medium · Market Microstructure

An options market maker is 'net short gamma' on a large portfolio of call options they have sold to clients.

If the underlying stock price begins to fall rapidly, what must the market maker do to maintain a delta-neutral hedge, and what is the market impact?

  1. They must buy the underlying stock, stabilizing the market.
  2. They must hold their position until expiration to avoid 'pinning' risk.
  3. They must sell more options to offset the delta change; impact is minimal.
  4. They must sell the underlying stock, amplifying the price decline.

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