The TRADE 62 - Q4 2019 | Page 54

[ I N - D E P T H | C L O S I N G where the market has been during continuous trading, because it can be heavily skewed by buy/ sell imbalances. The trader has to surrender a degree of control and take the closing price the market uncrosses at if they have to be filled. Any surrendering of control produces an increased risk.” France’s AMF conducted its own study on the rise of closing auctions earlier this year, focusing on the trend’s potentially detrimental effect on price formation. While it did not find definite proof that the rise of closing auctions undermined prices during the day, the AMF did flag increased potential for 'flash crashes' and operational risks for traders engaging in increasingly large end of day trading sessions. In one example, the AMF ref- erenced an incident in May 2018 whereby a trader wanted to exe- cute a buy/sell-back transaction on 3.5 million shares, but triggered Eu- ronext’s circuit breaker. The trader tried to reduce the size to 2 million shares, but only had time to enter the buy order. The error resulted in a ¤2.2 million loss, with multiple market participants impacted by the event. Healthy competition Aquis Exchange launched its own alternative closing auction mecha- nism in 2016, but has only this year gathered substantial interest from the market in light of the shift of activity towards the close. Known as Market at Close, or MaC, the mechanism allows traders to exe- cute orders at the official closing A U C T I O N S ] “With less room to transact large positions intraday, more participants are turning to alternative mechanisms and ultimately closing auctions to execute their trades.” DAVID HOWSON, COO, CBOE EUROPE price only. Aquis founder Haynes says it is the only European exchange importing the official closing price of the listing-exchanges across the region in a bid to establish and create liquidity. But, perhaps more importantly, MaC aims to reduce costs for market participants and bring competition to the market which national exchanges have re- tained a monopoly over. Cboe’s 3C mechanism is also free to use until 1 July 2020, which Howson says was a strategic move to encourage competition in the space, but to also show traders that engaging at the close doesn’t always have to cost more. Healthy competition in the Eu- ropean equity market is important in terms of ensuring services are well-priced and innovative, but as closing auction volumes are concentrated on just a few venues in Europe, some exchanges have seized the opportunity and raised prices for participating in end of day trading. “The product is all about reduc- ing costs whereas almost every other product we have is about en- hancing liquidity. Getting the same for less is a very attractive result, and that’s what is important about this,” Haynes says. “I really don’t “Nobody out there can actually tell whether this trend is structural or cyclical. What we do know is that more business is being conducted in the close than ever in the past.” ALASDAIR HAYNES, CEO AND FOUNDER, AQUIS EXCHANGE 54 // TheTrade // Winter 2019 like the fact that [national exchang- es] have a complete monopoly on what the official closing price is, given the fact that the market is healthily fragmented, in my opin- ion, to have competition whereby prices, spreads and costs of trading have all fallen over the past few years. There should be competition at the close, and that shouldn’t be just about the price. Everybody who has significant liquidity at the close should be pooled together to create a better closing auction which involves all parties con- cerned in the industry.” There are some advantages for traders using the closing auctions and, of course, they have been a positive development for the industry in terms of proper price discovery and valuing funds cor- rectly. Trading in closing auctions can also remove the ‘crossing the spread’ cost of trading for both the buyer and sellers as they meet at the same price. However, it is unclear how much more volumes will shift to the end of the trading day, and with the ef- fects of the trend already being felt on the buy-side trading desk, it is clear why market participants are expressing concern on the subject. At the same time, the monopoly that national stock exchanges hold over the closing auction and the official closing price adds to the complex debate. After all, it does seem strange that as the industry benefits from having strong com- petition and multiple venues for trading intraday, there is just the one venue for the close.