Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing of a Proposed Rule Change To Amend Rule 6.53C, 87102-87106 [2016-28929]
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87102
Federal Register / Vol. 81, No. 232 / Friday, December 2, 2016 / Notices
internally consistent, which enhances
the overall comprehensibility to
investors without altering the operation
of the rule. For example, the Exchange
believes that the revised rule text
governing the execution of COA-Eligible
orders provides clarity regarding the
circumstances under which the leg
markets would have first priority to
execute against an incoming COAeligible or ECO. The Exchange also
believes that the proposed changes
would conform to the Exchange’s price/
time priority model and reduce the
potential for investor confusion.
Non-Substantive Changes
The Exchange believes that the
proposed non-substantive, technical
changes, including updated cross
references that conform rule text to
proposed changes, promotes just and
equitable principles of trade, fosters
cooperation and coordination among
persons engaged in facilitating securities
transactions, and removes impediments
to and perfects the mechanism of a free
and open market by ensuring that
members, regulators and the public can
more easily navigate the Exchange’s
rulebook and better understand the
defined terms used by the Exchange.
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
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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 within 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
the Exchange consents, the Commission
will:
A. By order approve or disapprove
such 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
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. To the
contrary, the Exchange believes that the
proposed changes would encourage
increased submission of ECOs, as well
as increased participation in COAs,
which will add liquidity to the
Exchange to the benefit all market
participants and is therefore procompetitive. The proposal does not
impose an intra-market burden on
competition, because these changes
make the rule clearer and more
complete for all participants. Nor does
the proposal impose a burden on
competition among the options
exchanges, because of the vigorous
competition for order flow among the
options exchanges. To the extent that
market participants disagree with the
particular approach taken by the
Exchange herein, market participants
can easily and readily direct complex
order flow to competing venues.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
• 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–
NYSEArca–2016–149 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–NYSEArca–2016–149. 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
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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–
NYSEArca–2016–149 and should be
submitted on or before December 23,
2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.53
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–28927 Filed 12–1–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79406; File No. SR–CBOE–
2016–080]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change To Amend Rule
6.53C
November 28, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
17, 2016, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange seeks to amend Rule
6.53C. The text of the proposed rule
change is provided below.
53 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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(additions are italicized; deletions are
[bracketed])
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Chicago Board Options Exchange,
Incorporated Rules
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Rule 6.53C. Complex Orders on the Hybrid
System
(a)–(d) No change.
. . . Interpretations and Policies:
.01–.09 No change.
.10 Execution of Complex Orders in Hybrid
3.0 Classes: For each class trading on the
Hybrid 3.0 Platform, the Exchange may
determine to not allow marketable complex
orders entered into COB and/or COA to
automatically execute against individual
quotes residing in the EBook. The Exchange
also may determine for each class trading on
the Hybrid 3.0 Platform to not allow leg
orders to be generated pursuant to paragraph
(c)(iv) for complex orders resting in the COB.
If the Exchange authorizes a group of series
of a Hybrid 3.0 class for trading on the
Hybrid Trading System pursuant to Rule
8.14.01, this Interpretation and Policy .10
applies to a complex order with at least one
leg in a series from the group authorized for
trading on the Hybrid 3.0 Platform, including
if the order has another leg(s) in a series from
the group authorized for trading on the
Hybrid Trading System. The allocation of
such marketable complex orders against
orders residing in the EBook and other
complex orders shall be based on the best net
price(s) and, at the same net price, multiple
orders will be allocated as provided in
paragraphs (c) and/or (d) in the Rule, as
applicable, subject to the following:
(a) A marketable complex order that solely
consists of a group of series that is authorized
for trading on the Hybrid 3.0 Platform will
automatically execute against individual
orders residing in the EBook provided the
complex order can be executed in full (or in
a permissible ratio) by the orders in the
EBook and the orders in the EBook are priced
equal to or better than the individual quotes
residing in the EBook. A marketable complex
order that consists of a group of series that
is authorized for trading on the Hybrid 3.0
Platform and a group of series authorized for
trading on the Hybrid Trading System will
not automatically execute against individual
orders residing in the EBook.
(b)–(e) No change.
.11–.12 No change.
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The text of the proposed rule change
is also available on the Exchange’s Web
site (https://www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
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
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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 seeks to amend Rule
6.53C in order to allow complex orders
in Hybrid 3.0 classes consisting of series
in both the group authorized for trading
on the Hybrid 3.0 Platform and the
group authorized for trading on the
Hybrid Trading System to execute
electronically in the same manner as
complex orders consisting solely of
series in the Hybrid 3.0 group.3
In 2003, CBOE introduced the Hybrid
Trading System (‘‘Hybrid’’ or ‘‘Hybrid
System’’), an electronic trading platform
integrated with CBOE’s floor-based
open-outcry auction market.4 The
original Hybrid Trading System
permitted Market-Makers to stream
electronic quotes in their appointed
classes provided they were physically
present at the trading station.5 CBOE
subsequently implemented an enhanced
version of Hybrid (f/k/a the Hybrid 2.0
platform), which allows remote quoting
in option classes.6 CBOE subsequently
implemented the Hybrid 3.0 Platform,
which is a trading platform on the
Hybrid Trading System that allows one
or more quoters to submit electronic
quotes that represent the aggregate
Market-Maker quotation interest in a
series for the trading crowd.7
When the Hybrid 3.0 Platform was
first implemented it was the third
trading platform operating on the
3 See
Rule 6.53C.10.
Securities Exchange Act Release No. 47959
(May 30, 2003), 68 FR 34441 (June 9, 2003) (SR–
CBOE–2002–05).
5 Id.
6 See Securities Exchange Act Release No. 50003
(July 12, 2004), 69 FR 43028 (July 19, 2004) (SR–
CBOE–2004–24) (implementing enhancements to
the Hybrid Trading System that are referred to in
subsequent filings as Hybrid 2.0); Release No. 50175
(August 10, 2004), 69 FR 51129 (August 17, 2004)
(SR–CBOE–2004–38) (implementing fees associated
with, among other things, SR–CBOE–2004–24 and
referring to the enhancements to the Hybrid Trading
System as Hybrid 2.0); and Release No. 51366
(March 14, 2005), 70 FR 13217 (March 18, 2005)
(amending the Rulebook by, among other things,
adding the term Hybrid 2.0).
7 See Securities Exchange Act Release No. 55874
(June 7, 2007), 72 FR 32688 (June 13, 2007) (SR–
CBOE–2006–101).
4 See
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87103
Exchange’s trade engine CBOEdirect
(the CBOE command trade engine
replaced CBOEdirect in 2012) 8—the
other two platforms were the original
Hybrid Trading System and the Hybrid
2.0 Platform.9 In 2007, the Exchange
removed the distinction between hybrid
option classes (a/k/a classes on the
original Hybrid Trading System) and
Hybrid 2.0 option classes and deleted
references to the Hybrid 2.0 Platform
because over time CBOE migrated all
option classes (other than the option
classes traded on the Hybrid 3.0
Platform) from the original Hybrid
Trading System to the Hybrid 2.0
Platform.10 After the removal of the
Hybrid 2.0 distinction, all options
classes (other than those trading on the
Hybrid 3.0 Platform) have been referred
to as Hybrid classes trading on the
Hybrid Trading System.11 In order to
distinguish between Hybrid classes
trading on the Hybrid Trading System
and Hybrid 3.0 classes trading on the
Hybrid 3.0 Platform references in the
Rulebook to ‘‘Hybrid,’’ ‘‘Hybrid
System,’’ or ‘‘Hybrid Trading System’’
include all platforms unless otherwise
provided by rule.12 Currently, there are
two platforms operating on the
Exchange’s trade engine CBOE
Command (which replaced
CBOEdirect): (i) The Hybrid Trading
System (f/k/a the Hybrid 2.0 Platform)
and (ii) the Hybrid 3.0 Platform.
For each Hybrid 3.0 class, the
Exchange may determine to authorize a
group of series of the class for trading
on the Hybrid Trading System 13 and
establish trading parameters ‘‘on a group
basis to the extent rules otherwise
provide such parameters to be
established on a class basis.’’ 14
Currently, options on the Standard &
Poor’s 500 (‘‘S&P 500’’) are the only
Hybrid 3.0 class.15 However, pursuant
to Rule 8.14.01 the Exchange authorized
a group of series within the S&P 500
options class to trade on the Hybrid
Trading System (i.e., SPXW options).
Thus, currently, the S&P 500 options
class contains series trading under
symbols SPX and SPXW.16 The SPX
options series are a.m.-settled contracts
with standard third Friday expirations
8 See
Information Circular IC12–057.
9 Id.
10 See Securities Exchange Act Release No. 58153
(July 14, 2008), 73 FR 41386 (July 18, 2008) (SR–
CBOE–2008–067) (deleting references to ‘‘Hybrid
2.0 Platform’’ and ‘‘non-Hybrid’’ classes because
non-Hybrid classes no longer exist).
11 Id.
12 See Rule 1.1(aaa).
13 See Rule 8.14.01.
14 See Rule 8.14.01(c).
15 See Rule 8.3(c)(iii).
16 Options trading under the symbol SPXPM are
a separate class from the SPX and SPXW options.
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trading on the Hybrid 3.0 Trading
System. The SPXW options series are
p.m.-settled contracts with non-standard
expirations trading on the Hybrid
Trading System.
Currently, when the Exchange
receives a complex order17 during
regular trading hours that consists of
both SPX and SPXW options series
(hereinafter an ‘‘SPX/SPXW order’’) the
order is routed to a PAR workstation
pursuant to Rule 6.12(a)(1) in order to
provide an opportunity for these orders
to trade in open outcry.18 If an SPX/
SPXW order is received during
extended trading hours, the order is
rejected back to the sender.19 CBOE
handles SPX/SPXW orders in this
manner because currently the System
cannot accept complex orders consisting
of series that trade on different trading
platforms, even if part of the same class.
The Exchange is updating its systems to
accept SPX/SPXW orders so they can
trade against each other electronically
during regular trading hours and
extended trading hours. Thus, the
Exchange is seeking to amend Rule
6.53C in order to specify the manner in
which SPX/SPXW orders will be
executed electronically.20
Rule 6.53C sets forth the manner in
which complex orders are executed on
the Hybrid Trading System.
Interpretation and Policy .10 to Rule
6.53C sets forth the specific manner in
which complex orders in Hybrid 3.0
classes trading on the Hybrid 3.0
Platform are to be executed, which is
generally the same as the manner in
which complex orders are executed on
the Hybrid Trading System except as set
forth in that Interpretation and Policy
.10. For example, one primary
difference is, for Hybrid 3.0 classes, the
17 For the purposes of the electronic trading of
complex orders a complex order is defined as ‘‘any
order involving the execution of two or more
different options series in the same underlying
security occurring at or near the same time in a ratio
that is equal to or greater than one-to-three (.333)
and less than or equal to three-to-one (3.00) (or such
lower ratio as may be determined by the Exchange
on a class-by-class basis) and for the purpose of
executing a particular investment strategy. For the
purpose of applying the aforementioned ratios to
complex orders comprised of both mini-option
contracts and standard option contracts, ten (10)
mini-option contracts will represent one (1)
standard option contract. Only those complex
orders with no more than the applicable number of
legs, as determined by the Exchange on a class-byclass basis, are eligible for processing.’’ See Rule
6.53C(a)(1).
18 The Exchange determines which options
classes are eligible for COB and COA. See Rules
6.53C(c)(i) and (d)(i)(2).
19 See Rule 6.1A(b) and RG15–013.
20 While this rule filing focuses on SPX, as it is
currently the only Hybrid 3.0 class, the proposed
rule text applies to all Hybrid 3.0 classes to
accommodate any future classes that may be
authorized to trade on the Hybrid 3.0 Platform.
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Exchange may determine to not allow
marketable complex orders to execute
against resting quotes in the leg
markets,21 and the Exchange has
determined to not allow complex orders
in SPX to trade against the quotes in the
leg markets.22
The Exchange is proposing to amend
in Rule 6.53C.10 to allow SPX/SPXW
orders may [sic] be executed in
accordance with Rule 6.53C.10 in the
same manner as complex orders that
solely consist of a group of series that
are authorized for trading on the Hybrid
3.0 Platform (i.e., SPX complex orders);
however, due to system limitations that
in the Exchange’s experience were
prohibitively expensive to modify, SPX/
SPXW orders (unlike SPX complex
orders) will not automatically execute
against individual orders residing in the
EBook. SPX/SPXW orders that are
marketable against individual orders
residing in the EBook will instead be
routed to a PAR workstation during
Regular Trading Hours and rejected
during Extended Trading Hours, which
is exactly how all SPX/SPXW orders are
treated today.
SPX/SPXW orders will trade using a
price-time matching algorithm.23 The
Exchange will handle SPX/SPXW orders
during regular trading hours in the
following manner: 24
• SPX/SPXW orders with more than 4
legs will be routed for manual handling,
which is consistent with the manner in
which SPX complex orders are handled
by the Exchange.25
• SPX/SPXW orders for the accounts
of non-customers will not be allowed to
rest in the Complex Order Book
(‘‘COB’’) but will instead be routed for
manual handling, which is consistent
with the manner in which SPX complex
orders are handled by the Exchange.26
21 See
Rule 6.53.10.
RG 12–025.
23 See Rule 6.45B(a) (giving the Exchange the
ability to determine the matching algorithm—i.e.,
the particular priority method) and Rule 8.14.01(c)
(providing that when the Exchange authorizes a
group of series of a Hybrid 3.0 class to trade on the
Hybrid Trading System the trading parameters will
be established by the Exchange on a group basis to
the extent the Exchange Rules otherwise provide for
such parameter to be established on a class basis).
24 As noted throughout this filing, the Exchange
may, by Rule, configure many of the order handling
parameters.
25 See Rule 6.53C(a)(1) (providing that complex
orders with no more than the applicable number of
legs as determined by the Exchange are eligible for
processing). The current number of legs permitted
for complex orders for electronic processing is four.
Pursuant to Rule 6.12(a)(1), orders initially routed
for electronic processing that are not eligible for
automatic execution or book entry will by default
route to PAR or back to the TPH.
26 See Rule 6.53C(c)(i) (giving the Exchange the
ability to determine which classes and origin types
are eligible for entry into the COB) and RG15–195.
22 See
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All other participants will be allowed to
rest in the COB.
• SPX/SPXW orders for the accounts
of customers and non-customers will be
permitted to participate in the COB
opening process and trade against SPX/
SPXW orders resting in the COB, which
is consistent with the manner in which
SPX complex orders are handled by the
Exchange.27
• Marketable SPX/SPXW orders will
not be eligible to automatically execute
against individual orders residing in the
EBook for the legs.28 Although SPX
complex orders are eligible to
automatically execute against individual
orders residing in the EBook for the legs,
not allowing SPX/SPXW orders to
automatically execute against individual
orders residing in the EBook for the legs
effectively means that the Exchange is
not changing how these particular SPX/
SPXW orders will treated by the
Exchange. These particular SPX/SPXW
orders will be routed to a PAR
workstation during regular trading
hours, which is consistent with how all
SPX/SPXW orders are treated during
regular trading hours.
• Marketable SPX/SPXW orders will
be eligible to automatically execute
against other SPX/SPXW orders resting
in the COB provided the execution is at
a net price that has priority over the
individual orders and quotes residing in
the EBook, which is consistent with the
manner in which SPX complex orders
are handled by the Exchange.29
• Marketable SPX/SPXW orders will
not be eligible to automatically execute
against individual Market-Maker quotes
resting in the EBook for the legs, which
is consistent with the manner in which
SPX complex orders are handled by the
Exchange.30
• SPX/SPXW orders resting in the
COB that become marketable against
Market-Maker quotes in the individual
legs will be subject to COA, which is
consistent with the manner in which
SPX complex orders are handled by the
Exchange.31 Such orders (or remaining
portion of such orders) that are not
executed but are still marketable will be
routed for manual handling, which is
consistent with the manner in which
27 See
Rule 6.53C.11 and RG15–195.
Proposed Rule 6.53C.10(a).
29 See Rule 6.53C.10(b)
30 See Rule 6.53C.10 (providing that the Exchange
may determine to not allow marketable complex
orders entered into COB and/or COA to
automatically execute against individual quotes
residing in the EBook) and RG 12–025 (providing
marketable SPX complex orders will not execute
with individual quotes).
31 See Rule 6.53C.10(d).
28 See
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SPX complex orders are handled by the
Exchange.32
During extended trading hours, SPX/
SPXW orders for the accounts of
customers and non-customers will be
allowed to rest in the COB, and thus
participate in the COB opening process
and trade against SPX/SPXW orders
resting in the COB, which is consistent
with the manner in which SPX complex
orders are handled by the Exchange.33
Additionally, any SPX/SPXW order that
would normally be routed for manual
handling during regulator trading hours
will instead be returned to the order
entry firm during extended trading
hours because open outcry trading is
unavailable during extended trading
hours, which is consistent with the
manner in which SPX complex orders
are handled by the Exchange.34
Conclusion
The proposed rule change simply
provides SPX/SPXW orders with an
opportunity to execute electronically
instead of automatically being routed to
the floor for manual execution. Any
electronic execution of SPX/SPXW
orders will be in the same manner as
complex orders with all SPX legs,
except SPX/SPXW orders will not
automatically execute against individual
orders in the EBook for the legs, which
will result in those specific SPX/SPXW
orders being treated in exactly the same
manner in which they are treated
currently (i.e., routed for manual
handling during regular trading hours
and rejected back to the order entry frim
during extended trading hours). The
Exchange will announce the
implementation date of this rule filing
via Regulatory Circular at least 7 days
prior to the implementation date. The
implementation date will be within 120
days of the approval date of this filing.
2. Statutory Basis
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The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
32 See Rule 6.53C.10(d). Because an SPX/SPXW
that is marketable will not be permitted under the
proposed rule to automatically execute against
individual Market-Maker quotes or the individual
orders residing in the EBook for the legs, an SPX/
SPXW order that is marketable will route via the
order handling system pursuant to Rule 6.12 in the
same manner as marketable SPX complex orders.
33 See Rule 6.53C(c) and RG15–013.
34 See Rule 6.1(A)(b) (providing in extended
trading hours if in accordance with the Rules an
order would route to PAR, the order entry firm’s
booth or otherwise for manual handling the System
will return the order the Trading Permit Holder
during extended trading hours).
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Section 6(b) of the Act.35 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 36 requirements that the rules of
an exchange be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 37 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
In particular, SPX/SPXW orders
currently may only be executed in open
outcry during regular trading hours, and
these orders are not executable during
extended trading hours. The proposed
rule change merely provides that these
orders will be eligible for electronic
processing (including electronic
execution) in the same manner as
complex orders consisting solely of SPX
options series, except SPX/SPXW orders
will not automatically execute against
individual orders in the EBook for the
legs, which will result in those specific
SPX/SPXW orders being treated in
exactly the same manner in which they
are treated currently (i.e., routed for
manual handling during regular trading
hours and rejected back to the order
entry frim during extended trading
hours). Since routing all SPX/SPXW
orders for manual handling during
regular trading hours and rejecting all
SPX/SPXW orders during extended
hours is currently consistent with the
Act it is consistent with the Act to allow
a subset of SPX/SPXW orders to
continue to be treated in such a manner.
Allowing certain SPX/SPXW orders to
COA and rest in the COB helps remove
impediments to and perfect the
mechanism of a free and open market
and generally helps to protect investors
and the public interest by giving SPX/
SPXW orders increased opportunities
for execution. However, the Exchange’s
flexibility to determine which market
participants’ orders may COA or rest in
the COB also helps to protect investors
and the public interest by allowing the
Exchange to manage the ecosystem for
all market participants. Regardless,
since the Exchange already has the
flexibility to determine which market
participants’ orders may COA 38 or rest
in the COB,39 it is consistent with the
Act for the Exchange to have the
flexibility to determine which market
participants’ SPX/SPXW orders may
COA and rest in the COB. Finally, the
manual handling of SPX, SPXW, and
SPX/SPXW orders continues to have
tremendous value for customers,
particularly for orders with a large
number of legs; however, COB and COA
are additional functionalities that may
provide increased opportunity to
receive an execution and/or receive
price improvement, both of which
benefit investors.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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. SPX/SPXW
orders can currently be represented and
executed in open outcry, and the
proposed rule change merely provides
these orders will be eligible for
electronic processing (including
electronic execution). The Exchange’s
flexibility to determine which market
participants’ orders may COA or rest in
the COB will not impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act because the
flexibility allows the Exchange to
manage the ecosystem for all market
participants. Regardless, since the
Exchange already has the flexibility to
determine which market participants’
orders may COA 40 or rest in the COB,41
it is not unduly burdensome for the
Exchange to have the flexibility to
determine which market participants’
SPX/SPXW orders may COA and rest in
the COB. Additionally, these orders will
execute electronically in the same
manner as complex orders with all SPX
legs currently do, except SPX/SPXW
orders will not automatically execute
with individual orders in the EBook for
the legs, which will result in those
specific SPX/SPXW orders being treated
in exactly the same manner in which
they are treated currently (i.e., routed
for manual handling during regular
trading hours and rejected back to the
order entry frim during extended
trading hours). Since routing all SPX/
SPXW orders for manual handling
during regular trading hours and
38 See
Rule 6.53C(d)(i)(2).
Rule 6.53C(c)(i).
40 See Rule 6.53C(d)(i)(2).
41 See Rule 6.53C(c)(i).
35 15
U.S.C. 78f(b).
36 15 U.S.C. 78f(b)(5).
37 Id.
PO 00000
Frm 00089
Fmt 4703
39 See
Sfmt 4703
87105
E:\FR\FM\02DEN1.SGM
02DEN1
87106
Federal Register / Vol. 81, No. 232 / Friday, December 2, 2016 / Notices
rejecting all SPX/SPXW orders during
extended hours is currently not unduly
burdensome it is not unduly
burdensome to allow a subset of SPX/
SPXW orders to continue to be treated
in such a manner. Additionally,
allowing such orders to be executed
electronically will not impose any
burden on intermarket competition as
options on the S&P 500 are exclusively
listed on the Exchange. To the extent
the proposed changes make CBOE a
more attractive marketplace for market
participants at other exchanges, such
market participants are welcome to
become CBOE market participants.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on 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 within 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
the Exchange consents, the Commission
will:
A. By order approve or disapprove
such 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–
CBOE–2016–080 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–CBOE–2016–080. This file
number should be included on the
subject line if email is used. To help the
VerDate Sep<11>2014
17:55 Dec 01, 2016
Jkt 241001
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–CBOE–
2016–080 and should be submitted on
or before December 23, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.42
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–28929 Filed 12–1–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79408; File No. SR–
NASDAQ–2016–159]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
Commentary .14 to Rule 4770
(Compliance With Regulation NMS
Plan To Implement a Tick Size Pilot)
November 28, 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 November
14, 2016, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
42 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00090
Fmt 4703
Sfmt 4703
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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Commentary .14 to Rule 4770
(Compliance with Regulation NMS Plan
to Implement a Tick Size Pilot) to
provide the SEC with notice of its efforts
to re-program its systems to eliminate a
re-pricing functionality for certain
orders in Test Group Three securities in
connection with the Regulation NMS
Plan to Implement a Tick Size Pilot
Program (‘‘Plan’’ or ‘‘Pilot’’).3
The text of the proposed rule change
is set forth below. Proposed new
language is italicized; deleted text is in
brackets.
*
*
*
*
*
The NASDAQ Stock Market Rules
*
*
*
*
*
4770. Compliance With Regulation
NMS Plan To Implement a Tick Size
Pilot
(a) through (d) No Change.
Commentary: .01–.13 No change.
.14 Until [November 14,
2016]December 12, 2016, the treatment
of Price to Comply Orders, Price to
Display Orders, Non-Displayed Orders,
and Post-Only Orders that are entered
through the OUCH or FLITE protocols
in Test Group Three securities shall be
as follows:
Following entry, and if market
conditions allow, a Price to Comply
Order in a Test Group Three Pilot
Security will be adjusted repeatedly in
accordance with changes to the NBBO
until such time as the Price to Comply
Order is able to be ranked and displayed
at its original entered limit price.
Following entry, and if market
conditions allow, a Price to Display
Order in a Test Group Three Pilot
Security will be adjusted repeatedly in
accordance with changes to the NBBO
until such time as the Price to Display
Order is able to be ranked and displayed
at its original entered limit price.
Following entry, and if market
conditions allow, a Non-Displayed
Order in a Test Group Three Pilot
Security will be adjusted repeatedly in
3 See Securities Exchange Act Release No. 74892
(May 6, 2015), 80 FR 27513 (May 13, 2015)
(‘‘Approval Order’’).
E:\FR\FM\02DEN1.SGM
02DEN1
Agencies
[Federal Register Volume 81, Number 232 (Friday, December 2, 2016)]
[Notices]
[Pages 87102-87106]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-28929]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79406; File No. SR-CBOE-2016-080]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing of a Proposed Rule Change To Amend Rule
6.53C
November 28, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on November 17, 2016, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\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 seeks to amend Rule 6.53C. The text of the proposed
rule change is provided below.
[[Page 87103]]
(additions are italicized; deletions are [bracketed])
* * * * *
Chicago Board Options Exchange, Incorporated Rules
* * * * *
Rule 6.53C. Complex Orders on the Hybrid System
(a)-(d) No change.
. . . Interpretations and Policies:
.01-.09 No change.
.10 Execution of Complex Orders in Hybrid 3.0 Classes: For each
class trading on the Hybrid 3.0 Platform, the Exchange may determine
to not allow marketable complex orders entered into COB and/or COA
to automatically execute against individual quotes residing in the
EBook. The Exchange also may determine for each class trading on the
Hybrid 3.0 Platform to not allow leg orders to be generated pursuant
to paragraph (c)(iv) for complex orders resting in the COB. If the
Exchange authorizes a group of series of a Hybrid 3.0 class for
trading on the Hybrid Trading System pursuant to Rule 8.14.01, this
Interpretation and Policy .10 applies to a complex order with at
least one leg in a series from the group authorized for trading on
the Hybrid 3.0 Platform, including if the order has another leg(s)
in a series from the group authorized for trading on the Hybrid
Trading System. The allocation of such marketable complex orders
against orders residing in the EBook and other complex orders shall
be based on the best net price(s) and, at the same net price,
multiple orders will be allocated as provided in paragraphs (c) and/
or (d) in the Rule, as applicable, subject to the following:
(a) A marketable complex order that solely consists of a group
of series that is authorized for trading on the Hybrid 3.0 Platform
will automatically execute against individual orders residing in the
EBook provided the complex order can be executed in full (or in a
permissible ratio) by the orders in the EBook and the orders in the
EBook are priced equal to or better than the individual quotes
residing in the EBook. A marketable complex order that consists of a
group of series that is authorized for trading on the Hybrid 3.0
Platform and a group of series authorized for trading on the Hybrid
Trading System will not automatically execute against individual
orders residing in the EBook.
(b)-(e) No change.
.11-.12 No change.
* * * * *
The text of the proposed rule change is also available on the
Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of the
Secretary, 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 seeks to amend Rule 6.53C in order to allow complex
orders in Hybrid 3.0 classes consisting of series in both the group
authorized for trading on the Hybrid 3.0 Platform and the group
authorized for trading on the Hybrid Trading System to execute
electronically in the same manner as complex orders consisting solely
of series in the Hybrid 3.0 group.\3\
---------------------------------------------------------------------------
\3\ See Rule 6.53C.10.
---------------------------------------------------------------------------
In 2003, CBOE introduced the Hybrid Trading System (``Hybrid'' or
``Hybrid System''), an electronic trading platform integrated with
CBOE's floor-based open-outcry auction market.\4\ The original Hybrid
Trading System permitted Market-Makers to stream electronic quotes in
their appointed classes provided they were physically present at the
trading station.\5\ CBOE subsequently implemented an enhanced version
of Hybrid (f/k/a the Hybrid 2.0 platform), which allows remote quoting
in option classes.\6\ CBOE subsequently implemented the Hybrid 3.0
Platform, which is a trading platform on the Hybrid Trading System that
allows one or more quoters to submit electronic quotes that represent
the aggregate Market-Maker quotation interest in a series for the
trading crowd.\7\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 47959 (May 30,
2003), 68 FR 34441 (June 9, 2003) (SR-CBOE-2002-05).
\5\ Id.
\6\ See Securities Exchange Act Release No. 50003 (July 12,
2004), 69 FR 43028 (July 19, 2004) (SR-CBOE-2004-24) (implementing
enhancements to the Hybrid Trading System that are referred to in
subsequent filings as Hybrid 2.0); Release No. 50175 (August 10,
2004), 69 FR 51129 (August 17, 2004) (SR-CBOE-2004-38) (implementing
fees associated with, among other things, SR-CBOE-2004-24 and
referring to the enhancements to the Hybrid Trading System as Hybrid
2.0); and Release No. 51366 (March 14, 2005), 70 FR 13217 (March 18,
2005) (amending the Rulebook by, among other things, adding the term
Hybrid 2.0).
\7\ See Securities Exchange Act Release No. 55874 (June 7,
2007), 72 FR 32688 (June 13, 2007) (SR-CBOE-2006-101).
---------------------------------------------------------------------------
When the Hybrid 3.0 Platform was first implemented it was the third
trading platform operating on the Exchange's trade engine CBOEdirect
(the CBOE command trade engine replaced CBOEdirect in 2012) \8\--the
other two platforms were the original Hybrid Trading System and the
Hybrid 2.0 Platform.\9\ In 2007, the Exchange removed the distinction
between hybrid option classes (a/k/a classes on the original Hybrid
Trading System) and Hybrid 2.0 option classes and deleted references to
the Hybrid 2.0 Platform because over time CBOE migrated all option
classes (other than the option classes traded on the Hybrid 3.0
Platform) from the original Hybrid Trading System to the Hybrid 2.0
Platform.\10\ After the removal of the Hybrid 2.0 distinction, all
options classes (other than those trading on the Hybrid 3.0 Platform)
have been referred to as Hybrid classes trading on the Hybrid Trading
System.\11\ In order to distinguish between Hybrid classes trading on
the Hybrid Trading System and Hybrid 3.0 classes trading on the Hybrid
3.0 Platform references in the Rulebook to ``Hybrid,'' ``Hybrid
System,'' or ``Hybrid Trading System'' include all platforms unless
otherwise provided by rule.\12\ Currently, there are two platforms
operating on the Exchange's trade engine CBOE Command (which replaced
CBOEdirect): (i) The Hybrid Trading System (f/k/a the Hybrid 2.0
Platform) and (ii) the Hybrid 3.0 Platform.
---------------------------------------------------------------------------
\8\ See Information Circular IC12-057.
\9\ Id.
\10\ See Securities Exchange Act Release No. 58153 (July 14,
2008), 73 FR 41386 (July 18, 2008) (SR-CBOE-2008-067) (deleting
references to ``Hybrid 2.0 Platform'' and ``non-Hybrid'' classes
because non-Hybrid classes no longer exist).
\11\ Id.
\12\ See Rule 1.1(aaa).
---------------------------------------------------------------------------
For each Hybrid 3.0 class, the Exchange may determine to authorize
a group of series of the class for trading on the Hybrid Trading System
\13\ and establish trading parameters ``on a group basis to the extent
rules otherwise provide such parameters to be established on a class
basis.'' \14\ Currently, options on the Standard & Poor's 500 (``S&P
500'') are the only Hybrid 3.0 class.\15\ However, pursuant to Rule
8.14.01 the Exchange authorized a group of series within the S&P 500
options class to trade on the Hybrid Trading System (i.e., SPXW
options). Thus, currently, the S&P 500 options class contains series
trading under symbols SPX and SPXW.\16\ The SPX options series are
a.m.-settled contracts with standard third Friday expirations
[[Page 87104]]
trading on the Hybrid 3.0 Trading System. The SPXW options series are
p.m.-settled contracts with non-standard expirations trading on the
Hybrid Trading System.
---------------------------------------------------------------------------
\13\ See Rule 8.14.01.
\14\ See Rule 8.14.01(c).
\15\ See Rule 8.3(c)(iii).
\16\ Options trading under the symbol SPXPM are a separate class
from the SPX and SPXW options.
---------------------------------------------------------------------------
Currently, when the Exchange receives a complex order\17\ during
regular trading hours that consists of both SPX and SPXW options series
(hereinafter an ``SPX/SPXW order'') the order is routed to a PAR
workstation pursuant to Rule 6.12(a)(1) in order to provide an
opportunity for these orders to trade in open outcry.\18\ If an SPX/
SPXW order is received during extended trading hours, the order is
rejected back to the sender.\19\ CBOE handles SPX/SPXW orders in this
manner because currently the System cannot accept complex orders
consisting of series that trade on different trading platforms, even if
part of the same class. The Exchange is updating its systems to accept
SPX/SPXW orders so they can trade against each other electronically
during regular trading hours and extended trading hours. Thus, the
Exchange is seeking to amend Rule 6.53C in order to specify the manner
in which SPX/SPXW orders will be executed electronically.\20\
---------------------------------------------------------------------------
\17\ For the purposes of the electronic trading of complex
orders a complex order is defined as ``any order involving the
execution of two or more different options series in the same
underlying security occurring at or near the same time in a ratio
that is equal to or greater than one-to-three (.333) and less than
or equal to three-to-one (3.00) (or such lower ratio as may be
determined by the Exchange on a class-by-class basis) and for the
purpose of executing a particular investment strategy. For the
purpose of applying the aforementioned ratios to complex orders
comprised of both mini-option contracts and standard option
contracts, ten (10) mini-option contracts will represent one (1)
standard option contract. Only those complex orders with no more
than the applicable number of legs, as determined by the Exchange on
a class-by-class basis, are eligible for processing.'' See Rule
6.53C(a)(1).
\18\ The Exchange determines which options classes are eligible
for COB and COA. See Rules 6.53C(c)(i) and (d)(i)(2).
\19\ See Rule 6.1A(b) and RG15-013.
\20\ While this rule filing focuses on SPX, as it is currently
the only Hybrid 3.0 class, the proposed rule text applies to all
Hybrid 3.0 classes to accommodate any future classes that may be
authorized to trade on the Hybrid 3.0 Platform.
---------------------------------------------------------------------------
Rule 6.53C sets forth the manner in which complex orders are
executed on the Hybrid Trading System. Interpretation and Policy .10 to
Rule 6.53C sets forth the specific manner in which complex orders in
Hybrid 3.0 classes trading on the Hybrid 3.0 Platform are to be
executed, which is generally the same as the manner in which complex
orders are executed on the Hybrid Trading System except as set forth in
that Interpretation and Policy .10. For example, one primary difference
is, for Hybrid 3.0 classes, the Exchange may determine to not allow
marketable complex orders to execute against resting quotes in the leg
markets,\21\ and the Exchange has determined to not allow complex
orders in SPX to trade against the quotes in the leg markets.\22\
---------------------------------------------------------------------------
\21\ See Rule 6.53.10.
\22\ See RG 12-025.
---------------------------------------------------------------------------
The Exchange is proposing to amend in Rule 6.53C.10 to allow SPX/
SPXW orders may [sic] be executed in accordance with Rule 6.53C.10 in
the same manner as complex orders that solely consist of a group of
series that are authorized for trading on the Hybrid 3.0 Platform
(i.e., SPX complex orders); however, due to system limitations that in
the Exchange's experience were prohibitively expensive to modify, SPX/
SPXW orders (unlike SPX complex orders) will not automatically execute
against individual orders residing in the EBook. SPX/SPXW orders that
are marketable against individual orders residing in the EBook will
instead be routed to a PAR workstation during Regular Trading Hours and
rejected during Extended Trading Hours, which is exactly how all SPX/
SPXW orders are treated today.
SPX/SPXW orders will trade using a price-time matching
algorithm.\23\ The Exchange will handle SPX/SPXW orders during regular
trading hours in the following manner: \24\
---------------------------------------------------------------------------
\23\ See Rule 6.45B(a) (giving the Exchange the ability to
determine the matching algorithm--i.e., the particular priority
method) and Rule 8.14.01(c) (providing that when the Exchange
authorizes a group of series of a Hybrid 3.0 class to trade on the
Hybrid Trading System the trading parameters will be established by
the Exchange on a group basis to the extent the Exchange Rules
otherwise provide for such parameter to be established on a class
basis).
\24\ As noted throughout this filing, the Exchange may, by Rule,
configure many of the order handling parameters.
---------------------------------------------------------------------------
SPX/SPXW orders with more than 4 legs will be routed for
manual handling, which is consistent with the manner in which SPX
complex orders are handled by the Exchange.\25\
---------------------------------------------------------------------------
\25\ See Rule 6.53C(a)(1) (providing that complex orders with no
more than the applicable number of legs as determined by the
Exchange are eligible for processing). The current number of legs
permitted for complex orders for electronic processing is four.
Pursuant to Rule 6.12(a)(1), orders initially routed for electronic
processing that are not eligible for automatic execution or book
entry will by default route to PAR or back to the TPH.
---------------------------------------------------------------------------
SPX/SPXW orders for the accounts of non-customers will not
be allowed to rest in the Complex Order Book (``COB'') but will instead
be routed for manual handling, which is consistent with the manner in
which SPX complex orders are handled by the Exchange.\26\ All other
participants will be allowed to rest in the COB.
---------------------------------------------------------------------------
\26\ See Rule 6.53C(c)(i) (giving the Exchange the ability to
determine which classes and origin types are eligible for entry into
the COB) and RG15-195.
---------------------------------------------------------------------------
SPX/SPXW orders for the accounts of customers and non-
customers will be permitted to participate in the COB opening process
and trade against SPX/SPXW orders resting in the COB, which is
consistent with the manner in which SPX complex orders are handled by
the Exchange.\27\
---------------------------------------------------------------------------
\27\ See Rule 6.53C.11 and RG15-195.
---------------------------------------------------------------------------
Marketable SPX/SPXW orders will not be eligible to
automatically execute against individual orders residing in the EBook
for the legs.\28\ Although SPX complex orders are eligible to
automatically execute against individual orders residing in the EBook
for the legs, not allowing SPX/SPXW orders to automatically execute
against individual orders residing in the EBook for the legs
effectively means that the Exchange is not changing how these
particular SPX/SPXW orders will treated by the Exchange. These
particular SPX/SPXW orders will be routed to a PAR workstation during
regular trading hours, which is consistent with how all SPX/SPXW orders
are treated during regular trading hours.
---------------------------------------------------------------------------
\28\ See Proposed Rule 6.53C.10(a).
---------------------------------------------------------------------------
Marketable SPX/SPXW orders will be eligible to
automatically execute against other SPX/SPXW orders resting in the COB
provided the execution is at a net price that has priority over the
individual orders and quotes residing in the EBook, which is consistent
with the manner in which SPX complex orders are handled by the
Exchange.\29\
---------------------------------------------------------------------------
\29\ See Rule 6.53C.10(b)
---------------------------------------------------------------------------
Marketable SPX/SPXW orders will not be eligible to
automatically execute against individual Market-Maker quotes resting in
the EBook for the legs, which is consistent with the manner in which
SPX complex orders are handled by the Exchange.\30\
---------------------------------------------------------------------------
\30\ See Rule 6.53C.10 (providing that the Exchange may
determine to not allow marketable complex orders entered into COB
and/or COA to automatically execute against individual quotes
residing in the EBook) and RG 12-025 (providing marketable SPX
complex orders will not execute with individual quotes).
---------------------------------------------------------------------------
SPX/SPXW orders resting in the COB that become marketable
against Market-Maker quotes in the individual legs will be subject to
COA, which is consistent with the manner in which SPX complex orders
are handled by the Exchange.\31\ Such orders (or remaining portion of
such orders) that are not executed but are still marketable will be
routed for manual handling, which is consistent with the manner in
which
[[Page 87105]]
SPX complex orders are handled by the Exchange.\32\
---------------------------------------------------------------------------
\31\ See Rule 6.53C.10(d).
\32\ See Rule 6.53C.10(d). Because an SPX/SPXW that is
marketable will not be permitted under the proposed rule to
automatically execute against individual Market-Maker quotes or the
individual orders residing in the EBook for the legs, an SPX/SPXW
order that is marketable will route via the order handling system
pursuant to Rule 6.12 in the same manner as marketable SPX complex
orders.
---------------------------------------------------------------------------
During extended trading hours, SPX/SPXW orders for the accounts of
customers and non-customers will be allowed to rest in the COB, and
thus participate in the COB opening process and trade against SPX/SPXW
orders resting in the COB, which is consistent with the manner in which
SPX complex orders are handled by the Exchange.\33\ Additionally, any
SPX/SPXW order that would normally be routed for manual handling during
regulator trading hours will instead be returned to the order entry
firm during extended trading hours because open outcry trading is
unavailable during extended trading hours, which is consistent with the
manner in which SPX complex orders are handled by the Exchange.\34\
---------------------------------------------------------------------------
\33\ See Rule 6.53C(c) and RG15-013.
\34\ See Rule 6.1(A)(b) (providing in extended trading hours if
in accordance with the Rules an order would route to PAR, the order
entry firm's booth or otherwise for manual handling the System will
return the order the Trading Permit Holder during extended trading
hours).
---------------------------------------------------------------------------
Conclusion
The proposed rule change simply provides SPX/SPXW orders with an
opportunity to execute electronically instead of automatically being
routed to the floor for manual execution. Any electronic execution of
SPX/SPXW orders will be in the same manner as complex orders with all
SPX legs, except SPX/SPXW orders will not automatically execute against
individual orders in the EBook for the legs, which will result in those
specific SPX/SPXW orders being treated in exactly the same manner in
which they are treated currently (i.e., routed for manual handling
during regular trading hours and rejected back to the order entry frim
during extended trading hours). The Exchange will announce the
implementation date of this rule filing via Regulatory Circular at
least 7 days prior to the implementation date. The implementation date
will be within 120 days of the approval date of this filing.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') and the rules and
regulations thereunder applicable to the Exchange and, in particular,
the requirements of Section 6(b) of the Act.\35\ Specifically, the
Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \36\ requirements that the rules of an exchange be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in regulating, clearing,
settling, processing information with respect to, and facilitating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest. Additionally,
the Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \37\ requirement that the rules of an exchange not be
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\35\ 15 U.S.C. 78f(b).
\36\ 15 U.S.C. 78f(b)(5).
\37\ Id.
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In particular, SPX/SPXW orders currently may only be executed in
open outcry during regular trading hours, and these orders are not
executable during extended trading hours. The proposed rule change
merely provides that these orders will be eligible for electronic
processing (including electronic execution) in the same manner as
complex orders consisting solely of SPX options series, except SPX/SPXW
orders will not automatically execute against individual orders in the
EBook for the legs, which will result in those specific SPX/SPXW orders
being treated in exactly the same manner in which they are treated
currently (i.e., routed for manual handling during regular trading
hours and rejected back to the order entry frim during extended trading
hours). Since routing all SPX/SPXW orders for manual handling during
regular trading hours and rejecting all SPX/SPXW orders during extended
hours is currently consistent with the Act it is consistent with the
Act to allow a subset of SPX/SPXW orders to continue to be treated in
such a manner.
Allowing certain SPX/SPXW orders to COA and rest in the COB helps
remove impediments to and perfect the mechanism of a free and open
market and generally helps to protect investors and the public interest
by giving SPX/SPXW orders increased opportunities for execution.
However, the Exchange's flexibility to determine which market
participants' orders may COA or rest in the COB also helps to protect
investors and the public interest by allowing the Exchange to manage
the ecosystem for all market participants. Regardless, since the
Exchange already has the flexibility to determine which market
participants' orders may COA \38\ or rest in the COB,\39\ it is
consistent with the Act for the Exchange to have the flexibility to
determine which market participants' SPX/SPXW orders may COA and rest
in the COB. Finally, the manual handling of SPX, SPXW, and SPX/SPXW
orders continues to have tremendous value for customers, particularly
for orders with a large number of legs; however, COB and COA are
additional functionalities that may provide increased opportunity to
receive an execution and/or receive price improvement, both of which
benefit investors.
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\38\ See Rule 6.53C(d)(i)(2).
\39\ See Rule 6.53C(c)(i).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE 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. SPX/SPXW orders can currently
be represented and executed in open outcry, and the proposed rule
change merely provides these orders will be eligible for electronic
processing (including electronic execution). The Exchange's flexibility
to determine which market participants' orders may COA or rest in the
COB will not impose any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act because the
flexibility allows the Exchange to manage the ecosystem for all market
participants. Regardless, since the Exchange already has the
flexibility to determine which market participants' orders may COA \40\
or rest in the COB,\41\ it is not unduly burdensome for the Exchange to
have the flexibility to determine which market participants' SPX/SPXW
orders may COA and rest in the COB. Additionally, these orders will
execute electronically in the same manner as complex orders with all
SPX legs currently do, except SPX/SPXW orders will not automatically
execute with individual orders in the EBook for the legs, which will
result in those specific SPX/SPXW orders being treated in exactly the
same manner in which they are treated currently (i.e., routed for
manual handling during regular trading hours and rejected back to the
order entry frim during extended trading hours). Since routing all SPX/
SPXW orders for manual handling during regular trading hours and
[[Page 87106]]
rejecting all SPX/SPXW orders during extended hours is currently not
unduly burdensome it is not unduly burdensome to allow a subset of SPX/
SPXW orders to continue to be treated in such a manner. Additionally,
allowing such orders to be executed electronically will not impose any
burden on intermarket competition as options on the S&P 500 are
exclusively listed on the Exchange. To the extent the proposed changes
make CBOE a more attractive marketplace for market participants at
other exchanges, such market participants are welcome to become CBOE
market participants.
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\40\ See Rule 6.53C(d)(i)(2).
\41\ See Rule 6.53C(c)(i).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on 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 within 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 the Exchange consents, the Commission will:
A. By order approve or disapprove such 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-CBOE-2016-080 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-CBOE-2016-080. 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-CBOE-2016-080 and should be
submitted on or before December 23, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\42\
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\42\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-28929 Filed 12-1-16; 8:45 am]
BILLING CODE 8011-01-P