Self-Regulatory Organizations; New York Stock Exchange LLC; NYSE National, Inc.; NYSE Arca, Inc.; NYSE American LLC; NYSE Chicago, Inc.; Order Granting Approval of Proposed Rule Changes Relating to Repricing of Depth-of-Book Orders in Response to a Locked or Crossed Market, 27259-27261 [2020-09711]
Download as PDF
Federal Register / Vol. 85, No. 89 / Thursday, May 7, 2020 / Notices
is no longer in existence, is not engaged
in business as an investment adviser, or
is prohibited from registering as an
investment adviser under section 203A,
the Commission shall by order, cancel
the registration of such person.
The registrant has not filed a Form
ADV amendment with the Commission
as required by rule 204–1 under the Act
and appears to be no longer in business
as an investment adviser or is otherwise
not engaged in business as an
investment adviser.1 Accordingly, the
Commission believes that reasonable
grounds exist for a finding that this
registrant is no longer eligible to be
registered with the Commission as an
investment adviser and that the
registration should be cancelled
pursuant to section 203(h) of the Act.
Notice is also given that any
interested person may, by May 25, 2020,
at 5:30 p.m., submit to the Commission
in writing a request for a hearing on the
cancellation, accompanied by a
statement as to the nature of his or her
interest, the reason for such request, and
the issues, if any, of fact or law
proposed to be controverted, and he or
she may request that he or she be
notified if the Commission should order
a hearing thereon. Any such
communication should be emailed to
the Commission’s Secretary at
Secretarys-Office@sec.gov.
At any time after May 25, 2020, the
Commission may issue an order
cancelling the registration, upon the
basis of the information stated above,
unless an order for a hearing on the
cancellation shall be issued upon
request or upon the Commission’s own
motion. Persons who requested a
hearing, or who requested to be advised
as to whether a hearing is ordered, will
receive any notices and orders issued in
this matter, including the date of the
hearing (if ordered) and any
postponements thereof. Any adviser
whose registration is cancelled under
delegated authority may appeal that
decision directly to the Commission in
accordance with rules 430 and 431 of
the Commission’s rules of practice (17
CFR 201.430 and 431).
khammond on DSKJM1Z7X2PROD with NOTICES
Olawale´ Oriola, Senior Counsel at 202–
551–6541; SEC, Division of Investment
Management, Investment Adviser
1 Rule 204–1 under the Act requires any adviser
that is required to complete Form ADV to amend
the form at least annually and to submit the
amendments electronically through the Investment
Adviser Registration Depository.
Jkt 250001
[FR Doc. 2020–09708 Filed 5–6–20; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–88793; File Nos. SR–NYSE–
2020–13, SR–NYSENAT–2020–09, SR–
NYSEArca–2020–17, SR–NYSEAMER–2020–
12; SR–NYSECHX–2020–06]
Self-Regulatory Organizations; New
York Stock Exchange LLC; NYSE
National, Inc.; NYSE Arca, Inc.; NYSE
American LLC; NYSE Chicago, Inc.;
Order Granting Approval of Proposed
Rule Changes Relating to Repricing of
Depth-of-Book Orders in Response to
a Locked or Crossed Market
May 1, 2020.
I. Introduction
On February 28, 2020, New York
Stock Exchange LLC (‘‘NYSE’’), NYSE
National, Inc. (‘‘NYSE National’’), NYSE
Arca, Inc. (‘‘NYSE Arca’’), NYSE
American LLC (‘‘NYSE American’’), and
NYSE Chicago Inc. (‘‘NYSE CHX’’, and
collectively, the ‘‘Exchanges’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 proposed rule
changes regarding their rules on the repricing of orders in certain market
situations and related rules relevant to
each Exchange. The proposed rule
changes were published for comment in
the Federal Register on March 18,
2020.3 The Commission has received no
comments on the proposed rule
changes. The Commission is approving
the proposed rule changes.
CFR 200.30–5(e)(2).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release Nos. 88362
(March 12, 2020), 85 FR 15538 (SR–NYSE–2020–13)
(‘‘NYSE Notice’’); 88368 (March 12, 2020), 85 FR
15510 (SR–NYSENAT–2020–09); 88369 (March 12,
2020), 85 FR 15515 (SR–NYSEArca–2020–17)
(‘‘NYSE Arca Notice’’); 88363 (March 12, 2020), 85
FR 15544 (SR–NYSEAMER–2020–12) (‘‘NYSE
American Notice’’); 88367 (March 12, 2020), 85 FR
15551 (SR–NYSECHX–2020–06) (collectively, the
‘‘Notices’’). For ease of reference, page citations in
this order are from the NYSE Notice, as published
in the Federal Register.
1 15
FOR FURTHER INFORMATION CONTACT:
16:45 May 06, 2020
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.2
J. Matthew DeLesDernier,
Assistant Secretary.
2 17
The Commission:
Secretarys-Office@sec.gov.
ADDRESSES:
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Regulation Office, 100 F Street NE,
Washington, DC 20549–8549.
PO 00000
Frm 00056
Fmt 4703
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27259
II. Description of the Proposed Rule
Change
Each Exchange’s current rules provide
that, if an away market (‘‘Away
Market’’) updates its Protected Best Bid
and Offer (‘‘PBBO’’) and crosses not
only the BBO of the Exchange, but also
displayed orders in the Exchange’s Book
not represented in the Best Bid or Offer
(‘‘BBO’’), (i.e., depth-of-book orders),
and then the Exchange’s BBO cancels or
trades, the Exchange will not
disseminate its next-best priced depthof-book order as its new BBO to the
securities information processor (‘‘SIP’’).
Instead, the Exchange will reprice such
order before it is disseminated to the
SIP.4
For example, consider a scenario
where NYSE’s Best Bid (‘‘BB’’) is
$10.05, and on the NYSE Book there is
an order to buy 100 shares ranked as a
Priority 2—Display Order at $10.04
(‘‘Order A’’). Currently, Order A is
displayed in the NYSE’s proprietary
depth-of-book market data at that $10.04
price, but is not disseminated to the SIP.
If an Away Market subsequently
publishes a Protected Best Offer
(‘‘PBO’’) of $10.03, NYSE’s BB of $10.05
will not reprice (i.e., it will ‘‘stand its
ground’’). However, if that $10.05 BB
trades, cancels, or routes, NYSE will not
disseminate Order A to the SIP as the
new BB at $10.04. Instead, Order A will
be assigned a display price of $10.02
and a NYSE working price of $10.03,
which is equal to the Away Market PBO,
and will be disseminated to the SIP as
the NYSE BB at $10.02. Order A
subsequently will be repriced to $10.04
once the Away Market PBO no longer
locks or crosses the NYSE BB. Each time
Order A is repriced, including back to
its original price, it is assigned a new
working time. In addition, NYSE
currently applies this repricing
functionality to other order types
(specifically, D Orders and Primary
Pegged Orders), and following an
auction.5
The Exchanges propose to eliminate
their existing rules requiring the
repricing functionality described above,
and to add new rule text that provides
that, if an Away Market locks or crosses
the BBO, the Exchange would not
change the display price of any Limit
4 See
NYSE Notice, 85 FR at 15538–39.
id. The rules of the other Exchanges do not
provide for D Orders, but, except for NYSE
American, they do provide for Primary Pegged
Orders and apply the same repricing functionality
to those orders. Similarly, the other Exchanges that
provide for auctions on their markets (NYSE
American and NYSE Arca) apply the same repricing
functionality following an auction; NYSE CHX and
NYSE National do not have auctions on their
markets.
5 See
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07MYN1
27260
Federal Register / Vol. 85, No. 89 / Thursday, May 7, 2020 / Notices
Order ranked Priority 2—Display Orders
(which would include previously
displayed depth-of-book orders) and
that any such orders would be eligible
to be disseminated as the Exchange’s
BBO.6 As a result, in the example set
forth above, Order A instead would not
be repriced before being displayed and
disseminated to the SIP following the
prior Exchange BB being executed or
cancelled.7 Accordingly, Order A would
be disseminated to the SIP as the
Exchange’s new BB at $10.04, even if
that price would cross the Away Market
Protected Bid of $10.03.8 The Exchanges
also propose other changes to their rules
related to this proposal, as further
described below.
Odd-Lot Orders
The Exchanges propose to extend the
same processing of orders, discussed
above, to odd-lot orders. Currently, the
working and display prices of odd-lot
orders are bound by the PBBO, which
means that resting odd-lot orders can be
repriced if the PBBO changes or
becomes locked or crossed. Under the
proposals, odd-lot sized orders would
be priced in the same manner as orders
of a round-lot size or higher.9
Reserve Orders
The Exchanges also propose several
related changes for the processing of
Reserve Orders. First, in a scenario
when the PBBO is crossed and the
display quantity of a resting, nonroutable Reserve Order is decremented
to an odd-lot size, the Exchanges
propose that the display price and
working price of the remaining odd-lot
quantity of the Reserve Order would not
change.10 The Exchanges state that this
proposed change is consistent with the
above-described changes establishing
how resting, displayed orders, including
6 See
NYSE Notice, 85 FR at 15540.
such resting orders no longer would be
repriced if locked or crossed by an Away Market,
such orders would not need to be assigned new
working times and would therefore retain priority
at their original price. See id.
8 The Exchanges also propose that Primary
Pegged Orders and D Orders (where applicable, as
noted in supra note 5) not be subject to the
repricing functionality, but propose instead that
such orders be eligible to trade at their current
working price; however, they would wait for a
PBBO that is not locked or crossed before the
display and working price of those orders are
adjusted. See NYSE Notice, 85 FR at 15540–41.
9 See NYSE Notice, 85 FR at 15542.
10 The Exchanges propose this change only for
non-routable Reserve Orders, stating that it is not
necessary for routable Reserve Orders because when
such orders replenish, the replenish quantity is
evaluated for routing to Away Markets (i.e., it
would be routed) and thus would not be displayed
at a price that crosses an Away Market. See id.
khammond on DSKJM1Z7X2PROD with NOTICES
7 Because
VerDate Sep<11>2014
16:45 May 06, 2020
Jkt 250001
odd-lot sized orders, will be
disseminated to the SIP.
However, the Exchanges propose that
the reserve interest that replenishes the
display quantity (which interest was not
previously displayed) would be
assigned a display price one MPV below
(above) the PBO (PBB) and a working
price equal to the PBO (PBB). Because
this is the first time such interest would
be displayed, the Exchanges propose to
adjust the display and working price so
that the replenished quantity would not
lock or cross the Away Market, which
is the same manner in which an arriving
Non-Routable Limit Order is priced.11
Similarly, the Exchanges propose that
the working price of the reserve interest
of resting Reserve Orders that are not
displayed be adjusted in the same
manner that the working price of NonDisplayed Limit Orders are adjusted.12
Trading After UTP Regulatory Halts or
Auctions
Finally, the Exchanges propose
changes to their order processing rules
following UTP Regulatory Halts or
auctions, if the PBBO becomes locked or
crossed, as described in further detail
below.
Specifically, when transitioning to
continuous trading following a UTP
Regulatory Halt, the Exchanges’
proposals provide that before publishing
a quote, previously-entered orders
would be routed (if routable) or
cancelled (if non-routable) if such
orders would be marketable against
protected quotations on Away
Markets.13
When transitioning to continuous
trading following an auction on NYSE—
and, on NYSE American and NYSE
Arca, following specifically an auction
not preceded by continuous trading 14—
before publishing a quote, these
Exchanges would also route (if
routable), or cancel (if not routable), any
orders that are marketable against a
PBBO on an Away Market (except for
Primary Pegged Orders on NYSE and
NYSE Arca, D Orders on NYSE, and,
11 See, e.g., NYSE Rule 7.31(e)(1) (describing how
an arriving Non-Routable Limit Order is priced).
12 See, e.g., NYSE Rule 7.31(d)(2)(A) (describing
how the working price of a Non-Displayed Limit
Orders is adjusted). If the limit price of a NonDisplayed Limit Order to buy (sell) is at or below
(above) the PBO (PBB), it will have a working price
equal to the limit price. If the limit price of a NonDisplayed Limit Order to buy (sell) is above (below)
the PBO (PBB), it will have a working price equal
to the PBO (PBB).
13 See NYSE Notice, 85 FR at 15541.
14 Such auctions include a Trading Halt Auction,
a Closing Auction if not preceded by continuous
trading, and an IPO Auction on NYSE American.
With respect to auctions preceded by continuous
trading on NYSE American and NYSE Arca, see
next paragraph.
PO 00000
Frm 00057
Fmt 4703
Sfmt 4703
during a Short Sale Price Test, sell short
orders on all three exchanges). Then, the
Exchanges would (i) trade any orders
that are marketable against any other
orders on their book; (ii) replenish the
display quantity of any Reserve Orders,
(iii) assign Primary Pegged and D Orders
(for those Exchanges, where applicable)
a display and working price as noted
above, provided that if the PBBO is
locked or crossed or if there is no PBBO
to peg to, they would be cancelled; and
(iv) price any sell short orders (for the
Exchanges, where applicable) to a
Permitted Price.15
On NYSE American and NYSE Arca,
to specify how orders would be
processed before publishing a quote
when transitioning from a prior trading
session or following the Core Open or
Closing Auction, which are transitions
preceded by continuous trading and
where the exchange has a published
quote immediately preceding the
transition, these Exchanges propose that
those displayed orders are eligible be
disseminated to the SIP at their thencurrent price.16 These Exchanges state
that this proposed change is consistent
with the other proposed changes,
described above, about how orders will
be disseminated to the SIP even if
crossed by an Away Market.17
Because of the technology changes
associated with these proposed rule
changes, the Exchanges propose to
announce the implementation date of
the proposed rule changes by Trader
Update and to implement these changes
in Spring 2020.
III. Discussion and Commission
Findings
After careful consideration of the
proposed rule changes, the Commission
finds that the Exchanges’ proposed rule
changes are consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
national securities exchanges. In
particular, the Commission finds that
15 See, e.g., NYSE Rule 7.16(f)(5) (describing the
Permitted Price for sell short orders).
16 To effect this change, NYSE American proposes
to amend Rule 7.35E(h)(3)(A)(i)—its provision
governing transitioning from a prior trading session
or following the Early Open Auction, Core Open
Auction, or Closing Auction—by specifying that it
applies only to such auctions if preceded by
continuous trading, and deleting its last clause,
which provides that, if the new published quote is
worse than the previously-published quote and
would lock or cross the PBBO, the display price of
Limit Orders will be adjusted in accordance with
the rule describing the repricing functionality that
is proposed to be deleted. NYSE Arca proposes to
make the equivalent amendment to its Rule 7.35–
E(h)(3)(A)(i). NYSE American and NYSE Arca also
propose a non-substantive change to their
respective definitions of ‘‘previously-live orders’’.
17 See NYSE Arca Notice, supra note 3, 85 FR at
15518.
E:\FR\FM\07MYN1.SGM
07MYN1
Federal Register / Vol. 85, No. 89 / Thursday, May 7, 2020 / Notices
the Exchanges’ proposed rule changes
are consistent with Section 6(b)(5) of the
Act,18 which requires that the rules of
an exchange be designed, among other
things, 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, and not be designed to
permit unfair discrimination between
customers, issuers, brokers or dealers.
The Exchanges state that their
proposed rule changes will make their
rules consistent with the rules and
functionalities of other exchanges.19
Accordingly, the proposals remove
impediments to and perfect the
mechanism of a free and open market
and are not designed to permit unfair
discrimination to the extent that they
promote consistency among the rules of
the equity exchanges regarding how
orders are priced, processed, and
disseminated to the SIP. Based on the
foregoing, the Commission therefore
finds that the proposed rule changes are
consistent with the Act.20
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,21 that the
proposed rule changes (SR–NYSE–
2020–13, SR–NYSENAT–2020–09, SR–
NYSEArca–2020–17, SR–NYSEAMER–
2020–12; and SR–NYSECHX–2020–06)
be, and hereby are approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
J. Matthew DeLesDernier,
Assistant Secretary.
[FR Doc. 2020–09711 Filed 5–6–20; 8:45 am]
BILLING CODE 8011–01–P
OFFICE OF THE UNITED STATES
TRADE REPRESENTATIVE
[Docket Number USTR–2020–0019]
Generalized System of Preferences
(GSP): Notice Regarding the 2020 GSP
Annual Product Review
Office of the United States
Trade Representative.
khammond on DSKJM1Z7X2PROD with NOTICES
AGENCY:
18 15
VerDate Sep<11>2014
16:45 May 06, 2020
Jkt 250001
ACTION:
Notice and request for
comments.
modified by subsequent Executive
Orders and Presidential Proclamations.
The Office of the United
States Trade Representative (USTR) has
accepted petitions submitted in
connection with the 2020 GSP Annual
Product Review for further review. Due
to COVID–19, the GSP Subcommittee of
the Trade Policy Staff Committee will
foster public participation via written
submissions rather than an in-person
hearing. This notice includes the
schedule for submission of comments
and responses to questions from the
GSP Subcommittee, on all petitions that
USTR accepted for the 2020 GSP
Annual Product Review.
DATES:
May 27, 2020 at 11:59 p.m. EDT:
Deadline for submission of written
comments on petitions accepted for the
2020 GSP Annual Product Review.
June 16, 2020 at 11:59 p.m. EDT:
Deadline for the GSP Subcommittee to
pose questions on written comments.
June 30, 2020 at 11:59 p.m. EDT:
Deadline for submission of commenters’
responses to questions from the GSP
Subcommittee.
July 10, 2020 at 11:59 p.m. EDT:
Deadline for replies from other
interested parties to the written
comments and responses to questions.
July 22, 2020 at 11:59 p.m. EDT:
Deadline for the GSP Subcommittee to
pose additional questions on written
comments.
August 5, 2020 at 11:59 p.m. EDT:
Deadline for submission of responses to
any additional questions from the GSP
Subcommittee.
ADDRESSES: USTR strongly prefers
electronic submissions made through
the Federal eRulemaking portal: https://
www.regulations.gov (Regulations.gov).
Follow the instructions for submitting
comments below. The docket number is
USTR–2020–0019. For alternatives to
online submissions, please contact
Claudia Chlebek in advance of the
relevant deadline at gsp@ustr.eop.gov or
202–395–2974.
FOR FURTHER INFORMATION CONTACT:
Claudia Chlebek at gsp@ustr.eop.gov or
202–395–2974.
SUPPLEMENTARY INFORMATION:
B. Petitions Requesting Modifications of
GSP Product Eligibility
On March 2, 2020 (85 FR 12381),
USTR announced the 2020 GSP Annual
Review to consider petitions to modify
the list of products that are eligible for
duty-free treatment under the GSP
program and petitions to waive
competitive need limitations (CNLs) on
imports of certain products from
specific beneficiary countries. The GSP
Subcommittee considered the product
and CNL waiver petitions submitted in
response to this announcement.
USTR has decided to accept for
review several petitions seeking to add
or remove products from GSP eligibility
for all GSP beneficiary countries. USTR
posted a list of petitions and products
accepted for review on the USTR
website at: https://ustr.gov/sites/default/
files/IssueAreas/gsp/2020_GSP_
Annual_Review-Petitions_Accepted_
for_Review.pdf under the title ‘‘2020
GSP Annual Review—Petitions
Accepted for Review. You also can find
this list at Regulations.gov in Docket
Number USTR–2020–0019. Acceptance
of a petition only indicates that the
subject of the petition warranted further
consideration and that a review of the
requested action will take place. The
U.S. International Trade Commission
also will review the selected petitions
and provide a report to USTR on the
probable economic effects of adding or
removing products from GSP eligibility
during the 2020 GSP Annual Review.
The President will proclaim any
modifications to the list of articles
eligible for duty-free treatment under
the GSP resulting from the 2020 GSP
Annual Product Review by November 1,
2020.
SUMMARY:
A. Background
U.S.C. 78f(b)(5).
NYSE Notice, 85 FR at 15543. See also IEX
Rules 11.190(h)(3)(A)(i) and (h)(3)(B)(i), and LTSE
Rules 11.190(g)(3)(A)(i) and (g)(3)(B)(i).
20 In approving these proposed rule changes, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
21 15 U.S.C. 78s(b)(2).
22 17 CFR 200.30–3(a)(12).
19 See
27261
The GSP program provides for the
duty-free importation of designated
articles when imported from designated
beneficiary developing countries. The
GSP program is authorized by Title V of
the Trade Act of 1974 (19 U.S.C. 2461–
2467), as amended, and is implemented
in accordance with Executive Order
11888 of November 24, 1975, as
PO 00000
Frm 00058
Fmt 4703
Sfmt 4703
C. Public Participation
Due to COVID–19, the GSP
Subcommittee will foster public
participation via written submissions
rather than an in-person hearing on all
petitions USTR accepted for the 2020
GSP Annual Product Review. USTR
invites public comments on these
petitions according to the schedule set
out in the Dates section above. The GSP
Subcommittee will review comments
and replies to comments, if any, and
may ask clarifying questions to
commenters. The GSP Subcommittee
will post the questions it asks on the
public docket, other than questions that
include properly designated business
confidential information (BCI). USTR
will send questions that include
properly designated BCI to the relevant
commenters by email, and will not post
E:\FR\FM\07MYN1.SGM
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Agencies
[Federal Register Volume 85, Number 89 (Thursday, May 7, 2020)]
[Notices]
[Pages 27259-27261]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2020-09711]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-88793; File Nos. SR-NYSE-2020-13, SR-NYSENAT-2020-09,
SR-NYSEArca-2020-17, SR-NYSEAMER-2020-12; SR-NYSECHX-2020-06]
Self-Regulatory Organizations; New York Stock Exchange LLC; NYSE
National, Inc.; NYSE Arca, Inc.; NYSE American LLC; NYSE Chicago, Inc.;
Order Granting Approval of Proposed Rule Changes Relating to Repricing
of Depth-of-Book Orders in Response to a Locked or Crossed Market
May 1, 2020.
I. Introduction
On February 28, 2020, New York Stock Exchange LLC (``NYSE''), NYSE
National, Inc. (``NYSE National''), NYSE Arca, Inc. (``NYSE Arca''),
NYSE American LLC (``NYSE American''), and NYSE Chicago Inc. (``NYSE
CHX'', and collectively, the ``Exchanges'') filed with the Securities
and Exchange Commission (``Commission''), pursuant to Section 19(b)(1)
of the Securities Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4
thereunder,\2\ proposed rule changes regarding their rules on the re-
pricing of orders in certain market situations and related rules
relevant to each Exchange. The proposed rule changes were published for
comment in the Federal Register on March 18, 2020.\3\ The Commission
has received no comments on the proposed rule changes. The Commission
is approving the proposed rule changes.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release Nos. 88362 (March 12,
2020), 85 FR 15538 (SR-NYSE-2020-13) (``NYSE Notice''); 88368 (March
12, 2020), 85 FR 15510 (SR-NYSENAT-2020-09); 88369 (March 12, 2020),
85 FR 15515 (SR-NYSEArca-2020-17) (``NYSE Arca Notice''); 88363
(March 12, 2020), 85 FR 15544 (SR-NYSEAMER-2020-12) (``NYSE American
Notice''); 88367 (March 12, 2020), 85 FR 15551 (SR-NYSECHX-2020-06)
(collectively, the ``Notices''). For ease of reference, page
citations in this order are from the NYSE Notice, as published in
the Federal Register.
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
Each Exchange's current rules provide that, if an away market
(``Away Market'') updates its Protected Best Bid and Offer (``PBBO'')
and crosses not only the BBO of the Exchange, but also displayed orders
in the Exchange's Book not represented in the Best Bid or Offer
(``BBO''), (i.e., depth-of-book orders), and then the Exchange's BBO
cancels or trades, the Exchange will not disseminate its next-best
priced depth-of-book order as its new BBO to the securities information
processor (``SIP''). Instead, the Exchange will reprice such order
before it is disseminated to the SIP.\4\
---------------------------------------------------------------------------
\4\ See NYSE Notice, 85 FR at 15538-39.
---------------------------------------------------------------------------
For example, consider a scenario where NYSE's Best Bid (``BB'') is
$10.05, and on the NYSE Book there is an order to buy 100 shares ranked
as a Priority 2--Display Order at $10.04 (``Order A''). Currently,
Order A is displayed in the NYSE's proprietary depth-of-book market
data at that $10.04 price, but is not disseminated to the SIP. If an
Away Market subsequently publishes a Protected Best Offer (``PBO'') of
$10.03, NYSE's BB of $10.05 will not reprice (i.e., it will ``stand its
ground''). However, if that $10.05 BB trades, cancels, or routes, NYSE
will not disseminate Order A to the SIP as the new BB at $10.04.
Instead, Order A will be assigned a display price of $10.02 and a NYSE
working price of $10.03, which is equal to the Away Market PBO, and
will be disseminated to the SIP as the NYSE BB at $10.02. Order A
subsequently will be repriced to $10.04 once the Away Market PBO no
longer locks or crosses the NYSE BB. Each time Order A is repriced,
including back to its original price, it is assigned a new working
time. In addition, NYSE currently applies this repricing functionality
to other order types (specifically, D Orders and Primary Pegged
Orders), and following an auction.\5\
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\5\ See id. The rules of the other Exchanges do not provide for
D Orders, but, except for NYSE American, they do provide for Primary
Pegged Orders and apply the same repricing functionality to those
orders. Similarly, the other Exchanges that provide for auctions on
their markets (NYSE American and NYSE Arca) apply the same repricing
functionality following an auction; NYSE CHX and NYSE National do
not have auctions on their markets.
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The Exchanges propose to eliminate their existing rules requiring
the repricing functionality described above, and to add new rule text
that provides that, if an Away Market locks or crosses the BBO, the
Exchange would not change the display price of any Limit
[[Page 27260]]
Order ranked Priority 2--Display Orders (which would include previously
displayed depth-of-book orders) and that any such orders would be
eligible to be disseminated as the Exchange's BBO.\6\ As a result, in
the example set forth above, Order A instead would not be repriced
before being displayed and disseminated to the SIP following the prior
Exchange BB being executed or cancelled.\7\ Accordingly, Order A would
be disseminated to the SIP as the Exchange's new BB at $10.04, even if
that price would cross the Away Market Protected Bid of $10.03.\8\ The
Exchanges also propose other changes to their rules related to this
proposal, as further described below.
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\6\ See NYSE Notice, 85 FR at 15540.
\7\ Because such resting orders no longer would be repriced if
locked or crossed by an Away Market, such orders would not need to
be assigned new working times and would therefore retain priority at
their original price. See id.
\8\ The Exchanges also propose that Primary Pegged Orders and D
Orders (where applicable, as noted in supra note 5) not be subject
to the repricing functionality, but propose instead that such orders
be eligible to trade at their current working price; however, they
would wait for a PBBO that is not locked or crossed before the
display and working price of those orders are adjusted. See NYSE
Notice, 85 FR at 15540-41.
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Odd-Lot Orders
The Exchanges propose to extend the same processing of orders,
discussed above, to odd-lot orders. Currently, the working and display
prices of odd-lot orders are bound by the PBBO, which means that
resting odd-lot orders can be repriced if the PBBO changes or becomes
locked or crossed. Under the proposals, odd-lot sized orders would be
priced in the same manner as orders of a round-lot size or higher.\9\
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\9\ See NYSE Notice, 85 FR at 15542.
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Reserve Orders
The Exchanges also propose several related changes for the
processing of Reserve Orders. First, in a scenario when the PBBO is
crossed and the display quantity of a resting, non-routable Reserve
Order is decremented to an odd-lot size, the Exchanges propose that the
display price and working price of the remaining odd-lot quantity of
the Reserve Order would not change.\10\ The Exchanges state that this
proposed change is consistent with the above-described changes
establishing how resting, displayed orders, including odd-lot sized
orders, will be disseminated to the SIP.
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\10\ The Exchanges propose this change only for non-routable
Reserve Orders, stating that it is not necessary for routable
Reserve Orders because when such orders replenish, the replenish
quantity is evaluated for routing to Away Markets (i.e., it would be
routed) and thus would not be displayed at a price that crosses an
Away Market. See id.
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However, the Exchanges propose that the reserve interest that
replenishes the display quantity (which interest was not previously
displayed) would be assigned a display price one MPV below (above) the
PBO (PBB) and a working price equal to the PBO (PBB). Because this is
the first time such interest would be displayed, the Exchanges propose
to adjust the display and working price so that the replenished
quantity would not lock or cross the Away Market, which is the same
manner in which an arriving Non-Routable Limit Order is priced.\11\
Similarly, the Exchanges propose that the working price of the reserve
interest of resting Reserve Orders that are not displayed be adjusted
in the same manner that the working price of Non-Displayed Limit Orders
are adjusted.\12\
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\11\ See, e.g., NYSE Rule 7.31(e)(1) (describing how an arriving
Non-Routable Limit Order is priced).
\12\ See, e.g., NYSE Rule 7.31(d)(2)(A) (describing how the
working price of a Non-Displayed Limit Orders is adjusted). If the
limit price of a Non-Displayed Limit Order to buy (sell) is at or
below (above) the PBO (PBB), it will have a working price equal to
the limit price. If the limit price of a Non-Displayed Limit Order
to buy (sell) is above (below) the PBO (PBB), it will have a working
price equal to the PBO (PBB).
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Trading After UTP Regulatory Halts or Auctions
Finally, the Exchanges propose changes to their order processing
rules following UTP Regulatory Halts or auctions, if the PBBO becomes
locked or crossed, as described in further detail below.
Specifically, when transitioning to continuous trading following a
UTP Regulatory Halt, the Exchanges' proposals provide that before
publishing a quote, previously-entered orders would be routed (if
routable) or cancelled (if non-routable) if such orders would be
marketable against protected quotations on Away Markets.\13\
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\13\ See NYSE Notice, 85 FR at 15541.
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When transitioning to continuous trading following an auction on
NYSE--and, on NYSE American and NYSE Arca, following specifically an
auction not preceded by continuous trading \14\--before publishing a
quote, these Exchanges would also route (if routable), or cancel (if
not routable), any orders that are marketable against a PBBO on an Away
Market (except for Primary Pegged Orders on NYSE and NYSE Arca, D
Orders on NYSE, and, during a Short Sale Price Test, sell short orders
on all three exchanges). Then, the Exchanges would (i) trade any orders
that are marketable against any other orders on their book; (ii)
replenish the display quantity of any Reserve Orders, (iii) assign
Primary Pegged and D Orders (for those Exchanges, where applicable) a
display and working price as noted above, provided that if the PBBO is
locked or crossed or if there is no PBBO to peg to, they would be
cancelled; and (iv) price any sell short orders (for the Exchanges,
where applicable) to a Permitted Price.\15\
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\14\ Such auctions include a Trading Halt Auction, a Closing
Auction if not preceded by continuous trading, and an IPO Auction on
NYSE American. With respect to auctions preceded by continuous
trading on NYSE American and NYSE Arca, see next paragraph.
\15\ See, e.g., NYSE Rule 7.16(f)(5) (describing the Permitted
Price for sell short orders).
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On NYSE American and NYSE Arca, to specify how orders would be
processed before publishing a quote when transitioning from a prior
trading session or following the Core Open or Closing Auction, which
are transitions preceded by continuous trading and where the exchange
has a published quote immediately preceding the transition, these
Exchanges propose that those displayed orders are eligible be
disseminated to the SIP at their then-current price.\16\ These
Exchanges state that this proposed change is consistent with the other
proposed changes, described above, about how orders will be
disseminated to the SIP even if crossed by an Away Market.\17\
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\16\ To effect this change, NYSE American proposes to amend Rule
7.35E(h)(3)(A)(i)--its provision governing transitioning from a
prior trading session or following the Early Open Auction, Core Open
Auction, or Closing Auction--by specifying that it applies only to
such auctions if preceded by continuous trading, and deleting its
last clause, which provides that, if the new published quote is
worse than the previously-published quote and would lock or cross
the PBBO, the display price of Limit Orders will be adjusted in
accordance with the rule describing the repricing functionality that
is proposed to be deleted. NYSE Arca proposes to make the equivalent
amendment to its Rule 7.35-E(h)(3)(A)(i). NYSE American and NYSE
Arca also propose a non-substantive change to their respective
definitions of ``previously-live orders''.
\17\ See NYSE Arca Notice, supra note 3, 85 FR at 15518.
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Because of the technology changes associated with these proposed
rule changes, the Exchanges propose to announce the implementation date
of the proposed rule changes by Trader Update and to implement these
changes in Spring 2020.
III. Discussion and Commission Findings
After careful consideration of the proposed rule changes, the
Commission finds that the Exchanges' proposed rule changes are
consistent with the requirements of the Act and the rules and
regulations thereunder applicable to national securities exchanges. In
particular, the Commission finds that
[[Page 27261]]
the Exchanges' proposed rule changes are consistent with Section
6(b)(5) of the Act,\18\ which requires that the rules of an exchange be
designed, among other things, 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, and not be designed to
permit unfair discrimination between customers, issuers, brokers or
dealers.
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\18\ 15 U.S.C. 78f(b)(5).
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The Exchanges state that their proposed rule changes will make
their rules consistent with the rules and functionalities of other
exchanges.\19\ Accordingly, the proposals remove impediments to and
perfect the mechanism of a free and open market and are not designed to
permit unfair discrimination to the extent that they promote
consistency among the rules of the equity exchanges regarding how
orders are priced, processed, and disseminated to the SIP. Based on the
foregoing, the Commission therefore finds that the proposed rule
changes are consistent with the Act.\20\
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\19\ See NYSE Notice, 85 FR at 15543. See also IEX Rules
11.190(h)(3)(A)(i) and (h)(3)(B)(i), and LTSE Rules
11.190(g)(3)(A)(i) and (g)(3)(B)(i).
\20\ In approving these proposed rule changes, 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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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\21\ that the proposed rule changes (SR-NYSE-2020-13, SR-NYSENAT-
2020-09, SR-NYSEArca-2020-17, SR-NYSEAMER-2020-12; and SR-NYSECHX-2020-
06) be, and hereby are approved.
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\21\ 15 U.S.C. 78s(b)(2).
\22\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
J. Matthew DeLesDernier,
Assistant Secretary.
[FR Doc. 2020-09711 Filed 5-6-20; 8:45 am]
BILLING CODE 8011-01-P