and
protect investors and the public interest
by allowing BX Options Market Makers
to remove their quotes in the event that
market conditions warrant, based on
their own risk tolerance level. BX
Options Market Makers provide
liquidity to the market place and have
obligations unlike other market
participants.13 This risk feature is
important because it will enable BX
Options Market Makers to manage their
exposure at the Exchange. Further,
permitting BX Options Market Makers
to enter a broader setting would
continue to allow BX Options Market
Makers to have flexibility in setting
their risk exposure to prevent
unintended triggers of the PercentageBased Threshold. This proposal
continues to allow BX Options Market
Makers to also select a Percentage-Based
Specified Time Period. Each BX Options
Market Maker has different levels of
sensitivity and its own system
safeguards as well. The proposed setting
would permit each BX Options Market
Maker to select a setting that is
appropriate to capture the needs of that
BX Options Market Maker.
Further, it is important to note that
any interest that is executable against a
BX Options Market Maker’s quotes and
orders that are received 14 by the
Exchange prior to the trigger of the
Percentage-Based Threshold, which is
processed by the System, automatically
executes at a price up to the BX Options
Market Maker’s size. The system12 Id.
46137
generated Purge Notification Message is
accepted by the System in the order of
receipt in the queue and is processed in
that order so that interest that is already
accepted into the System is processed
prior to the message. Incoming orders
received prior to the Purge Notification
Message would not be cancelled, rather
they be [sic] executed at a price up to
the BX Options Market Maker’s size.
The Exchange notes that Miami
International Securities Exchange, LLC
(‘‘MIAX’’) implemented a rule that
changed its Allowable Engagement
Percentage from a minimum of 100% to
any percentage established by the
Market Maker.15 The BX rule is similar
to MIAX’s in that a member is required
to have a setting, although MIAX has a
default setting in place in the instance
that no percentage is provided. BX
Options Market Makers that select the
Percentage-Based risk tool must provide
the Exchange with a Percentage-Based
Specified Time Period and a Specified
Percentage greater than or equal to 1%.
Amending the definition of
disseminated size will provide market
participants with greater information on
the manner in which the Exchange
computes the Issue Percentage. The
Exchange believes that the manner in
which the Exchange calculates the
number of contracts, which are counted
for the Issue Percentage, is consistent
with the Act. The counting method
permits the Exchange to update the
reference number to include the
executed contracts. While this method
differs from the method previously
described, the Exchange believes that
there is no industry standard for
counting and its method permits market
participants to achieve the desired risk
protection. With the proposed
definition, each execution uses the
Percentage-Based Specified Time Period
that existed at the time of the execution.
BX Options Market Makers can change
the Percentage-Based Specified Time
Period at any time. If a BX Options
Market Maker is using a PercentageBased Specified Time Period of 15
seconds when an execution happens,
then changes the Percentage-Based
Specified Time Period to half a second,
that first execution will not expire until
15 seconds have passed. The selected
Percentage-Based Specified Time Period
will persist for 15 seconds and the
number of executed contracts will be
included in the denominator of
subsequent executions for a full 15
seconds.
13 Id.
14 The time of receipt for an order or quote is the
time such message is processed by the Exchange
book.
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15 See Securities Exchange Act Release No. 77817
(May 12, 2016), 81 FR 31286 (May 18, 2016) (SR–
MIAX–2016–10).
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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 not
necessary or appropriate in furtherance
of the purposes of the Act. The
Percentage-Based Threshold is intended
to protect BX Options Market Makers
from exposure to excessive risk. The
Exchange believes this proposal will
foster competition by providing BX
Options Market Makers with the ability
to enhance and customize their
percentage in order to compete for
executions and order flow. Specifically,
the proposal does not impose a burden
on intra-market or inter-market
competition; rather, it provides BX
Options Market Makers with the
opportunity to avail themselves of
similar risk tools, which are currently
available on other exchanges.16 BX
Options Market Makers quote across
many series in an option creating the
possibility of ‘‘rapid fire’’ executions
that can create large, unintended
principal positions that expose BX
Options Market Makers. The PercentageBased Threshold permits BX Options
Market Makers to monitor risk arising
from multiple executions across
multiple options series of a single
underlying security.
The Exchange is proposing this rule
change to continue to permit BX
Options Market Makers to reduce their
risk in the event the BX Options Market
Maker is suffering from a system issue
or due to the occurrence of unusual or
unexpected market activity. Reducing
such risk will enable BX Options Market
Makers to enter quotations without any
fear of inadvertent exposure to excessive
risk, which in turn will benefit investors
through increased liquidity for the
execution of their orders. Reducing risk
by utilizing the proposed risk
protections enables BX Options Market
Makers, specifically, to enter quotations
with larger size, which in turn will
benefit investors through increased
liquidity for the execution of their
orders. Such increased liquidity benefits
investors because they receive better
prices and because it lowers volatility in
the options market.
The Exchange believes that amending
the definition of disseminated size does
not create an undue burden on
competition because the Exchange will
uniformly calculate the PercentageBased Threshold in a uniform manner
for all BX Options Market Makers. The
Exchange is memorializing the
definition within the Rule.
16 See
Section 8 of the 19b4.
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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 either
solicited or received.
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
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) of the Act 17 and Rule 19b–
4(f)(6) thereunder.18 The Exchange has
requested that the Commission waive
the thirty-day operative delay so that the
proposal may become operative
immediately. The Commission believes
that waiving the thirty-day operative
delay is consistent with the protection
of investors and the public interest. The
Exchange proposes to change a setting
in an existing risk protection feature to
enhance market makers’ ability to
protect against excessive risk arising
from multiple executions across
multiple options series of a single
underlying security. The Commission
notes that another options exchange
currently has a similar setting for a like
risk protection feature for market
makers. Moreover, the Commission
notes that the proposal to replace the
term ‘‘disseminated size’’ with an
accurate and more precise description
would add transparency with respect to
the operation of the risk protection
feature. Therefore, the Commission
hereby waives the thirty-day operative
delay and designates the proposal
operative upon filing.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
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:
U.S.C. 78s(b)(3)(A).
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, along with a brief
description and the 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.
19 For purposes of waiving the 30-day operative
delay, 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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17 15
18 17
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Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–BX–2016–032 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–2016–032. 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–BX–
2016–032 and should be submitted on
or before August 5, 2016.
E:\FR\FM\15JYN1.SGM
15JYN1
Federal Register / Vol. 81, No. 136 / Friday, July 15, 2016 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–16725 Filed 7–14–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78279; File No. SR–FINRA–
2016–022]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of a
Proposed Rule Change To Amend Rule
12403 (Cases With Three Arbitrators)
of the Code of Arbitration Procedure
for Customer Disputes Relating to the
Panel Selection Process in Arbitration
July 11, 2016.
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 1,
2016, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by FINRA. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
sradovich on DSK3GMQ082PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing to amend Rule
12403 of the Code of Arbitration
Procedure for Customer Disputes
(‘‘Code’’) concerning customer cases
with three arbitrators, to increase the
number of public arbitrators on the list
that FINRA sends parties during the
arbitration panel selection process from
10 arbitrators to 15 arbitrators. FINRA
would also increase the number of
strikes that parties may make to the
public list from four to six strikes to
keep the proportion of strikes the same
under the amended rule as it is under
the current rule.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA and at the
Commission’s Public Reference Room.
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
19:03 Jul 14, 2016
Jkt 238001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA 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. FINRA 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
Background
FINRA allows parties to participate in
selecting the arbitrators who serve on
their cases. Parties select their
arbitration panel from computer
generated lists of arbitrators that FINRA
sends them. Under FINRA Rule
12403(a), in customer cases with three
arbitrators,3 FINRA sends the parties
three lists: A list of 10 chair-qualified
public arbitrators, a list of 10 public
arbitrators, and a list of 10 non-public
arbitrators.4 The parties select their
panel through a process of striking and
ranking the arbitrators on the lists.5
Under Rule 12403(c)(2), each party is
allowed to strike up to four arbitrators
on the chair-qualified public list and
four arbitrators on the public list. At
least six names must remain on each
list. However, Rule 12403(c)(1) provides
for unlimited strikes on the non-public
list so that any party may select a panel
of all public arbitrators in a customer
case.
When parties collectively strike all of
the non-public arbitrators from the list,
FINRA fills all three panel seats from
the two 10-person lists of public
arbitrators. Specifically, the Code
provides that when parties collectively
3 See FINRA Rule 12401 which provides that if
the amount of a claim is more than $100,000,
exclusive of interest and expenses, or is
unspecified, or if the claim does not request money
damages, the panel will consist of three arbitrators,
unless the parties agree in writing to one arbitrator.
4 Public arbitrators do not have an affiliation with
the financial industry. The non-public arbitrator
roster includes individuals who: (1) Are employed
in the financial industry; (2) provide services to
industry entities and their employees; or (3) devote
a significant part of their business to representing
or providing services to parties in disputes
concerning investments or employment
relationships.
5 See FINRA Rule 12403(c) (Striking and Ranking
Arbitrators).
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
46139
strike all of the arbitrators appearing on
the non-public list, FINRA returns to the
public list to select the next highest
ranked available arbitrator to fill the
seat. If no public arbitrators remain
available to fill the vacancy, FINRA
returns to the chair-qualified public list
to select the next highest ranked public
chair. In doing so, there is a likelihood
that FINRA will appoint an arbitrator
who the parties accepted, but ranked
lower on the public or chair-qualified
public lists.
FINRA Dispute Resolution Task Force
In 2014, FINRA formed the FINRA
Dispute Resolution Task Force (‘‘Task
Force’’) to suggest strategies to enhance
the transparency, impartiality, and
efficiency of FINRA’s securities dispute
resolution forum for all participants.
The Task Force discussed panel
selection in customer cases. During its
discussions, the Task Force reviewed
statistics on how often parties were
striking all of the non-public arbitrators
on the list. The data indicated that
between September 30, 2013 (the
effective date of the rule change
providing for all public panels) and
January 16, 2015, claimants struck all
non-public arbitrators in 69 percent of
cases. Given the data on strikes, the
Task Force concluded that in many
cases, the parties are selecting the three
public arbitrators from the 20
candidates appearing on the public lists.
The Task Force recommended that in
instances where parties collectively
strike all the non-public arbitrators,
FINRA should provide a new list of 10
public arbitrators to fill the third public
arbitrator seat.
Proposed Rule Change
FINRA agrees with the Task Force
that FINRA should provide parties with
greater choice of public arbitrators in
cases with all public panels. However,
if FINRA waits until the parties
collectively strike all the non-public
arbitrators from the list before it
provides the parties with additional
names of public arbitrators, the panel
selection process is likely to take at least
one additional month to complete. Also,
FINRA is concerned about the
additional time and expense the parties
would incur in vetting an additional list
of 10 public arbitrators.
To address the Task Force’s
recommendation without delaying the
panel selection process, or unduly
burdening the parties, FINRA is
proposing to amend Rule 12403(a)(1) to
increase the number of arbitrators on the
public arbitrator list FINRA sends the
parties from 10 to 15. In doing so,
FINRA would provide greater choice of
E:\FR\FM\15JYN1.SGM
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Agencies
[Federal Register Volume 81, Number 136 (Friday, July 15, 2016)]
[Notices]
[Pages 46135-46139]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-16725]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78286; File No. SR-BX-2016-032]
Self-Regulatory Organizations; NASDAQ BX, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Relating to the
Automated Removal of Quotes
July 11, 2016.
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 1, 2016, NASDAQ BX, Inc. (``BX'' or ``Exchange'') filed with
the Securities and Exchange Commission (``SEC'' or ``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the Exchange. The Commission is publishing this
notice to solicit 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 Chapter VII, Section 6(f), entitled
``Automated Removal of Quotes.''
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 proposes to amend BX Rules at Chapter VII, Section
6(f), entitled ``Automated Removal of Quotes'' to modify the minimum
Specified Percentage (as described below). A BX Options Market Maker
\3\ sets the Specified Percentage to enhance its risk management for an
underlying security as market conditions warrant, based on its own risk
tolerance level and quoting behavior. The Exchange proposes to permit
the BX Options Market Maker to set the Specified Percentage more
broadly, no less than 1%, with this rule change. The Exchange also
proposes to replace the definition of ``disseminated size'' \4\ with a
quantitative description to add transparency with respect to the
calculation of Series Percentage.
---------------------------------------------------------------------------
\3\ The term ``BX Options Market Maker'' or ``Options Market
Maker'' (herein ``BX Options Market Maker'') means an Options
Participant registered with the Exchange for the purpose of making
markets in options contracts traded on the Exchange and that is
vested with the rights and responsibilities specified in Chapter VII
of these Rules.'' [sic] See BX Rules at Chapter I, Section 1(a)(9).
\4\ See Securities Exchange Act Release No. 76317 (October 30,
2015), 80 FR 68586 at 68587 (November 5, 2015) (SR-BX-2015-060). The
Exchange defined disseminated size in this rule change in footnote
12, as the original size quoted by the Participant.
---------------------------------------------------------------------------
Background
Today, Chapter VII, Section 6(f) permits BX Options Market Makers
to monitor risk arising from multiple executions across multiple
options series of a single underlying security. A BX Options Market
Maker may provide a specified time period and a specified percentage by
which the Exchange's System will automatically remove a BX Options
Market Maker's quotes in all series of an underlying security submitted
through designated BX protocols, as specified by the Exchange, during a
specified time period not to exceed 15 seconds (``Percentage-Based
Specified Time Period'').\5\
---------------------------------------------------------------------------
\5\ A specified time period commences for an option when a
transaction occurs in any series in such option.
---------------------------------------------------------------------------
For each series in an option, the System determines: (i) The
percentage that the number of contracts executed in that series
represents relative to the BX Options Market Maker's disseminated size
of each side in that series (``Series Percentage''); and (ii) the sum
of the Series Percentage in the option issue (``Issue Percentage'').
The Exchange proposes herein to replace the term ``disseminated size''
with the more precise phrase ``number of contracts available at the
time of execution plus the number of contracts executed in unexpired
prior executions.''
The System tracks and calculates the net impact of positions in the
same option issue during the Percentage-Based Specified Time Period.
Specifically, the System tracks transactions, i.e., the sum of buy-side
put percentages, the sum of sell-side put percentages, the sum of buy-
side call percentages, and the sum of sell-side call percentages. The
System then calculates the absolute value of the difference between the
buy-side puts and the sell-side puts plus the absolute value of the
difference between the buy-side calls and the sell-side calls. If the
Issue Percentage, rounded to the nearest integer, equals or exceeds a
percentage established by the BX Options Market Maker, not less than
100% (``Specified Percentage''), the System automatically removes a BX
Options Market Maker's quotes in all series of an underlying security
submitted through designated BX protocols, as specified by the
Exchange, during the Percentage-Based Specified Time.
The Percentage-Based Specified Time Period commences for an option
every time an execution occurs in any series in such option and
continues until the System removes quotes as described in Chapter VII,
Section 6(f)(iv) or (v) or the Percentage-Based Specified Time Period
expires. The Percentage-Based Specified Time Period operates on a
rolling basis among all series in an option in that there may be
multiple Percentage-Based Specified Time Periods occurring
simultaneously and such Percentage-Based Specified Time periods may
overlap.
Proposal
The Exchange proposes to lower the minimum Specified Percentage,
which
[[Page 46136]]
is set by the BX Options Market Maker, from 100% to 1%. The proposal
would amend the rule text to state, if the Issue Percentage, rounded to
the nearest integer, equals or exceeds a percentage established by the
BX Options Market Maker, not less than 1% (``Specified Percentage''),
the System automatically removes a BX Options Market Maker's quotes in
all series of an underlying security submitted through designated BX
protocols, as specified by the Exchange, during the Percentage-Based
Specified Time. This proposal would allow a BX Options Market Maker to
establish a Specified Percentage at any percentage level greater than
or equal to 1% for an option in which the BX Options Market Maker is
appointed. Today, the Specified Percentage would be set by the BX
Options Market Maker at greater than or equal to 100%. This amendment
will allow BX Options Market Makers to better manage their risk and
assist them to avoid trading a number of contracts that exceeds the BX
Options Marker Maker's risk tolerance level across multiple series of a
single underlying when such series are executed in rapid succession.
BX Options Market Makers will be able to more precisely customize
their risk settings within the System. BX Options Market Makers will be
able to consider factors such as present and anticipated market
conditions, news in an option, and a sudden change in volatility of an
option. BX Options Market Makers are required to utilize either the
Percentage Based Threshold or the Volume Based Threshold. BX Options
Market Makers that select to utilize the Percentage-Based Threshold
will be able to adopt more precise controls with this proposal based on
the BX Options Market Maker's risk tolerance level. BX Options Market
Makers must utilize either the Percentage-Based \6\ or Volume-Based
risk controls. BX Options Market Makers may contact Market Operations
to set their percentage, which is 1% or greater with this proposal, and
specified time period.
---------------------------------------------------------------------------
\6\ BX Options Market Makers selecting the Percentage-Based risk
control in Rule 1095(i) [sic] are required to provide a specified
time period, up to 15 seconds, and a specified percentage with a
number of 1% or greater, as proposed herein, to the BX Market
Operations staff to select this risk control. If a BX Options Market
Maker does not desire to utilize the Percentage-Based risk control
the BX Options Market Maker must utilize the Volume-Based risk
control which is similarly set-up by contacting Market Operations
and providing certain settings.
---------------------------------------------------------------------------
By way of example, if a BX Options Market Maker has set the
percentage setting to 50% and a Specified Time Period of 15 seconds and
the Order Book reflects:
MM1 has a displayed quote of 1.10 (100) x 1.20 (100) for IBM May
20, 2016 70 puts and MM1 is the only displayed size on BX and an order
is submitted to buy 75 IBM May 20, 2016 70 Puts for 1.20.
Chapter VII, Section 6(f) would cause the following:
(1) Provide MM1 with an execution --Sld [sic] 75 @ 1.20; and
(2) Trigger the Percentage-Based Threshold and remove MM1's quotes
in IBM.
Another example is with multiple executions. Presume the following:
MM1 has set the percentage setting to 80% by 5 seconds and MM1 has
a displayed quote of 2.00 (100) x 2.25 (100) for IBM May 20, 2016 70
puts and he is the only displayed size on the BX. Also, presume an
order comes in to buy 50 IBM May 20, 2016 70 puts for 2.25.
Chapter VII, Section 6(f) would cause the following:
(1) Provide MM1 with an execution--Sold 50 @ 2.25;
(2) Update MMI [sic] quote to 2.00 (100) x 2.25 (50);
(3) Within 1 second an order comes in to buy 45 IBM May 20, 2016 70
puts for 2.25;
(4) Provide MM1 with an execution--Sold 45 @ 2.25; and
(5) Trigger the Percentage-Based Threshold and remove MM1's quotes
in IBM.
The Exchange also proposes to replace the term ``disseminated
size'' with a quantitative description to add transparency with respect
to the calculation of Series Percentage. The language proposed amends
the original definition of disseminated size. With respect to the
disseminated size, the Exchange previously defined disseminated size as
``. . . the original size quoted by the Participant.'' \7\
---------------------------------------------------------------------------
\7\ See note 4 above.
---------------------------------------------------------------------------
The Exchange proposes to amend the definition as follows: ``For
each series in an option, the System will determine: (i) The percentage
that the number of contracts executed in that series represents
relative to the number of contracts available at the time of execution
plus the number of contracts executed in unexpired prior executions of
each side in that series (``Series Percentage''); and (ii) the sum of
the Series Percentage in the option issue (``Issue Percentage'').'' The
Exchange counts Specialized Quote Feed (``SQF'') \8\ quotes in
determining the number of contracts traded and removed by the System.
SQF permits a two-sided quote for each BX Options Market Maker.
---------------------------------------------------------------------------
\8\ SQF permits the receipt of quotes. SQF Auction Responses and
market sweeps are also not included.
---------------------------------------------------------------------------
By way of example, with the proposed definition, if a BX Options
Market Maker with a Percentage-Based Specified Time Period of 10
seconds and a Specified Percentage of 100% submits a quote over SQF of
1.00 (100) x 1.10 (100) and a buy order executes 75, the remaining size
would be 1.00 (100) x 1.10 (25). Thereafter a new Percentage-Based
Specified Time Period begins and current Series Percentage executed is
75 and three seconds pass and the BX Options Market Maker re-quotes
1.00 (100) x 1.10 (100), an incoming buy order of 43 would cause the
Issue Percentage to meet the Percentage-Based Threshold. This is due to
a counted size of 175 (the executed 75 plus the newly quoted 100) and
rounding (0.75 + 43/175 = 0.9957 rounds up to 100%). If the former
definition applied, the size would have been 100 and an execution of
only 25 contracts on the same side would have caused the Issue
Percentage to meet the Percentage-Based Threshold, which is not the
case. In other words, the current SQF quote on that side for that
series (for that BX Options Market Maker) in addition to all the
executions that have occurred on that side for that series (for that BX
Options Market Maker) within the Percentage-Based Specified Time Period
would comprise the size.
This new definition accurately represents the manner in which the
Issue Percentage is calculated. Also, the more precise language within
the rule text will provide BX Options Market Makers with a more
accurate description of the operation of this risk mechanism. The
Exchange has always calculated the BX Options Market Maker's size in
this fashion. The definition, as described in the prior rule change,
was not accurate and the Exchange seeks to amend the definition with
this proposal and memorialize the definition within the rule.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \9\ in general, and furthers the objectives of Section
6(b)(5) of the Act \10\ in particular, in that it is designed to
promote just and equitable principles of trade, 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, by
[[Page 46137]]
offering BX Options Market Makers the ability to better manage their
own risk with this risk feature.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
BX Options Market Makers are obligated to submit continuous two-
sided quotations in a certain number of series in their appointed
option classes for a certain percentage of each trading session.\11\
This obligation renders them vulnerable to risk from unusual market
condition, volatility in specific options, and other market events that
may cause them to receive multiple, extremely rapid automatic
executions before they can adjust their quotations and overall risk
exposure in the market. Without adequate risk management tools in place
on the Exchange, the incentive for BX Options Market Makers to quote
aggressively, respecting both price and size could be diminished. Such
a result may undermine the quality of the markets, which are enhanced
by the depth and liquidity such Market Makers provide in the
marketplace.
---------------------------------------------------------------------------
\11\ Pursuant to BX Rules at Chapter VII, Section 5, entitled
``Obligations of Market Makers'', in registering as a market maker,
an Options Participant commits himself to various obligations.
Transactions of a BX Options Market Maker must constitute a course
of dealings reasonably calculated to contribute to the maintenance
of a fair and orderly market, and Market Makers should not make bids
or offers or enter into transactions that are inconsistent with such
course of dealings. Further, all Market Makers are designated as
specialists on BX for all purposes under the Act or rules
thereunder. See Chapter VII, Section 5.
---------------------------------------------------------------------------
By allowing the Specified Percentage provided by the BX Options
Market Maker to be reduced from 100% to 1%, the Exchange provides its
BX Options Market Makers the desired flexibility to take into account
such factors as present and anticipated market conditions, news in an
option or sudden change in volatility of an option without any
limitation regarding the Specified Percentage. This should encourage BX
Options Market Makers to provide additional depth and liquidity to the
Exchange's markets, thereby removing impediments to and perfecting the
mechanisms of a free and open market and a national market system and,
in general, protecting investors and the public interest.
The proposal is consistent with the Act because the reduction of
the Specified Percentage to not less than 1% provides more alternatives
to BX Options Market Makers in setting their percentage without
impacting their firm quote obligations. The System operates
consistently with the firm quote obligations of a broker-dealer
pursuant to Rule 602 of Regulation NMS. Specifically, with respect to
BX Options Market Makers, their obligation to provide continuous two-
sided quotes on a daily basis is not diminished by the removal of such
quotes by the Percentage-Based Threshold. BX Options Market Makers are
required to provide continuous two-sided quotes on a daily basis.\12\
BX Options Market Makers that utilize the Percentage-Based Threshold
will not be relieved of the obligation to provide continuous two-sided
quotes on a daily basis, nor will the change prohibit the Exchange from
taking disciplinary action against a BX Options Market Maker for
failing to meet the continuous quoting obligation each trading day. All
quotes entered into the System are considered firm. Quotes will only be
removed from the System once the Percentage-Based Threshold has been
met if the quote was not otherwise executed by an incoming order.
---------------------------------------------------------------------------
\12\ Id.
---------------------------------------------------------------------------
This risk feature will continue to remove impediments to and
perfect the mechanism of a free and open market and a national market
system and protect investors and the public interest by allowing BX
Options Market Makers to remove their quotes in the event that market
conditions warrant, based on their own risk tolerance level. BX Options
Market Makers provide liquidity to the market place and have
obligations unlike other market participants.\13\ This risk feature is
important because it will enable BX Options Market Makers to manage
their exposure at the Exchange. Further, permitting BX Options Market
Makers to enter a broader setting would continue to allow BX Options
Market Makers to have flexibility in setting their risk exposure to
prevent unintended triggers of the Percentage-Based Threshold. This
proposal continues to allow BX Options Market Makers to also select a
Percentage-Based Specified Time Period. Each BX Options Market Maker
has different levels of sensitivity and its own system safeguards as
well. The proposed setting would permit each BX Options Market Maker to
select a setting that is appropriate to capture the needs of that BX
Options Market Maker.
---------------------------------------------------------------------------
\13\ Id.
---------------------------------------------------------------------------
Further, it is important to note that any interest that is
executable against a BX Options Market Maker's quotes and orders that
are received \14\ by the Exchange prior to the trigger of the
Percentage-Based Threshold, which is processed by the System,
automatically executes at a price up to the BX Options Market Maker's
size. The system-generated Purge Notification Message is accepted by
the System in the order of receipt in the queue and is processed in
that order so that interest that is already accepted into the System is
processed prior to the message. Incoming orders received prior to the
Purge Notification Message would not be cancelled, rather they be [sic]
executed at a price up to the BX Options Market Maker's size.
---------------------------------------------------------------------------
\14\ The time of receipt for an order or quote is the time such
message is processed by the Exchange book.
---------------------------------------------------------------------------
The Exchange notes that Miami International Securities Exchange,
LLC (``MIAX'') implemented a rule that changed its Allowable Engagement
Percentage from a minimum of 100% to any percentage established by the
Market Maker.\15\ The BX rule is similar to MIAX's in that a member is
required to have a setting, although MIAX has a default setting in
place in the instance that no percentage is provided. BX Options Market
Makers that select the Percentage-Based risk tool must provide the
Exchange with a Percentage-Based Specified Time Period and a Specified
Percentage greater than or equal to 1%.
---------------------------------------------------------------------------
\15\ See Securities Exchange Act Release No. 77817 (May 12,
2016), 81 FR 31286 (May 18, 2016) (SR-MIAX-2016-10).
---------------------------------------------------------------------------
Amending the definition of disseminated size will provide market
participants with greater information on the manner in which the
Exchange computes the Issue Percentage. The Exchange believes that the
manner in which the Exchange calculates the number of contracts, which
are counted for the Issue Percentage, is consistent with the Act. The
counting method permits the Exchange to update the reference number to
include the executed contracts. While this method differs from the
method previously described, the Exchange believes that there is no
industry standard for counting and its method permits market
participants to achieve the desired risk protection. With the proposed
definition, each execution uses the Percentage-Based Specified Time
Period that existed at the time of the execution. BX Options Market
Makers can change the Percentage-Based Specified Time Period at any
time. If a BX Options Market Maker is using a Percentage-Based
Specified Time Period of 15 seconds when an execution happens, then
changes the Percentage-Based Specified Time Period to half a second,
that first execution will not expire until 15 seconds have passed. The
selected Percentage-Based Specified Time Period will persist for 15
seconds and the number of executed contracts will be included in the
denominator of subsequent executions for a full 15 seconds.
[[Page 46138]]
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 not necessary or appropriate in
furtherance of the purposes of the Act. The Percentage-Based Threshold
is intended to protect BX Options Market Makers from exposure to
excessive risk. The Exchange believes this proposal will foster
competition by providing BX Options Market Makers with the ability to
enhance and customize their percentage in order to compete for
executions and order flow. Specifically, the proposal does not impose a
burden on intra-market or inter-market competition; rather, it provides
BX Options Market Makers with the opportunity to avail themselves of
similar risk tools, which are currently available on other
exchanges.\16\ BX Options Market Makers quote across many series in an
option creating the possibility of ``rapid fire'' executions that can
create large, unintended principal positions that expose BX Options
Market Makers. The Percentage-Based Threshold permits BX Options Market
Makers to monitor risk arising from multiple executions across multiple
options series of a single underlying security.
---------------------------------------------------------------------------
\16\ See Section 8 of the 19b4.
---------------------------------------------------------------------------
The Exchange is proposing this rule change to continue to permit BX
Options Market Makers to reduce their risk in the event the BX Options
Market Maker is suffering from a system issue or due to the occurrence
of unusual or unexpected market activity. Reducing such risk will
enable BX Options Market Makers to enter quotations without any fear of
inadvertent exposure to excessive risk, which in turn will benefit
investors through increased liquidity for the execution of their
orders. Reducing risk by utilizing the proposed risk protections
enables BX Options Market Makers, specifically, to enter quotations
with larger size, which in turn will benefit investors through
increased liquidity for the execution of their orders. Such increased
liquidity benefits investors because they receive better prices and
because it lowers volatility in the options market.
The Exchange believes that amending the definition of disseminated
size does not create an undue burden on competition because the
Exchange will uniformly calculate the Percentage-Based Threshold in a
uniform manner for all BX Options Market Makers. The Exchange is
memorializing the definition within the Rule.
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) of the Act \17\ and Rule 19b-
4(f)(6) thereunder.\18\ The Exchange has requested that the Commission
waive the thirty-day operative delay so that the proposal may become
operative immediately. The Commission believes that waiving the thirty-
day operative delay is consistent with the protection of investors and
the public interest. The Exchange proposes to change a setting in an
existing risk protection feature to enhance market makers' ability to
protect against excessive risk arising from multiple executions across
multiple options series of a single underlying security. The Commission
notes that another options exchange currently has a similar setting for
a like risk protection feature for market makers. Moreover, the
Commission notes that the proposal to replace the term ``disseminated
size'' with an accurate and more precise description would add
transparency with respect to the operation of the risk protection
feature. Therefore, the Commission hereby waives the thirty-day
operative delay and designates the proposal operative upon filing.\19\
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\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 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, along
with a brief description and the 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.
\19\ For purposes of waiving the 30-day operative delay, 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. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule change should be approved or
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-BX-2016-032 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-2016-032. 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-BX-2016-032 and should be
submitted on or before August 5, 2016.
[[Page 46139]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-16725 Filed 7-14-16; 8:45 am]
BILLING CODE 8011-01-P